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Siemens (XTRA:SIE) Could Be 10% Undervalued On Record Q3 And Guidance Upgrade
Simply Wall St.13d agobullish
Siemens (XTRA:SIE) Could Be 10% Undervalued On Record Q3 And Guidance Upgrade

Siemens (XTRA:SIE) is back in focus after reporting record Q3 2026 results and issuing a second upgrade to full-year earnings guidance, supported by demand for data center infrastructure, industrial software and automation. See our latest analysis for Siemens. The latest Q3 earnings upgrade comes after a strong run, with Siemens delivering an 18.6% year to date share price return and a 33.3% total shareholder return over the past year. This suggests that momentum has been building rather than...

Bloomberg13d agobullish
FOMO-Driven Buying of S&P Calls Fuels ‘One-Way Flow’ of Orders

(Bloomberg) -- Traders can’t get enough of options betting on more gains in the S&P 500 Index, a gauge that has for months been in the shadow of its more volatile rival, the Nasdaq 100.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targeted in Wave of Attempted CyberattacksSpaceX’s AI Splurge Puts a Damper on First Earnings Afte

IPG Photonics (IPGP) Is Up 14.4% After Q2 Beat And Lumibird Deal Plan Has The Bull Case Changed?
Simply Wall St.13d agobullish
IPG Photonics (IPGP) Is Up 14.4% After Q2 Beat And Lumibird Deal Plan Has The Bull Case Changed?

In the past week, IPG Photonics Corporation reported second-quarter 2026 results showing sales rising to US$278.58 million from US$250.72 million a year earlier, while net income eased to US$5.24 million from US$6.61 million and basic earnings per share from continuing operations moved to US$0.12 from US$0.16. Alongside this, IPG Photonics highlighted ongoing 11% year-over-year revenue growth driven by industrial and emerging laser applications, beat profit expectations, and announced a...

Is Booking Holdings (BKNG) a Buying Opportunity as AI Fears Weigh on the Stock?
Insider Monkey13d agobullish
Is Booking Holdings (BKNG) a Buying Opportunity as AI Fears Weigh on the Stock?

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]

Investing.com13d agobullish
Unity shares soar 17% after blowout Q2 beat and bullish outlook

Investing.com -- Unity Software Inc. (NYSE: U) sent its shares soaring 17% after delivering a blowout second-quarter earnings report, smashing Wall Street’s revenue and profit expectations while issuing a surprisingly bullish forward outlook

Investing.com13d agobullish
Paycom jumps premarket after earnings;  Data storage companies fall

Investing.com - U.S. stock index futures hovered around the flatline on Thursday as investors awaited developments over a potential agreement to reopen the Strait of Hormuz, while renewed concerns over the sustainability of the artificial intelligence spending boom pressured technology shares.

Bloomberg13d agobullish
Emerging Currencies Hold Near Record High as Carry Trades Revive

(Bloomberg) -- Currencies from the developing world hovered near record highs on Thursday, benefiting from renewed interest in carry trades, though gains were capped by the absence of concrete new developments in US-Iran peace talks. Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targeted in Wave of Attempted CyberattacksSpaceX’

Investing.com13d agobullish
Datadog sinks 21% despite raised guidance, Q2 beat

Investing.com -- Datadog reported second-quarter results that topped consensus estimates and raised its full-year outlook, but shares fell more than 21% in premarket trading Thursday, a move that may reflect profit-taking after the stock hit a fresh all-time closing high earlier in the week.

Howmet (NYSE:HWM) Beats Expectations in Strong Q2 CY2026, Guides for Strong Full-Year Sales
StockStory13d agobullish
Howmet (NYSE:HWM) Beats Expectations in Strong Q2 CY2026, Guides for Strong Full-Year Sales

Aerospace and defense company Howmet (NYSE:HWM) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 24.1% year on year to $2.55 billion. On top of that, next quarter’s revenue guidance ($2.58 billion at the midpoint) was surprisingly good and 4.1% above what analysts were expecting. Its non-GAAP profit of $1.33 per share was 6.7% above analysts’ consensus estimates.

Unity (NYSE:U) Reports Upbeat Q2 CY2026, Stock Jumps 18.3%
StockStory13d agobullish
Unity (NYSE:U) Reports Upbeat Q2 CY2026, Stock Jumps 18.3%

Interactive software platform Unity (NYSE:U) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 23.9% year on year to $546.5 million. Its non-GAAP profit of $0.28 per share was 12.4% above analysts’ consensus estimates.

5 Solid Dividend Stocks to Buy in August
24/7 Wall St.13d agobullish
5 Solid Dividend Stocks to Buy in August

With the 10-year Treasury yield near 4.70%, dividend stocks face a real test of relevance, and only a handful of names have the streak length and earnings power to still make the cut right now.

3 Stocks the Smart Money Is Quietly Buying in August
24/7 Wall St.13d agobullish
3 Stocks the Smart Money Is Quietly Buying in August

Greg Abel just made three bold moves that signal where Berkshire Hathaway sees the market's biggest opportunities right now, and one of them bets on a sector the firm swore off just a few years ago.