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Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index’s 16.74% gain, as the market rally remained narrowly focused on AI […]
“Big Short” investor Michael Burry is doubling down on his bet against the AI infrastructure boom, adding to short positions in Oracle Corp. (NYSE:ORCL), Micron Technology Inc. (NASDAQ:MU) and Nebius Group (NASDAQ:NBIS) as he predicts an AI compute glut in...
Cathie Wood’s ARK Invest bought 106,941 Cerebras shares worth $28.02 million after the AI chipmaker’s stock fell following its earnings report.
APH is broadening its AI interconnect opportunity as rising bandwidth, optical adoption and power needs drive data-center demand.
Palantir just delivered the most explosive quarter in its history, yet its stock sits nearly flat for the year. Something has to give, and the gap between where shares trade today and where the numbers say they could go tells a striking story.
A military strike on Qatar's LNG facilities sent global gas buyers scrambling for alternatives almost overnight, and Wall Street wasted no time identifying which American energy companies stand to capture that demand.
Applied Materials raises its FY26 systems growth view as AI demand strengthens, with customer forecasts stretching into FY27 and, in some cases, FY30.
Virgin Galactic delays its first commercial Delta flight to February 2027 but keeps its 2027 cash flow target as ticket demand stays strong.
ONDS raises its 2026 revenue target to $525-$550M, citing broad demand as it works to convert a $757M backlog and reach adjusted EBITDA profitability sooner.
NU says record risk-adjusted margins can stay near current levels as AI expands, credit holds firm and Mexico's banking push accelerates.
Iran faces new economic pressure. See which ETFs could gain or lose from higher oil, defense spending and inflation risks.
Morgan Stanley has adopted a more constructive stance on U. S.
Crocs raised its 2026 outlook as DTC and international growth strengthened, while HEYDUDE weakness and tariff costs pressured margins.
Tesla (NASDAQ: TSLA) rose 1.3% in pre-market trading following the report. The Roadster reveal is a rare positive narrative catalyst for a stock that has shed nearly a quarter of its value in 2026 while the Nasdaq has gained roughly 15% over the same period, according to The Information’s reporting. Shares of air-taxi companies Archer Aviation and Joby Aviation each declined about 2% in pre-market trading.
The consensus price target hints at a 42.6% upside potential for Rocket Lab Corporation (RKLB). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
ONDS enters the second half of 2026 with a $757 million backlog, strong order momentum and several major programs set to ramp.
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the […]
LONDON, Aug 14 (Reuters) - Nvidia's colossal financing deal for AI infrastructure buildouts is the talk of private markets this week.
Dell Technologies stock has room to run after its recent breakout, according to Wells Fargo Securities.
Stablecoin payments company RedotPay is delaying its planned $1 billion U.S. initial public offering (IPO). <...
Resideo beat sales and earnings expectations in fiscal Q2, but that hasn't stopped the stock from getting hit with big sell-offs.
Alphabet made a quiet nine-figure bet on a rocket company that Wall Street once dismissed as a billionaire's vanity project, and what happened next rewrites the rulebook on how big tech actually builds long-term wealth.
In the Large-Cap Pharmaceuticals industry, LLY, J&J and BAYRY are worth watching as the industry shows a strong recovery.
Should you give up on Meta Platforms?
On this episode of Stock Movers: Drone companies including AeroVironment Inc. (AVAV), Aevex Corp. (AVEX), and Unusual Machines Inc. (UMAC) rose on news that the Trump administration plans to apply a 100% tariff on imports of unmanned aircraft systems and their components. Applied Matierals (AMAT) fell despite an earnings forecast that topped estimates. Investors had a muted reaction to earnings even though the stock has more than doubled this year. Gemini Space Station (GEMI) fell as the crypto platform's earnings report faced crypto market headwinds and a wider-than-expected adjusted Ebitda loss. Reddit (RDDT) climbed on the news that the stock is set to be included in the S&P 500 index.
Motorola Solutions’ second quarter results received a strong positive response from the market, underpinned by double-digit sales growth across both core business segments and all three technology lines. Management attributed the company’s performance to robust demand for land mobile radio (LMR) systems, successful execution on mission-critical network orders, and continued momentum in the Silvus and video security businesses. CEO Gregory Brown highlighted that record orders and a growing backlo
The acquisition secures 440 MW already in service as Core Scientific pursues another gigawatt-scale AI data center campus using interconnected and behind-the-meter power.
Micron Technology stock was surging back toward $1,000 early Friday. The key factor is that memory prices are expected to keep surging. Valuing Micron is tricky because cyclical earnings distort traditional price-to-earnings snapshots.
Applied Materials Inc (NASDAQ:AMAT, XETRA:AP2) shares fell about 4% on Friday even after the chipmaking equipment supplier beat Wall Street estimates on both revenue and profit for its fiscal third quarter and issued fourth-quarter guidance above expectations. The Santa Clara,...
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