Actualités

Cheniere Energy lifts 2026 EBITDA and production guidance as higher LNG volumes, margins and project progress boost results.

UPS is targeting about $3 billion in 2026 network savings as stronger pricing, higher cash flow and cost cuts support margins despite weaker package volumes.

Yahoo Finance Executive Editor Brian Sozzi welcomes Cisco (CSCO) CFO Mark Patterson to discuss the company’s latest earnings, investor concerns, and Cisco’s updated full-year AI outlook. Cisco is forecasting continued strength in AI infrastructure demand, with FY2027 AI infrastructure revenue expected to reach $7.5 billion.

Irwin Raij, Sidley Partner & Entertainment, Sports and Media Co-Chair, joins Yahoo Finance Executive Editor Brian Sozzi to analyze the record-breaking $12.5 billion LA Lakers valuation, explaining how live sports assets defy broader market risks and what former Disney (DIS) CEO Bob Iger brings to NBA franchise ownership.

Cisco Systems Inc (NASDAQ:CSCO, XETRA:CIS) reported fiscal fourth-quarter revenue of $17.3 billion, up 18% year-over-year and above the $16.82 billion analyst estimate, as networking demand and artificial intelligence orders drove growth. Non-GAAP earnings per share came in at $1.22, up 23%...

Keurig Dr Pepper sees JDE Peet's integration, revenue synergies and $400M in cost savings boosting coffee growth ahead of the 2027 separation.

The Russell 2000 (^RUT) is packed with potential breakout stocks, thanks to its focus on smaller companies with high growth potential. However, smaller size also means these businesses often lack the resilience and financial flexibility of large-cap firms, making careful selection crucial.

Goldman Sachs is acquiring NEOS Investments, the firm behind a popular Bitcoin income fund, in a cash-and-equity deal valued at up to $2.25 billion, its latest push deeper into the fast-growing market for options-based ETFs. Goldman Sachs, the 156-year-old Wall Street bank, announced the agreement ...

Ripple closed ten major deals in 2026 and not one of them settled in XRP, which raises a question the coin's supporters have struggled to answer about what the token actually does now.

The cross-border payment middleman has finally achieved sufficient scale to easily cover its fixed and variable costs. This is the moment shareholders have been waiting for.

nVent Electric's AI data center demand, rising sales and liquid-cooling capacity expansion can strengthen its competitive position.

Uranium revenue surged while backlog hit $4.5 billion, but HALEU funding faces uncertainty.

AMETEK has outperformed the broader market over the past year, and analysts are moderately optimistic about the stock’s prospects.

SpaceX is seeking to aggressively expand its data center capacity.

Cisco beat earnings, crushed revenue estimates, and racked up billions in AI orders, yet the stock cratered 7% anyway. Five analyst firms still raised their price targets, but the spread between the most bearish and most bullish tells a story of deep Wall Street disagreement about where Cisco goes from here.

An unauthorized Wi-Fi network was reportedly activated on a Delta Air Lines Inc. flight bound for Atlanta from Las Vegas on Monday, prompting a probe into the incident. Delta Disabled Wi-fi for 30 Minutes According to a report by Bloomberg...

Super Micro just posted its strongest quarter in years, yet shares barely moved. Understanding why the market shrugged reveals exactly what needs to go right before the bulls can claim victory.

The market has punished this IT consulting giant's stock, but its business performance tells a very different story about its rank among peers.

Sycamore Capital Management, a franchise of Victory Capital Management, released its Q2 2026 investor letter for “Sycamore Mid Cap Value Equity Strategy”. A copy of the letter can be downloaded here. Sycamore Capital’s Mid Cap Value investment team focuses on a bottom-up approach to identify undervalued businesses with growth potential. In Q2 2026, the strategy […]

Analog Devices' industrial and data center growth, strong margins and AI exposure may justify its premium valuation despite near-term volatility.

AIP is changing how businesses operate -- and opening new opportunities for Palantir.

Goldman Sachs (NYSE: $GS)

Claims Rise Above Estimates

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

CoreWeave's Q2 blowout sent shares surging, but the stock still sits deep in the red over three months while one Wall Street firm holds a price target that implies a runway most investors are ignoring.

MU's AI memory push drives surging revenues and faster HBM4 execution as it battles SK Hynix in HBM and Sandisk in data-center storage.

Mark Zuckerberg is sparring with UFC fighters and betting the house on AI infrastructure, and Wall Street still can't decide if it's genius or recklessness. What bargain hunters see in Meta right now might change how you think about the entire AI race.

Crypto exchange and financial infrastructure company Bullish (NYSE: $BLSH) reported a $280 million net loss in the ...

NVO's GLP-1 pills offer fresh momentum, but Eli Lilly's fast-growing injectable and oral therapies threaten to widen the competitive gap.

The market is positioned for the company to post great results and for CEO Jensen Huang to sound super bullish on the earnings call.