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As traditional copper infrastructure gives way to high-speed optical transceivers, AAOI's vertical integration, expanding profit margins, and multi-year deals position it to capitalize on the AI boom.
Microsoft stock spent most of 2026 in the penalty box. The AI spending looked too heavy. The returns were not yet visible. Then the company reported fourth-quarter results on July 29, and the stock jumped more than 27%. Azure crossed $100 billion. Copilot showed real adoption numbers. The narrative ...
What the options market has priced into Intuit is not a direction but a range wide enough to change how big a position should be.
Roper's Application Software segment drives growth as SaaS adoption, GenAI innovation and recurring revenues support strong momentum.
Editor’s Note: The story has been refreshed with the latest market price action and a revised headline. Billionaire investor Bill Ackman is returning to Netflix Inc., taking a 3.15 million-share position four years after a $400 million loss. The new...
Robinhood Market (NASDAQ:HOOD) CIO Stephanie Guild says the artificial intelligence boom may keep driving stocks to fresh records, but its enormous appetite for capital is creating a new threat to the rally: a 10-year Treasury yield above 5%. Speaking to...
Cisco just posted its strongest earnings surprise in years, yet the stock dropped sharply the next day. Whether that selloff is a warning sign or a rare entry point comes down to three catalysts that most investors are overlooking.
(Updates with index/price moves, macroeconomic data, and geopolitical news from the first paragraph.
Nubank just posted a result that sent its stock to a five-month high while every fintech peer around it fell flat or dropped hard, and the reason why reveals something important about where Latin American banking is heading.
AI's hunger for power and bandwidth is lifting stocks you would never expect, pulling a semiconductor substrate maker, a domestic solar upstart, and a restructured industrial into the same orbit as the chip giants.
Here's who may qualify for a cash payout and how to file a claim in the Tesla "idle fees" class action settlement.
Applied Industrial's Q4 earnings and sales top estimates, while organic growth and margin gains support its upbeat fiscal 2027 outlook.
Tracey Ryniec and John Blank debate the slowing job market while AI spending is also booming.
Citigroup CEO Jane Fraser said a strong version of the CLARITY Act would be “excellent for the system,” despite unresolved concerns for banks. Citi recently ...
MO gains 12.8% YTD as smoke-free growth and pricing support earnings, but cigarette declines and oral tobacco weakness temper the outlook.
Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the industry’s six-month return of 2.9% has fallen short of the S&P 500’s 13.5% rise.
Sandisk Corporation (SNDK) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Quanta Services (PWR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Bloom Energy (BE) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Silver Lake's potential Workday buyout could bolster battered software valuations by showing that private equity remains confident in the industry's prospects despite fears of AI disruption, analysts and investors said on Friday. Shares of the human-resources and financial management software company soared nearly 18% on Thursday after Reuters exclusively reported about its acquisition talks with Silver Lake, which pushed its market value to more than $51 billion. The enthusiasm provided some relief to a sector hammered this year by fears that AI tools capable of generating computer code and creating applications could erode the need for software services, which have long been one of Silicon Valley's most reliable cash generators.
Optics stocks are surging into the weekend with no confirmed catalyst behind the move, while Broadcom sells off sharply even as the broader market hits record highs. The divergence points to a trade worth understanding before Monday.
JLL may move its global HQ to Boeing’s former Chicago tower, marking another major office downsizing in the city’s core.
DY's record backlog, fiber demand and rising data center exposure support growth, but its valuation premium and cash flow trends warrant attention.
The founder of Baron Capital told investors that SpaceX (SPCX) could be worth $40 trillion in the next 10 to 15 years. For context, that number is close to the value of every public company in the United States combined today. Baron is not a stranger to calls like this. He made a similar bet ...
All three major US stock indexes were down slightly in late-morning trading Friday, as the S&P 500 c
AT&T’s CMO says customers who love the brand are three times less likely to leave, 50% more likely to buy a second product, and cheaper to acquire.
Solar generated more electricity than wind for the first time last year, nearly topping nuclear too.
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