Autodesk stock is caught between weak longer term returns and a supportive intrinsic value estimate, with the Discounted Cash Flow (DCF) view pointing to a sizeable gap to fair value while market multiples suggest the current share price is roughly in line with peers. Over the past 5 years Autodesk shares have declined 25.2%, which means recent short term gains sit against a disappointing longer run outcome for investors. The completion of the MaintainX acquisition and Autodesk's push into...
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In the past week, SiTime Corporation reported second-quarter 2026 results showing revenue of US$157.43 million and a shift from a net loss to US$18.16 million in net income, while issuing third-quarter revenue guidance of US$285 million to US$295 million. A key driver was the recently completed acquisition of Renesas' timing business, which materially expanded SiTime's product portfolio and is expected to be a major contributor to upcoming revenues. We’ll now explore how SiTime’s strong...
Celsius Holdings reported second-quarter 2026 sales of US$817.93 million, up from US$739.26 million a year earlier, but net income fell to US$55.29 million and earnings per share halved as core Celsius brand revenue declined while Alani Nu and Rockstar contributed growth. Soon after this weaker-than-expected quarter, Rockstar Energy founder Russ Savage disclosed a roughly 4.7% stake in Celsius and publicly called for replacing the current CEO, putting management effectiveness and portfolio...
In July 2026, Trane Technologies reported second-quarter 2026 results showing higher sales and net income year over year, raised its full-year 2026 revenue and earnings guidance, and disclosed completing a US$1.07 billion share repurchase program covering 2,418,532 shares. The combination of upgraded 2026 guidance, improving earnings per share and continued buybacks highlights management’s confidence in the company’s near-term operating performance and capital allocation approach. Next,...
Coinbase Global (COIN) has become a focus stock after reporting a second quarter 2026 net loss alongside softer sales and revenue, while it continues to push ahead with UK expansion and new USDC based stock trading for UK clients. See our latest analysis for Coinbase Global. Despite the latest earnings weakness, Coinbase Global’s share price has moved sharply from recent lows, with a 1-day share price return of 5.63% and a 7-day share price return of 5.02%. However, the 90-day share price...
A $1.25 million nest egg can fund a very different retirement depending on one number: your withdrawal yield. The gap between a conservative dividend portfolio and an aggressive one swings your annual income by tens of thousands of dollars, but the safer-looking choice does not always win.
The leading apparel brand for healthcare professionals offers investors a lucrative combination of growth and profitability.
Atmus Filtration Technologies (NYSE:ATMU) reported record second-quarter sales of $528 million, up 16.4% from $454 million a year earlier, driven by the acquisition of Koch Filter and growth in its Power Solutions business. The company also reported adjusted EBITDA of $109 million, adjusted earnings
Aspen Aerogels (NYSE:ASPN) said it expects a sharp sequential increase in revenue and adjusted EBITDA in the third quarter, supported by energy-industrial project deliveries, rising General Motors EV production and expanding European demand for its PyroThin thermal barriers. The company forecast th
ATI (NYSE:ATI) reported second-quarter results that exceeded its prior outlook, supported by higher pricing, favorable product mix and stronger demand in aerospace, defense and specialty materials. The company raised its full-year guidance for adjusted EBITDA, adjusted earnings per share and adjuste
Petroleo Brasileiro SA Petrobras (PBR) posts historic quarterly net income and record gross profit, driven by operational efficiency and surpassing production guidance.
Wheaton Precious Metals Corp (WPM) posts record quarterly revenue of $929 million, up 85% year-over-year, while advancing its industry-leading growth profile.
Kodiak Gas Services Inc (KGS) raises full-year guidance on record adjusted EBITDA, secures 1 GW turbine supply deal, and advances data center projects despite lube oil cost headwinds.
Atmus Filtration Technologies Inc (ATMU) posts record Q2 sales of $528 million, up 16.4% year-over-year, while navigating Middle East conflict impacts and narrowing full-year margin guidance.
Intel suspended its dividend in 2024 after a brutal stretch. Now the stock is up 389% over the past year, a real turnaround, and investors are asking whether the payout is finally coming back.
The company crushed analyst estimates for its second quarter.
Can anyone take the top spot away from Eli Lilly in the anti-obesity area?

<body><p>STORY: U.S. stocks rallied on Friday, with the Dow gaining more than a quarter of a percent, the S&P 500 adding about six-tenths of a percent to notch a record high close, and the Nasdaq climbing 1.3%.</p><p>Data from the Labor Department showed the U.S. economy unexpectedly shed jobs last month, boosting investor optimism that the Federal Reserve would hold off on raising interest rates at its September meeting.</p><p>Eric Lynch is managing director and co-portfolio manager at Suncoast Equity Management.</p><p>"The jobs report today being mildly negative was one of those situations where bad news is good news because it probably takes a little emphasis off the hawkish tones from the Fed for next month's meeting. Less likely they raise rates. And so, if that's the case, those areas of the economy that are most, kind of, cyclical and expansionary, things like industrials, consumer cyclicals, technology, those three sectors, for example, are up nicely I think on this news.”</p><p>Stocks on the move Friday, included Elon Musk's SpaceX, which surged nearly 16% a day after the expiration of the first of several share lockup restrictions following its record-breaking June public offering.</p><p>Shares of collaboration software maker Atlassian shot up more than 35% for their largest-ever daily percentage gain.</p><p>:: Archive</p><p>while Microchip Tech's stock jumped almost 14% for its best daily performance in more than 15 months. Both moves came after the companies forecast quarterly revenue above Wall Street estimates.</p><p>And shares of Airbnb climbed more than 17% as the S&P 500's best performer after the vacation rental company beat second-quarter revenue estimates.</p><p>On the flip side, Trade Desk was the S&P 500's worst performer, with shares plunging nearly 22% after the ad-tech firm forecast third-quarter revenue below expectations.</p></body>
Rather than simply clearing reduced consensus hurdles, reporting companies are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is driving a steady stream of upward revisions for Q3 and future quarters.
On Aug. 7, U.S. District Judge Shalina Kumar of the Eastern District of Michigan rejected Coinbase's (Nasdaq: COIN) bid to block enforcement of its sports event contracts. In December 2025, the crypto exchange sued Michigan Attorney General Dana Nessel, arguing that the Commodity Futures Trading ...
IEMG offers lower costs and higher yields, while NZAC delivered stronger five-year growth with less volatility.
AI-battered hedge fund Situational Awareness made a big bet this week in Source Foundry, a private company aiming to reinvent the way chips are manufactured, according to people familiar with the matter.
Wall Street just got the milestone investors have been waiting for. The S&P 500hit new highs this week, and the Dow Jones Industrial Average closed above 54,000 for the first time. The Nasdaq also jumped as technology and artificial-intelligence stocks bounced back from their summer slump. If ...
Strategy Inc. outlined a vision to become the world’s most valuable company by maximizing Bitcoin ownership and creating the best equity value. Strategy’s Ultimate Goal Strategy’s official X handle posted a video of Michael Saylor from last week’s second-quarter earnings...
Gold prices and gold-backed financial assets are experiencing a major weekly surge driven by expectations of Federal Reserve policy easing, institutional buying by central banks, and positive global ETF inflows.
Although some brand-name companies expect to receive up to $2.4 billion in IEEPA tariff refunds, it doesn't mean that tariffs are yesterday's news.
The Oracle of Omaha's big transfer could have a less dramatic impact on Berkshire's governance and price action than you think.
Former Bitcoin miner Firmus has raised $2 billion in fresh equity funding, nearly doubling its valuation as investors continue pouring capital into artificial intelligence infrastructure. The Aug. 7 funding round included follow-on participation from Nvidia and Coatue Management, alongside funds ...
Hut 8 CEO Asher Genoot, fresh off Q2 earnings, called Texas's new "batch zero" audit process a net positive for the industry, arguing it helps separate credible developers from speculative…