Actualités

USA Rare Earth is scaling a non-China rare earth chain, with Serra Verde, Stillwater magnet sales and Round Top milestones driving its next phase.

UMAC is using Q3 to add capacity, switch suppliers and strengthen quality systems as it prepares for a larger Q4 revenue ramp.

SNDK highlights multiyear customer deals, rising AI storage demand and disciplined supply growth as fiscal 2027 begins with greater visibility.

Satellogic highlights a shift to subscription-based persistent monitoring as Merlin launches advance and sovereign demand strengthens.

Rocket Lab targets record Q3 revenues as Neutron scaling, launch demand and the planned Iridium deal broaden its launch, spacecraft and applications push.

Rigetti is targeting higher Cepheus fidelity, backed by potential U.S. funding and expanding demand across government, academic and commercial customers.

Plug Power raises 2026 revenue growth guidance to 15-16% and maintains its Q4 positive EBITDAS target as margins improve and cash use declines.

Hims & Hers raises its 2026 revenue outlook as AI boosts engagement, specialty care expands and Eucalyptus extends its international reach despite margin pressure.

FIG raises its 2026 revenue outlook as AI credit use broadens, while Q3 guidance and beta-product costs keep monetization and margins in focus.

B's Q2 call spotlights its $4B Newmont deal, unchanged 2026 guidance and plans for a year-end North American gold IPO.

AST SpaceMobile targets about 45 BlueBird satellites in orbit by early 2027 as beta service, spectrum expansion and government growth come into focus.

Most of what AMD sells now comes from data center, and management puts the gross margin on the accelerator ramp driving that growth just below average.

AMD and Broadcom both just posted monster AI quarters, but only one of them actually complements an Nvidia position without picking a fight with it. The case for each comes down to a fundamental question about how the datacenter gets built.

The addition could help boost traffic, particularly during the afternoon daypart.

Trump's 15% polysilicon tariff may boost smaller U.S.-focused solar and semiconductor stocks but raise costs for import-dependent firms.

The average of price targets set by Wall Street analysts indicates a potential upside of 56.2% in NuScale Power (SMR). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Although Dow has outperformed the broader market over the past year, Wall Street analysts maintain a cautiously optimistic outlook about the stock’s prospects.

NVIDIA Corporation (NASDAQ:NVDA) just partnered with six major financial institutions on a $500 billion financing push for artificial intelligence infrastructure. The chipmaker said on Monday that it has signed memorandums of understanding with Apollo Global Management, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs, and KKR to establish independent computing financing platforms for Nvidia’s customers. Marking […]

Everpure stock jumped following news that the data storage company has landed its second "design win" with a cloud giant.

Alphabet's investment in SpaceX was a wise move.

Microsoft is telling its employees to cut back on excessive AI use, known as "tokenmaxxing."

WDC's higher-capacity drives are lifting margins as favorable pricing, lower costs and new ePMR products support further expansion.

Baker Hughes Company (NASDAQ:BKR) shares jumped more than 6% after the company beat second-quarter profit estimates and posted record orders, even as it warned that oil and gas producers will spend modestly less this year. Earnings per share came in at 64 cents, well above the 50 cents analysts expected, according to LSEG data. Why […]

The forward numbers make the stock look reasonable, but they assume profitability keeps climbing at a company currently spending to grow.

The multi-year agreement will put Nvidia HGX B300 systems on IBM Cloud, with availability expected in the first quarter of 2027

Wall Street analysts refuse to abandon their buy calls on a stock that has collapsed 75% over the past year, and one outlier has staked a price target so aggressive it would require a near-total reinvention of how the market values bitcoin leverage.

Here is how Figs (FIGS) and Dick's Sporting Goods (DKS) have performed compared to their sector so far this year.

VNOM's Riverbend acquisition expands its Permian royalty footprint and lifts 2026 production guidance, while development activity stays elevated.

Boeing upgraded, Under Armour downgraded: Wall Street's top analyst calls

With a strong stock price run and hundreds of millions in dividend payouts, Coca-Cola will stay a top holding in the Berkshire portfolio for some time.