Shares of residential solar and battery storage leader Sunrun Inc. (RUN) jumped more than 12% Wednesday, fueled by a massive expansion of its customer base and optimistic projections for 2025, as the company positions itself as a key player in addressing the nation's grid reliability challenges.
Shares of Silicon Laboratories Inc. surged nearly 50% after the announcement of its definitive acquisition by Texas Instruments, a move set to reshape the competitive landscape in embedded wireless connectivity.
The Hain Celestial Group has entered into a definitive agreement to sell its North American snacks portfolio, including the Terra and Garden of Eatin' brands, to Canadian manufacturer Snackruptors Inc. for $115 million, marking a strategic shift to streamline operations and bolster profitability.
Corteva Inc. concluded a "strong" 2025 and provided a detailed roadmap for its planned corporate separation in the latter half of 2026, while updating financial guidance. Key drivers include robust seed performance, a strategic resolution with Bayer, and an expected return to royalty neutrality ahead of schedule.
Boot Barn Holdings, Inc. (NYSE: BOOT) reported robust third-quarter fiscal 2026 results, with revenue climbing 16% year-over-year to $706 million. Management highlighted broad-based strength and raised its full-year guidance, signaling confidence even as winter storms temporarily impacted early Q4 sales.
With a $1 billion war chest and a veteran industrialist at the helm, QXO, Inc. is embarking on an ambitious mission to consolidate the fragmented U.S. building products distribution market. We examine the bullish case, the risks, and what it means for investors.
All eyes are on MarketAxess Holdings Inc. as the electronic bond trading pioneer prepares to release its fourth-quarter results. With shares under pressure and a mixed backdrop for financial data firms, investors are gauging whether the company can deliver a much-needed beat and provide optimistic guidance for the year ahead.
Amid market volatility, a detailed analysis highlights Visa Inc.'s resilient business model, wide economic moat, and shareholder-friendly capital allocation as pillars supporting a compelling long-term investment case, despite recent valuation pressures.
Lumentum Holdings Inc. (NASDAQ: LITE) reported its highest-ever quarterly revenue for Q2 2026, driven by surging demand for its optical components from AI and cloud infrastructure builders. The company also announced a landmark order for its next-generation Co-Packaged Optics technology, signaling a strategic shift in its role within high-performance computing supply chains.
A detailed analysis of the bullish investment thesis for insurtech disruptor Lemonade, Inc. (LMND), examining its path to profitability, AI-powered scaling, and the significant challenges that remain.
Despite lingering skepticism over its HEYDUDE acquisition, Crocs, Inc. (CROX) presents a compelling value case. With a rock-bottom valuation, aggressive buybacks, and resilient international growth, the iconic clog maker is betting that its financial discipline can outshine fashion risk.
Online education provider Stride Inc. reports surging growth in its career-focused learning segment, prompting a raised profit outlook and a substantial new stock buyback program, even as it navigates ongoing technical challenges.
The U.S. Equal Employment Opportunity Commission has launched a formal investigation into Nike Inc., probing whether the sportswear giant's diversity, equity, and inclusion programs have inadvertently led to discriminatory practices against White employees and applicants. The regulatory move places Nike's workplace policies under a legal microscope, potentially triggering significant reputational and financial repercussions for the Swoosh brand.
Snap Inc. reported a pivotal Q4 2025, showcasing a strategic shift towards profitable growth with a 59% gross margin and positive net income. The company is balancing user growth with monetization, nearing 1 billion monthly active users, while gearing up for the consumer launch of its augmented reality glasses, Specs, later this year.
DaVita Inc. announces its Integrated Kidney Care (IKC) program has turned profitable for the first time, marking a significant shift in its value-based care strategy. Concurrently, a new partnership with home care provider Elara Caring aims to expand patient access to coordinated, home-based kidney services, positioning the company for renewed growth in a competitive landscape.
Snap Inc. reported a 10% year-over-year revenue increase to $1.7 billion in Q4, driven by subscription growth, even as daily active users dipped slightly. The company is accelerating its hardware ambitions with new AR glasses while navigating fierce social media competition.
The U.S. Equal Employment Opportunity Commission is formally investigating Nike Inc. over allegations that its diversity, equity, and inclusion programs may have unlawfully discriminated against white workers, escalating a legal and cultural battle over corporate DEI practices.
CNBC's Jim Cramer voiced strong support for Amazon.com Inc. ahead of its quarterly report, arguing the e-commerce and cloud computing leader does not receive the market respect it deserves despite fierce competition.
CNBC's Jim Cramer singled out Alphabet Inc. (GOOGL) as a top-tier investment, praising its consistent performance and market-beating returns. He highlighted the tech giant's diversified strength across search, cloud, and AI as key drivers.
Snap Inc. reports a decline in daily active users for Q4 2025, even as revenue grows. The dip, attributed partly to geopolitical bans, comes at a pivotal moment as the company prepares to launch its AR Spectacles into a fiercely competitive market dominated by Meta.
