MPC's record quarter highlights how value chain optimization, reliability and high-return projects are boosting profitability.
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Investing.com -- Baird upgraded First Solar to Outperform from Neutral in a note Tuesday, telling investors a tariff decision removes a key overhang and clears the way for new bookings to resume.
DK posts a major Q2 earnings gain as stronger refining margins and record logistics results drive EBITDA higher.
Gild your retirement while you can.
CEO Eric Brock said the award validates Ondas' position as a “prime contractor” for next-generation defense programs.
Southern Copper's strong H1 results and copper prices support its rally, but lower output and a premium valuation raise questions for investors.
JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please […]
Tesla (NASDAQ:TSLA) may need to demonstrate clearer progress in scaling its Robotaxi business before investors gain greater confidence in the company’s broader Physical AI strategy, according to Morgan Stanley. In a note to clients on Tuesday, analyst Andrew Percoco said feedback following Tesla’s second-quarter earnings showed investors remain constructive on the long-term opportunity, particularly given stronger adoption of the company’s Full Self-Driving software.

Fastenal has underperformed the broader market over the past year, and analysts are cautious about the stock’s prospects.
Can Bank of America's diversified banking franchise and lower valuation offer a compelling edge over MS despite Morgan Stanley's strong ROE and market exposure?
Could GS's M&A leadership, record investment-banking backlog and AI push fuel further growth? Let us find out.
HBAN targets 18-19% ROTCE by 2027, powered by revenue growth, acquisition synergies, efficiency gains and capital returns.
Taiwan Semiconductor and Broadcom are expecting strong growth.
Joby Aviation (NYSE:JOBY) shares fell 6% on Tuesday after the electric aircraft developer agreed to acquire defense technology company Resonant Sciences for approximately $500 million, significantly expanding Joby’s exposure to the U. S.
Elbit Systems (NASDAQ:ESLT) reported higher second-quarter revenue, profit and cash flow for 2026, supported by increased demand across Europe, Israel, the U.S. and Asia-Pacific. The defense contractor said its backlog reached a record $32 billion as it continued to add orders from international cus
eToro Group (NASDAQ:ETOR) reported higher second-quarter net contribution and adjusted EBITDA as customer activity shifted toward equities, while the trading and investing platform also announced plans to acquire U.S. broker-dealer TradeZero. Net contribution rose 9% year over year to $229 million
Electrovaya (NASDAQ:ELVA) reported third-quarter fiscal 2026 revenue of $17.7 million, up from $17.1 million a year earlier, while highlighting a recently announced commercial agreement with Amazon, the launch of its ElvaPulse stationary energy-storage system and progress toward opening its Jamestow
Big Sky Industrial Inc. Common Stock (NASDAQ:BSIN) reported second-quarter results alongside updates on construction of its Phase 1 industrial gas and carbon management project in Montana, saying commercial operations remain targeted for March 2027. President and Chief Executive Officer Ryan Smith
On Holding (NYSE:ONON) shares plunged on Tuesday after the Swiss sportswear company reported second-quarter revenue below Wall Street expectations and lowered its full-year sales growth forecast. Second-quarter earnings per share came in at CHF 0.
CAVA Group Inc. (NYSE:CAVA) reports second-quarter earnings after the bell today, with the call at 5 p.m. ET. Analysts expect earnings of about 18 cents per share, up from 16 cents in the year-ago period, on revenue of roughly $360...
Big Tech is about to spend $725 billion on AI infrastructure in 2026 alone — Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Microsoft (NASDAQ:MSFT), and Meta Platforms (NASDAQ:META) combined, up 77% from $410 billion just last year. That kind of spending has become the defining feature of this market cycle, and most bubble warnings focus on the usual ... IBM’s CEO Just Did the Math on AI Spending — and the Numbers Don’t Add Up
One worker realized they had something many people wish for: hours of free time during the workday. They explained that they finish all of their tasks by around 10 a.m. and then spend the rest of the workday doing nothing...
Vertex Pharmaceuticals, Amylyx Pharmaceuticals, Praxis Precision Medicines and BridgeBio Pharma face major 2026 catalysts, from FDA decisions to late-stage readouts.
Micron shares have shed 17% in weeks while bears pile on with cyclical fears and profit-taking warnings, yet the company just posted the strongest fundamentals in its history with more records on the way.
Oklo just hit a nuclear milestone that took under a year to achieve, while AST SpaceMobile absorbed a nine-figure launch loss and kept building anyway. One bet runs on atoms, the other on orbits, and only one of them makes sense to own right now.
Home Depot (HD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
WULF is scaling HPC leasing with 102 MW operating, a $19 billion Anthropic deal and $1.45 billion liquidity as construction costs pressure near-term profits.
Wendy's Q2 call exposes steep traffic declines and a broad turnaround reset as management withdraws its 2026 outlook and reworks value, quality and marketing.
KEEL is pressing 2027 power availability to deepen lease talks at Moses Lake, Sharon and Panther Creek as permits and expansion plans advance.
USA Rare Earth is scaling a non-China rare earth chain, with Serra Verde, Stillwater magnet sales and Round Top milestones driving its next phase.