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AeroVironment’s updated analyst models now point to a lower implied fair value, with the estimate moving from about US$251.93 to roughly US$225.77 per share. Recent Street research links this reset in the price target to a mix of optimism around contract momentum and market positioning, set against concerns about execution risks, heavier investment, and valuation after expectations were sharply revised. As you read on, you will see how to track these shifting views and what to watch as the...

Intuitive Machines (LUNR) is back in focus after its second quarter 2026 earnings report, which paired record quarterly revenue of about US$206 million with a wider net loss and a reaffirmed full year outlook. See our latest analysis for Intuitive Machines. The earnings reaction has been volatile, with Intuitive Machines shares swinging from a steep intraday drop to finish higher and now trading at US$17.56. This leaves the stock with strong 1 year and multi year total shareholder returns,...

The travel industry, like every sector, is experimenting with the best use cases for AI. Fogel is working towards a world where tourism becomes an intelligence system in its own right

GM exited one joint venture deal to build batteries at a plant worth a total of $3.5 billion.

Alphabet's early bet on SpaceX has multiplied more than 100-fold, with the Google parent disclosing a stake worth about $94 billion at the end of June compared with the $900 million investment it said ‌it made in Elon Musk's rocket company in 2015. Alphabet has emerged as by far the largest single institutional holder of SpaceX ‌following its $86 billion IPO in June, according to a Reuters analysis of quarterly filings made public so far. The filings shed new light on the scale of positions acquired by ​SpaceX's backers as the company transitioned from a closely held startup to a publicly traded giant.

CDW delivered revenue and non-GAAP earnings per share above Wall Street expectations in Q2, supported by robust demand for AI infrastructure and modernization projects across its Commercial, Government, and International segments. However, the market reacted negatively following the results, with management pointing to a pronounced shift in customer spending towards large-scale hardware and cloud investments that exerted pressure on gross margins. CEO Christine Leahy noted, “Customers are still

Applied Materials, Inc. (NASDAQ:AMAT) stock fell in premarket trading Friday after the chip equipment maker reported third-quarter results after Thursday’s market close.Applied Materials Posts Record MarginsApplied Materials reported third-quarter revenue of $9.12 billion, above analyst estimates of $8.99 billion. Adjusted earnings of $3.50 per share also topped estimates of $3.40. Revenue rose 15% sequentially and 25% from a year earlier. Adjusted gross margin reached a record 50.4%, up 150 bas

Investor Ross Gerber has weighed in on a clause inside Elon Musk‘s Tesla Inc. compensation package that could grant him a windfall worth hundreds of billions of dollars if the EV giant merges with or is taken over by an...

Investors are reaching for more risk — and getting paid for it.

Oklahoma residents fear toxic emissions, threatening an effort to restore US industrial might.

The next technology wave will produce a barbell: scaled platforms at one end, focused operators renting their capabilities at the other.

L&T to deploy NVIDIA B300 at its Chennai data centre to support Together AI’s cloud platform for large-scale training and inference.

As AI agents promise a future where payments self-execute and investment portfolios rebalance without human intervention, some fear that retail banking is the next logical evolution for agent-led automation. Financial institutions may not be doing enough to stop it.

The next AI winners may look nothing like Nvidia.

Coherent has significantly outperformed the broader market, while analysts remain strongly optimistic about its future growth prospects.

With its massive scale and focus on high-margin products, BlackRock stands out as a top financial stock for long-term investors right now.

BMS reveals plans for a new manufacturing hub in Houston, and Regeneron invests in startup developing a Dupixent competitor.

Venture capitalist Tim Draper projected on Tuesday that Bitcoin will go to infinity against the dollar in a fundamental global shift. Draper Confident About Bitcoin Adoption In an X post, Draper attached a screenshot of a March announcement about Jack...

DuPont analysis highlights five quality stocks, including PC Connection, Everus Construction and Expeditors International, based on key ROE drivers.

Cognex’s second quarter results fell short of Wall Street’s revenue expectations, with management citing a strong demand environment and favorable industrial trends as key drivers. CEO Matt Moschner highlighted that the company’s performance was supported by expanding AI-enabled machine vision platforms and meaningful progress in customer diversification. Despite robust year-over-year sales growth, management acknowledged that operating discipline and recent product introductions played a signif

Five stocks stand out as potentially undervalued by price-to-book measures, including BioMarin Pharmaceutical, Invesco and Centene.

Micron Technology, Inc. (NASDAQ:MU) stock rose nearly 2% in Friday’s premarket session as investors weighed another sign of strong AI-driven memory demand. The move came as broader market sentiment remained steady, with Nasdaq futures up 0.14% and S&P 500 futures gaining 0.04%.The latest industry signals come as Micron positions itself for the next phase of AI growth. The memory chipmaker is investing $250 million in emerging AI companies, giving it an early look at technologies that could shape

Gains on investments in companies like Anthropic are inflating earnings at some of the biggest technology companies.

The FDA is “willing to review” an updated submission for Capricor’s Duchenne cell therapy, its CEO said. Elsewhere, a heart drug battle spilled into court and Rigel priced the first “Protac” medicine.

Monolithic Power Systems is benefiting from surging AI demand, while Las Vegas Sands faces earnings pressure and a prolonged downtrend.

JPMorgan Chase & Co. terminated its banking relationship with Polymarket last year over regulatory concerns, the Financial Times reported.

TSLA is sidestepping China's brutal EV price war by preserving its premium appeal at home while turning Shanghai into a record-setting export hub.

Bit Digital stock climbed after a $107.2 million quarterly loss, breaking from the selloff hitting rival crypto treasury firms.

Coinbase is expanding beyond spot crypto with derivatives, global products and tokenization, positioning itself as a broader financial infrastructure platform.

On August 5, IonQ (NYSE:IONQ) delivered the strongest quarter in its history, yet the stock still trades well below where it stood a year ago. That gap sits at the center of the quantum computing story right now: a business growing revenue at triple-digit rates while burning cash faster every quarter. Investors chasing the “quantum […]