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Spectrum will deploy Applied Optoelectronics’ QuantumLink software across its connected 1. 8GHz amplifier network, extending the relationship beyond hardware into network intelligence and operational management.
Nebius' competition is likely to increase significantly going forward.
Shares of Super Micro Computer (NASDAQ:SMCI) are down 13% to $35 and change in mid-morning trading Wednesday, while Dell Technologies (NYSE:DELL) stock is moving in the opposite direction, up 4% to around $396. The split marks a sharp break from Tuesday’s session, when both names fell together in a broad high-beta AI hardware selloff. Super ... Super Micro Sinks 13% on a $7 Billion Raise, but Dell Climbs 4% as the AI-Server Trade Splits
GameStop's core business is improving and showing record profits; improvement is overshadowed by eBay confusion and high short interest.
Payne Capital Management President & ‘Payne Points of Wealth’ Podcast Host Ryan Payne and Yahoo Finance Senior Autos Reporter Pras Subramanian join Morning Brief Host Julie Hyman to break down the SpaceX (SPCX, SPAX.PVT))IPO and who the investors are piling into the oversubscribed IPO.
T's fiber expansion, improving 2026 outlook and cheaper valuation tip the smarter-buy case over TMUS.
Comcast's advertising arm announced a partnership with Affinity Solutions to use purchase transaction data in its AI audience discovery engine. The collaboration aims to connect TV ad exposure with real-world spending, giving advertisers a way to focus campaigns on buyers rather than broad demographics. This marks a shift toward outcome based TV advertising for NasdaqGS:CMCSA, going beyond recent headlines around debt activity and theme parks. Comcast, through its advertising division, is...
In early June 2026, FIGS reported quarterly results that surpassed analyst expectations, highlighting broad-based sales growth, improving margins, and strong cash flow across its healthcare apparel business. These results underline how FIGS’ product innovation and disciplined operations are supporting both reinvestment in growth initiatives and ongoing returns to shareholders. Now we’ll explore how this stronger-than-expected profitability performance may reshape FIGS’ existing investment...
During the first-quarter earnings call, the company’s executives stated that the consumer pet environment has become increasingly challenging and that customers have become more cautious.
Consumer internet businesses are redefining how people engage with the world by giving them instant connectivity and convenience. This influence cuts both ways though because they have high exposure to the ups and downs of consumer spending, and the market seems to believe the tide is turning in the wrong direction - over the past six months, the industry has tumbled by 19.3%. This performance is a noticeable divergence from the S&P 500’s 7.5% return.
The consensus price target hints at a 27.3% upside potential for Dell Technologies (DELL). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
TITN beats Q1 earnings and revenue estimates as stronger equipment margins from aged inventory reductions help offset soft retail demand.
Microsoft sits at the controlling intersection of the two software industries every modern enterprise depends on: cloud infrastructure and productivity software, giving it a multi-decade structural footprint. Microsoft (NASDAQ:MSFT) rewards long-term accumulation, and the latest results explain exactly why. Pillar 1: Durability That Compounds Quietly Durability starts with the dual-engine model. In Q3 FY2026, the ... 1 Unstoppable Dual-Industry Leader to Buy Hand Over Fist and Hold for the Next
Tesla (NASDAQ:TSLA) is dominating every feed again after a wild week of robotaxi chatter, SpaceX merger speculation, and a sharp 10.28% one-week slide that bulls are framing as a buying opportunity. But here is what you should actually be watching. The Tesla Trade Is Pricing Perfection Into a Decelerating Business Tesla trades at a P/E ... Forget Tesla: This Magnificent 7 Stock This Wins Every Time
Banco De Chile (BCH) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Like getting a driver’s license or graduating from college, owning a credit card is considered a rite of passage into American adulthood. Credit card companies typically attract young customers by offering them “no fee” cards with few benefits. These companies assume, because of their cardholder’s ...
CLS' AI-driven networking demand, fast 2026 growth forecasts and cheaper valuation edge make it look stronger than IBM despite margin pressure.
TSMC Delivers Massive Revenue Jump as Nvidia, Apple Demand Ramps Up
Rivian (NASDAQ:RIVN) and Lucid (NASDAQ:LCID) just gave us two very different EV stories. Rivian’s Q1 FY26 showed a real business taking shape, with software pulling weight while the R2 launch begins. Lucid’s Q4 FY25 revealed an unfinished luxury bet still burning cash faster than it can sell cars. Software Saves Rivian. Luxury Still Costs Lucid ... Rivian vs Lucid: This EV Stock Is The Better Buy
Rocket Lab (NASDAQ:RKLB) has just under five years of public trading history. Peter Beck’s small-launch pioneer went public via SPAC merger in August 2021, well short of a full decade. That five-year window happens to capture one of the more dramatic transformations in the aerospace sector. When Rocket Lab debuted, it was a one-rocket story. ... Rocket Lab Delivered 835% Returns in Five Years, Is It Still A Buy?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
MPC trades near a 52-week high, but rising refining margins, growing MPLX cash flows and strong shareholder returns continue to support growth.
Can FIX keep its earnings surge going as record backlog, data-center demand, and expanding margins fuel profits and rising analyst estimates?
Seagate has surged 119% in three months as AI-driven storage demand boosts growth, margins and earnings outlook, but valuation risks remain.
According to the average brokerage recommendation (ABR), one should invest in SoundHound AI (SOUN). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
According to the average brokerage recommendation (ABR), one should invest in Carvana (CVNA). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
Based on the average brokerage recommendation (ABR), TJX (TJX) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
Investing.com -- Bernstein initiated coverage of the U.S. multi-industrials and electrical equipment sector in a note on Wednesday, flagging Vertiv and nVent as its outperform-rated picks in data center power and cooling, with price targets implying 30% to 40% upside for each.
Drones are becoming more important for defense and national security, and these two companies should be on investors' radar.
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