Actualités

Shares of Applied Materials (NASDAQ:AMAT) are down 5.7% in premarket trading Friday after the company posted record fiscal Q3 results but guided fourth quarter revenue and margins that failed to clear an elevated bar. The stock closed Thursday near $535, already up roughly 109% year to date and roughly 183% over one year. Strong Report, ... Applied Materials is Down 6% Premarket. Will It Drag Down Lam Research, KLA, and Other Semi Equipment Stocks?

Evaluate the expected performance of Analog Devices (ADI) for the quarter ended July 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Besides Wall Street's top-and-bottom-line estimates for Target (TGT), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended July 2026.

Besides Wall Street's top-and-bottom-line estimates for TJX (TJX), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended July 2026.

Beyond analysts' top-and-bottom-line estimates for Estee Lauder (EL), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Nordson (NDSN), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended July 2026.

Evaluate the expected performance of Lowe's (LOW) for the quarter ended July 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Sandisk stock surged as Wall Street digested the flash memory maker's bullish long-term growth targets.

Wall Street cheered the company's latest update.

Adjusted EBITDA surged 30% year-over-year as peak loads hit records in Texas and PJM.

Net bookings hit $1.39 billion, beating guidance as GTA and NBA 2K franchises outperformed.

New awards surged to $6.1 billion, driven by nuclear and mining conversions.

Investing.com -- Morgan Stanley told clients in a note Friday that its latest value-added reseller checks point to continued strength in enterprise infrastructure spending, but with growing divergence across hardware categories.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.1%, and the actively tra

Investing.com -- SpaceX finalized its acquisition of Anysphere, Inc., the developer of the popular AI coding tool Cursor, in an all-stock transaction valued at $60 billion. Confirmed via an SEC Form 8-K, the historic deal resulted in the issuance of approximately 391 million SpaceX Class A shares and is widely considered the largest startup acquisition on record. Following the announcement, SpaceX (NASDAQ: SPCX) shares saw a 1.5% bump, trading at $143.45. Under the agreement, Cursor’s outstandin

Coach handbags are flying off shelves, margins are expanding, and Tapestry just topped earnings estimates, yet the stock cratered 16% in a single session. Whether that brutal selloff signals a buying opportunity or a warning worth heeding depends on two conditions management has yet to prove.

A Pennsylvania caller pitched Jim Cramer a midstream stock his son had been tracking, citing a dividend streak that stretches back 37 consecutive quarters without a single cut or flat payment. Cramer had a verdict, but the caller's own portfolio buried a complication nobody addressed on air.

Applied Materials just posted record revenue and its fifth straight earnings beat, yet the stock fell anyway. Three metrics from the next few quarters will separate a temporary pullback from something more telling about the AI capex cycle.

Warner Bros. Discovery (WBD) is back in focus after reporting second quarter 2026 earnings, with revenue of US$8.7b and net income of US$149 million, alongside a wider loss over the first half. See our latest analysis for Warner Bros. Discovery. At a share price of US$27.75, Warner Bros. Discovery has seen a 7 day share price return of 5.11%, while the 1 year total shareholder return of 135.57% and 3 year total shareholder return of 117.48% point to strong momentum over a longer period. If...

Cheniere Energy, Inc. (NYSE:LNG) was held by 74 hedge funds at the end of Q1 2026 in the Insider Monkey database, down from 81 in the previous quarter. That said, while the number of hedge fund holders decreased, their cumulative investment value increased from $2.44 billion in Q4 2025 to $3.28 billion in Q1 2026. […]

York Space Systems stock sinks after the satellite technology company slashed full-year revenue guidance on changes to how the government is awarding contracts.

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Asset Fund”. A copy of the letter can be downloaded here. U.S. equities reached new highs in Q2, mainly driven by a narrow group of stocks benefiting from AI advancements, particularly in the Information Technology sector, with semiconductor stocks showing […]

Tim Cook chose Houston for his final major act as Apple CEO, standing beside a cabinet secretary while his company quietly evaluated a supplier that same official could move to restrict. The $60 billion headline hides a more complicated story about who actually owns what gets built.

Index funds may be forced to buy nearly three times Reddit's average daily trading volume after its S&P 500 announcement, but a look at the last twelve additions to the benchmark tells a very different story about what happens next.

Bill Ackman once torched $400 million exiting Netflix, then swore off the stock entirely. Now he's building a new position while his fund trails the market badly, and his reasoning this time sounds nothing like 2022.

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Asset Fund”. A copy of the letter can be downloaded here. U.S. equities reached new highs in Q2, mainly driven by a narrow group of stocks benefiting from AI advancements, particularly in the Information Technology sector, with semiconductor stocks showing […]

Shares of Sandisk (NASDAQ:SNDK) are up 7% to $1,630 in early Friday trading, extending Thursday’s blowout session. The rally spans the memory complex, with Western Digital (NASDAQ:WDC) stock up 4% to $505 and Micron Technology (NASDAQ:MU) shares up 3% to $978. SK Hynix (NASDAQ:SKHY) is up 2% to $169, Seagate Technology (NASDAQ:STX) shares are up ... Sandisk Jumps 7%, Western Digital Gains 4%, Micron Climbs 3% as the Kospi Returns to a Bull Market

Bank of America's Michael Hartnett predicts the debt will reach $50 trillion by July 2029, reinforcing his "Anything But Bonds" strategy

Reddit has posted eight consecutive quarters of sales growth above 60%

While Otis Worldwide has underperformed the broader market over the past year, Wall Street analysts are moderately optimistic about the stock’s prospects.