Despite record iPhone demand, Apple CEO Tim Cook warns that soaring memory chip costs are set to squeeze margins, highlighting a supply crisis gripping the entire tech industry.
Western Digital Corp (WDC) announced a robust 25% year-over-year revenue increase for its fiscal second quarter of 2026, driven by strategic long-term agreements and a favorable product mix. While consumer segment challenges persist, the company is positioning itself to capitalize on the burgeoning data storage demands from artificial intelligence.
Arthur J. Gallagher & Co. reported robust revenue growth exceeding 30% for the fourth quarter of 2025, driven by a healthy mergers and acquisitions pipeline and resilient performance in key sectors. Leadership expressed confidence in navigating a softening property insurance market while maintaining stable casualty pricing and talent retention.
Fueled by exceptional demand for its HOKA and UGG brands, Deckers Outdoor Corp. posted a robust third-quarter performance, prompting the company to raise its fiscal 2026 guidance. Executives pointed to strategic product launches, direct-to-consumer strength, and clean marketplace inventories as key drivers.
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.
The medical technology giant reports double-digit organic sales growth for the fourth consecutive year, driven by its Mako robotic system and strategic leadership shifts, while navigating tariffs and a shifting competitive landscape.
OSI Systems posts record Q2 revenue and lifts full-year EPS guidance, navigating softness in security bookings and healthcare challenges with optimism for a stronger second half.
GSI Technology Inc. reports a 12% year-over-year revenue increase for Q3 2026, driven by defense sector adoption of its Gemini-II APU. While R&D investments pressure margins, the company highlights a strong cash position and expanding applications in smart cities and robotics.
Olin Corporation is closing its Guarujá epoxy facility as part of a broader cost-cutting initiative, responding to soft chlorine demand and operational headwinds. The company pins a turnaround for its Epoxy segment on 2026, while its Winchester ammunition unit raises prices to counter inflation.
AppFolio Inc. reported a 22% year-over-year revenue surge in its fourth quarter, driven by AI innovation and premium product adoption, while navigating industry-wide cost pressures. The company also issued optimistic guidance for 2026.
Defying a challenging real estate market, Five Point Holdings LLC (FPH) reported a record annual net income for 2025, driven by strategic land transactions and growth in its management business. The company also provided a bullish outlook for 2026.
Royal Caribbean Cruises (RCL) shares surged nearly 19% after posting a 48% jump in annual profit, driven by robust ticket sales and onboard spending. The cruise giant's bullish outlook for 2026 signals continued strong demand in the travel sector.
TAL Education Group's stock soared following a remarkable fiscal Q3 2026 report, showcasing a dramatic turnaround to profitability and robust revenue growth, fueled by strategic investments in educational technology.
Shares of communications testing firm Viavi Solutions surged over 17% to a level not seen since 2002, as investors cheered a new restructuring initiative aimed at saving $30 million annually, despite the company posting a quarterly net loss.
Amidst global market turbulence, a new screen reveals a significant number of Asian stocks are trading below their intrinsic value, with discounts as high as 26.4%. We examine three standout companies from South Korea, Thailand, and Japan that appear poised for a potential re-rating.
PACCAR reports softer fourth-quarter sales and earnings alongside the retirement of a key executive, yet maintains its full-year profit record and commitment to next-generation truck technology, setting the stage for a pivotal 2026.
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.
Shares of Liberty Energy (LBRT) surged over 16% to an all-time peak as CEO Ron Gusek's aggressive growth roadmap, targeting a tripling of power demand, overshadowed a sharp decline in annual profits.
In a strategic overhaul, International Paper announced plans to separate into two independent, publicly traded companies focused on North America and EMEA markets, marking the next phase of its multi-year transformation.
Shares of Brookdale Senior Living (BKD) rallied sharply, reaching their highest level since 2016, fueled by a significant price target increase from RBC Capital and optimistic preliminary earnings guidance for 2025.
