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CNC reports Q2 results July 28 as investors weigh improving profitability against membership declines and revenue pressure ahead of earnings.
David Einhorn built his fortune betting against the crowd, and his latest 13F reveals five positions in corners of the market most investors refuse to touch. One signed acquisition is trading at a suspicious discount, and the rest carry catalysts Wall Street keeps ignoring.
Tesla had a strong delivery quarter, but was CEO Elon Musk the architect of that success, or was it just market dynamics?
Over the past six months, UFP Technologies’s shares (currently trading at $244.72) have posted a disappointing 8.2% loss, well below the S&P 500’s 7.7% gain. This may have investors wondering how to approach the situation.
TSMC just posted 77% profit growth and Wall Street still calls its stock cheap, yet shares have dropped 8% in the past month. Here is whether the world's most powerful chipmaker can turn that tension into a 135% gain by 2031.
PM beats second-quarter estimates as adjusted EPS rose 15.2% and organic sales climbed 7.6%, while smoke-free growth supported results.
GE surges over the past year, but rich valuation, higher costs and debt may give new investors reason to wait for a better entry.
GM keeps generating cash from a stable business and uses that cash to retire stock. In the past year, it has spent more than $4 billion.
A single analyst upgrade sent CoreWeave surging while cloud infrastructure peers like Cloudflare, Snowflake, and Oracle slid or stalled, raising a pointed question about whether this rally has legs or is running on borrowed momentum.
Iren also increased its year-end AI cloud computing annual revenue run rate outlook to more than $4 billion.
Amazon.com (AMZN) is expected to report Q2 revenue and earnings before interest and taxes above Wall
Wall Street broadly welcomed Super Micro's preliminary update, with Barclays, Rosenblatt and Northland all raising price targets.
Interactive Brokers tops Q2 earnings estimates as revenues, customer accounts and DARTs surge year over year, even as higher expenses weigh on results.
In recent days, analysts have raised their earnings and revenue estimates for Grab Holdings, with consensus now pointing to significantly higher year-over-year growth and stronger profitability for the current fiscal year. This improved outlook is emerging even as Grab’s longer-term share performance remains weak and CEO Anthony Tan has sold roughly 400,000 Class A shares under a trading plan, prompting fresh scrutiny of how quickly the business can translate scale into steady cash...
Over the past six months, Bausch + Lomb’s stock price fell to $15.99. Shareholders have lost 7% of their capital, which is disappointing considering the S&P 500 has climbed by 7.7%. This may have investors wondering how to approach the situation.
Hut 8 fully commercializes Beacon Point's second phase, securing $19.6 billion in contracted AI data center revenue and projecting $1.31 billion in annual NOI.
Supermicro's update was great news for other names, too.
Investing.com -- Stifel upgraded DigitalOcean Holdings to Buy from Hold and raised its price target to $160 from $135, arguing that growing demand for AI infrastructure, higher GPU pricing and additional capacity expansion should drive stronger earnings and revenue growth over the next several years.
Ichor's earnings outlook is surging with semiconductor demand, but lofty valuation and execution risks temper the stock's appeal after a strong run.
FTAI Aviation stock jumped 5.5% when its unit that turns unused jet engines into gas-powered turbines signed a deal with an unnamed "international cloud service provider."
In the end, simplicity, diversification, and low fees win out for this ideal portfolio centerpiece.
TDY beats Q2 earnings and revenue estimates, fueled by broad-based sales growth, and raises its full-year 2026 earnings outlook.
The sector may be cyclical, but these dividends are consistent no matter what.
Credo and Marvell are riding surging AI connectivity demand, but their growth, margins and outlooks offer different risk-reward profiles.
SpaceX is about to release its first quarterly report since going public.
Solid retention, renewals, prudent pricing, exposure growth and improved digitization are expected to help CINF, RGA, OSCR, WTW and AFL outperform Q2 estimates.
Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) and Anthropic announced a strategic partnership on Wednesday that includes the deployment of up to 2 gigawatts of AMD's upcoming Instinct MI450 Series GPUs, a multi-year engineering collaboration, and a planned equity investment by AMD of up to...