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Home Depot (HD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
WULF is scaling HPC leasing with 102 MW operating, a $19 billion Anthropic deal and $1.45 billion liquidity as construction costs pressure near-term profits.
Wendy's Q2 call exposes steep traffic declines and a broad turnaround reset as management withdraws its 2026 outlook and reworks value, quality and marketing.
KEEL is pressing 2027 power availability to deepen lease talks at Moses Lake, Sharon and Panther Creek as permits and expansion plans advance.
USA Rare Earth is scaling a non-China rare earth chain, with Serra Verde, Stillwater magnet sales and Round Top milestones driving its next phase.
UMAC is using Q3 to add capacity, switch suppliers and strengthen quality systems as it prepares for a larger Q4 revenue ramp.
SNDK highlights multiyear customer deals, rising AI storage demand and disciplined supply growth as fiscal 2027 begins with greater visibility.
Satellogic highlights a shift to subscription-based persistent monitoring as Merlin launches advance and sovereign demand strengthens.
Rocket Lab targets record Q3 revenues as Neutron scaling, launch demand and the planned Iridium deal broaden its launch, spacecraft and applications push.
Rigetti is targeting higher Cepheus fidelity, backed by potential U.S. funding and expanding demand across government, academic and commercial customers.
Plug Power raises 2026 revenue growth guidance to 15-16% and maintains its Q4 positive EBITDAS target as margins improve and cash use declines.
Hims & Hers raises its 2026 revenue outlook as AI boosts engagement, specialty care expands and Eucalyptus extends its international reach despite margin pressure.
FIG raises its 2026 revenue outlook as AI credit use broadens, while Q3 guidance and beta-product costs keep monetization and margins in focus.
B's Q2 call spotlights its $4B Newmont deal, unchanged 2026 guidance and plans for a year-end North American gold IPO.
AST SpaceMobile targets about 45 BlueBird satellites in orbit by early 2027 as beta service, spectrum expansion and government growth come into focus.
AMD and Broadcom both just posted monster AI quarters, but only one of them actually complements an Nvidia position without picking a fight with it. The case for each comes down to a fundamental question about how the datacenter gets built.
The addition could help boost traffic, particularly during the afternoon daypart.
StoneX shares fell 14% in a week despite strong Q3 earnings growth, as valuation, retail weakness and rate sensitivity temper the buying case.
StoneX pairs strong earnings growth and expanding scale with a premium valuation, leaving investors to weigh momentum against margin and credit risks.
Fidelity built a large-cap index fund that charges absolutely nothing, and the case against owning it has nothing to do with the fee.
Trump's 15% polysilicon tariff may boost smaller U.S.-focused solar and semiconductor stocks but raise costs for import-dependent firms.
The average of price targets set by Wall Street analysts indicates a potential upside of 106.1% in Evolus (EOLS). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
The consensus price target hints at a 32.6% upside potential for DigitalOcean (DOCN). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
When a stock experiences a golden cross technical event, good things could be on the horizon. How should investors react?
The average of price targets set by Wall Street analysts indicates a potential upside of 56.2% in NuScale Power (SMR). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Deckers (DECK) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.
Riot Platforms, the Bitcoin miner-turned-data center operator, has struck a $9.1 billion compute supply deal with Anthropic, a source tells Barron’s.
Although Dow has outperformed the broader market over the past year, Wall Street analysts maintain a cautiously optimistic outlook about the stock’s prospects.
NVIDIA Corporation (NASDAQ:NVDA) just partnered with six major financial institutions on a $500 billion financing push for artificial intelligence infrastructure. The chipmaker said on Monday that it has signed memorandums of understanding with Apollo Global Management, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs, and KKR to establish independent computing financing platforms for Nvidia’s customers. Marking […]
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