NXP, the Netherlands-based large chipmaker, is reportedly discussing an acquisition of Ambarella, the San Francisco-based designer of AI-powered chips used in cameras for self-driving cars and security systems.
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Amazon subsidiary Zoox received the first U.S. federal approval to deploy a commercial, driverless robotaxi service without traditional human controls. The approval from NHTSA allows Zoox to begin commercial operations in Las Vegas, subject to state level requirements. This is the first time a fully autonomous vehicle without a steering wheel or pedals has been cleared for commercial ride hailing in the U.S. For Amazon.com, Inc. (NasdaqGS:AMZN), Zoox represents a move into autonomous ride...
There's nothing like the combination of a bottom-line beat and a guidance raise.
Chevron Corp (CVX) delivers record US production, achieves cost reduction targets early, and secures landmark Microsoft power deal.
Analysts also report on Cognizant Technology Solutions, SiriusXM Holdings, and Caesars Entertainment.
While these businesses operate in very different industries, each company crushed Q2 EPS expectations by more than 50%, reinforcing the improving fundamentals behind their strong buy ratings.
Power management chips maker Monolithic Power Systems (NASDAQ:MPWR) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 47.6% year on year to $980.6 million. On top of that, next quarter’s revenue guidance ($1.15 billion at the midpoint) was surprisingly good and 16.5% above what analysts were expecting. Its non-GAAP profit of $6.50 per share was 10.5% above analysts’ consensus estimates.
An unexpected emergency can wipe out years of careful saving in an instant. That’s the situation one dog owner recently found themselves in after learning their beloved pet had torn an anterior cruciate ligament and needed surgery costing between $7,000...
Jabil (JBL) reached $315.05 at the closing of the latest trading day, reflecting a +2.12% change compared to its last close.
Jabil (JBL) reached $315.05 at the closing of the latest trading day, reflecting a +2.12% change compared to its last close.
Aerospace and defense company Huntington Ingalls (NYSE:HII) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 10.9% year on year to $3.42 billion. Its non-GAAP profit of $5.27 per share was 38% above analysts’ consensus estimates.
IWM is the default small-cap trade, liquid and familiar, but a quieter alternative has been compounding ahead of it for years thanks to two structural advantages most investors overlook completely.
Accenture (ACN) closed the most recent trading day at $165.92, moving +1.61% from the previous trading session.
Accenture (ACN) closed the most recent trading day at $165.92, moving +1.61% from the previous trading session.
Archer burns cash to scale electric aircraft while Boeing stabilizes production and returns to profit, but their valuations tell starkly different stories.
The diagnostics leader is accelerating the trend toward precision medicine.
Today, July 31, 2026, the EV maker beat expectations with $1.66 billion in quarterly sales, yet investors focused on profitability headwinds and sector weakness.
One company has turned cash-flow positive while burning through $661 million in capital; the other faces liquidity crises and lawsuits.
AbbVie (NYSE:ABBV) received European Commission approval for RINVOQ (upadacitinib) as the first systemic treatment in the EU for non segmental vitiligo. The decision also covers RINVOQ as a systemic option for severe alopecia areata in adults and adolescents. These approvals expand RINVOQ’s labeled uses in Europe and add new indications in dermatology and immunology. For investors following AbbVie, this move adds fresh detail to the story around its immunology franchise. The company...
Vicor Corporation’s recently reported second-quarter 2026 results showed revenue of US$143.35 million and net income of US$49.77 million, both higher than the same period a year earlier, with basic earnings per share rising to US$1.08 from US$0.92. These stronger earnings, together with higher Wall Street earnings estimates and technical signals pointing to renewed buyer interest, are drawing attention to Vicor’s near-term power in its core markets. With revenue and earnings improving year...
nVent Electric PLC (NVT) raises full-year guidance after a 53% sales surge, driven by robust infrastructure growth and strong execution.

<body><p>STORY: :: Recorded on July 31</p><p>:: Lisa Bernhard, Reuters</p><p>:: Dean Smith, Portfolio Manager, FolioBeyond</p><p>Shares of Apple tumbled as much as 10% on Friday after a disappointing forecast showed that the iPhone maker was struggling to secure enough components as the AI-driven data center boom strains global supply chains.</p><p>The drop, if sustained, would erase nearly $500 billion from Apple's market capitalization and return the crown of the world's most valuable company to AI chip giant Nvidia, days after reclaiming it.</p><p>Meanwhile, shares of Amazon soared as much as 15% after the tech giant's solid cloud sales growth reinforced investor confidence in its massive AI bets.</p><p>"There's two really different trends going on," said Smith. "One is the hardware constraint, the [other is] cloud compute capacity, and those are going to continue to drive what we see in the AI investment thesis."</p><p>Next week, the focus will remain on AI when SpaceX delivers its first quarterly earnings results since going public.</p><p>"There's no mystery about how many rockets they're firing off, we can see them," said Dean with a laugh. "So what I'm looking for in SpaceX is to see what is their plan for the AI side of the business."</p></body>
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Both companies are unprofitable and burning cash, but their balance sheets and risk profiles tell very different stories for 2026.
Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.
Analysts raised Amazon price targets to as high as $400 after AWS growth of 37% drove a 15% single day surge.
But yields on the 10-year and 30-year Treasuries hit their highest levels since 2007 Friday, which kept a lid on the stock market's advance.
Amazon's accelerating cloud revenue helped investors look beyond a $220 billion capital-spending plan and negative free cash flow.
Key takeawaysAmbarella shares jumped nearly 20 per cent after reports that NXP Semiconductors is considering an acquisition worth more than US$3 billion. The rally lifted Ambarella’s market capitalization to almost US$3.