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Western Digital Corporation (WDC) Surged on Strong Hard Drive Demand and Tighter Supply
Insider Monkey24d agobullish
Western Digital Corporation (WDC) Surged on Strong Hard Drive Demand and Tighter Supply

Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second quarter 2026 investor letter. A copy of the letter can be downloaded here. During the quarter, the Fund’s Institutional Class shares returned 50.34%, outperforming the MSCI World Information Technology Index’s 33.65% gain. Stock selection in semiconductors, technology hardware and software, […]

Why I Keep Buying NVIDIA Confidently
24/7 Wall St.24d agobullish
Why I Keep Buying NVIDIA Confidently

Every dollar hyperscalers spend building AI factories has to pass through someone's hands first, and one fabless chipmaker keeps collecting a toll that grows faster than the spending itself. Here is why that calculus keeps pulling capital toward a single name.

Investing.com24d agobullish
BofA upgrades Honeywell Technologies to Neutral after strong quarter, lifts PT

Investing.com -- BofA Securities upgraded Honeywell Technologies to Neutral from Underperform and raised its price target to $265 from $205, saying stronger execution and broad-based order growth have improved confidence in the company's second-half growth outlook. The brokerage's more constructive stance follows Honeywell Technologies' second-quarter results, which exceeded expectations across all three business segments and prompted management to raise its full-year 2026 guidance for organic g

Boeing earnings surprise Wall Street with cash flow beat. How's the turnaround going?
Yahoo Finance Video24d agobullishVIDEO
Boeing earnings surprise Wall Street with cash flow beat. How's the turnaround going?

Boeing (BA) reported second quarter earnings on Tuesday, with larger-than-expected losses despite blowing Wall Street's free cash flow estimates out of the water. Morning Brief host Julie Hyman chats with Barron's senior market analysis writer Paul La Monica and Yahoo Finance Breaking Business News Reporter Jake Conley about the results.