Seagate Technology's CEO sold a substantial portion of his holdings in February 2026, a move that is drawing scrutiny from the market as the company rides a wave of AI-driven demand for its data storage products.
While posting a record $175.3 million backlog, Twin Disc's Q2 profitability was pressured by tariff-related shipment delays and one-time operational costs. Management outlines mitigation strategies as defense and industrial segments show robust growth.
Trivago (TRVG) reported robust Q4 results, marking a fifth consecutive quarter of revenue growth. While aggressive brand investment pressured short-term ad returns, management forecasts double-digit revenue growth and improved profitability for 2026, backed by AI product enhancements and a fortified balance sheet.
MEMS timing leader SiTime posts exceptional Q4 results, with revenue soaring 66% year-over-year, driven by booming demand in AI and data center markets. The company simultaneously announces a landmark acquisition of Renesas' timing business, positioning itself for expanded scale and leadership.
Sangoma Technologies reported fiscal Q2 2026 results in line with expectations, fueled by one of its strongest booking quarters on record. The company highlighted a 67% sequential surge in monthly recurring revenue bookings, robust cash generation, and significant progress in capturing larger, multi-site mid-market clients.
In a market obsessed with flashy brands, the real competitive edge is shifting beneath the surface. We analyze how investments in foundational infrastructure—from AI data centers to restaurant tech stacks and critical minerals—are reshaping industries and redefining value.
Despite a 9% stock slide in 2026 and bold promises around Robotaxi and Optimus, Tesla faces a harsh reality of falling deliveries, shrinking profits, and massive capital expenditures that make its current price a risky proposition for investors.
DHI Group reports mixed Q4 2025 results, with its defense-focused ClearanceJobs brand returning to growth amid a record budget surge, while its commercial tech hiring platform, Dice, continues to face headwinds. The company outlines a dual-track strategy, betting on national security spending and specialized AI talent acquisition for future growth.
Emerging from Chapter 11, Wolfspeed reports Q2 FY2026 results, highlighting a strategic pivot towards AI data centers, industrial energy, and aerospace while navigating near-term EV market softness. The company touts a strengthened balance sheet and progress in 300mm wafer technology.
Despite facing the lowest housing market in decades, Stewart Information Services (NYSE: STC) reported robust fourth-quarter earnings, driven by a surging Commercial segment and strategic investments in talent and technology. CEO Frederick Eppinger outlined resilience built during 2024 while cautioning that a full market recovery remains months away.
The fast-fashion jewelry retailer Lovisa Holdings is demonstrating exceptional capital efficiency, with its Return on Capital Employed (ROCE) significantly outpacing industry averages. This financial strength, coupled with aggressive reinvestment, paints a compelling picture for long-term investors.
Palantir Technologies reports a surge in revenue driven by existing clients significantly ramping up their investments, with CEO Alex Karp stating that artificial intelligence has 'put gasoline' on the company's core capabilities. The data analytics firm's latest earnings far exceeded Wall Street expectations.
Qualcomm reported record fiscal first-quarter revenue of $12.3 billion, driven by flagship smartphone demand and growth in automotive and IoT. However, the company cautioned that near-term handset results face headwinds from an industry-wide DRAM shortage, as memory suppliers prioritize AI data centers.
Despite a 5.7% year-over-year revenue decline in Q4 2025, Old Dominion Freight Line maintains its premium service edge and cost discipline. Executives signal cautious optimism for a demand rebound in 2026, pointing to improving shipment weights and controlled investments.
Despite a 14% share price decline over three months, Mega First Corporation Berhad (KLSE:MFCB) exhibits robust financial health with a strong Return on Equity. Analysts are questioning why this hasn't translated into higher growth, probing whether the market is overlooking its underlying value.
After a brutal multi-year decline that has erased over 90% of its value, RingCentral's stock is trading at a significant discount to its intrinsic value, according to key financial models. We examine whether the beaten-down cloud communications leader presents a compelling opportunity for value investors.
SoundHound AI is expanding its enterprise footprint with renewed and expanded partnerships in the restaurant sector, a major entry into European insurance, and deeper integration with top-tier global banks, signaling growing adoption of its conversational voice technology in critical industries.
As the AI infrastructure boom fuels demand for high-speed networks, Ciena's long-term valuation narrative is being rewritten. Analysts now see a fair value of approximately $237 per share, underpinned by sustained revenue growth forecasts near 18%, even as the stock's recent rally prompts pockets of caution.
A consortium led by KKR and Singapore Telecommunications has agreed to acquire a majority stake in ST Telemedia Global Data Centres, marking the largest data center transaction in Southeast Asia to date and underscoring the region's strategic role in the AI-driven digital infrastructure boom.
Redwire Corporation faces a sharp sell-off following its selection for the MDA's massive SHIELD program, coinciding with a major share sale by private equity backer AE Industrial Partners. Analysts debate whether the stock's plunge represents a buying opportunity or reflects deeper concerns over profitability and dilution.
