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Akamai's AI infrastructure and Security growth is accelerating, but Delivery weakness and rising spending test its growth outlook.

Rosenblatt sees 74% upside as contracted CoreWeave capacity starts contributing revenue, although weaker near-term earnings and ERCOT reviews remain risks.

CoreWeave (CRWV) shares rose sharply Wednesday after the company posted a second-quarter revenue bea

Adobe generates nearly $10 billion in free cash flow with a 30% net margin, while BigBear.ai posted a $294 million loss on declining revenue.

Nebius Group N.V. (NASDAQ:NBIS) shares jumped over 20% Wednesday, days after Michael Burry disclosed a short position, as the AI infrastructure company said the expected payback period on its latest deals had fallen below two years. Nebius now expects to...

Nvidia remains the world’s most valuable company but its stock has been volatile ahead of its latest move to shore up AI infrastructure spending.

For diversification in the stock market, there are actively managed alternatives to index funds.

Nebius is targeting 5 GW of contracted power by the end of 2026 and said its Bloom partnership could "unlock and expedite" additional sites.

CAVA Group (NYSE:CAVA) shares jumped 12.7% after the fast-casual chain beat second-quarter estimates on both revenue and earnings, with same-restaurant sales climbing 9% and easing investor concerns over a recent cyclospora-linked slowdown in the sector. Revenue rose 31.3% year-over-year to...

Lumentum (LITE) reported a fiscal Q4 beat, but investor reaction was muted until there is clearer vi

Vestas Wind Systems AS (VWDRY) boosts full-year EBIT margin outlook to 7%-9% on strong Power Solutions growth and announces a new EUR400 million share buyback program.

Pokémon cards have evolved from a children's collectible into a multibillion-dollar market, with some buyers increasingly treating the cards as an alternative investment alongside traditional assets. The clearest sign of how mainstream the trade has become is where it is happening: not on Wall ...

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Opportunity Fund”. A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the […]

FTNT raises 2026 guidance as firewall refreshes and SASE adoption accelerate, and AI and silicon advances strengthen its growth outlook.

SMCI posts a 315% earnings jump and 93% revenue growth, fueled by AI demand, record orders and a strong fiscal 2027 outlook.

TEM's faster growth, rising data demand and reimbursement potential strengthen the bull case, but high valuation and cash burn keep risks in focus.

CoreWeave stock rises after a strong quarter. The AI cloud company now expects to spend up to $39 billion in 2026

Comfort Systems has been twice as good for investors as Nvidia over the past half-decade.

Carvana is chasing hypergrowth with a 48% revenue surge and recent dealership acquisitions, while Home Depot generates $12.6 billion in annual free cash flow.

CoreWeave shares are surging after the cloud computing provider posted quarterly results that beat Wall Street’s estimates.

It has proven to be a market-beater in more years than not.

Obesity-drug giant Eli Lilly stock is approaching a new buy point as the ongoing stock market rally strengthens.

AI infrastructure stocks jumped, with shares of AI server makers, optical-products companies, and neocloud providers moving higher.

Airbnb's 20% net margin and minimal debt contrast sharply with PepsiCo's 8.8% margin and 2.4x leverage, but valuation premiums tell a different story.

ROKU, THC and CZFS made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 12, 2026.

Super Micro Computer's upbeat second-quarter earnings report provided a positive read-through for partner Nvidia.

CoreWeave (CRWV) and Nebius (NBIS) shares skyrocket following earnings, as revenue surges to “stupid” levels and demand for AI infrastructure continues to soar. Both companies are benefiting from an AI spending boom that is accelerating faster than Wall Street expected.

CoreWeave (NASDAQ:CRWV) shares jumped 19% to about $108 on Wednesday after the AI infrastructure provider reported second quarter results that topped Wall Street expectations, with analysts at Wedbush and Jefferies highlighting strong demand and the company's expanding backlog. CoreWeave...

One is a profitable travel platform generating substantial cash. The other is a high-growth gaming company still burning through it. Their financial profiles could not be more different.

Shares of Super Micro Computer are surging after the AI server maker’s profits blew past estimates.