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AMD (AMD) Buys Inference Chip Startup Taalas To Sharpen Its AI Edge
Insider Monkey9d agobullish
AMD (AMD) Buys Inference Chip Startup Taalas To Sharpen Its AI Edge

Advanced Micro Devices (NASDAQ:AMD) is trying to solve two problems at once: proving its AI hardware can keep growing as fast as Street expects, and making a case for why that growth alone should justify the stock’s price. On August 6, AMD confirmed a deal to buy Taalas, a Toronto-based startup building specialized silicon for […]

Why Twilio (TWLO) Is Up 22.3% After Raising 2026 Guidance And Completing $1.2B Buyback
Simply Wall St.9d agobullish
Why Twilio (TWLO) Is Up 22.3% After Raising 2026 Guidance And Completing $1.2B Buyback

In the past week, Twilio Inc. reported second‑quarter 2026 results with revenue of US$1,499.09 million and net income of US$1,067.21 million, alongside higher full‑year 2026 revenue growth guidance and new third‑quarter revenue guidance of US$1.505 billion to US$1.515 billion. The company also completed a US$1.20 billion share repurchase program covering 10,634,845 shares, signaling management’s confidence while pairing accelerating organic growth with sharply higher earnings per...

Did Strong Q2 Results, Higher Guidance and Buybacks Just Shift Howmet Aerospace's (HWM) Investment Narrative?
Simply Wall St.9d agobullish
Did Strong Q2 Results, Higher Guidance and Buybacks Just Shift Howmet Aerospace's (HWM) Investment Narrative?

In the past week, Howmet Aerospace Inc. reported second‑quarter 2026 results with sales of US$2,547 million and net income of US$534 million, raised its full‑year 2026 revenue guidance baseline to US$10.05 billion, completed a US$2.80 billion share repurchase program, and declared a US$0.14 per‑share dividend payable on August 25, 2026. Together, the stronger earnings, higher full‑year outlook, and sizable buybacks highlight Howmet’s focus on scaling capacity while returning capital to...

Why Tutor Perini (TPC) Is Up 18.3% After Dividend Hike, Buybacks And New Federal Contract
Simply Wall St.9d agobullish
Why Tutor Perini (TPC) Is Up 18.3% After Dividend Hike, Buybacks And New Federal Contract

Tutor Perini recently reported past second-quarter 2026 results showing sales of US$1,637.05 million and net income of US$65.74 million, alongside a 50% increase in its quarterly dividend to US$0.09 per share and completion of a US$29.99 million share repurchase program covering 414,952 shares. These results, together with a new US$69.5 million Death Valley National Park infrastructure contract that will enter backlog in the third quarter of 2026, highlight how Tutor Perini is pairing higher...

The Bull Case For Hilton Worldwide Holdings (HLT) Could Change Following Strong Q2 2026 Results And Upgraded Guidance
Simply Wall St.9d agobullish
The Bull Case For Hilton Worldwide Holdings (HLT) Could Change Following Strong Q2 2026 Results And Upgraded Guidance

Hilton Worldwide Holdings Inc. reported second-quarter 2026 results showing higher revenue of US$3,341 million and net income of US$482 million year over year, while its board authorized a regular quarterly cash dividend of US$0.15 per share payable on September 30, 2026. The company also projected higher diluted EPS and net income for the third quarter and full year 2026 and disclosed that, since 2017, it has repurchased 99,277,992 shares for US$14.67 billion, reinforcing its asset-light,...

Cigna Group (CI) Reports Q2 Earnings And Buybacks, Is It Trading At A Discount?
Simply Wall St.9d agobullish
Cigna Group (CI) Reports Q2 Earnings And Buybacks, Is It Trading At A Discount?

Q2 earnings and buybacks put Cigna Group in focus Cigna Group (CI) is back on investors’ radar after reporting its second quarter 2026 results, alongside an update on a long running share repurchase program dating back to 2018. See our latest analysis for Cigna Group. Cigna Group’s latest earnings and long running buyback program have come alongside mixed share price momentum. The stock is up 2.63% on the day and has a modest 1.21% share price return year to date, while the 5 year total...

CoreWeave (CRWV) Wins Bigger AI Trading Capacity Deal As Finance Demand Deepens
Simply Wall St.9d agobullish
CoreWeave (CRWV) Wins Bigger AI Trading Capacity Deal As Finance Demand Deepens

CoreWeave (NasdaqGS:CRWV) has expanded its AI cloud partnership with trading firm IMC, which is scaling up capacity for advanced financial trading workloads. IMC is moving from initial production use of CoreWeave to a materially larger capacity agreement focused on high intensity AI and machine learning tasks. Jane Street is reportedly refinancing about US$11b in debt with an eye on AI investments after previously committing significant capital to CoreWeave. The two trading firms' moves...

General Dynamics (GD) Could Be 5% Undervalued After Its Q2 Beat And Guidance Raise
Simply Wall St.9d agobullish
General Dynamics (GD) Could Be 5% Undervalued After Its Q2 Beat And Guidance Raise

General Dynamics (GD) has drawn investor attention after reporting Q2 2026 results that exceeded consensus expectations, supported by revenue and earnings growth across all four segments and a record company backlog. See our latest analysis for General Dynamics. The Q2 beat, record US$136.5b backlog and recent contract win for General Dynamics Information Technology have coincided with a 90 day share price return of 13.14%, while the 5 year total shareholder return of 119.50% shows strong...

Halozyme Therapeutics (HALO) Is Up 24.9% After Raising 2026 Revenue Outlook and Boosting Buybacks
Simply Wall St.9d agobullish
Halozyme Therapeutics (HALO) Is Up 24.9% After Raising 2026 Revenue Outlook and Boosting Buybacks

In early August 2026, Halozyme Therapeutics, Inc. reported record second‑quarter results, with revenue rising to US$481 million and net income to US$229.91 million, and raised its full‑year 2026 revenue guidance to a range of US$1.84 billion to US$1.91 billion. The company also accelerated capital returns by completing US$750 million of share repurchases under a 2024 authorization and buying an additional US$175.01 million of stock under a new 2026 program, while signing five new...

Novo Nordisk (CPSE:NOVO B) Wins Dutch Injunction Over Compounded Semaglutide Spray
Simply Wall St.9d agobullish
Novo Nordisk (CPSE:NOVO B) Wins Dutch Injunction Over Compounded Semaglutide Spray

Novo Nordisk (CPSE:NOVO B) secured a Dutch court injunction against Ceban Ziekenhuisfarmacie over an unapproved compounded semaglutide nasal spray. The ruling blocks production and distribution of the compounded nasal spray in the Netherlands for infringing Novo Nordisk's semaglutide patent. The decision reinforces Novo Nordisk's intellectual property position around Wegovy, Ozempic and Rybelsus and limits non approved competitor versions. Patent enforcement around key obesity and diabetes...