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Palantir Technologies (PLTR) has just posted a 93% year over year revenue increase in its second quarter, supported by especially strong U.S. commercial demand and higher full year and third quarter guidance. See our latest analysis for Palantir Technologies. Palantir Technologies’ shares jumped 29.45% on a 1 day basis after the Q2 release and the 7 day share price return of 32.24% points to strong short term momentum, even though the year to date share price return is still down 3.10% and...

Best Buy (BBY) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

KHC beats second-quarter earnings and sales estimates despite lower organic sales, while updating its 2026 EPS guidance.

Kratos Defense cleared Q2 estimates, lifted its guidance. KTOS stock jumps on upgrade as outlook offers "comfort" to analyst.

The AI infrastructure boom, Juniper acquisition, and Elliott Management's growing role at the company have been driving gains for HPE stock.

Valero Energy (VLO) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

ON Semiconductor Corp. (ON) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Does Fortinet (FTNT) have what it takes to be a top stock pick for momentum investors? Let's find out.

Does Amphenol (APH) have what it takes to be a top stock pick for momentum investors? Let's find out.

CEO Chris Kempczinski blamed inconsistent execution and a pullback in digital deals. The chain also named a new head of its US business.

Tech stocks were taking a breather during Wednesday's session after leading yesterday's rally. The Nasdaq Composite was down 0.3%, while the S&P 500 fell to the flatline. The second-quarter earnings season is ongoing, and companies that deliver beats on the top and bottom lines have seen muted stock reactions.

Oshkosh tops Q2 estimates as sales rise 6.7% and Access orders hit $1.5B, but margin pressure and a slower fire truck ramp trim its 2026 outlook.

Gold and silver sparked a chain reaction across leveraged ETFs today, but the mechanics behind those eye-catching percentage gains tell a more complicated story about what these instruments actually deliver over time.

Carvana's Q2 revenues jump 52% on record retail volume and strong pricing, while EBITDA grows despite margin pressure from expansion investments.

Amgen beats Q2 earnings and revenue estimates and lifts its 2026 outlook. Key products witness strong growth despite biosimilar pressure on older drugs.

Boston Scientific's cheaper valuation offers upside, but weaker guidance, share losses, higher debt and delayed catalysts favor patience.

In this segment of the AI Investor Podcast from 24/7 Wall St., Eric Bleeker reviews Lam Research, a semiconductor equipment holding originally recommended to the million dollar AI portfolio he manages as part of a collection of memory-adjacent stocks. The quarter itself was solid: $1.82 in EPS against $1.70 expected, with the standout being guidance of $2.15 for next quarter versus a street estimate of $1.84. The stock jumped about 20% the next morning, though Bleeker attributes most of that to how far it had fallen during July's selloff rather than to the results, which he characterizes as good but not spectacular. His hesitation is valuation. Against a full-year estimate of $9.40, the shares trade a bit above 30 times forward earnings, which he considers the upper end of the historical range. He is not planning to add more with other opportunities across the market after a steep July sell-off. The broader read on semiconductor equipment is more bullish. Taiwan Semiconductor raised capex, Intel sounded optimistic on capex needs, and Bleeker guesses 2028 equipment spending could come in roughly 25% above where Wall Street currently models it. He is particularly interested in advanced packaging and testing, sub-verticals growing faster than the overall space. Lam remains a core long-term holding and, in his view, among the best operators in semi equipment.

PLXS' broad Q3 beat and stronger growth outlook extend its runway, but rising working-capital needs put free cash flow conversion under scrutiny.

Plexus is delivering faster growth, higher earnings and wider margins, but premium valuation and weaker near-term cash flow temper the buy case.

Where are the budget shifts coming from for video podcasts? Most likely, programs including cable TV news networks, late-night talk shows or even syndication unscripted daytime talk shows.

FEMSA's retail and digital growth strengthens its long-term case, but a premium valuation and weak international margins suggest patience.

Phillips 66's Q2 earnings surge on wider refining margins, while record midstream volumes and stronger chemicals results boost profits.

W beats Q2 estimates as stronger U.S. demand, market share gains and Perigold growth lift revenues and active customers.

The recent weakness in SOFI stock reflects investor concerns over the company's revenue mix.

PSKY beats Q2 earnings and revenue estimates as DTC strength, a Studios turnaround and cost discipline offset TV Media weakness, with a solid Q3 outlook.

Digital Turbine tops Q1 fiscal 2027 earnings and revenue estimates, posts strong App Growth Platform gains and raises full-year revenue and EBITDA guidance.

Micron's 9.4% monthly slide contrasts with surging AI memory demand, sold-out 2026 HBM output, soaring profits and a discounted valuation.

GILD beats Q2 revenue estimates as HIV sales fuel growth, while acquisition charges cause a loss. Higher HIV guidance and pipeline progress support momentum.

EMR's Q3 earnings beat estimates as Software & Systems surged, margins expanded and strong cash flow supported a higher fiscal 2026 outlook.

Ciena (CIEN) is back in focus after e& UAE chose its next generation DWDM and software platforms to expand a high capacity network, which highlights the stock’s exposure to global digital infrastructure projects. See our latest analysis for Ciena. Ciena’s recent client wins in the Middle East and its quantum safe networking trial in the US come as the stock trades at US$411.13, with a 1 day share price return of 5.21% and a year to date share price return of 67.09%. The 1 year total...