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A UBS analyst upgraded Alcoa, touting higher prices from Middle East smelter outages due to the Iran war. The stock surged past two buy points.
International Business Machines Corp (NYSE:IBM) shares are on track to close the week nearly 18% higher after the US Department of Commerce's $2 billion quantum computing investment package, which Wedbush analysts called a significant new catalyst for the industry. IBM confirmed it would work...
Su confirmed that CPU supply is currently constrained, as no one in the chip industry had foreseen such a surge in demand.
Quanta Services (NYSE:PWR) announced that its Board of Directors has authorized a US$1b share repurchase program. The newly approved buyback allows the company to repurchase its common stock over time, subject to market and other conditions. This decision represents a material capital allocation move that can affect earnings per share and ownership mix. Quanta Services focuses on infrastructure solutions for utility, energy, and communications customers, an area that continues to attract...
NVIDIA's post-earnings dip spotlights ETFs loaded with NVDA exposure as investors weigh booming AI demand against supply-chain risks.
Microsoft's Maia AI chip talks with Anthropic spotlight tech ETFs as a diversified way to tap the AI-driven custom silicon boom.
Quantum computing stocks are flying again, lifted by a wave of policy enthusiasm after reports that the Trump administration is taking stakes in select quantum names. Quantum Computing (NASDAQ:QUBT) has joined the parade, jumping 19.35% on May 21 and another 15.64% intraday on May 22 to $13.20. The problem: QUBT was not one of the ... QUBT Rallies With the Rest of Quantum Computing, but Don’t Buy the Hype
Penguin Solutions, Inc. (PENG) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Does Viavi Solutions (VIAV) have what it takes to be a top stock pick for momentum investors? Let's find out.
Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.
By Shashwat Chauhan and Medha Singh May 22 (Reuters) - Wall Street's main indexes rose on Friday ahead of a long weekend, with the blue-chip Dow hitting a record high for the first time since the Iran
Shares of Dell Technologies (NYSE:DELL) are up 15% in late morning trading on Friday, leading a broad rally across AI server names. Hewlett Packard Enterprise (NYSE:HPE) is climbing 9%, while Super Micro Computer (NASDAQ:SMCI) is trailing the group with a 5% gain. Dell shares opened from a Thursday close near $252.80 and pushed to $290.55 ... Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst
Investing.com -- UBS has upgraded Alcoa shares to “Buy” from “Neutral,” raising its price target to $80 per share from $75, citing expectations that prolonged disruptions to Middle East aluminium production will keep prices and premiums elevated for years.
Best Buy (BBY) is expected to report in-line comparable sales for the first quarter and issue a cons
Workday's fiscal Q1 report arrived with some promising print.
Investig.com -- Walmart shares fell after the retail giant posted first-quarter results that largely met expectations but failed to deliver the kind of upside investors had grown accustomed to over the past two years. Despite the muted reaction, analysts at D.A. Davidson reiterated a “Buy” rating and maintained a $150 price target, arguing that Walmart’s long-term growth drivers remain firmly intact.
Utility stocks have been in the market limelight recently, and a big reason comes down to rising electricity demand from the artificial intelligence (AI) build-out. Data centers consume an enormous amount of power, and as hyperscalers race to expand infrastructure, investors have started piling into utility companies expected to benefit from rising electricity demand, transmission ... Boring Beats Brilliant: How a Utilities ETF Has Quietly Trounced the S&P 500 in Every Recession This Century
The card processing leader is crushing the digital payments leader.
This hospitality group runs thousands of hotels across China and abroad, using a hybrid model of ownership and franchising.
Workday beat first-quarter sales and earnings estimates while guiding second-quarter subscription revenue slightly above expectations.
Some investors may fear a pullback, but looking down the road shows that plenty of upside could still be ahead for Bloom Energy and GE Vernova.
Arm Holdings PLC shares rose over 3% in premarket trading on Thursday following Nvidia Corp.‘s blowout quarterly report, even as CNBC’s Jim Cramer warned that crowning the chip designer as the earnings call’s top beneficiary is overblown. Market Reaction Deemed...
Elon Musk's private space operator, SpaceX (SPAX.PVT), released its S-1 filing this week as it plans to go public via IPO in June. The Wall Street Journal has reported that AI developer OpenAI (OPAI.PVT) is preparing to file for its own mega-IPO. As investors anticipate this mega-IPO, should they be equally cautious as they are bullish on these companies ? Portfolio Wealth Advisors president and CIO Lee Munson, Yahoo Finance Markets and Data Editor Jared Blikre, and Senior Business Reporter Ines Ferré weigh in on the wave of upcoming IPOs.
Investing.com -- Generac Holdings shares rallied nearly 7% on Friday after it received a bullish upgrade from Jefferies, as analysts argued the backup power equipment maker is nearing a “moment of truth” in securing major hyperscaler data-center contracts tied to the AI infrastructure boom.
Estee Lauder Companies Inc (NYSE:EL, XETRA:ELAA) shares rose about 10% on Wednesday after the company confirmed it has ended discussions with Puig regarding a potential business combination, removing uncertainty around a deal that had been under consideration since March. In a statement,...
CPRT beats Q3 estimates as higher selling prices and a richer revenue mix offset lower unit volumes and softer insurance activity.
Deckers Q4 beat was fueled by HOKA and UGG strength, while strong international demand and buybacks lifted shares 5%.
Quantum computing stocks IBM (IBM), D-Wave Quantum (QBTS), Rigetti Computing (RGTI), and Infleqtion (INFQ) — the latter three are all up by over 40% over the last five sessions — after the US Commerce Department announced it will award $2 billion in grants and take equity stakes in these companies. Market Catalysts Host Julie Hyman breaks down take the details of the US government's investment in these firms, citing comments from IBM's vice president of quantum adoption Scott Crowder. She also uses AlphaSpace — Yahoo Finance's new investing platform — to take a closer look at the quantum landscape. Earlier this week, Yahoo Finance launched AlphaSpace, a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets.
UnitedHealth Group Incorporated (NYSE:UNH) is included among the 10 High Quality Stocks to Buy According to Hedge Funds. On May 22, UBS analyst AJ Rice raised the firm’s price recommendation on UnitedHealth Group Incorporated (NYSE:UNH) to $460 from $410. He reiterated a Buy rating on the shares. The analyst said managed care organizations broadly increased […]
PWR or MTZ: Which infrastructure stock offers the stronger AI and grid growth opportunity?
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