Mako Mining Corp.'s updated resource estimate for its Arizona-based Moss Mine, featuring significant unencumbered silver and a streamlined path to production, is reshaping the company's investment thesis and near-term prospects.
Roku shares have retreated from recent highs, trading around $100. With conflicting signals from valuation models, investors are weighing whether the pullback presents a buying opportunity or signals deeper challenges in the competitive streaming landscape.
Proposed flat payment rates for 2027 by CMS intensify margin pressures on Medicare Advantage insurers like Clover Health, raising investor concerns about cost management and growth prospects in a tightening regulatory landscape.
Apple's Q1 earnings smashed expectations, fueled by surging iPhone sales and robust performance in China. While CEO Tim Cook's operational prowess is undeniable, the company's muted AI strategy and reliance on a Google partnership left investors wanting more.
Shares of Liberty Energy (LBRT) surged over 16% to an all-time peak as CEO Ron Gusek's aggressive growth roadmap, targeting a tripling of power demand, overshadowed a sharp decline in annual profits.
Defense contractor L3Harris Technologies capped off a record 2025 with surging orders and a strategic pivot, announcing plans to take its high-growth Missile Solutions unit public in 2026 while securing a novel $1 billion investment from the Department of War to accelerate production.
Southwest Airlines capped off 2025 with record revenue and improved operations, positioning the carrier for what executives project will be a dramatic earnings acceleration next year, driven by new initiatives like assigned seating and a refined loyalty program.
Lazard Ltd. reported strong fourth-quarter and full-year 2025 results, driven by record financial advisory fees and a rebound in assets under management. Executives framed the performance as validation of the firm's long-term 'Lazard 2030' strategy, highlighting talent investments and a robust pipeline for future growth.
Tesla CEO Elon Musk announced the end of production for the flagship Model S and Model X during the Q4 earnings call, marking a pivotal shift towards autonomous vehicle fleets and humanoid robot manufacturing.
Tesla shares face pressure following mixed quarterly results, as surging software subscriptions and ambitious Robotaxi plans clash with declining automotive revenue and soaring capital expenditures.
Elon Musk is reportedly exploring a major consolidation of his business empire, with SpaceX considering mergers either with electric vehicle giant Tesla or his artificial intelligence startup xAI, as the space company prepares for a landmark public offering.
Expedia Group has filed a WARN notice confirming 162 job cuts at its Seattle headquarters and among remote staff, marking the latest in a series of layoffs as the company accelerates its AI transformation amid intensifying industry competition.
Meta Platforms' staggering capital expenditure forecast for 2026, heavily weighted toward AI infrastructure, underscores the intensifying tech investment cycle. Specialized cloud provider CoreWeave emerges as a likely key beneficiary, its fortunes tied to the hyperscaler spending spree.
Dolby Laboratories (NYSE: DLB) kicked off fiscal 2026 with robust first-quarter results, exceeding its own revenue and earnings forecasts. The audio-visual technology leader credits strong deal timing and highlighted significant momentum in automotive, television, and mobile partnerships, including expanded ties with Qualcomm and major social media platforms.
Following a year hampered by supply chain issues and inventory adjustments, advanced materials maker Hexcel signals a turning point, forecasting stronger sales and profitability in 2026 as commercial aircraft production is poised for a multi-year upswing.
Microsoft's commercial contracted backlog more than doubled year-over-year to $625 billion, fueled by AI demand. However, a closer look reveals customer concentration risks, slower near-term revenue conversion, and soaring capital expenditures that temper the bullish narrative.
Cardinal Energy Ltd. has upsized its equity offering to C$95.15 million, with proceeds aimed at debt repayment and accelerating its thermal oil projects, including the Reford 2 SAGD development. The move highlights the company's strategic pivot but raises questions about dividend sustainability and shareholder dilution in a capital-intensive sector.
The Swedish industrial giant reported lower sales and net income for 2025 but proposed maintaining its ordinary dividend and adding a special distribution, a move analysts interpret as a show of financial strength despite near-term headwinds.
Dover Corporation delivered a powerful finish to 2025, reporting its highest quarterly organic revenue growth of the year at 5%. Bolstered by accelerating bookings and expanding margins, the diversified industrial manufacturer projects continued double-digit earnings growth for the coming year.
Celestica's Q4 2025 results shattered guidance, fueled by its Connectivity & Cloud unit. The company announces a massive capital expenditure surge to over $1 billion in 2026, betting big on sustained demand from hyperscalers for AI and networking infrastructure.
