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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.

T's stronger price performance, cheaper valuation and 2026 growth outlook give it more upside potential than SPCX despite competitive pressures.

Caterpillar's record $72 billion backlog points to strong demand ahead, supporting its upgraded 2026 sales outlook and growth across key segments.

Over the past six months, Upstart’s shares (currently trading at $30.16) have posted a disappointing 8.9% loss, well below the S&P 500’s 11.7% gain. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.

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 […]

The two firms will launch a set of industry-specific offerings as enterprises work through key AI deployment obstacles.

Is the AI lender starting to turn the corner?

Oracle's Nathan Thomas and AWS's Ganapathy Krishnamoorthy joins Kristen Scholer on NYSE Live to discuss their expanded collaboration

FedEx founder Fred Smith was memorialized with the renaming of Memphis airport in his name and the ceremony included the arrival of a FedEx Boeing 777 freighter painted with a throwback brand design. The post FedEx 777 in retro livery lands at Memphis airport renamed for Fred Smith appeared first on FreightWaves.

BA's fighter jet business stands to gain from rising defense spending, fleet modernization and demand for aircraft upgrades and sustainment.

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

Asian equities traded in the US as American depositary receipts were marginally higher Thursday morn

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 […]

Michael Burry is pointing at a $770 billion AI spending wave and asking whether the money circling through hyperscalers, chip makers, and AI labs is creating real value or just the appearance of it.

Databricks Inc. has secured $5 billion in funding at a valuation of $190 billion, the second round of financing this year for a fast-growing software firm that competes with Snowflake Inc. and Alphabet Inc.

UPS is targeting about $3 billion in 2026 network savings as stronger pricing, higher cash flow and cost cuts support margins despite weaker package volumes.

Yahoo Finance Executive Editor Brian Sozzi welcomes Cisco (CSCO) CFO Mark Patterson to discuss the company’s latest earnings, investor concerns, and Cisco’s updated full-year AI outlook. Cisco is forecasting continued strength in AI infrastructure demand, with FY2027 AI infrastructure revenue expected to reach $7.5 billion.

Irwin Raij, Sidley Partner & Entertainment, Sports and Media Co-Chair, joins Yahoo Finance Executive Editor Brian Sozzi to analyze the record-breaking $12.5 billion LA Lakers valuation, explaining how live sports assets defy broader market risks and what former Disney (DIS) CEO Bob Iger brings to NBA franchise ownership.

Keurig Dr Pepper sees JDE Peet's integration, revenue synergies and $400M in cost savings boosting coffee growth ahead of the 2027 separation.