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Oracle junk bond fears, debt surge sound alarms for investors
TheStreet1d agobullish
Oracle junk bond fears, debt surge sound alarms for investors

Oracle'sstock chart looks like a horror movie right now, and the plot keeps getting scarier. Shares of Oracle (ORCL) have fallen almost 50% from its September 2025 peak and are down 20% year-to-date. The recent sell-off is driven by a credit downgrade, a spike in bond insurance costs, and ...

SMCI Q2 Deep Dive: AI Demand Drives Orders, Enterprise Mix Lifts Margins
StockStory1d agoneutral
SMCI Q2 Deep Dive: AI Demand Drives Orders, Enterprise Mix Lifts Margins

Server solutions provider Super Micro (NASDAQ:SMCI) fell short of the market’s revenue expectations in Q2 CY2026, but sales rose 93.2% year on year to $11.12 billion. On the other hand, next quarter’s outlook exceeded expectations with revenue guided to $15 billion at the midpoint, or 26.7% above analysts’ estimates. Its non-GAAP profit of $1.70 per share was 77.5% above analysts’ consensus estimates.

Investing.com1d agobullish
Bernstein upgrades Wayfair to Outperform, raises price target

Investing.com -- Bernstein upgraded Wayfair to Outperform from Market-Perform and raised its price target to $125 from $100, citing stronger revenue growth and improving operating leverage following the company's second-quarter results.

ATRO Q2 Deep Dive: Demand Strength, Margin Expansion, and Backlog Set Up Growth
StockStory1d agoneutral
ATRO Q2 Deep Dive: Demand Strength, Margin Expansion, and Backlog Set Up Growth

Aerospace and defense technology solutions provider Astronics Corporation (NASDAQ:ATRO) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 27% year on year to $260 million. On top of that, next quarter’s revenue guidance ($270 million at the midpoint) was surprisingly good and 6.5% above what analysts were expecting. Its non-GAAP profit of $0.70 per share was 15.1% above analysts’ consensus estimates.

How Americans buy furniture is starting to change
TheStreet1d agobullish
How Americans buy furniture is starting to change

Furniture retailers have spent years waiting for the housing market to revive demand for sofas, beds, and other big-ticket home purchases. That rebound remains elusive, but some of the industry's biggest players are finding growth anyway. Wayfair reported second-quarter net revenue of $3.5 billion, ...