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Texas Instruments (TXN) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Jefferies upgraded Ford and General Motors as they moved past last year's electric vehicle losses. Ford stock rose about 1%, while General Motors advanced around 2.5%.
Intel reported blowout numbers in the second quarter of 2026.
Ingersoll Rand, RBC Bearings and Crane enter earnings season with favorable estimate trends, supported by manufacturing strength and aerospace demand.
Lisa Su set a bold target for AMD to hit $100 billion in annual revenue by 2030, but Wall Street analysts now see a very different timeline taking shape as AI infrastructure spending reshapes the entire semiconductor landscape.
The average S&P 500 yield hasn't been this low in more than 150 years.
Apple's consumer products, including the iPhone, could be reasons to consider the stock ahead of its next earnings report.
The chief investment strategist at Concurrent Asset Management shares her top investment picks right now.
Delek US, Par Pacific, PBF Energy, ZIM Integrated and Nabors emerge as broker favorites amid oil-price swings and hopes for a U.S.-Iran diplomatic resolution.
5G demand sets the stage for QCOM, MSI and IDCC earnings as AI, IoT and network upgrades shape quarterly prospects.
F, PCAR, OSK and ABG face mixed Q2 setups as softer volumes, tariffs and pricing pressures cloud their chances of beating estimates.
Neocloud infrastructure provider Nebius has solid backing from Nvidia, and it is on track to multiply its revenue substantially over the next three years.
Benchmark said multiple quantum hardware platforms can succeed as enterprise adoption expands, reducing the likelihood of a single dominant player emerging.
The USDC issuer acquired nearly 1,000 patents from IBM in a single deal, but IBM is still backing USDC's most dangerous rival.
The preliminary fiscal Q4 2026 update from Super Micro Computer Inc. (NASDAQ:SMCI), which was announced on July 21, serves as a case study in the distinction between a discounted valuation and a ‘value trap’. The server manufacturer announced more than $60 billion in new orders during the quarter, a record backlog, and guided gross margins […]
Meta's ballooning capex plans spooked the market twice already this year, yet one investor keeps hitting the buy button anyway. The reasoning behind that conviction challenges everything the bearish capex narrative assumes.
GE Vernova sells the equipment that generates every hyperscaler megawatt while NextEra owns the megawatts themselves, and right now both stocks are pricing in the same AI power crunch through very different lenses.
The voice artificial intelligence (AI) company releases its second-quarter numbers next week.
Palantir Technologies (PLTR) is expected to report "solid" Q2 revenue growth and raise its full-year
Microsoft shares are sitting 20% below their peak while the underlying business keeps compounding, and that gap is exactly why one investor sees a window closing fast before the July 29 earnings report.
Micron just shed a quarter of its value and now flashes a valuation number that sounds almost too cheap to ignore, but seasoned investors know that cyclical chip stocks can punish bargain hunters just as brutally as they reward them.
Nvidia (NVDA) has agreed to expand its partnership with South Korean conglomerate SK Group with a mo
C's record Q2 results, transformation plan and shareholder returns fuel optimism, but does its valuation still leave room for more upside? Let us find out.
Apple stock notched a record high on Monday, three days before its fiscal third-quarter earnings report.
Every time hyperscalers signal tighter AI budgets, one chipmaker's order book quietly grows. The reason has everything to do with who actually benefits when the industry is forced to spend less.
Crown Holdings, J.B. Hunt and JPMorgan stand out for strong sales growth, solid cash flow and attractive valuation metrics amid a cautious market backdrop.
The S&P 500 index gained about 0.8%, while the Nasdaq Composite rose about 0.7%.
On July 21, the Financial Times reported that China’s Ministry of Commerce is considering implementing export controls that would bar Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and QUALCOMM Incorporated (NASDAQ:QCOM) from manufacturing chips based on designs from Huawei, Alibaba, and ByteDance. Such headlines are likely to hit a foundry stock hard. In the case of […]
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