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One upcoming launch could reshape Rocket Lab's growth story

The tender offer values the ChatGPT maker at $852 billion as expectations for an IPO shift further into 2027.

Cerebras Stock Gets a Fresh Boost as Wedbush Eyes $280 Target

Buyers remain squeezed, but housing demand refuses to collapse

Rocket Lab Stock Slides After Neutron Launch Window Starts Closing

Executives said they were managing wholesale to protect margins but more importantly also lowered full year 2026 guidance despite new shoe releases on the way.

Microsoft's expanding Maia program could lower inference costs while reducing its reliance on externally supplied accelerators.

Solaris Energy Infrastructure, Inc. reported past second-quarter 2026 results showing sales of US$105.72 million and net income of US$20.49 million, alongside approval of a US$0.12 per-share third-quarter dividend set for payment on September 25, 2026. These results coincided with Solaris’s equity investment in Deployable Energy to commercialize deployable microreactor technology, marking a step toward advanced nuclear energy solutions within its power generation portfolio. Next, we’ll...

Why the latest earnings and guidance update matters for Quanta Services stock Quanta Services (PWR) has drawn fresh attention after reporting second quarter 2026 results that showed higher revenue and net income compared with a year earlier, alongside a raised full year 2026 revenue and earnings outlook. This combination of updated guidance, record backlog references from management, and continued demand across its electric and underground infrastructure businesses gives investors new...

PayPal Holdings (PYPL) recently reported second quarter 2026 earnings, with sales of US$8,682 million and net income of US$1,104 million. The results offer fresh context for how the stock is currently being evaluated. See our latest analysis for PayPal Holdings. Against this earnings backdrop, PayPal Holdings’ share price has moved sharply higher in the short term, with a 30-day share price return of 27.53% and a 90-day gain of 30%, even though the 1-year total shareholder return remains down...

Cybersecurity, authentication and customer-engagement products grew twice as quickly as Mastercard's traditional payment-network revenue.

Strong revenue figures and an upgraded outlook from Taiwan Semiconductor Manufacturing have put a fresh spotlight on ASML Holding (ENXTAM:ASML) as investors reassess how rising AI chip demand could affect the stock. See our latest analysis for ASML Holding. The ASML Holding share price has moved sharply this year, with a 1-day share price return of 2.66% and 7-day share price return of 5.53% around TSMC’s strong revenue update. The year-to-date share price return of 57.56% and 1-year total...

Meta Platforms (NasdaqGS:META) is pushing to open source superintelligent AI models and has launched Muse Glimmer as part of this effort. Mark Zuckerberg outlined a plan to make advanced AI widely accessible rather than keeping it locked behind premium services. Meta announced a US$1b fund aimed at supporting communities located near its data centers. The 9th Circuit allowed thousands of social media addiction lawsuits against Meta to proceed, increasing legal and regulatory pressure on the...

The advertising line management once pointed to for AI money has been speeding up, not slowing down.

Texas Instruments stock has delivered a strong 79.2% return over the past three years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and the market multiple checks currently point to the shares trading at a premium rather than as a clear bargain. Over the past three years, Texas Instruments has returned 79.2%. This puts extra focus on whether the recent share price is now running ahead of what the fundamentals support. The new GE Appliances agreement to source a...

Cloudflare (NET) has just closed a US$2.175b offering of zero coupon convertible senior notes due August 2031, giving investors a fresh data point on the company’s funding mix and balance sheet flexibility. See our latest analysis for Cloudflare. Cloudflare’s recent zero coupon note issuance comes after a strong run in the stock, with a 90 day share price return of 66.28% and a 1 year total shareholder return of 54.39%, which may indicate building momentum as investors reassess growth...

Sea Limited recently reported its Q2 2026 results, delivering stronger-than-expected revenue of US$7.80 billion driven by Shopee’s e-commerce operations and Monee’s digital financial services, even as earnings per share of US$0.86 came in below analyst forecasts. The quarter underlined how Shopee’s growing gross merchandise volume and Monee’s expanding but well-contained loan book are reinforcing Sea’s integrated ecosystem across e-commerce, payments, and financial services. We’ll now...

Rivian Automotive, Inc. (NASDAQ:RIVN) and Ferrari N.V. (NYSE:RACE) both beat estimates last week but for opposite reasons. Rivian narrowed its losses and raised its delivery forecast as its cheaper R2 SUV finally reached customers. Ferrari raised guidance too, even though it shipped fewer cars than a year earlier, proving it can grow profit through pricing […]

Amazon Stock Drops 1.8% as $3 Trillion Rally Cools

Jefferies lowered its target to approximately $264 as reported product changes and rising component costs threatened future iPhone economics.

Together AI will use IBM Cloud and Nvidia Blackwell systems to build a large-scale cluster for open-source models.

The robotaxi market could become one of the most important new segments of the next decade. Business Research already projects the market could grow at a compound annual growth rate of 57% and reach $33.5 billion by 2030. Uber Technologies, Inc. (NYSE:UBER) is one of the companies well positioned to capitalize on the expected growth […]

Digital Realty offers a good blend of AI-driven growth and stable income.

The safety action covers certain Model 3 and Model Y vehicles, while regulators have not finalized a remedy.

Michael Burry cites concerns that Abel is deploying the company’s large cash reserves too aggressively instead of waiting for exceptional opportunities.

Electricity storage and software provider Fluence (NASDAQ:FLNC) missed Wall Street’s revenue expectations in Q2 CY2026, but sales rose 7.9% year on year to $649.8 million. The company’s full-year revenue guidance of $3 billion at the midpoint came in 10.3% below analysts’ estimates. Its non-GAAP loss of $0.19 per share was significantly below analysts’ consensus estimates.

Intel increased its planned equity raise by one-third as expensive manufacturing investments intensified its demand for capital.

A new market could accelerate Lilly's oral obesity ambitions

The air-taxi company is buying Wisk and two other Boeing units while gaining a profitable defense business.

Twenty One Capital CEO Rapha Zagury admits XXI trades below its bitcoin and lays out a five-part Berkshire-style fix.