Amid expectations of lower interest rates and sustained infrastructure spending, distributor Core & Main (CNM) is drawing investor scrutiny. Recent disclosures of congressional investments have added fuel to a bullish thesis centered on public-sector demand and robust cash generation.
Photronics (PLAB) is making a bold $330 million capital expenditure bet for 2026, signaling strong conviction in sustained demand for its critical semiconductor manufacturing components. The move follows a quarter of robust earnings beats and comes as the company solidifies its unique position as the sole U.S.-headquartered producer of trusted photomasks.
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.
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.
The U.S. Coast Guard has ended its search and identified the seven crew members presumed dead after the commercial fishing vessel 'Lily Jean' sank off Cape Ann, Massachusetts. A formal investigation into the cause of the disaster is now underway.
Following robust year-end financials and guidance, analysts reaffirm bullish stance on Mobileye Global (MBLY), with Tigress Financial highlighting a potential 178% upside. The autonomous driving tech firm posted double-digit growth in revenue and cash flow.
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.
Singapore's ST Engineering unveiled its largest-ever cargo drone and secured partnerships for its AirFish Voyager marine craft at the Singapore Airshow, signaling a strategic push into next-generation aviation and maritime mobility solutions.
Once synonymous with smartphones, BlackBerry has spent years transforming into a cybersecurity and embedded software specialist. With its stock trading near multi-year lows, a growing contingent of investors sees a deeply undervalued collection of assets, particularly in its automotive QNX platform, poised for a strategic breakout.
Teradyne's recent guidance, which shattered market expectations, signals a structural shift in its business driven by the AI hardware boom. This analysis explores why bulls believe the stock remains undervalued despite a sharp rally.
For dividend-focused investors, the volatile energy sector still offers reliable income streams through specific business models. We examine three high-yield picks balancing infrastructure stability and strategic transition.
Sonoco Products (SON) shares have rallied approximately 20% over the past three months, reigniting investor debate over its valuation. While some metrics suggest the stock remains discounted, its premium P/E ratio compared to industry peers signals potential risk if growth momentum falters.
Super Micro Computer (SMCI), a key beneficiary of the AI infrastructure rush, presents a conundrum for investors. While its long-term returns are stellar, recent share price volatility and conflicting valuation signals—from DCF models screaming overvaluation to peer comparisons suggesting undervaluation—have left the market divided on its true worth.
Arrowhead Pharmaceuticals has dosed the first subjects in a Phase 1/2a trial for ARO-DIMER-PA, a novel RNA interference drug designed to simultaneously silence two genes linked to cardiovascular disease. The milestone underscores the potential of its TRiM platform and marks a significant step in cardiometabolic drug development.
Shares of specialty materials maker ATI have rocketed over 100% in the past year, fueled by robust aerospace and defense demand. As the stock hovers near record highs, analysts are divided on whether the rally has more room to run or if valuations have stretched beyond reasonable limits.
Wall Street analysts have modestly raised Illumina's fair value estimate, reflecting cautious optimism about long-term demand for genomic tools. However, the updated forecast remains tempered by persistent challenges in execution, reimbursement dynamics, and exposure to the Chinese market.
Defense Secretary Pete Hegseth has issued an ultimatum to Scouting America, demanding it abandon its diversity and inclusion initiatives or risk losing its federal funding and long-standing military support, escalating a cultural battle over the organization's future.
As a historic winter storm's aftermath lingers, tens of thousands across the South face a second week without power, now compounded by widespread boil-water advisories, creating a dire public health situation.
Skyworks Solutions (SWKS) delivered fiscal Q1 2026 results above its guidance, driven by robust mobile demand and sustained growth in its broad markets segment. While providing a seasonally softer Q2 outlook, management reaffirmed confidence in its pending transformative merger with Qorvo, anticipated to close in early 2027.
