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Trump just signed a proclamation slapping steep tariffs on imported drones, and the winners inside the sector are not who most investors expected. Here is why the reaction splits so sharply across the group.
Investing.com -- Bernstein upgraded Wayfair to Outperform from Market-Perform and raised its price target to $125 from $100, citing stronger revenue growth and improving operating leverage following the company's second-quarter results.
Aerospace and defense technology solutions provider Astronics Corporation (NASDAQ:ATRO) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 27% year on year to $260 million. On top of that, next quarter’s revenue guidance ($270 million at the midpoint) was surprisingly good and 6.5% above what analysts were expecting. Its non-GAAP profit of $0.70 per share was 15.1% above analysts’ consensus estimates.
Furniture retailers have spent years waiting for the housing market to revive demand for sofas, beds, and other big-ticket home purchases. That rebound remains elusive, but some of the industry's biggest players are finding growth anyway. Wayfair reported second-quarter net revenue of $3.5 billion, ...
(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa
Last October, JPMorgan ended Polymarket’s banking relationship over regulatory concerns but still maintains significant ties to the platform.
ANI Pharmaceuticals' low valuation and strong 2026 growth outlook face a key test as Cortrophin execution risk rises.
Retail sales just fell for the first time in nine months, and consumer confidence dropped to 51. Here's what a tired shopper means for the stock market.
Strike 2! York Space IPO'ed just earlier this year, and has already missed earnings twice.
Bank Leumi's 2022 attempt died at the Bank of Israel. A softer regulatory line and Galaxy's custody stack now give it another shot in early 2027.
Bill Ackman's Pershing Square Holdings has taken a stake in Netflix after having previously exited the streamer in 2022. You, too, should add NFLX stock given its tepid valuation.
Cortrophin guidance cuts put more pressure on ANI Pharmaceuticals' second-half execution as the drug must deliver a sharper growth ramp.
In August 2026, UnitedHealth Group’s board authorized a cash dividend of US$2.32 per share, paid on September 22, 2026, to shareholders of record as of September 14, 2026, while also outlining further exits from certain Medicare Advantage plans and updated margin expectations. These moves, alongside earnings supported by lower medical costs and a higher 2026 adjusted EPS outlook, highlight how management is reshaping its Medicare footprint and capital returns policy in response to evolving...
Microsoft (NasdaqGS:MSFT) has accepted the first 50MW of AI cloud capacity from IREN at the Childress campus under a multibillion dollar contract. The deployment is designed for hyperscale AI workloads and forms part of Microsoft’s buildout of next generation cloud infrastructure. IREN has received NVIDIA Exemplar Cloud status in connection with the project, alongside a sizable financing package to fund the build. Consider broadening your research to other companies building AI...
In early August 2026, Kratos Defense & Security Solutions reported second-quarter revenue of US$458.8 million and higher net income year-on-year, raised its 2026 revenue outlook to US$1.75–US$1.81 billion, and highlighted new defense work including Javelin seeker development and support for Japan’s SPY-7 missile defense tests. These developments, alongside new U.S. tariffs aimed at boosting domestic drone production, highlight Kratos’ growing role in priority defense programs spanning...
The AI revolution and robust earnings growth are just two of several catalysts that could drive stocks higher for the rest of 2026. Kevin Matras can help position you to capitalize on a fourth straight year of double-digit gains that might eclipse 30%.
CoreWeave stock has climbed 34.0% year to date, yet its low overall value score suggests the recent optimism is not fully backed up by the broader valuation checks. The 34.0% year to date gain can signal rising confidence in CoreWeave's AI cloud story. Investors may want to ask how much of that growth is already embedded in the price. Heavy investment in AI infrastructure and reported contracted revenue backlogs can support long term cash flow expectations. At the same time, ongoing losses...
Josh D'Amaro said Disney stock is down more than 8% over the past year and that he is unhappy with where it stands
Unprofitable companies face headwinds as they struggle to keep operating expenses under control. Some may be investing heavily, but the majority fail to convert spending into sustainable growth.
Broadcom Inc. (NASDAQ:AVGO) traded down more than 5% Friday as a new estimate put an enormous number on the debt machine behind the chipmaker’s AI expansion. BofA analyst Tom Curcuruto estimates Broadcom’s chip-financing vehicle could reach $370 billion of senior...
In May, Gary Black called a post-IPO merger “a very low probability event” with “no compelling business logic,” but reversed course on Friday.
J.P. Morgan resumes coverage of Sandisk stock while Citi doubles down on its bullish call on the heels of the storage provider’s investor day.
Bob Ross, perhaps America’s most prolific artist, created more than 30,000 portraits over his long career in television through simple techniques, a narrow array of colors, and a gentle mannerism. A similar approach to financial markets this summer, however, would be terribly difficult to replicate. Stocks are flying off the shelves, bonds are warning of massive economic and inflation risks while simultaneously discounting Federal Reserve rate hikes, and volatility readings are at the lowest levels of the year despite myriad geopolitical risks.
The total number of active drilling rigs for oil and gas in the United States rose this week, according to new data that Baker Hughes published on Friday
Costco's recent pullback eases its valuation, but a premium P/E, moderating sales growth and margin risks may keep new investors cautious.
Picture three students turning in exams on the same day, covering the same material. Two walk away with high marks. The third has been raising his grades all semester, yet still gets flagged for summer school. That is roughly the dynamic inside the BofA research note on biotech I received on the ...
The credit card giant is fiercely bullish on digital dollars and euros.
Solana is about to get significantly faster. A major upgrade expected to land in September will cut transaction finality from 12.8 seconds to approximately 150 milliseconds, a reduction of nearly 99% that developers say will make the network feel almost instantaneous for end users. The ...
Moby summary of CSP Inc.'s Q3 2026 earnings call
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