Rosenblatt said Hut 8’s contracted AI data-center portfolio outweighs a weak second quarter and near-term uncertainty surrounding the Beacon Point interconnection process.
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Today's ADP private-sector payrolls came in below the +75K forecast and less than half the downwardly revised +95K from June.
PCTY tops fiscal Q4 earnings and revenue estimates as recurring revenues grow 12.4% year over year. See what fuels results and its fiscal 2027 outlook.
Five Nasdaq stocks share the same ex-dividend deadline this week, but they are not all worth buying for the same reason, and at least one comes with a warning flag that most income investors will miss.
Hewlett Packard Enterprise surges 21% in a month, but can AI infrastructure demand, cloud momentum and a discounted valuation support further gains?
The analytics company posted 93% revenue growth last quarter, which was an acceleration from the previous period.
FCN beats second-quarter earnings estimates and reaffirms revenue guidance. Its rising costs squeeze margins and send shares lower.
Investment management stocks like BLK, AMP and IVZ are expected to benefit from continued asset inflows and digital transformation.

Base Power founder & CEO Zach Dell joins Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss how the AI boom is reshaping energy demand and what differentiates Base Power from competitors, including Tesla (TSLA). This following company's $1 billion Series D funding round, which values the company at $13 billion post-money.
In this segment of the AI Investor Podcast from 24/7 Wall St., co-hosts Eric Bleeker and Austin Smith turn to Bloom Energy, a stock Bleeker has described as one that got away from him, and which was also a top holding in Leopold Aschenbrenner's Situational Awareness fund. Smith sets it up by pointing listeners to a prior episode discussion of natural gas and behind-the-meter power delivery to data centers. Bleeker then reports Bloom's results: EPS of 78 cents against 41 cents expected, plus one of the most optimistic conference calls he has heard, with behind-the-meter generation clearly having its moment. The stock rose 12% after hours, then gave up the entire gain at the open the next day. Bleeker's explanation is that the move had nothing to do with fundamentals. He argues that Situational Awareness, a fund that had swelled to roughly $45 billion, was known to be running up to four times leverage, and that large trading firms recognized they could push it into a forced unwind. On his telling, shorts were layered across the portfolio early in the week, margin calls followed, and Citadel then bought the whole book in a block trade, after which the shorts came off. He points to the fund's top ten positions all rallying between 19% and 29% that day as evidence, and questions whether Citadel's rate-hike narrative earlier in the week was self-serving. He presents this as his own reading, not established fact. Smith agrees the dynamic is plausible, comparing it to the Icahn and Ackman fight over Herbalife, and predicts Aschenbrenner will have no trouble raising another fund.
CDW's second-quarter sales rose 10% as broad technology demand and international strength lifted adjusted EPS 12% despite margin pressure.
CVS beats Q2 earnings and revenue estimates as stronger segment performance lifts results and prompts raised 2026 guidance, sending shares higher.
Stocks rocketed higher the last two days, but they’re taking a modest breather so far this morning. Crude oil, gold, and silver are all rising, though, while Treasuries and the dollar are mostly flat. Bitcoin is (still) stuck in the mid-$60,000s.
Walt Disney Co (NYSE:DIS, XETRA:WDP) on Wednesday reported fiscal third-quarter results that topped Wall Street estimates, driven by a doubling of streaming profit and record domestic theme park revenue. Adjusted earnings per share came in at $2.06, up 28% from a year earlier and well above...
Stocks kicked off Wednesday's session higher, extending the week's broad rally. The S&P 500 was on pace to set another record high, up 0.6%. The Dow Jones Industrial Average rose 1.1% or 600 points, also on track for a fresh record.
Uber Technologies Inc (NYSE:UBER, XETRA:UT8) shares fell about 6% in early trading Wednesday after the ride-hailing company issued a third quarter outlook that fell short of some Wall Street expectations, overshadowing better-than-expected gross bookings and adjusted EBITDA in the second...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.46%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.51%. September E-mini S&P futures (ESU26 ) are up +0.50%, and September E-mini Nasdaq futures...
In the past week, Coinbase Global, Inc. reported second-quarter 2026 results showing revenue of US$1,220.07 million and a net loss of US$359.47 million, a sharp reversal from net income a year earlier. At the same time, leadership changes, a renewed USDC partnership with Circle, and fresh buying by investor Cathie Wood have kept attention on Coinbase’s evolving business mix and regulatory positioning. With earnings turning to a loss and Cathie Wood increasing exposure, we’ll now examine how...
DoorDash faces intense competition in local delivery and on-demand commerce.
NBIS has surged 310% in a year as AI expansion accelerates, but rising spending, financing needs and margin pressure raise questions about its next move.
SONY's raised outlook, faster profit growth and recurring entertainment revenues strengthen the buy case, but valuation and cash-flow pressure demand discipline.
Sony's 10.9% weekly rally has support from faster profit growth and higher forecasts, but valuation, currency and execution risks could test the next leg.
Palantir soared nearly 30% after crushing Q2 estimates on booming AI demand. These ETFs could ride the momentum despite valuation concerns.
VSAT posts Q1 fiscal 2027 earnings beat despite a revenue miss, as lower interest expense narrows losses and management reaffirms growth expectations.
AMCX, FTNT and AMZN made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 5th, 2026.
Seth Klarman spent four decades building a reputation for buying almost nothing, so when Baupost quietly planted a nine-figure flag in a payment network last quarter, the choice of which rail he picked over the obvious favorite deserves a close look.
One Stop Systems (OSS) delivered earnings and revenue surprises of +66.67% and +11.29%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
The mean of analysts' price targets for Redwire Corporation (RDW) points to a 40% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
The average of price targets set by Wall Street analysts indicates a potential upside of 26.2% in Solstice Advanced Materials (SOLS). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.