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ERock Shares Jump on Anthropic Deal
The Wall Street Journal10d agobullish
ERock Shares Jump on Anthropic Deal

Shares in on-site power provider ERock soared nearly 23% on Wednesday after the company said that Anthropic had placed a big order. ERock, which sells natural-gas power systems to data centers and others that need on-site power or backup generation, said Anthropic was ordering 470 megawatts of equipment. ERock also said it had started construction on a 366-megawatt generation facility for El Paso Electric, which will support a Meta Platforms data-center campus.

Oracle (ORCL) Stock Looks Below Fair Value on Earnings Today
Simply Wall St.10d agoneutral
Oracle (ORCL) Stock Looks Below Fair Value on Earnings Today

Oracle stock has delivered an 84.4% gain over the past 5 years. After a sharp pullback over the last year, investors are again asking whether the current price around US$153 still leaves room for value. Over 5 years, Oracle has returned 84.4%, which places recent weakness in the context of a longer track record of value creation for shareholders. AI and quantum partnerships tied to Oracle Cloud, such as recent work with Quantinuum and Google Cloud, can support expectations for future cash...

Why Is Emerson Electric (EMR) Raising Guidance While Betting Bigger On AI?
Simply Wall St.10d agoneutral
Why Is Emerson Electric (EMR) Raising Guidance While Betting Bigger On AI?

Emerson Electric (NYSE:EMR) reported strong quarterly results and raised its full year guidance, highlighting continued execution in its core automation business. The company announced a significant leadership transition aimed at accelerating its AI enabled automation strategy. Emerson introduced its DeltaV Automation Platform tailored for data centers, expanding its presence in digital infrastructure. Emerson Electric is only one company tied to the build out of AI infrastructure. It can...

McDonald's (MCD) Stock Gets Fair Value Trim As Analysts Split On US Execution
Simply Wall St.10d agoneutral
McDonald's (MCD) Stock Gets Fair Value Trim As Analysts Split On US Execution

Recent price target moves for McDonald's span from the high US$280s to the mid US$300s, reflecting a wide range of views on where the stock should trade. Analysts lifting targets toward the mid US$300s point to potential upside from U.S. same store sales catalysts, while those trimming targets into the high US$280s to low US$300s flag softer U.S. execution, mixed quarters, and questions around the new McDonald's NEXT strategy. As you read on, you will see how these shifting targets fit into...

Cerebras Systems (CBRS) Stock May Be 15% Undervalued Despite Raised Forecasts
Simply Wall St.10d agoneutral
Cerebras Systems (CBRS) Stock May Be 15% Undervalued Despite Raised Forecasts

Cerebras Systems stock has climbed 28.1% over the past month, while a Discounted Cash Flow (DCF) intrinsic value estimate points to about 15.0% upside from the current market price, yet the company still scores poorly on broader valuation checks. That mix of strong recent gains, a supportive intrinsic value estimate and a low overall value score puts the current share price under closer scrutiny for investors thinking about the next move. Cerebras Systems is up 28.1% over the past month,...

Cathie Wood buys $16.2 million of popular semiconductor stock
TheStreet10d agobullish
Cathie Wood buys $16.2 million of popular semiconductor stock

Cathie Wood, head of Ark Investment Management, often makes moves in some of her favorite tech stocks around earnings season. That's exactly what she's doing with Broadcom (AVGO), adding shares of the chipmaker ahead of its upcoming earnings report. Last year, the flagship Ark Innovation ETF gained ...

Memory Stocks Rally Wednesday: SK Hynix, SanDisk, Micron All Jump. Here’s Why
24/7 Wall St.10d agobullish
Memory Stocks Rally Wednesday: SK Hynix, SanDisk, Micron All Jump. Here’s Why

Memory and storage names are ripping higher into Wednesday’s close. SanDisk (NASDAQ:SNDK) is up 6% to $1,344, while Micron Technology (NASDAQ:MU) has gained 5% to $911. South Korea’s SK Hynix (Nasdaq: SKHY) rallied alongside the group, closing the day up 9%, extending a global bid for memory. Neocloud Demand Signal Ignites the Group The primary ... Memory Stocks Rally Wednesday: SK Hynix, SanDisk, Micron All Jump. Here’s Why

Cisco Systems Q4 Earnings Call Highlights
MarketBeat10d agoneutral
Cisco Systems Q4 Earnings Call Highlights

Cisco Systems (NASDAQ:CSCO) reported record fourth-quarter and fiscal 2026 results, citing broad demand for networking, AI infrastructure, security and collaboration products. The company also issued fiscal 2027 guidance that calls for continued revenue and earnings growth as it pursues what Chief E

Cerebras Systems Q2 Earnings Call Highlights
MarketBeat10d agoneutral
Cerebras Systems Q2 Earnings Call Highlights

Cerebras Systems (NASDAQ:CBRS) reported record second-quarter core revenue and raised its full-year outlook, as the AI infrastructure company said it is expanding data-center capacity, manufacturing output and customer deployments to support anticipated growth beginning in 2027. Chief Executive Off

Reuters10d agobullish
Coherent forecasts upbeat first quarter on robust AI demand

Coherent beat estimates for fourth-quarter earnings on Wednesday and forecast first-quarter revenue and profit ‌above analysts' expectations, betting on strong demand for its ‌data center and communications products. Shares of the company, however, slipped 4% in ​extended trading. They have risen nearly 93% so far this year.