Analysts at Bernstein reaffirm an Outperform rating for Datadog, noting the company's strategic focus appears to be on internal development and smaller tech tuck-ins rather than pursuing large-scale deals like a potential GitLab acquisition.
A recent downgrade of Enbridge Inc. by J.P. Morgan analysts has intensified the debate over the pipeline giant's ability to balance future growth with its prized dividend stability, as macroeconomic headwinds pressure its core crude oil segment.
With hyperscalers projected to pour $500 billion into AI infrastructure by 2026, investors are looking beyond headline chipmakers to the essential, yet often overlooked, backbone providers of the AI revolution.
A sharp sell-off in Microsoft shares following its earnings report has ignited fresh fears over the profitability of massive AI investments, pulling major indexes lower and pushing the software sector into a bear market.
Eagle Materials (NYSE: EXP) posted resilient fiscal Q3 2026 results, with revenue reaching $556 million and EPS at $3.22. While wallboard sales softened, robust growth in cement and aggregates, fueled by infrastructure spending, highlights a strategic pivot. The company also outlined operational efficiency drives and a fortified balance sheet.
The Trump administration is preparing to review key data-sharing provisions within the Dodd-Frank Act, a move that could redefine privacy standards between traditional banks and financial technology firms like Venmo and Plaid, and alter the competitive balance of the financial sector.
A high-stakes White House meeting between crypto executives and traditional bankers ended without a breakthrough on the contentious issue of stablecoin yields, casting doubt on the timeline for comprehensive market structure legislation. Both sides agreed to continue negotiations under pressure from the administration to reach a compromise this month.
With Advanced Micro Devices set to report Q4 results, derivatives traders are pricing in a significant post-earnings move, betting the chipmaker's momentum can extend its recent 25% surge from yearly lows.
As Palantir Technologies reports a massive surge in U.S. government revenue, CEO Alex Karp publicly defends the company's controversial surveillance platforms, insisting they contain safeguards against overreach. The defense comes amidst growing public and political scrutiny over its contracts with immigration enforcement agencies.
U.S. equities found firmer ground Tuesday, buoyed by a robust factory activity report. The rally unfolded as investors grow increasingly discerning about AI-related capital expenditures, creating clear winners and losers.
Shares of the data analytics firm jumped more than 5% following a strong quarterly report that exceeded expectations and featured ambitious growth projections for the coming year.
Palantir Technologies' stock surged after hours as its Q4 earnings and bullish 2026 guidance surpassed analyst forecasts, signaling a powerful acceleration in its AI software business and vindicating CEO Alex Karp's long-term strategy.
Despite Palantir shares trading below $150 ahead of its Q4 report, derivatives activity and analyst commentary point to expectations for a significant post-earnings recovery, driven by sustained commercial and government contract momentum.
Apple shares surged over 4% as blockbuster Q1 earnings, led by iPhone sales and services growth, reignited investor confidence in the tech giant's expansion narrative, particularly in key markets like India.
NXP Semiconductors projects first-quarter revenue above analyst expectations, fueled by resilient automotive chip sales and signs of stabilization in the industrial sector, despite ongoing softness in communications infrastructure.
Teradyne (TER) shares surged over 10% after the semiconductor test equipment leader posted Q4 revenue and profit that smashed analyst estimates, fueled by surging demand from AI chipmakers. The company's bullish guidance signals confidence in a sustained industry upcycle.
As new CEOs take the helm at Target and Walmart, the retailers face divergent paths—one battling slumping sales and investor flight, the other riding a wave of growth fueled by e-commerce and high-income shoppers.
As Amazon prepares to release its Q4 earnings, analysts are eyeing accelerated AWS growth and robust advertising revenue as key drivers that could propel the stock higher, mirroring its October surge.
A detailed valuation analysis suggests Huntington Bancshares (HBAN) shares could be trading at nearly a 50% discount to their intrinsic value, despite the stock's modest performance over the past year. The findings come as investors scrutinize the resilience of U.S. regional lenders.
Following robust Q4 2025 results, Hess Midstream (HESM) is capturing investor interest with increased distributions and a leaner capital expenditure outlook. This financial discipline, set against a volatile energy backdrop, has analysts scrutinizing whether the stock's current price fully reflects its future potential.
