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Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.

Texas Instruments generated strong free cash flow (FCF) and FCF margins on higher revenue in Q2. That implies that TXN stock could be worth 21% to 46% more. Shorting TXN puts is attractive to value investors.

DECK tops Q1 earnings and sales estimates and raises fiscal 2027 EPS guidance. However, tariff and freight headwinds send shares down 6%.

The AI chip maker hasn't been trading like a chip stock recently, aligning more with its Big Tech peers.

UiPath's stock has been left for dead, yet several of enterprise software's biggest players have compelling reasons to want it. Five names stand out as potential acquirers, and the logic behind one of them is almost impossible to argue against.

UnitedHealth (UNH) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Nvidia backs both CoreWeave and Nebius, but faster growth, a cleaner balance sheet, and a fresh Nvidia stake make one the clearer buy.

Zacks.com users have recently been watching Hims & Hers Health (HIMS) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Morgan Stanley believes the recent decline in U. S.

Brent crude topped $100 for the first time since May as Middle East tensions escalated. Here's which ETFs could benefit and which may come under pressure.

Stifel called the quarter "a large, demand-led beat" but maintained a Hold rating, saying much of Intel's recovery is already reflected in the stock price.

Strong demand prompts higher spending despite ongoing supply constraints

SLB (NYSE:SLB) reported second-quarter results ahead of Wall Street expectations on Friday, with higher revenue and earnings driven by strong international activity and continued momentum in its Production Systems and digital businesses. Shares rose 2.

The 10-year agreement covers software, cloud services and support across defense and intelligence agencies.

Investing.com -- The recent pullback in semiconductor stocks, driven by surging oil prices, rising bond yields and concerns over AI spending, represents a buying opportunity for the sector, Citi analysts say.

NextEra (NEE) delivered earnings and revenue surprises of +5.51% and -5.76%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Verizon Communications Inc. (NYSE:VZ) shares rose 2.

Lam Research's Q4 results are expected to reflect the benefits of strong demand for AI chips and rising DRAM spending.

Nvidia will prepay to fund expansion of Amkor's advanced packaging capacity in Arizona

Oracle Powers Higher After Landing Potential $7 Billion Federal Contract

Consumer finance stocks face a mixed environment. While consumer spending remains healthy despite higher energy prices due to inflation and growth concerns arising from the Middle East conflict, investors are navigating the growth and profitability of credit services stocks. Amid this, Synchrony Financial (NYSE:SYF), Ally Financial Inc. (NYSE:ALLY), and Capital One Financial Corporation (NYSE:COF) released […]

Walt Disney stock has been an absolute dog this year, dropping 17% on concerns about consumer demand and the health of its media businesses. Kraft Heinz and Disney announced what they called a strategic alliance that “spans food service, media, events and more,” and will include “storytelling-driven offerings.” When we begged Disney for more, we were primly informed, “We don’t have any more to share today.”

(Bloomberg) -- Corporate earnings strong enough to beat the highest expectations in years have failed to impress investors fretting about AI spending and economic growth.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearAbo

Home Depot targets Pros through acquisitions, while Walmart monetizes shopper data via smart TVs, two distinct growth engines with sharply different valuations.

Broker rating upgrades and robust earnings growth forecasts put PENN, CC and LITE in the spotlight as three stocks to buy now.

American Express (AXP) delivered earnings and revenue surprises of +2.72% and +0.01%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Recent analyst updates around Silicon Motion Technology (SIMO) have centered on sizeable upward revisions to earnings estimates for the current quarter and full year, following a period in which the stock delivered very large total returns over the past year. See our latest analysis for Silicon Motion Technology. The recent analyst optimism has arrived as Silicon Motion Technology’s share price has climbed to US$289.08, with a 1-day share price return of 2.63% and a 7-day share price return...

NEM beat Q2 adjusted earnings estimates as higher realized gold prices lifted revenue, while the company reaffirmed its 2026 production and cost guidance.

Could $5,000 become $10,000 by 2030, or is a cheaper dividend payer like Northrop Grumman actually the smarter investment today?

Institutional money is quietly rotating into the infrastructure layer beneath the GPU trade, and three under-the-radar names are already posting numbers that suggest Wall Street hasn't caught up to the story yet.