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Kodiak Gas Services Inc (KGS) raises full-year guidance on record adjusted EBITDA, secures 1 GW turbine supply deal, and advances data center projects despite lube oil cost headwinds.
Atmus Filtration Technologies Inc (ATMU) posts record Q2 sales of $528 million, up 16.4% year-over-year, while navigating Middle East conflict impacts and narrowing full-year margin guidance.
Intel suspended its dividend in 2024 after a brutal stretch. Now the stock is up 389% over the past year, a real turnaround, and investors are asking whether the payout is finally coming back.
The company crushed analyst estimates for its second quarter.
Can anyone take the top spot away from Eli Lilly in the anti-obesity area?
<body><p>STORY: U.S. stocks rallied on Friday, with the Dow gaining more than a quarter of a percent, the S&P 500 adding about six-tenths of a percent to notch a record high close, and the Nasdaq climbing 1.3%.</p><p>Data from the Labor Department showed the U.S. economy unexpectedly shed jobs last month, boosting investor optimism that the Federal Reserve would hold off on raising interest rates at its September meeting.</p><p>Eric Lynch is managing director and co-portfolio manager at Suncoast Equity Management.</p><p>"The jobs report today being mildly negative was one of those situations where bad news is good news because it probably takes a little emphasis off the hawkish tones from the Fed for next month's meeting. Less likely they raise rates. And so, if that's the case, those areas of the economy that are most, kind of, cyclical and expansionary, things like industrials, consumer cyclicals, technology, those three sectors, for example, are up nicely I think on this news.”</p><p>Stocks on the move Friday, included Elon Musk's SpaceX, which surged nearly 16% a day after the expiration of the first of several share lockup restrictions following its record-breaking June public offering.</p><p>Shares of collaboration software maker Atlassian shot up more than 35% for their largest-ever daily percentage gain.</p><p>:: Archive</p><p>while Microchip Tech's stock jumped almost 14% for its best daily performance in more than 15 months. Both moves came after the companies forecast quarterly revenue above Wall Street estimates.</p><p>And shares of Airbnb climbed more than 17% as the S&P 500's best performer after the vacation rental company beat second-quarter revenue estimates.</p><p>On the flip side, Trade Desk was the S&P 500's worst performer, with shares plunging nearly 22% after the ad-tech firm forecast third-quarter revenue below expectations.</p></body>
Rather than simply clearing reduced consensus hurdles, reporting companies are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is driving a steady stream of upward revisions for Q3 and future quarters.
On Aug. 7, U.S. District Judge Shalina Kumar of the Eastern District of Michigan rejected Coinbase's (Nasdaq: COIN) bid to block enforcement of its sports event contracts. In December 2025, the crypto exchange sued Michigan Attorney General Dana Nessel, arguing that the Commodity Futures Trading ...
IEMG offers lower costs and higher yields, while NZAC delivered stronger five-year growth with less volatility.
AI-battered hedge fund Situational Awareness made a big bet this week in Source Foundry, a private company aiming to reinvent the way chips are manufactured, according to people familiar with the matter.
Wall Street just got the milestone investors have been waiting for. The S&P 500hit new highs this week, and the Dow Jones Industrial Average closed above 54,000 for the first time. The Nasdaq also jumped as technology and artificial-intelligence stocks bounced back from their summer slump. If ...
Strategy Inc. outlined a vision to become the world’s most valuable company by maximizing Bitcoin ownership and creating the best equity value. Strategy’s Ultimate Goal Strategy’s official X handle posted a video of Michael Saylor from last week’s second-quarter earnings...
Gold prices and gold-backed financial assets are experiencing a major weekly surge driven by expectations of Federal Reserve policy easing, institutional buying by central banks, and positive global ETF inflows.
Although some brand-name companies expect to receive up to $2.4 billion in IEEPA tariff refunds, it doesn't mean that tariffs are yesterday's news.
The Oracle of Omaha's big transfer could have a less dramatic impact on Berkshire's governance and price action than you think.
Former Bitcoin miner Firmus has raised $2 billion in fresh equity funding, nearly doubling its valuation as investors continue pouring capital into artificial intelligence infrastructure. The Aug. 7 funding round included follow-on participation from Nvidia and Coatue Management, alongside funds ...
Hut 8 CEO Asher Genoot, fresh off Q2 earnings, called Texas's new "batch zero" audit process a net positive for the industry, arguing it helps separate credible developers from speculative…
PagSeguro Digital Ltd. (PAGS) closed at $9.14 in the latest trading session, marking a -2.35% move from the prior day.
United States Antimony stock has had a very strong run over the past few years, yet the latest valuation checks suggest it no longer looks obviously cheap, with the intrinsic value estimate from a Discounted Cash Flow (DCF) model broadly in line with the current share price while market based multiples screen the stock as expensive. United States Antimony has returned about 14x over the past 3 years, which puts extra focus on whether recent enthusiasm has already priced in much of the...
Blue Bird (BLBD) is back in focus after reporting third quarter 2026 results alongside a new collaboration with Ford Motor Company and raised full year guidance, giving investors fresh data to assess the stock. See our latest analysis for Blue Bird. Despite the strong quarterly update and expanded Ford collaboration, Blue Bird’s share price has recently pulled back, with a 1-day share price return decline of 14.19% and a 30-day share price return decline of 17.07%, while the year-to-date...
During MARA's Q2 earnings call, the focus centered on MARA's path to a 4.8-gigawatt power portfolio, roughly 2.5x its starting point this year, anchored by two major deals. CEO Fred…
Hims & Hers Health (HIMS) just introduced an AI powered care experience for Hers weight loss members, including a connected smart scale and app based coaching, giving investors fresh information on its digital health approach. See our latest analysis for Hims & Hers Health. The AI powered weight loss rollout comes at a time when Hims & Hers Health has experienced sharp swings in sentiment, with the share price up 6.51% on the day and 13.76% over seven days, yet down 12.42% over 30 days and...
What Vistra’s latest earnings event means for stock watchers Vistra Corp (VST) put fresh numbers on the table with its second quarter 2026 earnings, reporting sales of US$4,017 million and net income of US$305 million, alongside updated six month results. The company also reaffirmed full year guidance and highlighted stronger adjusted EBITDA. Recent dividend declarations and data center related power demand are keeping investor attention on how Vistra’s cash generation and capital allocation...
In late July and early August 2026, Enphase Energy, Inc. reported year-on-year lower quarterly sales and earnings, filed a US$102.63 million employee stock plan shelf registration, completed a prior US$731.34 million buyback program, and outlined third-quarter revenue guidance of US$290.0 million to US$320.0 million. Days later, Enphase highlighted expanded U.S. manufacturing for its IQ Microinverters, batteries, and upcoming AI-focused IQ Solid-State Transformer platform, aiming to tap...
In early August 2026, Silicon Motion Technology Corporation unveiled its MonTitan SSD Reference Design Kit featuring next-generation patented PerformaShape technology, aimed at enabling enterprise SSDs to act as a persistent memory layer for Agentic AI workloads with predictable QoS and optimized endurance. The launch underscores how Silicon Motion is tailoring its controller roadmap and reference platforms specifically for KV cache offload and always-on, multi-agent AI infrastructure,...
General Electric (GE) is back in focus after GE Vernova, its former energy division, reported a US$176b backlog and a recent 5% share price pullback following weaker adjusted EBITDA and EPS. See our latest analysis for General Electric. At a latest share price of US$370.08, General Electric has seen a 90 day share price return of 24.54% and a 1 year total shareholder return of 35.25%. This points to momentum that remains firmly positive despite the recent pullback linked to GE Vernova’s...
Want true value stocks with low P/Es? Look at the auto industry.
A majority-machine internet is now Cloudflare's reality. Does it pay?
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