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5-star analyst resets Google stock price target on key move
TheStreet86d agoneutral
5-star analyst resets Google stock price target on key move

Two years ago, Wall Street was asking whether AI would destroy Google Search. The question drove real anxiety among Alphabet investors and pushed some analysts to cut targets. The data Piper Sandler just published suggests that question may have been the wrong one entirely. The right question, it ...

Americans’ Wallets Are Thinner, So PepsiCo Is Slimming Down Its Cans
The Wall Street Journal86d agoneutral
Americans’ Wallets Are Thinner, So PepsiCo Is Slimming Down Its Cans

Surging prices at the gasoline pump have consumers thinking twice about how much they are spending in the convenience store, supermarket or anywhere else. Mike Del Pozzo, president of PepsiCo’s U.S. beverages business, says one response is to shrink drink sizes.

Investing.com86d agoneutral
Huang’s copper-vs-optics call sends optical stocks surging

Huang's remarks crystallized a hierarchy that Wall Street is now pricing in aggressively. "We should use copper as much as we can, for as long as we can, but copper has its limits," he said. "The right strategy is to scale up with copper as long as you can — after that you scale up further with optics, you scale out with optics and you scale across with optics. So you use optics wherever you must, you use copper wherever you can."

Spire (SPIR) Q4 2025 Earnings Call Transcript
Motley Fool86d agoneutral
Spire (SPIR) Q4 2025 Earnings Call Transcript

Theresa Condor: Thank you, and good morning, everyone. Excluding the Maritime business we divested, Spire delivered 44% year-over-year revenue growth in the fourth quarter. The global demand environment for space-based intelligence has fundamentally shifted in Spire's favor, and we are uniquely positioned to capture it.

Barclays resets AMD stock price target
TheStreet86d agoneutral
Barclays resets AMD stock price target

The AI trade has spent two years being almost entirely about GPUs. Nvidia dominates that conversation, and most of Wall Street has been happy to let it. Tom O'Malley at Barclays just said that framing may be missing the next big move in semiconductors. His argument centers on a single shift in how ...

LUNR Q1 2026 Earnings Transcript
Motley Fool86d agoneutral
LUNR Q1 2026 Earnings Transcript

Stephen Altemus: Good morning, and thank you for joining us. Intuitive Machines continues to execute, grow and win new business at a record pace. The U.S. Space Force Space Systems Command selected Intuitive Machines for the Andromeda IDIQ contract.

Spencer Jakab | Why You Should Pity Finance Pros
The Wall Street Journal86d agoneutral
Spencer Jakab | Why You Should Pity Finance Pros

A blistering rally for the S&P 500’s tech stocks—up 36.3% over April and May—has helped the index achieve a 16.3% total return. Most of the gains were driven by just a handful of companies. If you worry today's wonder stocks seem overcooked, but struggle with FOMO, remember that the stakes are much higher for pros.

Blaize (BZAI) Q4 2025 Earnings Transcript
Motley Fool86d agoneutral
Blaize (BZAI) Q4 2025 Earnings Transcript

Thank you for joining Blaize Holdings, Inc.'s Fourth Quarter 2025 Earnings Call. Before we begin the prepared remarks, we would like to remind you that earlier today, Blaize Holdings, Inc. issued a press release announcing its fourth quarter and full year 2025 results. Earnings materials are available on the Investor Relations section of Blaize Holdings, Inc.'s website.