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AI spending worries spread like wildfire.

Over the past six months, Lincoln Electric’s shares (currently trading at $279.29) have posted a disappointing 6.6% loss, well below the S&P 500’s 11.7% gain. This might have investors contemplating their next move.

SpaceX’s exclusive commitment to Nvidia signals the chipmaker’s AI leadership is expanding into entirely new markets.

Electrovaya’s fair value estimate has shifted from CA$12.55 to CA$13.99, pointing to an updated price target framework that investors are now parsing more closely. Recent analyst work links this change to fresh attention on the Amazon commercial agreement and progress at the Jamestown, New York facility, which are feeding into revised assumptions around growth and capital deployment. Read on to see how these moving pieces are shaping the current analyst narrative and what to watch as it...

Over the past six months, BGC has been a great trade, beating the S&P 500 by 7.1%. Its stock price has climbed to $10.64, representing a healthy 18.7% increase. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Unusual Machines (NYSEAMERICAN:UMAC) reported second-quarter 2026 operating revenue of more than $16.7 million, up 687% from the prior-year period and 107% sequentially, as enterprise customers accounted for approximately 95% of quarterly sales. The company recorded a GAAP net loss of about $7.8 mi

Since February 2026, Fortive has been in a holding pattern, posting a small return of 1.6% while floating around $61.09. The stock also fell short of the S&P 500’s 11.7% gain during that period.

Investors were seizing the opportunity ahead of earnings.

Taiwan Semiconductor is a fantastic stock pick.

Carlisle currently trades at $386.55 per share and has shown little upside over the past six months, posting a small loss of 4.3%. The stock also fell short of the S&P 500’s 11.7% gain during that period.

Costco posted eight straight quarters of revenue growth while General Mills clawed back from contraction — a divergence that matters for comparing retail and food stocks.

More than 40% of it went into a single private placement, priced about 1% under what public buyers paid in the same deal.

The company is offering new ways to build audiences and grow follower counts, according to social media researcher Jonah Manzano.

This consumer staples Dividend King is down nearly 20% since its 2024 high despite its industry-leading business.

On August 6, Comcast (NASDAQ:CMCSA) Business announced a private wireless deployment at the Annapolis headquarters of Smartlink, a national digital infrastructure firm, combining carrier-grade Neutral Host cellular coverage with a dedicated CBRS private network in one managed platform. It is a small deal in dollar terms, but it points to where Comcast wants growth to […]

CNBC's Jim Cramer just offered his views about how to approach an investment in SpaceX.

Management has revealed that Arc Mainnet will be launched next month.

Apple turned to CXMT for cheaper DRAM, only to discover that even its enormous order volumes no longer guarantee favorable pricing.

Arista has posted eight straight quarters of revenue gains while Arm battled volatility and federal scrutiny.

Washington just directed $17.5 billion toward the nuclear supply chain, yet the ETFs most investors hold to capture that trade are quietly delivering something else entirely.

The movie industry is tracking a record summer at the theaters, trailing 2013’s record domestic ticket sales by just $770 million with more weeks left to catch up.

Zuckerberg’s confirmation of AI compute scarcity strengthens the case for Iren's strategy, positioning it for substantial long-term value.

You can't go anywhere today without hearing people talk about artificial intelligence. AI is seeping into every aspect of our daily lives, for better or worse. No matter what you think about this sea change, there's no denying its existence. It's being incorporated into everything from smartwatches ...

Google Cloud grew revenue 82% during the second quarter, with nearly 90% of the Fortune 100 using the platform.

ServiceNow (NYSE:NOW) has quietly built one of the fastest-growing cybersecurity businesses in the industry, and on August 4, it made that ambition explicit. The company rolled out six new Autonomous Security solutions built to catch and fix threats before they turn into breaches, tied together under what it calls Shift Zero. The timing lines up […]

Centrus Energy (NYSE:LEU) signed a definitive enrichment services contract with X-energy LLC to supply fuel for advanced small modular reactor deployments. The agreement covers both low-enriched uranium and high-assay, low-enriched uranium for an initial batch of X-energy SMRs. Prepayments under the contract support Centrus Energy's domestic commercial enrichment expansion and capital program. The deal underscores Centrus Energy's role in the growing market for reliable, carbon-free nuclear...

Tim Cook's 15-year tenure has proven to be one of the best in corporate history.

A slower forecast and a soaring stock look like a contradiction. The profit line resolves it.

Sandisk stock has been a huge winner over the past year, but more recently has seen its share sink.

Procter & Gamble (NYSE:PG) is buying its way into wellness. On August 4, L Catterton announced it had signed a definitive agreement to sell Thorne, a science-backed health and wellness brand, to Procter & Gamble for $3.8 billion in cash. The deal lands a day after an August 3 analysis flagged a fiscal 2027 earnings […]