Defense electronics specialist Mercury Systems (MRCY) is set to report quarterly results after Tuesday's close, with analysts projecting a revenue dip despite recent stock strength and positive industry tailwinds.
The research and advisory giant is expected to post modest revenue growth when it reports Tuesday morning, as investors weigh its performance against a mixed backdrop for IT services firms.
As Amdocs prepares to report its quarterly earnings, investors are weighing its growth trajectory against a backdrop of mixed sector performance and heightened scrutiny on profitability.
Following a bold earnings surprise, UPS is betting on a strategic pivot away from low-margin deliveries. While 2026 promises a challenging start, management forecasts a powerful second-half rebound fueled by cost cuts and a focus on healthcare and SMBs.
NextEra Energy is aggressively pursuing long-term power supply agreements with major technology firms, positioning itself as a one-stop shop for clean, reliable electricity to fuel the data center boom. Its strategy hinges on a three-pronged approach: record renewable energy additions, potential nuclear fleet expansion, and a pioneering gas plant with carbon capture technology developed with ExxonMobil.
Oracle Corp. plans a colossal $45-$50 billion capital raise in 2026 to expand its cloud infrastructure, aiming to meet surging demand from AI giants like OpenAI and Nvidia. The move comes as the company's aggressive data center spending pushes its free cash flow negative, a condition projected to last for years.
Lantronix's new partnership to develop edge AI threat detection systems for drones has spotlighted the stock, but analysts are divided on whether its current valuation fully prices in the risks and opportunities of the nascent defense tech market.
While Boeing's Q4 revenue beat offers short-term relief, analysts point to its unprecedented order backlog as the true indicator of long-term recovery and growth potential in the commercial aviation sector.
Faced with the realities of modern warfare in Ukraine, NATO is fast-tracking innovation, creating an unprecedented opportunity for agile tech founders to access a once-closed defense market.
A reported fiery exchange between JPMorgan's Jamie Dimon and Coinbase's Brian Armstrong at the World Economic Forum lays bare the intensifying battle between traditional finance and the crypto industry over regulation, deposits, and the future of money.
The Biden administration has approved a major arms sale to Israel, featuring attack helicopters and armored vehicles, amid a fragile ceasefire in Gaza and ongoing scrutiny over U.S. military support.
As AI data centers drive an unprecedented surge in U.S. power demand, natural gas producer EQT is positioning itself as a critical pillar of energy security. Its proven operational resilience during extreme weather events underscores a strategic shift from a pure commodity play to an essential infrastructure partner.
Danaher Corporation announces a strategic investment in Automata, aiming to integrate AI-ready automation systems with its extensive portfolio of instruments and reagents. The move signals a push to deliver comprehensive, data-driven lab solutions as the life sciences sector increasingly prioritizes efficiency and scalability.
USA Rare Earth secures a landmark $1.6 billion in federal loans and equity, coupled with a $1.5 billion private placement, to build a domestic supply chain from Texas mines to Oklahoma magnets, reducing reliance on China for critical defense and green tech components.
AerCap Holdings' stock has soared over 50% in the past year, but recent trading shows momentum stalling. With shares trading below a key fair value estimate, investors are weighing whether the market has already priced in the recovery or if there's still room to climb.
As tech volatility reshuffles investor priorities in early 2026, a screen for strength and analyst conviction highlights three dividend payers—from lithium to offshore drilling—that are already setting the pace.
Despite an 11.8% rally in 2026, BigBear.ai faces a pivotal shareholder vote that could dictate its acquisition-fueled growth strategy and test investor confidence.
In a significant strategic shift, Hut 8 Corp. is decommissioning a key mining site and redirecting capital toward AI and high-performance computing infrastructure, signaling a move to diversify beyond volatile cryptocurrency markets.
Bloom Energy's landmark $2.65 billion power agreement and a potential $5 billion infrastructure partnership signal a strategic pivot to become a cornerstone provider for the energy-hungry AI data center industry, prompting a fresh look at its long-term valuation.
Chevron CEO Mike Wirth signals the energy giant could significantly ramp up processing of Venezuelan crude at its U.S. refineries, following a pivotal Treasury Department license that eases trade restrictions with Caracas.
