Shares of the flash memory leader surged after quarterly results demolished Wall Street estimates, fueled by insatiable demand from cloud and AI infrastructure builders.
While a routine regulatory filing on voting rights draws little market reaction, analysts are focusing on Heidelberg Materials' pivotal role in the global push for sustainable construction. The company's journey from traditional cement producer to a leader in decarbonized building solutions is fraught with both opportunity and significant financial risk.
Facing a significant stock decline and a challenging Medicare Advantage outlook, UnitedHealth Group announces leadership changes and a 'Back to Basics' operational reset, aiming to stabilize its core business amid shifting market dynamics.
Defense giant Lockheed Martin secures a pivotal seven-year agreement to dramatically ramp up production of key missile defense systems while launching a new venture aimed at combating wildfires, signaling a dual-track strategy of reinforcing core government business and diversifying into civilian applications.
Bloom Energy's landmark $2.65 billion power agreement and a potential $5 billion infrastructure partnership signal a strategic pivot to become a cornerstone provider for the energy-hungry AI data center industry, prompting a fresh look at its long-term valuation.
As Nvidia's Blackwell and Rubin chips push power densities to unprecedented levels, the $4 trillion AI revolution faces a formidable physical constraint: heat. Vertiv Holdings, a critical infrastructure provider, is emerging as an essential player in solving this thermal challenge, with surging demand signaling a major shift in data center economics.
In a significant move to bolster its healthcare services and retain staff, Walmart is creating thousands of new leadership positions and raising wages for pharmacy technicians across its U.S. stores.
A new report details how Donald Trump's family has amassed a vast cryptocurrency portfolio, coinciding with a regulatory pullback by the SEC and DOJ. The moves raise questions about conflicts of interest as a Trump-backed venture seeks federal banking approval.
Imperial Oil Ltd. reported robust fourth-quarter results, generating nearly $1.4 billion in free cash flow and announcing its largest-ever nominal dividend increase. Despite weather disruptions at its Kearl oil sands operation, the company highlighted record annual production and a disciplined capital return strategy that saw $4.6 billion returned to shareholders in 2025.
ExxonMobil's 2025 year-end results underscore a reshaped corporate strategy, delivering record shareholder returns and production milestones in Guyana and the Permian, while advancing carbon capture and enterprise digitalization.
Despite posting a quarterly loss in its core wood products unit amid 'extremely challenging' markets, Weyerhaeuser closed 2025 with strategic pivots. The forestry giant is doubling down on its land management and nascent 'Climate Solutions' business, while managing a disciplined capital return to shareholders.
Verizon outlined a sweeping operational overhaul on its Q4 2025 earnings call, spotlighting robust subscriber growth post-Frontier acquisition and a sharpened focus on customer retention. The telecom giant announced a massive $25 billion buyback program and committed to slashing costs by $5 billion, while addressing recent network reliability issues head-on.
The planned acquisition of craft beverage distributor Point Blank by industry giant Columbia Distributing will result in the closure of two Oregon facilities and impact 177 workers, despite assurances of a 'seamless' transition for partners.
Fueled by AI-driven ad innovations and surging social media engagement, Meta's advertising revenue is on track to surpass Google Search in 2024, marking a historic shift in the digital landscape.
Extreme Networks reports Q2 revenue of $317.9M and net income of $7.9M, while launching an AI-integrated partner initiative aimed at streamlining sales and driving higher-margin software revenue.
Ichor Holdings (ICHR) shares have taken investors on a rollercoaster, soaring over 64% in a month before a sharp 9% single-day drop. With the semiconductor equipment maker posting revenue near $1 billion alongside net losses, the market is grappling with how to price its future in a cyclical industry. We examine whether the pullback presents a buying opportunity or a warning sign.
Dolby Laboratories (DLB) shares, closing at $64.19, present a complex picture for investors. While short-term momentum shows signs of improvement, longer-term returns have lagged, sparking debate over whether the audio technology pioneer is fundamentally undervalued or facing structural headwinds.
The U.S. Air Force Research Laboratory has awarded Palladyne AI a contract for its HANGTIME project, marking a significant expansion of the company's autonomous swarm software from ground and air assets into the space domain. The deal validates the company's core technology but comes as investors weigh its growth potential against ongoing financial challenges.
As crude prices spike on Middle East tensions, fears of reignited inflation and subsequent Fed action cast a shadow over risk assets, with Bitcoin failing to capitalize on its perceived 'safe-haven' narrative.
Verizon Communications stock jumped over 11% after reporting its best customer gains in years, defying expectations that subscriber growth would come at the expense of profitability. The telecom giant's Q4 results suggest a more aggressive market stance under CEO Dan Schulman.
