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Applied Digital Corp (APLD)’s 400% Revenue Surge — Breakout AI Infrastructure Play or Risky Bet?
Insider Monkey15d agobullish
Applied Digital Corp (APLD)’s 400% Revenue Surge — Breakout AI Infrastructure Play or Risky Bet?

Applied Digital Corp (NASDAQ:APLD)’s transformation from a crypto-mining/data-center hosting company to an AI infrastructure provider is beginning to reflect in its earnings. The company is enjoying robust growth fueled by rapid conversion of its data center footprint into artificial intelligence and high-performance computing infrastructure. Likewise, hyperscaler leases and tenant buildout are increasingly driving near-term revenue […]

Palantir Jumps After 'Otherworldly' Demand Lifts Outlook
Bloomberg15d agobullishVIDEO
Palantir Jumps After 'Otherworldly' Demand Lifts Outlook

Palantir Technologies jumped after the company boosted full-year revenue and income forecasts and described commercial demand for its data analytics tools as "otherworldly." Bloomberg's Mandeep Singh joins to discuss this as well as how Anthropic has struck a deal for computing capacity from Volta Infra Holdings Ltd., a months-old infrastructure startup, to keep pace with demand for its products.

Is Leidos Holdings (LDOS) Cheap Following Its Earnings Beat And Higher Guidance?
Simply Wall St.15d agobullish
Is Leidos Holdings (LDOS) Cheap Following Its Earnings Beat And Higher Guidance?

Leidos Holdings (LDOS) reported second quarter 2026 results and updated its outlook, giving investors fresh data on revenue, earnings and guidance after a run of new contract wins and capital returns. See our latest analysis for Leidos Holdings. The recent earnings beat, higher full year guidance and a series of defense and AI related contract wins have helped Leidos Holdings shares post a 9.1% 30 day share price return. However, year to date the share price is down 35.3% and the 1 year total...

Centene Corp. (CNC) Surged on Earnings Beat and Improved Outlook
Insider Monkey15d agobullish
Centene Corp. (CNC) Surged on Earnings Beat and Improved Outlook

Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Hotchkis & Wiley Mid-Cap Value Fund.” A copy of the letter can be downloaded here. Equity markets posted strong returns in the second quarter of 2026, with the Russell Midcap Index rising 13.8% and the Russell Midcap Value Index returning 13.4%, […]