Barchart7d agoneutral
Ciena Stock Outlook: Is Wall Street Bullish or Bearish?Ciena has significantly outperformed the broader market over the past year, and analysts are moderately optimistic about the stock’s prospects.
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StockStory7d agoneutral
2 S&P 500 Stocks with Exciting Potential and 1 We IgnoreThe S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.
Reuters Videos7d agoneutralVIDEO
How the AI boom is keeping Microsoft in China<body><p>STORY: ''There is a shift in strategy in recent years where they are hoping to get contracts from well-funded, very large Chinese firms that are looking to expand overseas.''</p><p>:: How is Microsoft maximizing it's minor market in China? </p><p>:: Beijing, China / August 13, 2026 </p><p>:: Eduardo Baptista, Chief technology correspondent</p><p>:: September 23, 2015</p><p> ''So the relationship between Microsoft and China is three decades long, and it's very deep. And it began in the nineties with a lot of investment from the company into what was still a very immature tech market. And, you know, back then, Bill Gates, he really wanted to bring technology to China for China.''</p><p>''The company still has had a lot of struggles in recent years as geopolitical tensions have affected Chinese domestic demand for a lot of Microsoft software. And there's also U.S. restrictions on how much advanced tech U.S. companies can supply clients in China. And so the squeeze from both sides has been a defining, uh, dynamic in Microsoft's development here in China over the past ten years. ''</p><p>''But I think, you know, ultimately there's still a business case for Microsoft to stay in China with this AI boom that has created a very interesting niche whereby companies like ByteDance, Shein, Pinduoduo, also known as Temu, you know, they are now global companies. They're not just companies that are trying to conquer the Chinese market. And so when you go global, right, you need companies with global coverage like Microsoft, right? Especially if you want to stay compliant with, you know, overseas regulators and customer requirements.''</p><p>''I think what this shows is that for US tech firms in China the opportunity is less so in conquering Chinese users or the Chinese customer base. ''</p></body>
Zacks7d agoneutral
Deere (DE) Reports Next Week: Wall Street Expects Earnings GrowthDeere (DE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Zacks7d agoneutral
Here's What Key Metrics Tell Us About Bit Digital (BTBT) Q2 EarningsThe headline numbers for Bit Digital (BTBT) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Zacks7d agoneutral
WYFI Q2 Earnings Call Focuses on NC-1 Ramp and Cloud ExpansionWhiteFiber targets full NC-1 billing by end-August as it expands multi-year cloud contracts, permanent financing and capital-light growth.
Zacks7d agoneutral
Anterix's Q1 Earnings Call Focuses on Spectrum OptionalityATEX highlights rising licensed low-band spectrum demand, accelerating strategic interest and multiple monetization paths as nationwide clearing advances.
Zacks7d agoneutral
Bet on Neocloud Providers With This New ETFBet on the booming neocloud trend with a new ETF offering targeted exposure to GPU-as-a-Service and AI infrastructure providers.
Zacks7d agoneutral
NBIS Q2 Earnings Call Puts 2027 Capacity and Pricing in FocusNebius keeps part of its 2027 capacity uncommitted as it targets premium pricing, expands power and uses customer prepayments to fund growth.
Zacks7d agoneutral
Cisco Q4 Earnings Call Centers on AI Networking SupercycleCisco targets $7.5 billion in fiscal 2027 AI infrastructure revenues as hyperscaler demand fuels a broader networking refresh despite margin pressure.
Zacks7d agoneutral
Coherent Q4 Earnings Call Highlights Faster AI Optics Capacity RampCOHR is accelerating AI optics capacity, with faster 1.6T and 6-inch InP ramps, new revenue streams and fiscal 2027 demand essentially booked.
Zacks7d agoneutral
CBRS Q2 Earnings Call Focuses on Capacity for 2027 GrowthCBRS is building data-center and manufacturing capacity to support 2027 growth as fast-inference demand strengthens and 2026 revenue guidance rises.
Zacks7d agoneutral
Can Keytruda Sustain Merck's Growth in the Second Half of 2026?MRK's Keytruda remains a key growth engine in 2026, but patent loss and rising competition could challenge its long-term sales momentum.
Zacks7d agoneutral
5 ETFs to Benefit From Cooling Inflation in the Near TermCooling inflation is easing Fed rate-hike fears, creating a favorable backdrop for growth, emerging-market, Asian and gold ETFs.
Barrons.com7d agoneutral
Why Nvidia Stock Is Stuck Despite a Wild Week for AIOn paper, the technicals for the stock look positive. After closing above $224 on Wednesday, the share price is sitting comfortably above all of its 20-day, 50-day, and 200-day moving averages.
Nation's Restaurant News7d agoneutral
Chipotle makes its debut in Saudi ArabiaThe opening at Sidra in Riyadh continues the chain’s expansion across the Middle East with franchise partner Alshaya Group.
Blockspace7d agoneutral
Morgan Stanley raises Riot target to $43 after 191 MW Rockdale leaseRiot signed a favorable commercial lease with Anthropic earlier this week, with a second LOI for its Corsicana site sitting in the wings.
Zacks7d agoneutral
SE Q2 Earnings Miss Estimates as Costs Rise, Revenues Beat & Grew Y/YSea Limited's Q2 revenues jump 48.1% as Shopee and Monee grow, but higher costs and spending pressure margins and contribute to an earnings miss.
StockStory7d agoneutral
2 High-Flying Stocks Worth Your Attention and 1 We AvoidExpensive stocks often command premium valuations because the market thinks their business models are exceptional. However, the downside is that high expectations are already baked into their prices, leaving little room for error if they stumble even slightly.
Yahoo Finance7d agoneutral
The Bugatti Veyron is the collector world's next big thing: HagertyFor years, the Bugatti Veyron supercar shattered every performance record, only to quietly stall in the one area that hurt collectors: auction values. But now that's changing.
Yahoo Finance7d agoneutral
Stocks rise on broad sector strength: AlphaCheckStocks opened in the green on Thursday after another inflation reading led traders to pare back bets of a Federal Reserve rate hike in September.
Zacks7d agoneutral
Wall Street Analysts Predict a 26.35% Upside in Figs (FIGS): Here's What You Should KnowThe average of price targets set by Wall Street analysts indicates a potential upside of 26.4% in Figs (FIGS). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Zacks7d agoneutral
How Much Upside is Left in M/A-Com (MTSI)? Wall Street Analysts Think 28%The mean of analysts' price targets for M/A-Com (MTSI) points to a 28% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Investor's Business Daily7d agoneutral
SpaceX, Defense Contractors Progress On Orbital Interceptors, Pass Golden Dome TestSpaceX, RTX and 10 other defense contractors passed the first space-based interceptor test for the Golden Dome program. Citi hikes aerospace targets.
Barchart7d agoneutral
Ugly STMicroelectronics Stock May Have Just Signaled a TurnaroundWhile the proposition is a high-risk, high-reward opportunity, there’s a rational basis for targeting STM stock for potential upside.
Motley Fool7d agoneutral
Novanta (NOVT) Q2 2026 Earnings Call TranscriptOrganic growth hit a three-year high as AI and robotics demand accelerated.
Proactive7d agoneutral
Ideal Power signs foundry deal, advances B-TRAN customer projects in Q2Ideal Power Inc (NASDAQ:IPWR, FRA:5ILA) said it continued to advance commercial development of its B-TRAN bidirectional semiconductor switch technology in the second quarter, including work with a lead Asian customer and an industry partner on prototypes tied to Nvidia's Rubin Ultra 800V DC data...
CCN7d agoneutral
Ethereum Price to $12,000? Tom Lee’s Prediction in Focus as Fed Rate Fears EaseTom Lee remains bullish on risk assets, arguing that strong earnings and cash left on the sidelines could extend the market rally. The fresh calls ...
Quartz7d agoneutral
Steve Eisman warns AI boom depends on OpenAI and AnthropicEisman said OpenAI and Anthropic account for roughly 70% of AI-related revenue at Microsoft, Amazon, Google, and Oracle