Despite near-term headwinds in the repair and remodel market, Trex Company maintains its dominant market position. Investors are weighing the company's strong fundamentals and depressed valuation against a softer demand outlook.
Amid expectations of lower interest rates and sustained infrastructure spending, distributor Core & Main (CNM) is drawing investor scrutiny. Recent disclosures of congressional investments have added fuel to a bullish thesis centered on public-sector demand and robust cash generation.
Photronics (PLAB) is making a bold $330 million capital expenditure bet for 2026, signaling strong conviction in sustained demand for its critical semiconductor manufacturing components. The move follows a quarter of robust earnings beats and comes as the company solidifies its unique position as the sole U.S.-headquartered producer of trusted photomasks.
Advanced Micro Devices (AMD) garners a reiterated Buy rating and $300 price target from Susquehanna, with strong data center demand and the upcoming MI450 AI accelerator seen as key growth drivers for the semiconductor giant.
Astera Labs (ALAB) has announced major updates to its connectivity platform, targeting the surging demands of AI and hyperscale data centers. The move signals the company's strategic push to cement its role in the semiconductor ecosystem powering next-generation computing.
Fueled by surging demand for its custom AI chips, Broadcom Inc. (AVGO) has received a major analyst upgrade with a $400 price target. Wolfe Research projects the company's AI revenue could double within three years, potentially reshaping its financial trajectory.
As AI-driven electricity demand soars, NuScale Power's certified small modular reactor technology positions it at the forefront of a potential energy transformation. While its path is paved with both landmark agreements and significant execution risks, investors are weighing whether this pre-revenue company can power the future.
Amid surging demand for AI infrastructure, IREN Limited's vertically integrated model and rapid deployment capabilities position it as a key player. Despite a recent pullback, analysts point to strong operational execution and scalable design as catalysts for long-term growth.
At a congressional forum, victims of violent encounters with Homeland Security agents delivered searing testimony, demanding accountability and systemic reform as lawmakers decry a "pattern" of excessive force.
Shares of specialty materials maker ATI have rocketed over 100% in the past year, fueled by robust aerospace and defense demand. As the stock hovers near record highs, analysts are divided on whether the rally has more room to run or if valuations have stretched beyond reasonable limits.
Defense Secretary Pete Hegseth has issued an ultimatum to Scouting America, demanding it abandon its diversity and inclusion initiatives or risk losing its federal funding and long-standing military support, escalating a cultural battle over the organization's future.
Skyworks Solutions (SWKS) delivered fiscal Q1 2026 results above its guidance, driven by robust mobile demand and sustained growth in its broad markets segment. While providing a seasonally softer Q2 outlook, management reaffirmed confidence in its pending transformative merger with Qorvo, anticipated to close in early 2027.
Super Micro Computer's fiscal Q2 revenue more than doubled year-over-year, fueled by explosive demand for its AI rack-scale systems. While profitability faces near-term pressure, executives outlined a diversification and efficiency strategy, raising full-year sales guidance to at least $40 billion.
Thousands of government-backed demonstrators filled central Caracas demanding the release of detained former President Nicolás Maduro, highlighting the delicate balancing act facing Venezuela's interim leadership amid shifting U.S. relations.
As LVMH navigates a shifting luxury landscape marked by softer demand in China, the group is placing a strategic bet on a renewed Dior to drive its fashion and leather goods division forward. This management and creative reset comes at a pivotal moment for the world's largest luxury conglomerate.
Enphase Energy posted a resilient fourth quarter, buoyed by U.S. demand ahead of a key tax credit deadline. While revenue hit $343.3M, margins faced pressure from tariffs and a softer European market. The company is betting on new battery and commercial products to drive growth as it forecasts a demand rebound later this year.
Shares of Rocket Companies surged over 8% Tuesday after CEO Varun Krishna signaled the firm's mortgage loan production hit a four-year high, sparking investor optimism for a housing demand rebound even as major indices declined.
Emerson Electric Co. kicks off its 2026 fiscal year with robust 9% underlying order growth, driven by surging demand for power generation and automation solutions from AI data centers, LNG projects, and near-shoring trends. The industrial automation leader also raises its full-year EPS guidance.
Aviat Networks (AVNW) reports a surge in second-quarter bookings to a 10-year high, driven by demand in private and mobile networks. The company reaffirms its full-year outlook, highlighting disciplined execution and emerging opportunities in public safety 5G and fixed wireless access.
Broadridge Financial Solutions reported robust fiscal Q2 2026 results, fueled by healthy capital markets and sustained demand for its governance and wealth tech. While margins faced a headwind from a tough year-ago comparison, the firm raised its full-year EPS outlook and detailed ambitious plans in digital assets and shareholder engagement.
