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25,523 signal articles · 29 in last 24h · 122,273 total before filter · latest 1h ago
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Lockheed Martin (LMT) Lands $502 Million Sensor Deal And Closes $3.5 Billion Buyout
Simply Wall St.44d agobullish
Lockheed Martin (LMT) Lands $502 Million Sensor Deal And Closes $3.5 Billion Buyout

Lockheed Martin (NYSE:LMT) has announced a US$502 million global contract to provide post production support for advanced sensor systems used in AH-64 helicopters worldwide. The company has also closed its US$3.5b acquisition of Ultra Maritime, expanding its presence in undersea defense technologies. Lockheed Martin is a major defense contractor with a long history in aerospace and security technologies, and these latest moves add fresh detail to its current activity. The new helicopter...

Investing.com44d agobullish
Applied Materials surges as CEO signals multi-year chip boom

As the world's largest supplier of semiconductor manufacturing equipment, Applied Materials stands as the most direct public-market beneficiary of any sustained expansion in chipmaker capital spending. The company carries a market capitalization of approximately $453 billion, and its prior session close of $570.50 already reflected a one-year gain of 188% from its 52-week low of $154.47.

3 Cloud Computing Stocks to Buy Before Earnings Season in July
24/7 Wall St.44d agobullish
3 Cloud Computing Stocks to Buy Before Earnings Season in July

July is shaping up to be the pivotal month for cloud computing investors in 2026. All three of the companies below report late-July results with their cloud franchises accelerating, not decelerating, into the print. Enterprise AI workloads are still running ahead of supply, hyperscaler backlogs are ballooning, and the market has already begun to sort ... 3 Cloud Computing Stocks to Buy Before Earnings Season in July

REX Drone ETF Sees Inflows as Defense Spending Climbs
ETF Trends44d agobullish
REX Drone ETF Sees Inflows as Defense Spending Climbs

According to ETF Database, the REX Drone ETF (DRNZ) fund attracted approximately $11.28 million in inflows during the first week of the month. An additional $4.6 million arrived on July 7, bringing its five-day net inflows to $15.88 million. Key Takeaways The REX Drone ETF (DRNZ) secured $11.28 million in net inflows during the opening [...]

Investing.com44d agobullish
Palantir partnership fails to save Rackspace stock after brutal guidance slash

Investing.com -- A major AI team-up wasn’t enough to cushion the blow for Rackspace Technology (NASDAQ:RXT). Shares plummeted over 10% Thursday after the cloud operator severely dialed back its fiscal 2026 revenue projections, completely overshadowing a high-profile strategic partnership with Palantir Technologies (NASDAQ:PLTR) announced earlier in the day. The San Antonio-based enterprise AI infrastructure provider aggressively trimmed its fiscal 2026 revenue guidance to a range of $2.45 billio

Qualcomm’s Next Rally May Be Closer Than Investors Think
24/7 Wall St.44d agobullish
Qualcomm’s Next Rally May Be Closer Than Investors Think

Our Qualcomm (NASDAQ:QCOM) 24/7 Wall St. price target points to $258.16 over the next 12 months, implying 41.1% upside from the $182.97 close on July 7, 2026. Our recommendation is buy, with a model confidence level of 90%. After a sharp June pullback, Qualcomm’s data center pivot and automotive strength look under-priced. Metric Value Current ... Qualcomm’s Next Rally May Be Closer Than Investors Think

Jim Cramer on Solstice: “This Pullback May Be Giving You a Terrific Buying Opportunity”
Insider Monkey44d agobullish
Jim Cramer on Solstice: “This Pullback May Be Giving You a Terrific Buying Opportunity”

Solstice Advanced Materials, Inc. (NASDAQ:SOLS) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the company’s latest acquisition plans, as he said: In early May, we had two different specialty chemical companies on the show: Solstice Advanced Materials, which had recently spun off by Honeywell, […]

Jim Cramer on Booking Holdings: “I Think It’s a Buy”
Insider Monkey44d agobullish
Jim Cramer on Booking Holdings: “I Think It’s a Buy”

Booking Holdings Inc. (NASDAQ:BKNG) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Noting that it went through a stock split, a caller asked for Cramer’s thoughts on the stock. He replied: Okay, now remember, this stock’s last quarter, Glenn Fogel’s a terrific CEO, this stock’s last […]

Jim Cramer Thinks PepsiCo Is a Great Buy Ahead of Its Upcoming Earnings
Insider Monkey44d agobullish
Jim Cramer Thinks PepsiCo Is a Great Buy Ahead of Its Upcoming Earnings

PepsiCo, Inc. (NASDAQ:PEP) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the stock’s decline as a buying opportunity, as he said: Or how about PepsiCo? Okay, last quarter, PepsiCo reported a fantastic set of numbers that sent the stock soaring. Now, in part because […]