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Can a $266 Million Defense Deal Help Rocket Lab Escape SpaceX’s Shadow?
Barrons.com21d agoneutral
Can a $266 Million Defense Deal Help Rocket Lab Escape SpaceX’s Shadow?

Rocket Lab stock jumped Monday after the company announced a new business win. Shares of the so-called mini- SpaceX which has launch and satellite services like Elon Musk’s larger rocket company, were up 2% at $65.18 in early afternoon trading, while the and were down 0.3% and up 0.2%, respectively. The move came after Rocket Lab announced it was awarded a $266 million launch services contract with the U.S. Space Force for missile defense.

Why this oil pullback could be a buying opportunity
Yahoo Finance Video21d agobullishVIDEO
Why this oil pullback could be a buying opportunity

Oil prices (CL=F, BZ=F) are pulling back as the U.S. and Iran pause military strikes. Tortoise senior portfolio manager & managing director Rob Thummel joins Market Catalysts to discuss the volatility of oil prices and why he sees long-term value in energy stocks.

Chip Stocks Sink on China Competition Concerns, Erasing Early Gains
Barrons.com21d agoneutral
Chip Stocks Sink on China Competition Concerns, Erasing Early Gains

The S&P 500 and the Nasdaq Composite reversed gains, wavering near the flatline after opening higher. The PHLX Semiconductor Index was down 4.3% after opening higher. Nvidia, AMD, Micron, and ASML are some of the chip maker stocks dragging the semi index and the broader market lower, thanks to the group's heavy impact on the major indexes.

Is AI spending actually a sore spot for Big Tech margins?
Yahoo Finance Video22d agoneutralVIDEO
Is AI spending actually a sore spot for Big Tech margins?

US stock futures (ES=F, NQ=F, YM=F) are soaring in Monday's pre-market trading as Wall Street looks ahead to this week's bout of Big Tech earnings, which includes Microsoft (MSFT), Meta Platforms (META), Apple (AAPL), Amazon (AMZN), and Qualcomm (QCOM). Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Bullseye American Ingenuity Fund portfolio manager Adam Johnson to discuss whether tech companies raising AI capex is actually hurting profitability and margins.

Corning Incorporated (GLW) Rose on Growing AI Fiber and Optical Demand
Insider Monkey22d agoneutral
Corning Incorporated (GLW) Rose on Growing AI Fiber and Optical Demand

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory, and […]

Amphenol Corporation (APH) Regains Appeal on an Improved Growth Outlook
Insider Monkey22d agoneutral
Amphenol Corporation (APH) Regains Appeal on an Improved Growth Outlook

Jensen Investment Management, an asset management company based in the US, released its second-quarter 2026 investor letter for the “Jensen Quality Growth Equity Strategy”. A copy of the letter is available to download here. The fund seeks long-term growth by investing in high-quality companies with durable competitive advantages. It returned 10.94% net of fees in […]