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FIGS delivers 28.8% Q2 revenue growth and higher margins, but its premium valuation raises the bar for continued momentum.

The Russell 2000 (^RUT) has been outperforming the S&P 500 (^GSPC) this year as investors rotate into small-cap stocks. Janus Henderson Investors Small Cap Growth Portfolio Manager Jonathan Coleman joins Brooke DiPalma on Market Catalysts o explain what’s fueling the small-cap rally and why the group could have more room to run.

NVIDIA just corralled Wall Street's biggest names behind a half-trillion-dollar AI financing push, and four battered neocloud stocks are suddenly surging. Here is what the deal means for companies sitting on tens of billions in contracted revenue but still nursing brutal month-long losses.

Aehr Test Systems has surged over 400% this year on a dramatic business transformation, but with a price-to-sales ratio that would make most investors flinch and insiders quietly selling into the rally, the question now is whether the momentum has any room left to run.

Jabil could see AI-related revenue grow 50% to more than $20 billion in fiscal 2027, according to UBS.

Investing.com -- UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively.

Monolithic Power (MPWR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

One of these two takes the cake if your priority is cash right now.

Onsemi has spent several years working through weakness in its core automotive and industrial markets, and its latest quarter gave Wall Street a clearer look at where the next leg of growth could come from. The chipmaker reported second-quarter results on Aug. 3 that showed improving revenue, ...

In recent weeks Comcast has expanded Xfinity and Comcast Business high-speed Internet to more than 2,400 homes and businesses in Putnam County, Florida, completed a network build for hundreds of businesses in downtown Waterbury, and begun connecting over 3,200 locations in Northwood, New Hampshire. Alongside these physical network builds, Comcast and its Universal Ads platform are deepening partnerships that extend digital-style audience targeting and mobile measurement into premium TV,...

Universal Display's lower valuation offers some support, but declining growth, weaker material volumes and cautious demand favor waiting for improvement.

RIG beats Q2 earnings estimates as Harsh environment floaters deliver stronger revenues, utilization and day rates despite lower sales.

In today's Chart of the Day, Yahoo Finance Markets & Data Editor Jared Blikre dives into Intel's (INTC) rally and how the chipmaker’s surging stock price saved the company millions as it prepares to issue $20 billion in new common stock.

Universal Display's 19.7% gain faces a test as softer material volumes and cautious 2026 guidance clash with OLED capacity growth.

Krispy Kreme is beginning to show what its business is capable of. The doughnut chain spent much of 2025 unwinding costly expansion, closing thousands of underperforming fresh-delivery points, and ending its nationwide McDonald’s partnership. Now, CEO Josh Charlesworth sees evidence that the work is producing a healthier growth engine. Krispy Kreme’s second-quarter net revenue fell […]

There’s an elegant simplicity to one of the central tenets in gauging the health of the stock market and the companies that comprise its benchmark indexes: figuring out what’s in the till at the end of the day. Profit remains the most important measure of stock market health—and Corporate America is raking it in. “The greatest force behind stock markets right now is earnings, which is helping to overshadow concerns about Iran, inflation and AI [capital expenditure] spending viability,” said Dennis Follmer, chief investment officer, at Montis Financial in Waltham, Mass., to Barron’s. “Earnings have been an absolute freight train driving this market higher.”

UBS analysts raised estimates, citing the contract manufacturer's "multiyear growth cycle."

Lyft's AV partnerships, Price Lock and record marketplace scale support growth, while rising insurance, expenses and robotaxi risks temper the outlook.

Nvidia and Broadcom both posted staggering AI revenue this quarter, but one strategy bets on a handful of hyperscalers while the other bets on every model builder alive. The divergence between those bets reveals a quiet but widening competitive gap.

Uber stock has barely budged since Ackman revealed his stake in February 2025.

There's one thing you must know before you buy Oklo stock.

Does ATI (ATI) have what it takes to be a top stock pick for momentum investors? Let's find out.

Riot Platforms shares are surging on a deal with a big name in AI.

Plug Power Stock Rallies on Strong Q2 Results and a Major Margin Turnaround

NOK's shares have slumped 28.7%, but AI infrastructure growth and stronger networking demand could offer a path to recovery.

Is this AI stock still buyable, or already priced for perfection?

Lyft is broadening its mobility network through robotaxi partnerships, European acquisitions and partner-linked rides, while control risks remain.

Dell Technologies' AI server surge, record backlog and server refresh demand fuel growth, even as shares trade at a premium valuation.

ASML Stock Jumps 4.1% as TSMC Revenue Reignites Tool Demand

JBL's cheaper valuation, broader AI hardware exposure and stronger 2026 growth estimates give it an edge over GLW despite its bigger rally.