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AbbVie (ABBV) is back in focus after Allergan Aesthetics reported that the FDA accepted a supplemental Biologics License Application for Botox Cosmetic targeting masseter muscle prominence in adults, which would be a potential fifth U.S. aesthetic indication. See our latest analysis for AbbVie. Alongside Allergan Aesthetics' Botox update and several recent approvals and guidance changes, AbbVie’s share price has moved to $247.97, with a 90 day share price return of 19.3% and a 1 year total...

Why ABCL635’s Phase 2 data matters for AbCellera Biologics stock AbCellera Biologics (ABCL) has become a focus for many biotech investors after announcing that ABCL635 met primary endpoints in a Phase 2 trial for menopause related hot flashes. The single dose of ABCL635 produced statistically significant reductions in both the frequency and severity of vasomotor symptoms versus placebo and was reported as well tolerated, with additional benefits in sleep and patients’ overall perception of...

Mounting risks in private credit, especially weaker recoveries on software loans flagged by SLR Capital Partners, have pushed investors to reassess how Moody's (MCO) is exposed to credit conditions and changing expectations around default outcomes. See our latest analysis for Moody's. Moody's share price is US$478.14, with a 90 day share price return of 5.84% but a year to date share price return that is down 4.18%, while the 3 year total shareholder return of 44.64% contrasts with a 1 year...

In the past week, Redwire Corporation reported second-quarter 2026 results showing sales rising to US$117.07 million from US$61.76 million a year earlier, with the net loss narrowing to US$40.97 million from US$96.98 million and full-year 2026 revenue guidance reaffirmed at US$450 million to US$500 million. Beyond the headline growth, Redwire emphasized a record contracted backlog and improving loss per share, suggesting its space and defense contract base is deepening even as the business...

Ouster (NasdaqGS: OUST) secured a multimillion dollar contract expansion with the Utah Department of Transportation to deploy its BlueCity lidar traffic management solution. The agreement covers BlueCity deployments at 160 additional intersections across Utah for advanced traffic management. The rollout uses Ouster's next generation OS1 Max Rev8 lidar sensors, which include long range detection and native color capabilities. This contract is tied directly to Ouster's focus on intelligent...

onsemi’s second quarter performance was driven by surging demand in its AI data center segment and ongoing portfolio reshaping efforts. Management pointed to robust momentum in advanced power systems, particularly for AI workloads, and highlighted content expansion in automotive and energy infrastructure. CEO Hassane El-Khoury explained that, “AI data center remains our fastest-growing market,” noting wins with key hyperscalers and design-ins with leading global customers. The company also cited

At $422, Broadcom (AVGO) is being priced to deliver 26% revenue growth annually for the next 5 years simply to defend today's 68.4x multiple. That sits below the 32% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.

On August 4, Spotify (NYSE:SPOT) and Merlin announced a licensing agreement that lets independent artists opt into Spotify’s upcoming fan-made covers and remixing tool. It sounds like a minor feature rollout, but the stock has been under pressure for most of the year, and this is one of several engagement bets management is leaning on […]

Moby summary of Harvard Bioscience, Inc.'s Q2 2026 earnings call

Moby summary of Flowco Holdings Inc.'s Q2 2026 earnings call

Moby summary of Electrovaya Inc.'s Q3 2026 earnings call

Moby summary of Aramark's Q3 2026 earnings call

Ranking four leaders in the struggling footwear sector from worst to first.

Intel Corp. (INTC) priced an upsized $20 billion stock offering at $95 a share on Tuesday, Aug. 11, raising $5 billion more than the $15 billion plan it announced just one trading day earlier. Wall Street treated this as breaking news. It wasn’t. Intel’s own finance chief told investors this could ...

Despite minimal revenue, the company progresses toward commercialization with expanded foundry engagements and a $95.9 million cash runway.

Michael Burry is short Nebius Group N.V. (NASDAQ:NBIS) at $211.77, describing his latest bearish bets as “a bit like shooting fish in a barrel.” The Big Short investor disclosed the trade on his Substack last week alongside a short on...

Gil Luria, head of technology research at D.A. Davidson, reacts to CoreWeave topping analysts' estimates for second-quarter sales after signing up more customers in a booming market, with sales more than doubling to $2.58 billion. He speaks on "Bloomberg The Close."

Rackspace Technology Inc (RXT) navigates a strategic shift toward high-margin AI and private cloud services, reporting mixed Q2 results with a focus on long-term enterprise AI opportunities.

Elbit Systems Ltd (ESLT) reports a 15.9% revenue surge and a record $32 billion backlog, signaling strong demand and robust future growth prospects.

GHI navigates portfolio transition to tax-exempt bonds while managing occupancy headwinds and a significant book value discount.

Venture Global Inc (VG) posts a 79% surge in quarterly EBITDA and boosts full-year outlook amid robust LNG demand.

Company advances Phase 1 construction with secured offtake and doubled credit facility, while navigating pending EPA approvals and a tight liquidity position.

Microsoft Corporation (NASDAQ:MSFT) had one of the best stretches in its history, rising roughly 25% over three trading days after blowout earnings, including a record $450 billion single-day market cap gain. On Monday night (August 3, 2026), Palantir Technologies Inc. (NASDAQ:PLTR) launched its comeback with strong quarterly results, driving its stock up as much as […]

Quantinuum's Q2 earnings and revenue beat Wall Street targets while full-year 2026 guidance came in slightly above views.

(Updates with index/price moves, macroeconomic data and geopolitical news from the first paragraph.)

JLL President, Retail Advisory Services, Naveen Jaggi, joins Josh Lipton on Market Domination Overtime to break down the latest retail trends his team is seeing and why Q2 and the back-to-school season could signal the start of a critical shopping stretch for retailers.

SpaceX, Rocket Lab, and AST SpaceMobile could deliver massive multibagger gains.

Oracle and Quantinuum have partnered to deploy the Helios trapped-ion quantum computer directly inside an Oracle Cloud (OCI) data center, offering enterprise clients seamless hybrid quantum-AI cloud computing.

CoreWeave (CRWV) reported better-than-expected second-quarter results as revenue more than doubled y

Palantir Technologies delivered Q2 results that notably surpassed Wall Street expectations, leading to a significant positive market reaction. Management credited surging demand for its artificial intelligence (AI) platform, especially in the U.S. commercial and government sectors, as the primary driver of the quarter’s performance. CEO Alexander Karp emphasized that the company’s “forward deployed engineering model” and focus on customer-specific solutions were key in translating AI advancement