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In late July 2026, First Solar reported second-quarter 2026 results showing sales of US$1,056.19 million and net income of US$422.57 million, while also reaffirming full-year guidance for US$4.9 billion to US$5.2 billion in net sales and 17.0 GW to 18.2 GW of volume sold. Shortly after, the U.S. administration imposed a 15% tariff and minimum import prices on polysilicon-based solar products, a policy that largely spares First Solar’s cadmium telluride thin-film technology and could shift...

Travel + Leisure now carries a refreshed fair value estimate of US$91.00 per share, up from US$87.08, as analysts adjust their views on the stock. Recent research, including price targets that span roughly US$77 to US$107 and an upgrade to Buy from Goldman Sachs with an US$85 target, shows how opinions are shifting as new earnings and acquisition details come through. As you read on, you will see how these changing targets fit into the evolving Travel + Leisure story and what that can mean...

SharpLink's Joseph Chalom opposes Ethereum's EIP-8363, but analysts say the reward burn is unlikely to pass.

Motorola Solutions (NYSE:MSI) reported record second-quarter sales and earnings for 2026, with revenue rising 13% as demand increased across its Products and Systems Integration and Software and Services segments. The company raised its full-year revenue and earnings outlook, citing continued streng

Mosaic (NYSE:MOS) said it is managing production, costs and liquidity through what Chief Executive Officer Bruce Bodine described as a difficult phosphate market shaped by unusually high sulfur prices and constrained supply. The company has curtailed phosphate production in the United States and Br

MP Materials (NYSE:MP) reported second-quarter 2026 revenue and PPA income of $126.1 million, more than double the prior-year period, as sales volumes of neodymium-praseodymium, or NdPr, increased 127% year over year. Consolidated adjusted EBITDA was $28.5 million, improving by $41 million from a ye

On August 4, Tenable Holdings (NASDAQ:TENB) announced that it now covers every major AI platform and developer tool through its Tenable One platform, adding Google Gemini to a list that already included Anthropic Claude, OpenAI’s ChatGPT Enterprise, and Microsoft Copilot. It is a bet that as companies rush to adopt AI, someone needs to watch […]

When 7 Brew opened a few miles down the road from our home, my son and I were there on opening day. He's a fan of their "Fizz" sodas, while I enjoy the "Sweet and Salty," a coffee drink made with espresso, salted caramel, white chocolate, and a breve (half-and-half) base. That, however, is a very ...

JEPQ promises softer Nasdaq landings and a 10% yield, but the real question is whether those monthly checks and price cushions actually hold up when the index starts bleeding. The answer from two very different market storms might surprise income investors.

Eli Lilly (LLY) posted a second-quarter result strong enough to shift the debate around its stock. For months, the debate centered on one worry: a slow start for its new obesity pill. That worry did not disappear in the second quarter, but it stopped driving the conversation. Bank of America came ...

LegalZoom.com (NASDAQ:LZ) had one of the roughest weeks in its history, and it happened almost right on top of a product launch. On August 4, the company announced a new agent integrated into Microsoft 365 Copilot, putting business formation, compliance filings, and attorney consultations directly inside the productivity tool millions of small businesses already use. […]

SpaceX stock defied expectations Friday, climbing after a lockup expiration released over 900 million shares on Thursday.

Innodata (NasdaqGM:INOD) announced the launch of its AI Cyber Training Suite, a cybersecurity product focused on AI coding agents and enterprise software security. The suite introduces an industry first methodology for training and evaluating AI agents on software vulnerability detection and patching. Innodata is targeting enterprises that rely on AI generated code and need stricter controls around legacy system modernization and security. The release addresses growing concerns about trust,...

First Solar (NasdaqGS:FSLR) has publicly backed a new U.S. policy that sets 15% tariffs and minimum import prices on polysilicon imports. The policy targets long running concerns about Chinese competition and supply chain risk for U.S. solar manufacturers. First Solar framed the move as a positive step for domestic manufacturing investments and future production plans. Investors are assessing how the new tariffs and pricing floors may influence First Solar's competitive position within the...

General Motors (NYSE:GM) and SAIC Motor renewed their China joint venture for another 20 years, with a focus on new energy vehicles and global exports. The partners plan to launch at least 30 new energy vehicle models and build out GM's premium Electra sub brand from China. The renewed agreement shifts GM's China role toward local R&D, two way technology sharing, and positioning China as an export hub for next generation EVs. General Motors is only one example of how large automakers and...

Joby Aviation (JOBY) has opened a 45,000 square foot facility at Perot Field Fort Worth Alliance Airport in Texas, giving the eVTOL company a new operational foothold as it prepares for potential electric air taxi services. See our latest analysis for Joby Aviation. Joby Aviation’s recent news around raised 2026 revenue guidance, progress toward FAA certification and the new Texas facility has coincided with short term momentum, with a 7 day share price return of 20.84% and a 1 month share...

ASML Holding (ENXTAM:ASML) faces a new challenger as chipmaking startup Source Foundry secures substantial funding to develop lithography equipment for advanced semiconductors. The well financed entrant is targeting bottlenecks in AI chip production, directly addressing a core area of ASML's current business focus. Investors are weighing how fresh capital and technical ambitions at Source Foundry could influence competition in high end lithography tools over the longer term. For a fuller...

VOO is closing in on a milestone no ETF has ever reached, and the race to a trillion dollars quietly exposes a structural flaw that SPY holders have been paying for since 1993.

After announcing plans to close hundreds of underperforming locations in the first half of 2026, a fast-food burger chain has revealed major changes across its business, including the possibility of additional restaurant closures, as it works to reverse ongoing declines in traffic and sales. The ...

IWM dominates small-cap portfolios by sheer habit, but a rival ETF with stricter admission standards has quietly beaten it across every major time horizon while charging a fraction of the fee.

Ray Dalio built Bridgewater on one principle: never let a great story override the math. Applied to NVIDIA, Micron, and Broadcom right now, that principle points somewhere most investors are not looking.

The leading digital platform for U.S. medical professionals is becoming a formidable force in the AI race.

The cybersecurity company reported a notable insider sale as its stock rose 20% over the past year.

Red Cat Holdings (NasdaqCM: RCAT) reports significant revenue and margin growth alongside progress in key defense and autonomy programs. The company advances to the final stages of a major U.S. military drone procurement process under the Drone Dominance program. Red Cat completes the acquisition of Quaze Technologies, adding new capabilities in autonomous platform technology. Subsidiary Blue Ops reaches a product integration milestone with Volvo Penta's marine propulsion system in the...

Celestica (TSX:CLS) completed a US$3.45b follow-on equity offering to support AI infrastructure growth. The sizeable capital raise expands Celestica's financial capacity for AI and data center networking projects. Proceeds are earmarked for capital investment and other initiatives tied to multi year demand in AI infrastructure. Consider broadening your research to other companies building out AI infrastructure through 55 AI infrastructure stocks TSX:CLS 1-Year Stock Price Chart Celestica...

In early August 2026, Joby Aviation reported second-quarter sales of US$38.64 million, raised its full-year 2026 revenue outlook to US$115 million–US$125 million, and expanded its US footprint with a new 45,000-square-foot facility at Perot Field Fort Worth Alliance Airport in Texas. Alongside a new vertiport development partnership with Atoms in key US markets, these moves highlight Joby’s push to pair eVTOL certification progress with real-world route infrastructure and operations through...

Blackstone (BX) is back in focus after leading a consortium in a $16,000 million lease and leaseback agreement with Kuwait Oil Company, alongside fresh backing of AI data center firm Firmus. See our latest analysis for Blackstone. The Kuwait Oil Company joint venture and the Firmus AI data center backing arrive as Blackstone’s share price trades at US$137.13, with a 30 day share price return of 15.60% and a year to date share price decline of 13.65%. Over longer periods, the stock’s 3 year...

A multiple like this usually belongs to a software company. This one owns power contracts.

For the first time in 3.5 years, Berkshire was a net buyer of stocks in the second quarter of the year.

Loar (NYSE:LOAR) reported record second-quarter sales, adjusted EBITDA and adjusted EBITDA margin, while raising its full-year 2026 outlook as commercial aerospace demand and organic business wins supported growth. Chief Executive Officer and Executive Co-Chairman Dirkson Charles said the quarter m