
Its capital spending has multiplied as a share of revenue while its free-cash-flow margin has thinned, which changes what a holder is underwriting.
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Its capital spending has multiplied as a share of revenue while its free-cash-flow margin has thinned, which changes what a holder is underwriting.

Shares of machine vision technology company Cognex (NASDAQ:CGNX) fell 4% in the afternoon session after HSBC downgraded the stock to "Hold" from "Buy" and slashed its price target. The bank adjusted its price target on Cognex shares to $65 from $94, reflecting a more cautious outlook on the stock. This move comes amid a backdrop of mixed analyst signals and valuation concerns. For instance, while DA Davidson recently raised its price target to $65 from $62, it maintained a "Neutral" rating, poin

Cisco Systems is scheduled to report fiscal fourth-quarter earnings on Wednesday after the market closes.

Through the deal, the real estate platform can target app users with ads based on specialty consumer segments including fixer-uppers and home buyers.

Norway’s wealth fund reported another record profit, revealing large stakes in SpaceX, U.S. equities, and Asian stocks.
Independent financing platforms could broaden access to NVIDIA systems without requiring the chipmaker to supply all the capital itself.

Rocket Lab just posted a record quarter and a backlog that shocked Wall Street, but the CEO is selling shares while betting billions on a deal that could either transform the company or crush it. Here is what our model says the stock is actually worth.
Nebius Stock Takes Off After Q2 Beat and Massive AI Cloud Growth

Record sensor orders driven by AI and aerospace demand offset ERP delays.
Wegovy pill upside has already played out, leaving the multiple at the European pharma average
Nvidia Builds a $500 Billion AI War Chest With Goldman, BlackRock and Blackstone

Energy Fuels' uranium growth and rare earth expansion offer long-term potential, but a stretched valuation and expected 2026 loss weigh on its near-term appeal.
Lip-Bu Tan takes $12 million at the $95 offer price

Boeing recently sold three subsidiaries to Archer Aviation while gaining a stake in the company.
SpaceX Makes a Bold AI Push: Musk Sees $500 Billion Revenue Opportunity

TDS stock falls 20.2% in three months as faster fiber deployment clashes with legacy revenue declines, rising capex and execution risks.
SanDisk Shares Surge as New AI-Focused Flash Memory Technology Unveiled

You can teach an old dog some new tech tricks.
The companies are combining Sony's sensor designs with TSMC manufacturing to build next-generation smartphone components in Japan.

Shares of online accommodations platform Airbnb (NASDAQ:ABNB) jumped 3.8% in the afternoon session after BMO Capital raised its price target on the stock to $165 from $146, reflecting the company’s stronger-than-expected second-quarter results and raised outlook. The price target adjustment came on the heels of an earnings report where Airbnb delivered revenue of $3.61 billion—a 16.5% increase year-over-year—and adjusted earnings per share of $1.37, beating consensus estimates on both the top an
Meta Stock Drops 1.6% While $1.4 Trillion Trial Opens

The activist firm is working with BlueFive Capital and franchisee Flynn Group on a proposal expected in the coming weeks
Lilly is trying to protect an experimental obesity medicine from unauthorized sellers before regulators decide whether to approve it.

MP Materials surges 15% after Q2 revenues jump 89%, but high costs, estimate cuts and a premium valuation cloud the outlook.
The downgrade questions whether Apple has enough product and AI momentum to support its premium expectations.
Energy stocks were edging lower Wednesday afternoon, with the NYSE Energy Sector Index and the State
Microsoft's custom processors could reduce AI costs, but they also require substantial investment before delivering meaningful scale.

Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the rally has legs or has already outrun reality.

Business is going great at Astronics right now -- but what about the stock price?

Palantir Technologies Inc. (NASDAQ:PLTR) stock jumped 29.5% Tuesday, which was its second-best day ever after the company posted what CEO Alex Karp called an “otherworldly” second quarter. Revenue beat estimates, and growth happened quickly instead of slowing. Palantir raised its full-year guidance again. Why This Beat Hit So Much Harder than Most Revenue rose 93% […]
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