Mizuho Securities dramatically raised its price target on SanDisk, forecasting a severe NAND flash memory shortage driven by explosive AI server demand and constrained production capacity through 2027.
ResMed Inc. reports an 11% revenue surge for its second fiscal quarter, driven by robust mask sales and strategic acquisitions, while navigating competitive pressures and capitalizing on emerging healthcare trends.
Facing a tough freight environment, Schneider National's leadership outlines a strategy centered on cost discipline, tech investment, and strategic positioning in intermodal and dedicated services to steer toward future profitability.
A new lawsuit alleging wrongful termination and safety cover-ups, coupled with ongoing supply shortages, challenges the coffee giant's operational resilience and brand trust as its new CEO executes a critical recovery plan.
Axos Financial Inc. (AX) reported robust second-quarter earnings for fiscal 2026, highlighted by a 23.3% surge in earnings per share and significant loan portfolio expansion, even as it manages industry-wide margin pressures and rising operational costs.
Commonwealth Bank of Australia has partnered with Mastercard to conduct the nation's first pilot of authenticated 'agentic' payments, a move that could redefine how transactions are initiated and managed by artificial intelligence.
Apple's Q1 earnings smashed expectations, fueled by surging iPhone sales and robust performance in China. While CEO Tim Cook's operational prowess is undeniable, the company's muted AI strategy and reliance on a Google partnership left investors wanting more.
Despite a challenging year marked by oil price volatility and softer demand for completion services, Liberty Energy (LBRT) closed 2025 with a resilient Q4 performance. The company is aggressively scaling its distributed power solutions business, targeting 3 GW of projects by 2029, even as it manages pricing pressures in its core fracking operations.
Kirby Corporation (NYSE: KEX) reported record annual earnings for 2025, fueled by robust free cash flow and strategic capital returns. While Q4 faced seasonal pressures, management highlighted a late-quarter rebound in inland marine and surging demand in power generation, setting the stage for what they project as a year of steady financial performance in 2026.
Allegro MicroSystems, Inc. (NASDAQ: ALGM) surged nearly 10% to a two-year peak after reporting a profitable third quarter and raising its sales forecast, fueled by robust demand in automotive and industrial sectors.
Following a year hampered by supply chain issues and inventory adjustments, advanced materials maker Hexcel signals a turning point, forecasting stronger sales and profitability in 2026 as commercial aircraft production is poised for a multi-year upswing.
Shares of water heater and boiler manufacturer A. O. Smith have gained significant momentum, closing recently at $73.17. This rally has analysts and investors re-examining the company's fundamentals to determine if the stock remains undervalued or if the market has already priced in its growth prospects.
As OpenAI accelerates toward a potential year-end IPO, Amazon, Microsoft, and Nvidia are in advanced talks to lead a funding round that could exceed $100 billion, reshaping the AI industry's financial and competitive landscape.
Caterpillar Inc. capped off a historic 2025 with record sales and a soaring backlog, but executives signaled a cautious outlook for 2026 as escalating trade tariffs threaten to squeeze margins. The industrial giant's performance was buoyed by robust demand across construction, mining, and a surging data center power market.
A new analysis reveals the stark reality of homeownership in California, where residents in its largest cities are spending a historically high share of income on housing, pushing the dream of owning a home out of reach for many.
Amid renewed threats of steep US tariffs, South Korean officials are scrambling to salvage a key trade deal, with high-level talks in Washington failing to yield an immediate breakthrough.
Axos Financial (NYSE: AX) reported strong fiscal Q2 2026 results, with net income jumping to $128.4 million. Driven by broad-based loan growth and contributions from Verdant Commercial Capital, the digital bank highlighted expanding margins, improved credit metrics, and a confident outlook for continued mid-teens annual loan growth.
In a turbulent session driven by geopolitical fears, gold staged a historic V-shaped recovery while Bitcoin languished, raising fresh questions about the cryptocurrency's viability as a modern safe haven.
Shares of Viavi Solutions soared over 17% after the network test and measurement company posted fiscal Q2 results that smashed analyst expectations, fueled by robust demand from data center and aerospace clients.
The U.S. dollar extended its weekly decline as fresh geopolitical risks, including new tariff threats over Cuba and potential military action against Iran, dampened appetite for American assets, despite domestic political relief.
