Allegro MicroSystems, Inc. (NASDAQ: ALGM) surged nearly 10% to a two-year peak after reporting a profitable third quarter and raising its sales forecast, fueled by robust demand in automotive and industrial sectors.
Tesla shares face pressure following mixed quarterly results, as surging software subscriptions and ambitious Robotaxi plans clash with declining automotive revenue and soaring capital expenditures.
Meta Platforms' staggering capital expenditure forecast for 2026, heavily weighted toward AI infrastructure, underscores the intensifying tech investment cycle. Specialized cloud provider CoreWeave emerges as a likely key beneficiary, its fortunes tied to the hyperscaler spending spree.
Hycroft Mining Holding Corp. (HYMC) fell sharply for a second consecutive session, mirroring a pullback in gold and silver prices after their record-breaking rallies. The decline highlights the stock's sensitivity to commodity price swings despite recent positive operational updates.
Microsoft's stock faced its steepest single-day drop in months, closing down 10% despite posting strong quarterly earnings. The sell-off was driven by investor concerns over surging capital expenditures and the company's significant financial ties to OpenAI.
Dolby Laboratories (NYSE: DLB) kicked off fiscal 2026 with robust first-quarter results, exceeding its own revenue and earnings forecasts. The audio-visual technology leader credits strong deal timing and highlighted significant momentum in automotive, television, and mobile partnerships, including expanded ties with Qualcomm and major social media platforms.
Following a year hampered by supply chain issues and inventory adjustments, advanced materials maker Hexcel signals a turning point, forecasting stronger sales and profitability in 2026 as commercial aircraft production is poised for a multi-year upswing.
Panama's Supreme Court has nullified long-held port contracts operated by a CK Hutchison subsidiary, declaring them unconstitutional. The landmark ruling throws the future of key container terminals at both ends of the Panama Canal into doubt and reverberates amid broader geopolitical tensions over global trade chokepoints.
As gold spot prices post their largest single-day dollar gain on record, economist Peter Schiff warns that U.S. equities are in a deep, prolonged bear market when measured against the precious metal, highlighting a stark divergence in asset performance.
Asian equities faced broad declines Friday, pressured by renewed investor skepticism over the AI investment boom and a sharp pullback in precious metals. The sell-off unfolded against a backdrop of easing oil prices and persistent geopolitical uncertainties.
Microsoft's commercial contracted backlog more than doubled year-over-year to $625 billion, fueled by AI demand. However, a closer look reveals customer concentration risks, slower near-term revenue conversion, and soaring capital expenditures that temper the bullish narrative.
PUMA SE (XTRA:PUM) presents a complex picture for investors. While recent quarterly momentum has lifted shares, a deep dive reveals persistent losses and multi-year underperformance, raising questions about its true valuation and path to sustained profitability.
S&P strips Whirlpool of its investment-grade rating, citing financial pressures, as the appliance giant books significant impairments while gearing up for a major 2026 product showcase.
SL Green Realty Corp. posted a significant net loss for 2025 despite rising revenues and robust leasing activity. The Manhattan office landlord confirmed a shift to quarterly dividends and is advancing major financing and asset sale plans, placing cash conservation and balance sheet flexibility at the forefront of its recovery strategy.
Shares of water heater and boiler manufacturer A. O. Smith have gained significant momentum, closing recently at $73.17. This rally has analysts and investors re-examining the company's fundamentals to determine if the stock remains undervalued or if the market has already priced in its growth prospects.
Sea Limited's latest earnings reveal a strategic pivot back to aggressive investment in its e-commerce arm, Shopee, driving robust revenue growth but squeezing near-term margins. This move reignites the debate on whether the Southeast Asian tech giant can sustainably balance expansion with profitability.
Initial unemployment filings in Oregon fell last week, reflecting a slight easing in layoffs, while national figures held steady and other states experienced sharp swings.
As OpenAI accelerates toward a potential year-end IPO, Amazon, Microsoft, and Nvidia are in advanced talks to lead a funding round that could exceed $100 billion, reshaping the AI industry's financial and competitive landscape.
Netflix delivered solid Q4 earnings but saw its stock dip as it guided for slower revenue growth. The streaming giant's strategic pivot to a mature phase is underscored by its aggressive all-cash bid for Warner Bros. Discovery, a move that promises content dominance but adds significant debt.
Malaysia's state energy giant Petronas unveils a sweeping three-year plan to sustain domestic oil and gas output, expand its global LNG footprint, and position itself as a regional leader in carbon capture, navigating the complex transition toward a lower-carbon future.
