Investment firm Immersion Investment Partners projects strong profitability targets for PAR Technology, citing its cloud-based solutions for the restaurant sector, despite recent stock volatility and broader AI investment concerns.
IT solutions giant CDW (NASDAQ:CDW) reported stronger-than-expected fourth-quarter results for 2025, with revenue rising 6.3% to $5.51 billion and adjusted EPS of $2.57 surpassing forecasts. The performance underscores resilient corporate IT spending despite broader economic uncertainties.
Manufacturing giant Flex (NASDAQ: FLEX) delivered a robust fourth-quarter performance for CY2025, surpassing revenue and profit expectations. The company's results highlight the resilience of its diversified industrial portfolio amid a complex global economic landscape.
CME Group reported fourth-quarter revenue of $1.65 billion, aligning with analyst forecasts, as the world's largest derivatives exchange continues to benefit from sustained market volatility and hedging activity.
Baron Discovery Fund's latest investor letter spotlights SiTime Corporation's (SITM) remarkable rally, attributing its surge to the company's pivotal role in next-generation AI and communication infrastructure. While the fund underperformed its benchmark in Q4, it remains bullish on a high-growth 2026.
GE HealthCare Technologies Inc. has issued an upbeat profit forecast for 2026, surpassing analyst expectations, as hospitals continue to invest heavily in diagnostic and imaging equipment amid steady procedural volumes.
Industrial components maker Timken (NYSE:TKR) posted stronger-than-expected fourth-quarter revenue and profit, driven by organic sales growth. However, analysts point to a challenging multi-year trend of sluggish top-line expansion and declining earnings, raising questions about the company's future trajectory in a competitive industrial sector.
Palantir Technologies (PLTR) reported fourth-quarter revenue of $1.41 billion, exceeding analyst forecasts, as government and corporate investment in AI tools continues to accelerate. Wedbush Securities hailed the performance as another 'drop-the-mic' quarter, underscoring the company's leading position in the AI infrastructure race.
Bank of America Securities has raised its price target on MongoDB, citing the company's accelerating cloud revenue and its strategic positioning to capitalize on the surge in enterprise AI and application modernization projects.
Pharmaceutical giant Eli Lilly (LLY) smashed Wall Street forecasts with a 42.6% surge in Q4 revenue to $19.29 billion, sending its stock sharply higher. The company also issued robust full-year guidance, underscoring the transformative impact of its new generation of therapies.
Blockchain analytics firm TRM Labs secures major funding led by Blockchain Capital and Goldman Sachs, reaching unicorn status as governments and financial institutions increasingly rely on its tools to track illicit crypto transactions.
Following the unredacted disclosure of victims' identities in the Epstein documents, The Wall Street Journal's editorial board has sharply criticized Congress's handling of the release and called for lawmakers to apologize, while highlighting broader failures in the pursuit of justice.
As the quest for reliable, carbon-free power intensifies, driven by data center expansion and policy shifts, nuclear energy is back in the spotlight. Analysts highlight Constellation Energy and Terrestrial Energy as key beneficiaries of this structural change.
Benchmark Electronics (BHE) reported Q4 revenue and profit that topped analyst forecasts, driven by strength in medical devices and advanced computing. While margins face pressure, management pointed to robust new bookings and a planned capacity expansion to fuel future growth.
In a wide-ranging discussion, NVIDIA CEO Jensen Huang outlined a fundamental shift from programmed to 'implicit' computing, urging businesses to prioritize experimentation and hands-on infrastructure knowledge over near-term ROI calculations to avoid being left behind.
Asian equities advanced on Wednesday, shrugging off a tech-led retreat on Wall Street, as gold and silver prices surged. Investors shifted focus to safe-haven assets amid geopolitical tensions and a softer dollar, while regional markets showed mixed performance.
Aerospace component manufacturer TransDigm Group reported first-quarter results that exceeded expectations, driven by solid performance across commercial and defense segments. The strong start has prompted management to raise its full-year sales and profit guidance, citing healthy cash flow and strategic acquisitions.
A major government-backed rally filled the streets of Venezuela's capital, with demonstrators calling for Washington to free President Nicolás Maduro and Cilia Flores, one month after their controversial capture by U.S. forces.
Semiconductor equipment giant Lam Research announces a multi-year R&D partnership with French research institute CEA Leti to pioneer next-generation chip technologies for AI and high-performance computing. The move coincides with key leadership changes, including the appointment of Cadence CEO Dr. Anirudh Devgan to its board, signaling a strategic push to integrate design and manufacturing.
Asian markets traded unevenly Wednesday, mirroring Wall Street's tech-led decline, while gold and silver prices rebounded sharply as investors sought safety amid renewed geopolitical and economic uncertainty.
