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Is CrowdStrike Holdings (CRWD) Cheap On Its Schwarz Digits Partnership And Pullback?
Simply Wall St.30d agobullish
Is CrowdStrike Holdings (CRWD) Cheap On Its Schwarz Digits Partnership And Pullback?

CrowdStrike Holdings (CRWD) has drawn fresh attention after expanding its partnership with Schwarz Digits to bring the Falcon cybersecurity platform to European enterprises on STACKIT, a sovereign cloud operated within the European Union. See our latest analysis for CrowdStrike Holdings. The latest Schwarz Digits agreement and recent product developments come after a sharp pullback, with CrowdStrike Holdings’ share price down 9.3% over the past week but still posting a 68.6% year to date...

Sandisk’s stock buyback program explained
TheStreet31d agobullish
Sandisk’s stock buyback program explained

Sandisk went public in February 2025, and just over a year later, the flash memory storage maker’s board of directors approved a plan to buy back shares. The repurchase comes as the company’s shares reached record highs well above its IPO price. Here's what current and prospective Sandisk investors ...

Bloom Energy (BE) Soars 14.8% on Sharp PT Upgrade Ahead of Q2 Earnings
Insider Monkey31d agobullish
Bloom Energy (BE) Soars 14.8% on Sharp PT Upgrade Ahead of Q2 Earnings

Bloom Energy saw its share price climb by 14.82 percent on Tuesday to end at $226.26 apiece, as investors cheered an investment firm’s sharp price target upgrade and looked ahead to its upcoming earnings report. 29.6% Price Target Hike In a market note, JPMorgan raised its price target for Bloom Energy Corp. (NYSE:BE) by 29.6 […]

Is Cadence (CDNS) Using Agentic AI Partnerships To Deepen Its Chip‑To‑System Moat?
Simply Wall St.31d agobullish
Is Cadence (CDNS) Using Agentic AI Partnerships To Deepen Its Chip‑To‑System Moat?

Earlier in July 2026, Rapidus Corporation and Cadence Design Systems announced a collaboration to integrate the Cadence InnoStack AI Super Agent into Rapidus’ AI-native Raads platform, alongside Cadence’s launch of the AuraStack AI Super Agent for PCB and advanced packaging design on the Allegro AI Studio platform. These moves position Cadence as an early provider of agentic AI across the full chip-to-system design flow, potentially reshaping how semiconductor and systems engineers...

Why Is TTM Technologies (TTMI) Stock Soaring Today
StockStory31d agobullish
Why Is TTM Technologies (TTMI) Stock Soaring Today

Shares of PCB manufacturing company TTM Technologies (NASDAQ:TTMI) jumped 9.3% in the afternoon session after the company showcased its role in aerospace and defense electronics at the 2026 Farnborough International Airshow.Investors reacted positively to the company's position in high-end mission hardware and growing interest in its offerings for Artificial Intelligence (AI) infrastructure. TTM Technologies supplies complex printed circuit boards (PCBs) and RF systems, which are essential compo

Is Hewlett Packard Enterprise (HPE) Undervalued Following Its Expanded GTT Partnership?
Simply Wall St.31d agobullish
Is Hewlett Packard Enterprise (HPE) Undervalued Following Its Expanded GTT Partnership?

Hewlett Packard Enterprise (HPE) stock is in focus after GTT Communications expanded its global partnership with HPE to offer managed SASE and LAN/WLAN services using HPE Aruba Central. See our latest analysis for Hewlett Packard Enterprise. Against this backdrop, Hewlett Packard Enterprise’s 1 day share price return of 4.85% stands out. This is despite the 7 day share price return declining 5.73% and the 30 day share price return being slightly negative, while the 90 day share price return...

Schwab Beats 2Q Estimates as Retail Traders Pile Into Market
Bloomberg31d agobullishVIDEO
Schwab Beats 2Q Estimates as Retail Traders Pile Into Market

Charles Schwab Corp. reported earnings that topped estimates as retail investors continued to jump in and out of the market amid volatility sparked by geopolitical uncertainty. Schwab reported a record 11.9 million daily average revenue trades in the second quarter, a 57% increase from a year earlier. Trading revenue also rose, climbing 28% to $1.2 billion. President and CEO Rick Wurster joins Bloomberg Businessweek Daily to discuss, saying clients are trusting the platform not just for investing but also for "help with their financial lives." Wurster also discusses continued demand from retail and younger traders, AI use cases in investing, the impact of this summer's SpaceX IPO, prediction markets, crypto, and more. He speaks with Carol Massar and Tim Stenovec.

Why Is Viavi Solutions (VIAV) Stock Soaring Today
StockStory31d agobullish
Why Is Viavi Solutions (VIAV) Stock Soaring Today

Shares of network testing solutions company Viavi Solutions (NASDAQ:VIAV) jumped 8.6% in the afternoon session after investors bought the dip following a steep sector-wide selloff, fueled by news that asset manager Jennison Associates LLC took a sizable new stake of more than 684,000 shares in the company. The rally was further amplified by upbeat analyst commentary highlighting Viavi as a top pick in artificial intelligence infrastructure. Additionally, the company recently joined the EU-backed

Applied Optoelectronics (AAOI) Soars 15.8% Ahead of Earnings; Hedge Fund Holdings More Than Triple
Insider Monkey31d agobullish
Applied Optoelectronics (AAOI) Soars 15.8% Ahead of Earnings; Hedge Fund Holdings More Than Triple

Applied Optoelectronics rallied for a third consecutive day on Tuesday, jumping 15.76 percent to finish at $119.26 apiece, as investors began positioning their portfolios ahead of the results of its earnings performance in the second quarter of the year. 92% Revenue Growth Target for Q2 Applied Optoelectronics Inc. (NASDAQ:AAOI) is highly optimistic about its outlook […]