Lumentum Holdings Inc. (LITE) posted a blockbuster fiscal second quarter, with revenue soaring over 65% year-over-year to a record $665.5 million. Driven by surging demand for AI and cloud infrastructure, the company sees no slowdown, forecasting another all-time high next quarter.
Rigetti Computing's volatile journey continues as its shares tumbled 18% in January 2026. The decline is attributed to a critical product delay, a challenging macro environment for speculative tech, and a strategic move by key competitor IonQ.
In an exclusive interview with The Motley Fool, Janus Henderson portfolio manager Denny Fish discusses the evolving AI landscape, market dispersion, and his framework for identifying long-term winners in technology and beyond.
Despite recent share price weakness, MBM Resources Berhad's robust Return on Equity and consistent earnings growth suggest the automotive group may be undervalued by the market.
A new analysis from hiring platform Indeed places truck driving among the nation's strongest job opportunities, with top earners making up to $160,000 annually without a college degree, signaling a shift in the high-wage career landscape.
Darden Restaurants is closing half of the remaining Bahama Breeze locations by April 2026, with the other half set for conversion to other brands within its portfolio, marking the end of the 1990s-era chain.
Figma stock faced a steep sell-off Tuesday after a major price target cut, highlighting broader investor pessimism towards software stocks amid a shifting tech landscape.
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.
Following the closure of its $5.75 billion fiber sale to AT&T, Lumen Technologies reports a dramatically strengthened balance sheet, with debt cut by over $5 billion and interest expenses nearly halved. The company is now pivoting its full focus toward becoming a core enterprise and AI infrastructure provider.
A consortium led by KKR and Singapore Telecommunications has agreed to acquire the remaining 82% stake in ST Telemedia Global Data Centres for S$6.6 billion, taking full ownership of one of Asia's largest data centre platforms. The deal, valuing STT GDC at S$13.8 billion, marks Southeast Asia's largest-ever data centre transaction and underscores the fierce competition for digital infrastructure assets.
Microsoft's recent 10% stock decline following strong quarterly results presents a potential entry point for investors, as the company's cloud and AI fundamentals remain robust.
In his first major interview since being named Bob Iger's successor, Disney Parks Chairman Josh D'Amaro outlines his vision for leading the entertainment giant, emphasizing a balance between cherished tradition and technological advancement, with AI as a tool in service of human creativity.
Bunge Global's shares have surged over 61% in the past year, fueled by its pivotal role in global food supply chains. A deep dive into its cash flow outlook and valuation metrics suggests the rally may still have room to run, with analysts pointing to a significant gap between its current price and intrinsic value.
A surge in Intel's stock price, driven by new AI product launches and potential foundry partnerships, contrasts with its ongoing financial losses. Analysts are divided on whether the current rally reflects genuine long-term value or speculative hype.
CoreWeave's stock has experienced significant volatility, leaving investors to grapple with conflicting valuation signals. While a traditional cash flow model paints a picture of extreme overvaluation, its price-to-sales ratio suggests potential upside. We break down the numbers and the narrative driving this market anomaly.
Nintendo's latest earnings reveal record-breaking Switch sales and a robust Switch 2 launch, achieved despite significant tariff and memory chip cost pressures. While profits surged, the company's unchanged full-year guidance and margin resilience are now the focal points for investors.
Coty Inc. (COTY) presents a complex picture for investors, with its stock showing short-term volatility against a backdrop of strong long-term gains. As shares hover around $3.16, a significant gap remains between its market price and some analysts' fair value estimates, prompting debate on whether this signals a buying opportunity or underlying challenges.
Shares of Quest Diagnostics (DGX) have delivered robust returns over multiple timeframes, prompting investors to question if the rally has room to run. A deep dive into valuation metrics suggests the stock may still be trading at a discount to its intrinsic value, even after recent gains.
Amid global economic uncertainty and a weakening US dollar, China is accelerating its long-term strategy to elevate the yuan's international standing, though analysts caution that dethroning the dollar remains a distant prospect.
A major investment from a UAE royal-backed firm into a Trump-linked company, signed days before the 2025 inauguration, preceded a landmark U.S. agreement to supply Abu Dhabi with advanced AI chips. The deal has drawn scrutiny from legal experts over potential conflicts of interest.
