ARK Invest's Cathie Wood made a significant $26 million investment in Broadcom stock last week, highlighting a strategic pivot towards AI infrastructure amid portfolio reshuffling. The move follows Broadcom's blockbuster earnings and comes as Wall Street maintains a bullish outlook on the chipmaker.
As artificial intelligence reshapes the competitive landscape, tech leaders face a stark choice: disrupt their own profitable core businesses or risk being left behind. New financial results from Microsoft, Meta, and Tesla reveal the high-stakes strategies—and market reactions—defining this pivotal moment.
Standex International reports robust second-quarter results, with organic growth reaching 6.4% and record quarterly orders. The company's strategic pivot towards high-growth markets like electrical grid infrastructure and new product development is now materially boosting the top line.
DexCom Inc. (DXCM) has released preliminary Q4 figures that exceeded expectations and provided robust long-term guidance, reinforcing its position as a favored pick among analysts and hedge funds in the medical devices sector.
Navios Maritime Partners (NMM) has delivered impressive multi-year returns, leaving investors to question if its current valuation still presents an opportunity. With a diversified fleet and strong fundamentals, we examine the bull case and the risks ahead.
SLB has won significant five-year contracts from Petroleum Development Oman for the giant Block-6 field. The deals mandate local wellhead manufacturing and deploy advanced recovery technologies, anchoring SLB's long-term service role and supporting Omani job creation.
Applied Optoelectronics (AAOI) has secured a significant order for its high-speed 800G optical transceivers from a key hyperscale client, coinciding with a strategic expansion of its Texas manufacturing facility to meet surging AI data center demand.
CNBC's Jim Cramer questions Meta's direction, citing investor skepticism over its AI strategy and spending. Yet strong Q4 earnings reveal a more complex financial picture, sparking debate on Wall Street.
Shares of quantum computing pioneer Rigetti Computing have delivered substantial returns over the past year, dramatically outperforming the broader market. Yet, analysts caution that sky-high valuations may have raced far ahead of the company's current commercial reality.
Charter Communications reversed a year-long decline in its pay-TV business, adding 44,000 video subscribers in Q4. The unexpected turnaround, driven by simplified pricing and bundled streaming, offers a rare bright spot for a sector grappling with soaring costs and cord-cutting.
The consumer goods giant Kimberly-Clark announced a dividend increase to $1.28 per share, lifting its yield above 5%. However, the move comes against a backdrop of declining earnings, casting doubt on the long-term sustainability of its shareholder returns.
Despite CEO Elon Musk's bold pronouncements on AI, robotics, and a future of 'Amazing Abundance,' Tesla faces mounting pressure from declining automotive revenues and margins. As the company pivots with massive capital expenditure, investors are left weighing futuristic promises against present-day financial headwinds.
Independent Bank Corporation (NASDAQ: IBCP) announces a dividend increase to $0.28 per share, continuing its decade-long track record of shareholder returns. Analysts highlight the payout's sustainability amid solid earnings growth projections.
From a $10 direct listing to a $150 S&P 500 constituent, Palantir's journey has been fueled by the AI boom. As government and commercial demand surge, analysts project staggering growth. But with sky-high valuations, the path forward requires navigating lofty expectations.
French biopharma firm Inventiva (ENXTPA:IVA) has delivered a stunning 126% total return to shareholders over the past year, sharply contrasting with losses over a three-year horizon. As the stock experiences short-term pullbacks, analysts debate whether its current €5.23 price reflects future promise or present hype, with a key drug candidate hanging in the balance.
HSBC has raised its rating on New Oriental Education & Technology Group (NYSE: EDU) from 'Hold' to 'Buy', following the company's better-than-expected Q2 FY2026 results. The upgrade highlights a robust recovery in core businesses and strategic expansion into new educational initiatives.
The launch of ChatGPT in late 2022 didn't just spark an AI revolution—it ignited a historic run for Nvidia stock. We examine how a modest, timely investment transformed into a five-figure sum, and what it reveals about investing in paradigm shifts.
Franklin Templeton reported robust first-quarter results, with record long-term inflows of $118.6 billion, driven by strong demand across public and private markets. CEO Jenny Johnson highlighted the firm's strategic positioning in AI, blockchain tokenization, and integrated portfolio solutions as investors seek resilience amid ongoing market volatility.
While major indices hold steady, a search for growth is turning the spotlight onto smaller companies. We examine three small-cap stocks—from insurance to banking to luxury watches—that are posting strong results and navigating unique challenges in the current market.
As demand for AI infrastructure surges, Broadcom's custom chip business positions it for sustained growth, with analysts highlighting its potential for long-term portfolio gains despite its absence from some top stock lists.
