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IREN Limited recently confirmed that Horizon 1, the first of four 50MW direct-to-chip liquid-cooled AI cloud deployments, has been delivered to and accepted by Microsoft under their five-year, US$9.70 billion cloud services contract. In parallel, IREN secured NVIDIA Exemplar Cloud status for its GB300 NVL72 deployment at Horizon 1, underscoring its capability to run high-performance AI workloads at scale for hyperscale customers. We’ll now explore how Microsoft’s acceptance of Horizon 1...

In early August 2026, Pfizer Inc. reported second-quarter results showing revenue of US$15,034 million and a net loss of US$248 million, alongside US$4.30 billion in non-cash intangible asset impairments and a modest increase in full-year 2026 revenue guidance to US$60.50–US$62.50 billion. A key offsetting highlight was the positive Phase 3 data for Pfizer’s autoimmune drug LITFULO in nonsegmental vitiligo, underlining the growing importance of its non-COVID portfolio and broader immunology...

Novo Nordisk (CPSE:NOVO B) faces fresh competition as the UK's MHRA approves Eli Lilly's oral weight loss therapy Foundayo for use in the country. The approval adds a non injectable option alongside Novo Nordisk's GLP 1 based obesity drugs and could affect demand patterns if Foundayo is adopted in public healthcare settings. In the US, Amazon Pharmacy launches a new Medicare weight loss drug program priced at $50 per month that will include Novo Nordisk and Eli Lilly medications. These...

Wingstop (WING) shares are in focus after the company expanded its board to eleven members and appointed PENN Entertainment chief executive Jay Snowden as an independent Class II director on August 6, 2026. See our latest analysis for Wingstop. Wingstop’s recent board refresh comes after a tough stretch for shareholders, with the share price down 56.36% year to date and the 1-year total shareholder return declining 67.1%. However, the 1-day share price return of 0.65% hints at some short-term...

Fabrinet (FN) drew fresh attention after announcing that its management will speak at the Rosenblatt 6th Annual Age of AI Technology Summit on August 18, 2026, with investors able to access a live webcast. See our latest analysis for Fabrinet. The recent announcement around Fabrinet's appearance at the AI summit comes as momentum in the stock has picked up again, with a 1 month share price return of 20.49% and a year to date share price return of 19.29%. The 1 year total shareholder return of...

The AI-driven memory shortage strikes again.

KEYS heads into its Q3 results with new testing and software offerings targeting growth in AI, data centers and photonics.

Axon's strong Q2 revenue growth and raised outlook support its long-term prospects, but high costs, debt and valuation temper near-term appeal.

Nvidia has a plan to make sure its GPUs won't lose value. It wants to convince a new crop of financiers to keep lending for AI buildouts.

AI infrastructure companies got a major boost on earnings, sending shares soaring.

There is a number making the rounds on Wall Street right now that would have seemed disconnected from reality 12 months ago: a $600 price target for a company that went public at $135 in June and briefly fell below that listing price within weeks of trading. That kind of number does not get ...

Could EME's expanding contracted work base improve revenue visibility as data center demand and broad-based bookings remain strong?

NFLX's resilient revenues, rising margins and $3B ad opportunity support a hold despite its 20.9% YTD drop and premium valuation.

Cisco Systems (CSCO) is benefiting from broad-based strength across its core enterprise business and

The company needs to release new successful products to get the stock back on track.

SpaceX's IPO stole the show, but these four companies all had major gains since going public earlier this year.

Ondas crushed sales expectations in Q2 and raised its full-year revenue guidance, but that wasn't enough for the market.

Coherent's (COHR) next catalyst for its stock is more clarity on the orders and timing for its Near-

CRWV raises 2026 capex to $35-$39B as surging AI demand, a $104.2B backlog and over $25B in new commitments support its rapid capacity buildout.

EL's fiscal fourth-quarter results are likely to benefit from fragrance momentum, key international markets and improving retail trends despite cost pressures.

Kornit Digital's (KRNT) Q2 financial results show that momentum is building, although greater proof

Riot Platforms (RIOT), TeraWulf (WULF), and Mara (MARA) are positioned to benefit from continued dem

CoreWeave's revenue has doubled for four straight quarters and its backlog dwarfs most competitors, yet the stock sits well below its peak. Whether the leverage and cash burn cancel out the growth story depends on one critical question our model tries to answer.

SpaceX's strong rebound, institutional interest and AI ambitions have renewed investor optimism. Here's a guide to SpaceX-focused ETFs.

AST SpaceMobile's Q2 loss and revenue missed estimates as operating costs surged, while satellite deployment progress keeps its long-term growth story intact.

The online marketplace is doubling down on its core strategy, and history has been kind to dip-buyers here, but a new acquisition adds a twist.

When it comes to Tesla Inc (NASDAQ:TSLA), the electric vehicle giant is notorious for not partaking in much traditional advertising, instead relying on word of mouth and strong sales and ratings to help spotlight the brand. Investor Gary Black believes the company needs a marketing plan for its upcoming new products. Gary Black on Tesla Marketing As Tesla pushes beyond electric vehicles into new products, Black believes the company needs to reset. "Despite a $1.3T market cap, TSLA has not invest

Sycamore Capital Management, a franchise of Victory Capital Management, released its Q2 2026 investor letter for “Sycamore Mid Cap Value Equity Strategy”. A copy of the letter can be downloaded here. Sycamore Capital’s Mid Cap Value investment team focuses on a bottom-up approach to identify undervalued businesses with growth potential. In Q2 2026, the strategy […]

SpaceX just dropped $60 billion on an AI coding firm, and analysts are starting to wonder if that single acquisition rewrites the entire bull case for the stock. The space story is real, but the bigger opportunity hiding inside SpaceX has nothing to do with rockets.

HWM's commercial aerospace revenues jump 28% as air travel, aircraft demand and engine spares drive growth.