Robust quarterly reports from AI partner Palantir and chip-testing giant Teradyne, both citing surging AI-related demand, set a bullish tone for Nvidia's upcoming earnings release this week.
Nintendo's shares tumbled sharply on Wednesday, erasing recent gains as investor confidence wanes over the new console's software pipeline and component cost pressures, despite strong initial holiday sales.
China's market regulator has granted unconditional approval for a strategic joint venture between battery giant CATL and state-owned automaker Chery, marking a significant consolidation in the nation's electric vehicle ecosystem.
At a recent industry conference, Google's AI infrastructure lead detailed the rapid ascent of the Gemini model family and outlined the monumental infrastructure challenges ahead. In a wide-ranging discussion, he positioned specialized hardware, cross-stack collaboration, and even speculative space-based computing as critical to sustaining the AI boom, while cautioning that efficiency gains alone won't keep pace with exploding demand.
Benchmark Electronics (BHE) delivered a strong finish to fiscal 2025, with Q4 revenue and earnings surpassing guidance. The company highlighted improving margins, robust cash generation, and growth in key sectors, even as it navigates a planned CEO transition and outlines increased capital investment for the year ahead.
Varonis Systems detailed its strategic pivot during its Q4 2025 earnings, highlighting a fast-growing SaaS segment against a shrinking legacy business. The company announced new financial disclosures and an acquisition to bolster its AI security offerings as it aims to complete its transition to a 100% SaaS model by the end of 2026.
The video game giant reported a blockbuster third quarter, with net bookings of $1.76 billion significantly exceeding guidance. Strong performance across its core franchises and a resurgent mobile division have prompted the company to raise its full-year forecast, setting the stage for a pivotal 2027 headlined by the launch of Grand Theft Auto VI.
Transcat (TRNS) reported a 26% surge in Q3 fiscal 2026 revenue, driven by strong performance in both its service and distribution segments. While strategic acquisitions and a favorable shift toward higher-margin instrument rentals boosted results, the company posted a net loss due to one-time charges and amortization costs.
Peabody Energy, the U.S. coal giant, is drawing investor attention not just for its core business but for a multi-pronged growth strategy. Analysts point to undervalued coal assets, a burgeoning critical minerals portfolio, and a cyclical demand boost from AI data centers as potential catalysts.
After navigating past strategic missteps, online automotive marketplace CarGurus (CARG) is emerging as a leaner, more focused business. With a dominant market position, pricing power, and a cyclical recovery in the used car sector on the horizon, analysts see significant upside potential for the stock.
A critical analysis of Progress Software Corporation (PRGS) highlights concerns over its leveraged balance sheet, reliance on acquisitions for growth, and weakening core operational metrics, suggesting potential near-term challenges for investors.
Shares of Chemed Corporation (NYSE: CHE), the unique parent of VITAS Healthcare and Roto-Rooter, have fallen roughly one-third from recent highs. A detailed analysis suggests the sell-off, driven by temporary issues at its hospice segment, may have created a compelling valuation opportunity for patient investors.
A new poll reveals deep economic anxiety among Utah residents, with rising costs for groceries and housing squeezing household budgets and limiting financial flexibility for a majority of state residents.
SiTime Corporation (SITM) is gaining renewed attention on Wall Street, with UBS and Barclays raising their price targets significantly. Analysts point to the company's strategic pivot towards AI-focused timing solutions as a key driver for improved financial prospects.
Advanced Micro Devices (AMD) garners a reiterated Buy rating and $300 price target from Susquehanna, with strong data center demand and the upcoming MI450 AI accelerator seen as key growth drivers for the semiconductor giant.
Investment firms Evercore ISI and Needham raise ratings and price targets for AppLovin, citing a surge in projected e-commerce revenue as a key growth driver for the mobile advertising platform.
UBS and Wells Fargo have trimmed their price targets for chip designer Arm Holdings, citing near-term revenue adjustments. Despite the revisions, both firms maintain bullish Buy ratings, underscoring confidence in Arm's pivotal role in the expanding artificial intelligence ecosystem.
KeyBanc raises its price target for AeroVironment (AVAV) to $330, citing a favorable macroeconomic outlook for the defense sector through 2026. The upgrade follows a $75 million U.S. Air Force contract awarded to the company's research division.
Astera Labs (ALAB) has announced major updates to its connectivity platform, targeting the surging demands of AI and hyperscale data centers. The move signals the company's strategic push to cement its role in the semiconductor ecosystem powering next-generation computing.
Fueled by surging demand for its custom AI chips, Broadcom Inc. (AVGO) has received a major analyst upgrade with a $400 price target. Wolfe Research projects the company's AI revenue could double within three years, potentially reshaping its financial trajectory.
