Western Digital leverages strong quarterly results and new customer deals to outline its long-term AI storage strategy at its Innovation Day event, as investors weigh its positioning in the booming data infrastructure market.
Advanced Micro Devices (AMD) is set to report its fourth-quarter earnings after the bell Tuesday, with Wall Street keenly watching for updates on its AI chip strategy and data center growth against a backdrop of fierce competition.
Texas Instruments (TXN) reported a 70% year-over-year surge in data center orders, prompting the company to break out the segment separately. Management forecasts the first sequential revenue growth since 2008, citing improving industrial trends and AI-related infrastructure spending.
Shares of materials and labeling giant Avery Dennison (NYSE: AVY) have shown resilience amid broader market swings, reigniting debate over its intrinsic value. With a significant gap between its current price and analyst targets, investors are weighing its growth in digital identification technologies against persistent sector headwinds.
As China's pork industry grapples with overcapacity and falling prices, a growing appetite for premium, flavorful black pork among the middle class is offering a lifeline to farmers and reshaping market strategies.
Japan's manufacturing activity expanded at its fastest pace since mid-2022 in January, a key private survey shows, driven by robust domestic and international orders. While the sector's revival is clear, rising input costs and inflation concerns temper the optimism.
Meta CEO Mark Zuckerberg's forecast of a major AI infrastructure build-out through 2026 suggests continued robust spending on Nvidia's hardware, reinforcing the chipmaker's central role in the ongoing tech boom.
Shares of Applied Optoelectronics (AAOI) soared to a record high Friday, driven by analyst optimism over its critical role in powering AI data centers with advanced laser technology.
Amid soaring valuations and bubble fears, venture capital heavyweight Ben Horowitz argues the AI surge is fundamentally different, driven by historic customer adoption and revenue growth that signals a new computing era.
Applied Optoelectronics (AAOI) shares have experienced significant volatility following a major 800G transceiver order and strategic expansion into AI-focused products. With the stock trading above analyst targets after a strong multi-year run, investors are weighing future growth prospects against current valuation concerns.
SanDisk shares surged nearly 22% this week after the data storage giant reported staggering quarterly results, fueled by enterprise adoption and its critical role in powering AI infrastructure.
Teradyne partners with MultiLane to launch a new venture focused on testing high-speed data links critical for AI infrastructure, aiming to capture growth in a competitive and rapidly evolving market.
Royal Caribbean Group (RCL) reported strong fourth-quarter results, meeting revenue expectations with a 13.3% year-over-year increase to $4.26 billion. The cruise giant's performance, driven by record passenger volumes and strategic investments, signals robust health in the leisure travel sector.
Oshkosh Corporation topped revenue expectations in its latest quarter, but profit fell short as tariffs and cost pressures squeezed margins. The specialty vehicle maker's 2026 outlook balances targeted growth in some segments against persistent challenges in construction markets.
Morgan Stanley and Evercore ISI reaffirm bullish ratings on iRhythm, citing strong Q4 preliminary results and growth potential from its next-gen cardiac monitoring technology.
OneWater Marine's Q4 results reveal a company successfully steering through a challenging market. While revenue growth was minimal, strategic inventory management and a focus on higher-margin segments led to significant profit improvement, offering a blueprint for resilience in the marine industry.
Cavco Industries (CVCO) reported robust first-quarter fiscal 2026 earnings, with revenue climbing 9.5% year-over-year and operating profit jumping approximately 50%. The manufactured housing leader credited strategic production increases, improved pricing, and a rebound in its financial services segment for the strong performance, while also highlighting its pending acquisition of American Homestar.
Despite significant operational downtime from recent hurricanes, Cavco Industries reports a 12.3% year-over-year revenue increase to $507.5 million for Q2 FY2025, driven by a 15.7% jump in homes shipped. The company remains optimistic on market recovery and announces an additional $100 million share repurchase authorization.
Canadian National CEO Tracy Robinson has delivered a stark assessment of the proposed Union Pacific-Norfolk Southern merger, stating the railroads have "a long way to go" to satisfy regulatory concerns. In CN's earnings call, she criticized the application for failing to address competitive harms and warned of impacts on shippers, setting the stage for a contentious review process.
Doctors Without Borders (MSF) has definitively rejected an Israeli order to hand over sensitive staff information, following months of failed negotiations. The move comes amid a wider crackdown on aid groups and a devastating toll on healthcare workers in the conflict.
