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ALH's 10.5% three-month gain has fundamental support, but margin pressure and Europe risks could test whether the rally can keep building.

Bitcoin’s biggest rival for investor attention may no longer be Ethereum (CRYPTO: ETH) or any other cryptocurrency. Increasingly, it’s the AI trade. Bitcoin (CRYPTO: BTC) trades near $64,000, well below its October record above $126,000, while Advanced Micro Devices (NASDAQ:AMD)...

Synopsys' AI infrastructure exposure, recurring revenues and Ansys acquisition support growth despite the stock's recent 20% decline.

NUS' second-quarter revenues fall 17.1% and EPS drops 53.5%, while it cuts the 2026 revenue and adjusted EPS outlooks.

Aptiv's low valuation and margin gains stand against weaker estimates, reduced guidance and pressured cash flow, keeping the near-term setup uncertain.

Treasury yields lose some of their overnight momentum but remain elevated as rising oil prices rekindle inflation fears. The U.S.-Iran standoff shows no signs of abating and Brent crude approaches $90 a barrel.

Leading data storage manufacturer Western Digital (NASDAQ: WDC) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 43.8% year on year to $3.75 billion. Guidance for next quarter’s revenue was better than expected at $4.1 billion at the midpoint, 1.5% above analysts’ estimates. Its non-GAAP profit of $3.56 per share was 7.9% above analysts’ consensus estimates.

Rocket Lab USA Inc (NASDAQ:RKLB) reported record second quarter revenue that exceeded Wall Street expectations, while its quarterly loss was wider than analysts had forecast, as the company continued to invest in its Neutron rocket and other growth initiatives. Revenue for the quarter ended...

Is Wall Street headed toward another MBS-style financial crisis, this time built on AI chips instead of bundled home loans?

The Trade Desk has gone from one of the market's most predictable growth stories to one of its most closely watched turnaround stories.

Quantum Computing's Q2 loss matches estimates as revenues surge on photonics sales, but higher costs and gross loss pressure profitability.

EverQuote's Waniwani partnership expands its AI solutions for P&C insurers, targeting growing AI-driven insurance discovery, engagement and conversion.

Can OASYS accelerate SOUN's enterprise growth through faster implementations, larger deals and expanding customer relationships?

TEM raises its 2026 revenue outlook as oncology testing, data demand and FDA-linked pricing gains support growth and cash flow improvement.

The July Consumer Price Index lands Wednesday at 8:30 a.m. ET, and traders are hoping a soft number can reignite momentum in high-beta names like Palantir Technologies Inc. (NASDAQ:PLTR) and Tesla Inc. (NASDAQ:TSLA). Cato Institute economist Jai Kedia doubts it....

APPS' international expansion boosts On Device Solutions, with rising device volumes and revenue per device supporting growth.

Quantum ETFs are gaining momentum as U.S. funding and breakthroughs accelerate the sector, offering investors diversified exposure to its growth.

Nvidia and Apple both shattered expectations this quarter, but they are playing completely different games. Which business model actually wins as AI spending reshapes the entire tech landscape?

By Karen Roman Vinson & Elkins said Michael Burns is now the firm’s Head of Energy and Infrastructure M&A – EMEA at its London office, having previously served as partner at Ashurst. Mr. Burns has more than 20 years of experience in M&A, joint ventures and capital raises across the energy and infrastructure sectors, including […] The post Vinson & Elkins Makes Major London Push With Energy M&A Heavyweight Michael Burns appeared first on CorpGov.

OBDC's Q2 earnings beat estimates as lower interest expenses help offset weaker interest income and declining net investment income.

PWR's record backlog, strong execution and raised 2026 outlook support long-term growth despite near-term macro and project risks.

JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please […]

Disney's new CEO has a big chance to make waves this week, and shareholders are ready to surf.

As the private credit market enters a challenging new phase of the credit cycle marked by worsening loan performance, recoveries are likely to underperform expectations, with software hardest hit, says Michael Gross, co-founder of SLR Capital Partners. “I believe you’re going to see more and more defaults,” said Gross in an interview with LCD. “It likely won’t be anything systemic, but the one concern I have about defaults is that we’re going to need to throw the data people have used in the pas

ORCL's AI infrastructure bet is driving rapid cloud growth and huge contracts, but soaring spending and debt raise balance-sheet risks.

Airbnb claims "AI did it" for its earnings boom. A closer look raises some questions, though.

Buffett has acknowledged that selling all shares was likely a mistake, as the stock rose significantly afterward.

JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please […]

Costco's July sales show resilient demand, strong digital momentum and membership strength, but investors question if the premium valuation is justified.

Encore Capital's 16.3% three-month rise is backed by record collections, higher earnings expectations and a peer valuation discount, despite cost and leverage risks.