Buoyed by a banner 2025 and surging consumer appetite for ocean voyages, Royal Caribbean Group forecasts double-digit profit growth for 2026, signaling a full-throttle recovery for the cruise industry.
Giverny Capital's latest investor letter highlights Arista Networks as a standout performer, driven by strong earnings and strategic positioning in the high-speed networking sector crucial for AI and cloud expansion.
A coalition of major international NGOs is refusing to comply with Israeli orders to hand over detailed staff information, calling it a safety risk and an obstruction of aid, as tensions escalate following the expulsion of Médecins Sans Frontières.
The Austrian government has granted a two-year renewal for the Wolfsberg lithium mining license, with a final decision on production expected by end-2026 as lithium prices rebound strongly.
Portland Mayor Keith Wilson has called for U.S. Immigration and Customs Enforcement (ICE) to leave the city, condemning federal agents' deployment of tear gas and other crowd-control munitions against a weekend protest he described as peaceful.
U.S. energy firm BKV has completed a $115.1 million transaction to raise its stake in the BKV-BPP Power joint venture to 75%, gaining operational control as it positions to meet surging electricity needs from Texas's booming data center and AI sector.
Western Digital leverages strong quarterly results and new customer deals to outline its long-term AI storage strategy at its Innovation Day event, as investors weigh its positioning in the booming data infrastructure market.
A deep-dive valuation using a Discounted Cash Flow model suggests Avolta AG's shares are trading close to their intrinsic fair value. We break down the assumptions, the numbers, and the critical factors investors should consider beyond the model.
Advanced Micro Devices (AMD) is set to report its fourth-quarter earnings after the bell Tuesday, with Wall Street keenly watching for updates on its AI chip strategy and data center growth against a backdrop of fierce competition.
Texas Instruments (TXN) reported a 70% year-over-year surge in data center orders, prompting the company to break out the segment separately. Management forecasts the first sequential revenue growth since 2008, citing improving industrial trends and AI-related infrastructure spending.
Shares of materials and labeling giant Avery Dennison (NYSE: AVY) have shown resilience amid broader market swings, reigniting debate over its intrinsic value. With a significant gap between its current price and analyst targets, investors are weighing its growth in digital identification technologies against persistent sector headwinds.
As China's pork industry grapples with overcapacity and falling prices, a growing appetite for premium, flavorful black pork among the middle class is offering a lifeline to farmers and reshaping market strategies.
Japan's manufacturing activity expanded at its fastest pace since mid-2022 in January, a key private survey shows, driven by robust domestic and international orders. While the sector's revival is clear, rising input costs and inflation concerns temper the optimism.
Meta CEO Mark Zuckerberg's forecast of a major AI infrastructure build-out through 2026 suggests continued robust spending on Nvidia's hardware, reinforcing the chipmaker's central role in the ongoing tech boom.
Shares of Applied Optoelectronics (AAOI) soared to a record high Friday, driven by analyst optimism over its critical role in powering AI data centers with advanced laser technology.
Amid soaring valuations and bubble fears, venture capital heavyweight Ben Horowitz argues the AI surge is fundamentally different, driven by historic customer adoption and revenue growth that signals a new computing era.
Applied Optoelectronics (AAOI) shares have experienced significant volatility following a major 800G transceiver order and strategic expansion into AI-focused products. With the stock trading above analyst targets after a strong multi-year run, investors are weighing future growth prospects against current valuation concerns.
SanDisk shares surged nearly 22% this week after the data storage giant reported staggering quarterly results, fueled by enterprise adoption and its critical role in powering AI infrastructure.
Teradyne partners with MultiLane to launch a new venture focused on testing high-speed data links critical for AI infrastructure, aiming to capture growth in a competitive and rapidly evolving market.
Oshkosh Corporation topped revenue expectations in its latest quarter, but profit fell short as tariffs and cost pressures squeezed margins. The specialty vehicle maker's 2026 outlook balances targeted growth in some segments against persistent challenges in construction markets.
