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Industrial giant Linde plc (NASDAQ:LIN)’s shares are up by 4.30% over the past year and by 14% year-to-date. The stock closed 5.9% lower on July 31st, the day that it reported its second-quarter earnings. During the quarter, Linde plc (NASDAQ:LIN) posted $9.29 billion in revenue and $4.50 in adjusted earnings per share to beat analyst […]
Caterpillar Inc. (NYSE:CAT) has been on Jim Cramer’s radar with respect to the AI data center buildout for quite some time now. In most of his appearances, the CNBC TV host has discussed the link between the firm’s power generation products and the need for data centers to generate power. Caterpillar Inc. (NYSE:CAT)’s stock is […]
Although the revenue and EPS for MKS (MKSI) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
While the top- and bottom-line numbers for eBay (EBAY) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
SoundHound raises its 2026 revenue floor after record Q2 sales, as OASYS fuels enterprise deals, faster conversions and improving margins.
Aerospance giant The Boeing Company (NYSE:BA) is a stock that Jim Cramer got right well before its turn. Early last year, the CNBC TV host had wondered whether the firm’s cash flow problems were starting to resolve. Back then, The Boeing Company (NYSE:BA) was suffering from the impact of production shutdowns on its finances as […]
PPL's Q2 earnings miss estimates as higher costs weigh on results, while revenues rise 4.2% and data center demand continues to expand.
SpaceX plans a 100M SF Texas semiconductor facility that could reshape industrial development and advanced manufacturing.
Seagate Technology Holdings plc (NASDAQ:STX)’s shares have caught a lot of quarters, including Cramer, by surprise in today’s AI-driven era of investing. They are up by 447% over the past year and by 181% year-to-date. The CNBC TV host has discussed Seagate Technology Holdings plc (NASDAQ:STX) several times over the past couple of months. For […]
SoundHound pairs 37.9% projected 2026 revenue growth with OASYS expansion, but premium valuation, losses and cash burn raise execution risk.
Palantir Technologies Inc. (NASDAQ:PLTR) is a stock that Jim Cramer has, perhaps begrudgingly, shifted his opinion on. Throughout 2025, the CNBC TV was nothing short of unbridled optimism for the firm. Cramer asserted on multiple occasions that Palantir Technologies Inc. (NASDAQ:PLTR) was slated to benefit from the Trump administration’s focus on cost-cutting and its ability […]
NVIDIA Corporation (NASDAQ:NVDA) is a stock that Jim Cramer continues to stand by with, even though it has struggled. While it’s unclear whether he’s as loyal to it as he is to Costco, throughout 2026, the CNBC TV host has continued to assert that the firm provides a great long-term opportunity. NVIDIA Corporation (NASDAQ:NVDA)’s shares […]
SoundHound's 16.9% plunge contrasts with 45% revenue growth and better margins, but losses, cash burn, dilution and valuation remain key risks.
As Palo Alto Networks has outperformed relative to the broader market over the past year, Wall Street analysts remain bullish about the stock’s prospects.
CYTK tops Q2 revenue estimates as Myqorzo gains traction, but higher launch costs and the absence of milestone payments weigh on results.
This risk is weighing on the stock.
Novavax beat Q2 earnings and revenue estimates, raises its 2026 adjusted revenue outlook, cuts expense guidance and outlines potential Sanofi milestones ahead.
Lumentum is set to report earnings Tuesday afternoon, with traders anticipating a big swing in the optical and photonic products maker’s stock.
Applied Optoelectronics (NasdaqGM: AAOI) is in focus after reports that the US administration plans to ban imports of Chinese-made data center components, including optical transceivers. The proposed restrictions would target Chinese suppliers of AI hardware used in US data centers and would affect optical modules that link high performance servers. Market attention is turning to US based optical transceiver vendors that produce 800G AI modules as data center operators review sourcing...
The Trade Desk, Inc. has already reported its second-quarter 2026 results, with sales rising to US$715.06 million while net income and earnings per share declined year on year, alongside a completed share repurchase program totaling 48,644,000 shares for US$2.49 billions since 2023. The earnings miss versus analyst expectations and weaker third-quarter revenue guidance, attributed by management to macro pressures and execution issues, have prompted several broker downgrades and raised fresh...
Agentic AI software names are moving together this Friday afternoon, and the leaderboard looks like a mirror image of Monday’s session. Palantir (NASDAQ:PLTR) stock is surging 10% to $170.76 midday, while UiPath (NYSE:PATH) shares are climbing 7% to $14.93 and C3.ai (NYSE:AI) shares are rallying 5% to $10.43. The iShares Expanded Tech-Software Sector ETF (CBOE:IGV) ... Palantir Surges 10%, UiPath Rises 7%, C3.ai Gains 5% as Agentic AI Stocks Rally Together
Dominion Energy stock has delivered a 54.8% gain over the past three years, yet current valuation checks and recent share price softness suggest it may now be trading close to what the market views as a fair range rather than as an obvious bargain. Over the past 3 years, Dominion Energy has returned 54.8%, which puts recent short term share price weakness into the context of a longer stretch of positive performance. Rising power needs from AI data centers can support long term demand for...
Meta Platforms (NasdaqGS:META) has been ordered by a New Mexico state court to pay a US$942 million penalty tied to teen safety on its platforms. The ruling requires Meta to introduce stricter protections and usage limits for teenagers, directly affecting its core social media operations. The court compared Meta's impact on youth to public pollution, framing the decision as a major test case for online child safety rules. This decision adds to growing legal and regulatory pressure around...
Alphabet (NasdaqGS: GOOGL) announces a US$25b bond offering to fund AI expansion following its first recorded period of negative free cash flow. The debt deal marks a shift in Alphabet's capital structure as it leans on bond markets to support large scale AI infrastructure investment. The move comes while Google DeepMind faces executive turnover, leadership reshuffles and delays in certain AI model releases. Investors are weighing the larger balance sheet commitment to AI against execution...
Loar stock sets up a new buy point amid the recent market strength. The aerospace and defense giant is looking for support at a key level.
The Federal Aviation Administration has cleared Boeing (BA) to begin commercial service for its 737 Max 7, ending a prolonged certification process and allowing the company to start delivering completed jets in inventory. See our latest analysis for Boeing. Boeing shares have been choppy, with a 7 day share price return of 5.11% around the 737 Max 7 certification news, while the 1 year total shareholder return of 2.14% points to more muted longer term progress. If you are watching how...
ABNB's Q2 earnings and revenues beat estimates as bookings accelerate, margins expand, and AI gains support a higher 2026 outlook.
Nvidia is set to report second-quarter earnings on Aug. 26 after the market close, and the options market is pricing in an 8.8% move in either direction. The goal is to either have the put expire worthless and keep the premium, or to take assignment and acquire the stock below the current price. Importantly, anyone selling puts must understand that they may be assigned 100 shares at the strike price.
AAOI's Q2 earnings beat estimates as revenues surge 86.4%, fueled by datacenter, CATV, and rapid 800G growth.
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