Alphabet's confident earnings call, fueled by strong adoption of its Gemini AI models, signals a dramatic shift in Wall Street's perception, positioning Google as a frontrunner while investor concerns grow around rivals' reliance on OpenAI.
Sonos reports a significant jump in profitability for its fiscal first quarter, with net income nearly doubling year-over-year despite flat revenue. The audio specialist also announced a new product aimed at the custom installation market and filed a shelf registration for employee stock offerings.
IT solutions giant CDW posted stronger-than-expected Q4 and full-year results, driven by robust demand for software, cloud, and AI-focused services. The company's board approved a higher quarterly dividend, underscoring its commitment to shareholder returns amid a strategic shift toward higher-margin offerings.
Cybersecurity firm Tenable launches Tenable One AI Exposure, a comprehensive platform designed to help enterprises manage vulnerabilities introduced by the rapid adoption of artificial intelligence across their technology stacks.
As demand from data centers and AI strains the aging U.S. electrical grid, Hubbell Incorporated emerges as a critical supplier. Analysts argue its specialized products and regulatory moat position it for sustained growth, transcending its traditional industrial classification.
A massive, sophisticated options trade signals deep institutional confidence in Intel's turnaround, betting against a collapse as the chipmaker's foundry business gains traction and financials stabilize.
Advanced Micro Devices (AMD) is capturing Wall Street's attention with a compelling growth thesis centered on its chiplet architecture and surging free cash flow. As AI workloads expand, analysts see a structural market opportunity that could propel the semiconductor giant beyond near-term stock volatility.
Alphabet's stronger-than-expected fourth-quarter results provided a welcome respite for the tech sector, easing fears of a broader selloff. While heavy AI spending continues, analysts highlight the company's vertical integration and Google Cloud's surging profitability as key competitive advantages.
Despite recent investor jitters over soaring capital expenditures, a closer look at Meta Platforms' strategy reveals a deliberate, infrastructure-heavy push into AI that is already driving measurable gains in user engagement and ad performance.
Despite a recent 9.1% pullback, shareholders in Vault Minerals (ASX:VAU) who held through a transformative three-year period remain significantly ahead, underscoring the power of long-term investment in fundamentally improving businesses.
Denali Therapeutics (DNLI) shares have surged nearly 50% in three months as the biotech firm prepares to unveil new clinical data for its Enzyme Transport Vehicle platform at the upcoming WORLDSymposium. Investors are weighing whether the recent rally has fully priced in the pipeline's potential.
Despite a powerful multi-year surge, a deep dive into Altria Group's valuation suggests its shares may still be trading at a significant discount. We analyze the DCF and P/E metrics behind the numbers and what they mean for investors eyeing the stock after its 120% five-year climb.
AST SpaceMobile's vision of a space-based cellular network has sent its stock soaring over 300% this year. As the company transitions from testing to commercialization, investors are weighing its transformative potential against the substantial execution risks.
As CEO Bob Iger's tenure nears its end, a growing chorus of analysts warns that Disney's legacy television assets are becoming an unsustainable burden, threatening to overshadow the strength of its parks and studios and potentially leading to prolonged stock underperformance.
Tesla and Matrix Renewables have signed an agreement to build a landmark 500MW/1GWh battery storage system in Scotland, marking a significant step for Tesla's energy division amid a challenging year for its automotive business.
Warehouse automation leader Symbotic (SYM) reported robust Q1 results, surpassing revenue forecasts and achieving double-digit EBITDA margins for the first time. The company highlighted growth in system deployments, progress on next-gen e-commerce solutions, and the recent integration of Fox Robotics.
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.
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.
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.
