Shares of Super Micro Computer (SMCI) surged over 13% Wednesday following a stellar quarterly report, where sales more than doubled and the company issued a forecast pointing to continued explosive growth fueled by AI infrastructure demand.
Shares of solar microinverter leader Enphase Energy surged dramatically Wednesday following a strong annual financial report, even as the company navigates a cyclical downturn and provides a cautious near-term outlook.
Shares of Silicon Laboratories Inc. surged nearly 50% after the announcement of its definitive acquisition by Texas Instruments, a move set to reshape the competitive landscape in embedded wireless connectivity.
A major international study warns that economic models used by governments and investors are dangerously underestimating climate risks, potentially setting the stage for a systemic financial crisis as global temperatures rise.
A significant upward revision in Corning's fair value estimate, coupled with strategic new agreements, is reshaping the market's view of the specialty glass maker's long-term trajectory.
AppLovin's stock faces significant pressure as new AI-driven competitors emerge and short-sellers raise questions about its financial practices. The launch of Google's Project Genie and the rise of AI-native ad platforms are reshaping the mobile gaming and advertising landscape, prompting investors to reassess the company's growth trajectory.
Circle Internet Group deepens its push into regulated cross-border payments with a new integration in South Korea, aiming to position USDC as a core settlement rail for enterprises and financial institutions.
LPL Financial Holdings strengthens its independent advisor network by adding Wealth Innovations' assets and retaining over 80% of advisors from its Commonwealth Financial acquisition, highlighting its competitive scale and tech-driven appeal.
Shares of Q2 Holdings have tumbled over 38% in the past year, raising questions about whether the digital banking software provider's current valuation presents a buying opportunity. A deep dive into cash flow projections and market multiples reveals a complex picture.
Amidst broader market uncertainty, investors are scouring the UK's small-cap sector for potential gems. We examine three companies—Creo Medical, Provexis, and LSL Property Services—each with a market cap below £300 million, assessing their unique opportunities and significant risks.
Catastrophic flooding across southern and central Mozambique has claimed over 150 lives and impacted nearly 800,000 people, submerging towns, destroying vital farmland, and testing the limits of disaster response in one of the world's most climate-vulnerable nations.
Ahead of its fourth-quarter results, Amazon sees its price target lifted by UBS, which cites accelerating AWS growth and massive planned capital expenditure as key catalysts for the tech giant's valuation.
As the debate over AI stock valuations intensifies, Morgan Stanley reaffirms its 'Overweight' ratings on both Nvidia and Broadcom, with a marginal preference for Nvidia due to its comparatively lower valuation multiple in the red-hot sector.
Scotiabank has adjusted its price target for Oracle Corporation downward but reaffirmed its confidence in the tech giant's long-term strategy, citing its cloud infrastructure expansion and unique position in the competitive AI landscape.
Piper Sandler reaffirms its Overweight rating and $800 price target for AppLovin (APP), arguing that market concerns over competitive pressures from Google's AI research project and Meta's bidding strategy are premature and overblown.
As the FTSE 100 grapples with headwinds from weak Chinese trade data and falling commodity prices, investors are turning their attention to growth companies where executives and directors hold significant stakes. High insider ownership is often seen as a vote of confidence, aligning leadership interests with shareholders. This analysis spotlights three such UK-listed firms with insider ownership exceeding 12%, examining their growth trajectories and market positioning.
Medline's return to public markets marks a pivotal moment for investors seeking stability and growth. With a dominant position in medical supplies and a history of relentless organic expansion, the company presents a compelling case in an uncertain economic climate.
Microsoft's record capital expenditure on its in-house Maia AI chip and data centers tests investor resolve as shares retreat from recent highs, even as the company expands its AI ecosystem across key industries.
Chinese autonomous vehicle firm WeRide has obtained a full city-level driverless permit in Abu Dhabi, marking a significant step in its global expansion. The company plans to operate its robotaxi service through a partnership with Uber, testing its commercial viability in a new regulatory and market environment.
Shares of Solstice Advanced Materials (SOLS) have rocketed over 30% in the past month, prompting investors to scrutinize whether the move aligns with the company's fundamentals. A deep dive into valuation metrics reveals a complex picture, with discounted cash flow models suggesting significant upside while traditional multiples paint a more cautious story.
