Visa Inc. reported a 15% surge in net revenue for its first fiscal quarter of 2026, citing robust payments volume and significant gains in its value-added services and commercial solutions.
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.
Mastercard reported robust Q4 and full-year 2025 results, driven by double-digit revenue growth and surging value-added services. Executives expressed confidence for 2026, highlighting strategic wins, investments in digital assets like stablecoins, and a focus on 'agentic commerce,' even as they plan a restructuring affecting 4% of staff.
SpaceX is reportedly targeting June 2026 for its long-awaited public market debut, with sources suggesting the timing could be synchronized with a rare planetary alignment and CEO Elon Musk's 55th birthday, as the company seeks capital for its ambitious Mars missions.
Shares of the data analytics firm jumped more than 5% following a strong quarterly report that exceeded expectations and featured ambitious growth projections for the coming year.
Palantir Technologies' stock surged after hours as its Q4 earnings and bullish 2026 guidance surpassed analyst forecasts, signaling a powerful acceleration in its AI software business and vindicating CEO Alex Karp's long-term strategy.
NXP Semiconductors projects first-quarter revenue above analyst expectations, fueled by resilient automotive chip sales and signs of stabilization in the industrial sector, despite ongoing softness in communications infrastructure.
NXP Semiconductors outperformed Wall Street expectations in its fourth quarter, posting $3.34 billion in revenue and providing optimistic guidance. The chipmaker highlighted improving inventory levels and strategic gains in automotive and edge AI sectors, though shares dipped post-announcement.
Capital Southwest Corporation (NASDAQ: CSWC) reported strong fourth-quarter revenue growth of 18.2%, surpassing Wall Street expectations. However, the business development company's GAAP earnings per share came in modestly below analyst consensus estimates.
Bernstein analyst lifts ASML's price target to $1,911, citing a buying opportunity after recent pullback. The chip equipment giant's record Q4 orders and updated guidance signal confidence in the AI-driven semiconductor upcycle.
Despite both tech giants aggressively investing in AI, their stock prices are telling divergent stories. We examine the underlying fundamentals that make them resilient picks for any portfolio, regardless of short-term volatility.
While analysts project another year of strong gains for the S&P 500, two key long-term valuation metrics are flashing red, reaching levels historically associated with major market downturns.
Micron Technology shares surged again Monday, fueled by a new analyst report highlighting strong demand for its high-bandwidth memory chips and forecasting a significant rise in DRAM prices through 2026.
A powerful but uncommon shift in market leadership is underway as small-caps, energy, and value stocks drive gains. While a sign of health, historical parallels to similar 'breadth' events often coincided with economic stress.
Amid market volatility driven by AI speculation, a seasoned investor makes the case for a dual-anchor strategy built on Apple's surging iPhone sales and Berkshire Hathaway's formidable $378 billion cash reserve.
Corn futures extended their recent slide to start the week, pressured by a stronger dollar and ongoing adjustments in trader positioning. Despite robust export commitments, concerns over South American harvest progress and speculative activity are keeping the market on the back foot.
Hess Midstream Partners LP (HESM) signals a pivotal shift towards robust free cash flow generation, forecasting a 40% drop in capital expenditures for 2026 as its core system build-out concludes. Despite near-term weather headwinds, strong minimum volume commitments underpin financial targets through 2028.
A volatile January has underscored a stark shift for investors: political shocks emanating from Washington now pose a greater threat to portfolios than traditional economic or earnings concerns, reshaping risk calculus across global markets.
ASML's Q4 2025 bookings, driven by AI chip demand, smashed forecasts. While management raises 2026 guidance, shareholders question the durability of the surge and the company's exposure to geopolitical headwinds.
Despite a recent stock dip, ASML's record order book, driven by surging demand for advanced memory systems, points to sustained growth as AI and data center expansions create a 'perfect storm' for the lithography giant.
