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Cerebras pairs 92% core revenue growth and ample liquidity with customer concentration, margin pressure and capacity-delivery risks.

The banking giant has delivered a trailing four-quarter average earnings surprise of 6.4%.

Everyone's talking about SpaceX, but these two AI space stocks are up big in 2026.

CIEN is riding the AI-driven optical networking demand, record revenue and a growing backlog. See what's fueling its outlook despite supply constraints.

Baidu (BIDU) drew attention on July 8, 2026, as the stock gained 4.9%, even though its market price stood about 8.2% above one intrinsic fair value estimate based on GF Value. See our latest analysis for Baidu. That 4.9% daily gain comes after a mixed run for Baidu, with the share price up 3.7% over 7 days and 8.4% over 90 days, but down 21.8% year to date. The 1 year total shareholder return of 32.9% contrasts with weaker 3 and 5 year total shareholder returns, suggesting recent momentum is...

In recent days, Devon Energy has drawn attention as investors react to expectations of year-over-year earnings and revenue growth ahead of its August 4, 2026 earnings release, supported by positive revisions to analyst estimates. This shift in expectations suggests the market is increasingly focused on Devon’s earnings quality and estimate momentum rather than broader equity market moves. We’ll now examine how these upgraded earnings expectations and estimate revisions may influence Devon...

OXY's production growth, CrownRock assets, debt reduction and rising estimates bolster its appeal, but premium valuation suggests patience.

By Nell Mackenzie and Pete Schroeder LONDON/WASHINGTON, July 10 (Reuters) - Global stocks rose on Friday but Wall Street opened in mixed territory, as AI-related enthusiasm over the market debut of

While tech giants burn cash chasing AI dominance, one old-school tobacco company is quietly outpacing some of the biggest names in the market, and income investors are starting to take notice.

PepsiCo's (PEP) "modest" fiscal Q2 earnings beat was driven by below-the-line items rather than stro

Vanguard's factor ETF lineup doesn't get a lot of attention. Its track record of market-beating returns suggests it should.

The S&P 500 barely yields 2%, yet four stocks hiding in plain sight across airlines, semiconductors, PCs, and consumer electronics are paying well above 4% with the cash flow to back it up. Most dividend investors never think to look here.

Carrier Global’s 22.3% return over the past six months has outpaced the S&P 500 by 15.1%, and its stock price has climbed to $67.75 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

S&P 500 earnings are expected to soar in Q2. Will these companies see it too?

Market uncertainty is rising. Could wide-moat and HALO ETFs offer investors a safer way to stay invested amid AI volatility and geopolitical risks?

Circle secured final OCC approval to establish a national trust bank, shifting its $73.2 billion stablecoin to a unified federal framework.

Investing.com -- Stifel upgraded Twilio from Hold to Buy and raised its price target for the stock to $260, telling investors that the communications platform has positioned itself as essential infrastructure for the agentic AI era following significant restructuring and product refocusing.

Standard Chartered's Geoff Kendrick said investor concerns from Strategy’s Bitcoin sales stem from its shift away from its long-standing "never sell" messaging rather than from any deterioration in Bitcoin's fundamentals.

Everyone is celebrating Broadcom's win, but it benefits Apple, too.

Yield above 4% sounds appealing until you realize most high-payout stocks are traps waiting to spring. These five names span life insurance, asset management, banking, and consumer staples, and each one earns its dividend rather than just promising it.

Seagate Technology stock rose Friday, bouncing back from a recent pullback. "With the recent market pullback and increasing confidence in what we view as a path to plus-$50 earnings-per-share and significant (capital) return capacity ahead, we upgrade STX to overweight with a $1,100 price target," Wells Fargo analyst Aaron Rakers said in a note for clients. Rakers previously held a neutral equal-weight view for Seagate and a 900 price target.

Stifel has upgraded Shopify (NASDAQ:SHOP) to Buy from Hold and increased its price target to $150 from $110, saying the stock’s 23% decline since the start of the year presents an attractive opportunity for investors seeking long-term growth. In a research note published on Friday, analyst J.

SPCX combines launch, Starlink and AI upside, but heavy spending, losses and valuation risk keep the near-term case balanced.

BKR secures three Cheniere awards, expanding its role at the Sabine Pass LNG facility and strengthening its long-term growth in LNG infrastructure.

Long rates are stubborn, dividend growth has stalled at many blue chips, and the window for genuine 5%-plus yields with solid cash flow coverage is narrowing fast. These five names still clear the bar, but each carries a risk that income investors need to weigh before buying.

Shares of Meta Platforms (NASDAQ:META) are up 6% in Friday morning trading, changing hands at $670 after Thursday’s close of $631.48. The move extends a hot stretch for Meta Platforms stock, which have climbed 15% over the past week. The catalyst is a rethink of what Meta Platforms is building. A Reuters-reported internal memo and ... Meta Platforms Jumps 6% on AI Cloud Ambitions: Can It Challenge Amazon and CoreWeave?

Chip stocks just staged a vicious reversal that punished the shorts and rattled the bulls, and long-term investors now face a critical question: which semiconductor names actually deserve a spot in your portfolio before the next leg of the AI revolution kicks off?

Forte Biosciences stock soars after early-stage data show FB102 significantly improves facial depigmentation in vitiligo with a favorable safety profile.

Novo Nordisk stock gains 11% in a month as Wegovy access expands and U.K. approval boosts optimism, but rising competition and earnings pressure cloud the outlook.

Although much of the attention has centred on Meta’s (NASDAQ:META) newly unveiled Muse Spark 1. 1 AI model and its shift toward a paid developer strategy, investors are increasingly focused on a far less visible development that could have a much greater impact on the company’s long-term value.