Actualités

MACOM sees accelerating Data Center demand, record orders and rising manufacturing leverage supporting a stronger fiscal Q4 outlook.

MP Materials targets Q3 NdPr output above 1,000 tons, Q4 commercial magnet shipments and expansion into heavy rare earth products.

MKS is ramping semiconductor and packaging capacity as AI-driven demand boosts visibility into 2027 despite near-term margin pressure.

Cheniere Energy raises 2026 guidance again as higher output, stronger marketing margins and optimization boost results and expansion progress.

nLIGHT's Q2 results highlight record defense revenues and rising laser demand, while China-linked supply delays cloud Q3 shipments.

Kratos ramps up hypersonics, jet engines and unmanned systems as new capacity, program funding and bookings support stronger second-half growth.

INOD pairs 58% Q2 revenue growth with broader customer diversification, expanding AI research programs and disciplined 2026 guidance.

CLSK's Sandersville lease anchors its AI data center pivot, with $6.6B in contracted revenues and debt-led financing planned without new equity.

Century Aluminum highlights full-capacity smelters, strong U.S. demand and Oklahoma progress as it targets a year-end investment decision.

APA raised its U.S. oil outlook and cost-savings target while holding capital steady and advancing exploration plans for 2027.

Market leadership may be shifting from momentum to quality. These sector ETFs offer exposure to resilient earnings and attractive valuations.

Momentum has been one of the defining themes of this bull market. Investors have rewarded companies tied to artificial intelligence with premium valuations, particularly those building the infrastructure powering the AI boom. In many cases, rising capital spending and growing debt have become secondary concerns so long as revenue continues climbing. That backdrop makes it ... Michael Burry Says Shorting Nebius Is “Like Shooting Fish in a Barrel.” Earnings Could Prove Him Right.

MSI raises its 2026 outlook again as record orders lift backlog to $15.6 billion, with software and public-safety demand driving growth.

Take-Two Interactive Software (NASDAQ:TTWO) reported better-than-expected first-quarter results, but shares moved lower after the video game publisher issued guidance that fell short of Wall Street forecasts despite reaffirming its full-year outlook ahead of the highly anticipated launch of Grand Theft Auto VI. The stock slipped around 2% as investors focused on the company’s cautious projections for the coming quarters.

Vistra Corp. (NYSE:VST) reported second-quarter 2026 results on Friday that missed Wall Street’s revenue expectations, although the power producer delivered strong growth in adjusted EBITDA and reaffirmed its full-year financial guidance.

Should investors be excited or worried when a stock's 50-day simple moving average crosses above the 200-day simple moving average?

The mean of analysts' price targets for Trimble (TRMB) points to a 34.9% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

The mean of analysts' price targets for Iovance Biotherapeutics (IOVA) points to a 28% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

W&T Offshore Q2 adjusted earnings returns to profitability as higher oil prices and disciplined costs lift revenues, EBITDA and free cash flow.

Turning SPYI into a $2,000 monthly paycheck requires a commitment most investors underestimate, and the fund's own structure quietly works against anyone who treats that income as guaranteed.

Take-Two Interactive Software Inc (NASDAQ:TTWO) reported first-quarter revenue of $1.53 billion, topping analyst estimates of $1.41 billion, as the video game publisher prepares for the November 19 launch of "Grand Theft Auto VI." Net bookings for the quarter came in at $1.39 billion, down 3%...

Stock market leaders are becoming plentiful as the S&P 500 probes all-time highs. Recent IPO Bending Spoons clears an IPO base.

Iovance rises 43% after Q2 results top estimates as Amtagvi sales beat forecasts, boosting revenues and prompting a review of full-year guidance.

OPTU's Q2 revenues slip amid broadband and video pressure, while mobile growth, margin expansion and network investments offer offsets.

NuScale Power is in the right place at the right time.

Palantir's leveraged ETF just handed traders a stunning single-week gain, yet something in the math quietly destroys capital even when the underlying stock barely moves. The structure of this fund is working exactly as designed, and that is precisely the problem.

Homegrown companies continue to struggle to access capital and move from research to commercialization

The major stocks in this report all look likely to jump at the open, as Wall Street celebrates job losses in a “bad news is good news” move.

Atlassian (NASDAQ:TEAM) was indicated more than 30% higher in pre-market trading on Friday after delivering fiscal fourth-quarter results that comfortably exceeded Wall Street expectations, prompting investors to rethink concerns that artificial intelligence could undermine traditional enterprise software providers. The company reported quarterly revenue of $1.

Quanta and Builders FirstSource have been highlighted as Zacks Bull and Bear of the Day