Actualités

Arista trades at a steep premium to IBM, but their growth trajectories and risk profiles tell very different stories for 2026 investors.

Applied Optoelectronics (NASDAQ:AAOI) saw its share price increase by 15.53 percent on Friday to finish at $150.28 apiece, as investors began positioning portfolios in anticipation of major business updates. According to the company, Chief Finance and Strategy Officer Stefan Murry is set to present at Rosenblatt’s 6th annual technology summit on Tuesday, August 18. Investors […]

ATI’s second quarter results were well received by the market, following strong year-on-year growth driven by the company’s ongoing portfolio transformation and higher-value product mix. Management attributed the quarter’s performance to operational improvements, a record backlog, and robust demand in aerospace and defense segments. CEO Kimberly Fields highlighted the transformation of the AA&S segment, stating, “What was once viewed as a more cyclical, lower-margin business has become a second

Intuitive Machines (NasdaqGM:LUNR) has been selected as a key supplier for L3Harris Technologies’ Accelerated Missile Defense Tranche 3 mission. The company will provide 18 spacecraft platforms that form part of U.S. space-based missile defense infrastructure for homeland defense and hypersonic missile tracking. The contract expands Intuitive Machines’ role within a core national security program and broadens its exposure to the defense market. For readers tracking how specialized space and...

Netlist has filed new patent complaints against Super Micro Computer (NasdaqGS:SMCI) at the U.S. International Trade Commission and in U.S. District Court regarding DDR5 memory module technology. The ITC case seeks an investigation into alleged infringement and potential exclusion of certain Super Micro DDR5 products from the U.S. market. The federal lawsuit requests damages and other remedies tied to Super Micro Computer's use and sale of the disputed DDR5 memory related products. The...

In early August 2026, Commvault Systems filed a US$449.32 million shelf registration for 3,374,000 common shares related to its employee stock ownership plan and announced a new integration that brings Google Threat Intelligence into its Threat Scan cyber resilience workflows, alongside upgraded inline malware scanning and AI-enabled Synthetic Recovery enhancements. This combination of capital-raising flexibility and deeper Google collaboration underscores how Commvault is positioning its...

Red Cat Holdings (NasdaqCM:RCAT) is set to benefit from new U.S. tariffs on imported unmanned aircraft systems and components, which are expected to support domestically built drone platforms. The company announced the appointment of Mitch McDonald as Divisional CEO for its UAS operations, consolidating leadership across key drone subsidiaries. Management framed the leadership change as a step toward tighter integration of drone and autonomous systems operations at a time of shifting U.S...

In the June quarter, Boston Scientific completed a share repurchase of 39,922,436 shares, equal to 2.69% of its stock, for US$2,000.11 million under the buyback first announced in December 2020, while quarterly results highlighted underperformance in U.S. Electrophysiology and Watchman alongside lower 2026 organic sales growth guidance. Although the CHAMPION-AF trial met all clinical endpoints, it did not act as a meaningful catalyst for the business outlook, and the contrast between bullish...

Investing.com -- The U.S. could increase annual data center construction from 12 gigawatts in 2026 to 35 GW by 2030, but shortages of specialised mechanical, electrical and plumbing workers will set the industry’s speed limit, according to Bernstein analysts.

Despite logistical challenges and stagnant top-line, the company leverages robust domestic sales, a thriving frozen segment, and new pectin production to drive future growth.

Networking technology giant Cisco (NASDAQ:CSCO) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 17.6% year on year to $17.25 billion. On top of that, next quarter’s revenue guidance ($18.1 billion at the midpoint) was surprisingly good and 8.1% above what analysts were expecting. Its non-GAAP profit of $1.22 per share was 4.4% above analysts’ consensus estimates.

nLIGHT’s second quarter saw strong revenue growth, surpassing Wall Street’s expectations, but the market reacted negatively due to concerns over future earnings and supply chain disruptions. Management attributed the robust sales to increased demand in both defense and advanced manufacturing, with significant contributions from new directed energy contracts and a growing pipeline in laser sensing applications. CEO Scott Keeney highlighted the importance of recent defense awards and record revenu

Billionaire Bill Gates‘ daughter Phoebe Gates and Phia co-founder Sophia Kianni reportedly pushed for features that could cause the shopping startup to claim affiliate commissions on sales it did not drive. The founders “were aware” of the cookie stuffing practice...

Shareowners have larger dividends headed their way.

Howmet’s second quarter was marked by broad-based growth across its end markets, with management highlighting strong demand from both commercial and defense aerospace customers as well as the industrial gas turbine segment. The company’s leadership attributed the performance to increased aircraft build rates, elevated spares activity, and a recovery in commercial transportation. CEO John Plant emphasized that organic growth remained robust even after accounting for recent acquisitions, with spar

Cadence Design Systems is back in focus as analysts lift price targets into a US$400 to US$450 range, reflecting a slightly higher Fair Value estimate of US$403.67 per share. You are seeing that shift come alongside broadly positive Q2 reactions, with many analysts pointing to AI exposure, strong core electronic design automation demand, and a growing backlog, while a smaller group stays cautious. As you read on, you will see how to track this evolving narrative and what to watch as new...

Earlier this month, Quanta Services completed a US$2.00 billion offering of senior unsecured fixed-rate notes maturing in 2029, 2033 and 2036, with coupons between 4.850% and 5.550%, priced slightly below face value and callable, to help repay commercial paper and senior credit facility borrowings. This fresh long-term funding, combined with stronger earnings estimates and an upgraded free cash flow outlook, gives Quanta greater balance sheet flexibility as it pursues acquisitions and...

Analysts have lifted their fair value estimate for Super Micro Computer to US$41.75 from US$37.25, reflecting an updated view of what the stock could be worth based on refreshed modeling. The change aligns with a more constructive tone in recent research, as higher price targets follow the latest Q4 print, order book disclosures and multi year revenue guidance. As you read on, you will see how these shifting targets fit into the broader Super Micro Computer story and what to watch as the...

Salesforce stock is down 22.6% year to date, yet the current valuation checks and intrinsic value estimate suggest the shares may be pricing in more pessimism than the fundamentals imply. The 22.6% year to date decline has pulled Salesforce back after prior gains and has put renewed focus on whether the current price underestimates the business. Recent AI related developments such as Agentforce 360's U.S. Department of Defense authorization can support long term cash flow expectations, while...

Legence (NasdaqGS:LGN) reported material impairments to goodwill and long-lived assets for Q2 2026. The company also revised its full year 2026 revenue guidance upward. The combination of asset impairments and a stronger revenue outlook highlights a mixed update for investors assessing Legence's prospects. This type of update, where a company reassesses asset values while lifting its revenue outlook, is common across several stocks exposed to similar themes. This makes it worth comparing...

Nokia Oyj stock has delivered a strong 200.5% return over the past 3 years, yet its valuation picture is mixed, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to 15.9% upside while market multiples suggest the shares screen as expensive. That split leaves investors weighing a DCF based case for the stock being undervalued against traditional ratios that indicate limited value support at the current price of US$10.76. Over the past 3 years Nokia Oyj has returned 200.5%,...

Ultium Cells, the General Motors (NYSE:GM) and LG Energy Solution joint venture, restarted battery production at its Warren, Ohio plant after a seven month shutdown linked to changes in US BEV market conditions and policy. The Warren facility return to operations marks a fresh step in rebuilding GM's domestic EV battery supply chain following the extended pause. The restart follows earlier adjustments to GM's electric vehicle rollout plans in response to evolving US demand for battery...

Michael Dell (Trades, Portfolio), the visionary founder of Dell Technologies, recently submitted his 13F filing for the second quarter of 2026, offering a rare glimpse into the strategic maneuvers of his family's investment vehicle, MSD Capital. Established in 1998, MSD Capital exclusively manages the assets of Michael Dell (Trades, Portfolio) and his family, operating with the flexibility to invest across a broad spectrum of asset classes from offices in New York, Santa Monica, and West Palm Beach. This quarter, the most impactful move in his concentrated portfolio was a significant reduction in Townsquare Media Inc (NYSE:TSQ), a decision that underscores a strategic shift in his communication services holdings.

The artificial-intelligence boom is sold to investors as one of the broadest technology shifts in decades. And a shockingly substantial part of the answer may lie with just two corporations, says Steve Eisman. The investor best known for betting against the U.S. housing market before the financial ...

Kopin (NASDAQ:KOPN) is expanding its focus on MicroLED displays for defense applications and AI data-center interconnects, Chief Executive Officer Michael Murray said during a discussion hosted by Canaccord Genuity Senior Aerospace and Defense Technology Analyst Austin Moeller. Murray said the 40-y

Two healthcare players, Scholar Rock Holding Corporation (NASDAQ:SRRK) and Novo Nordisk A/S (NYSE:NVO), find their near-term narratives intertwined over manufacturing compliance. One is smoothly navigating a supply chain hurdle ahead of a critical drug approval, while the other just delivered a complicated financial quarter. The contrast reveals how investors weigh proactive execution against noisy financial […]

No day is a dull one when talking about SanDisk (SNDK). We have had lots of interesting positive angles before. On Thursday, Aug. 13, SanDisk gave investors something bigger than a quarterly beat or an analyst upgrade. It gave them a long-term financial model. And of course, the market had to ...

On August 11, Veeva Systems Inc. (NYSE:VEEV) announced that Eli Lilly and Company (NYSE:LLY) committed to deploying Veeva Vault CRM globally. Vault CRM serves as the core infrastructure for “agentic commercial,” Veeva’s AI-driven commercial framework designed to modernize field engagement and speed medicine delivery. While Veeva serves as the tech engine driving efficiency in life […]

Datadog’s Q2 results were met with a significant negative market reaction, despite the company delivering revenue and non-GAAP profit above Wall Street’s expectations. Leadership pointed to continued acceleration in both AI-native and traditional customer segments, as well as broad product adoption, as the main drivers of quarterly performance. CEO Olivier Pomel noted, “We continue to see healthy trends in customer demand,” emphasizing that the platform’s usage is expanding across a wide range o

Investing.com -- Russian President Vladimir Putin told North Korean leader Kim Jong Un that Moscow and Pyongyang were actively cooperating across all areas and coordinating efforts to support regional security and stability, state media reported on Saturday.