Union Pacific's 2027 EPS Growth Likely to be Supported by Multiple Potential Drivers, UBS Says
Union Pacific's (UNP) EPS growth and stock price appreciation in 2027 could be driven by multiple dr
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News sentiment over time
Daily average lexicon sentiment across 198 scored headlines over the last 8 days. For market-wide mood (VIX, breadth, regime), see Markets. For the learned model that predicts forward return from a headline, see Headline Forecast Model.
Will Truist's Prime Auto Lending Exit Strengthen Its Profitability?
TFC's auto lending portfolio sale aims to sharpen its focus on higher growth areas, reduce credit losses and drive modest earnings and ROTCE accretion in 2027.
FPS Q4 Earnings Beat Estimates on Powertrain Solutions Growth
Forgent Power Solutions beats fiscal Q4 estimates as data center demand drives Powertrain Solutions growth, while bookings and backlog reach record levels.
The Zacks Analyst Blog Highlights S&P Global, Cloudflare, Canadian Natural Resources, Star Group and Hour Loop
S&P Global, Cloudflare and Canadian Natural headline today's research, with growth drivers balanced by valuation, execution and market risks.
Top Research Reports for S&P Global, Cloudflare & Canadian Natural
Cloudflare's enterprise demand, AI-driven adoption and raised 2026 outlook support growth, but margin pressure and competition keep risk balanced.
Forgent Power Solutions Q4 Earnings Call Highlights
Forgent Power Solutions (NYSE:FPS) reported record fourth-quarter and full-year fiscal 2026 results, driven by demand across its data center, grid and industrial markets, as well as growth in its modular Powertrain Solutions business. Fourth-quarter revenue rose 94% year over year to $462 million,
This Is the No. 1 Reason I'm Buying and Holding the Vanguard Total Stock Market ETF (VTI) Right Now
Strong fundamentals are historically one of the key drivers of share price growth.
MindWalk (HYFT) Q1 2027 Earnings Call Transcript
ReefIQ launch drives 21% revenue growth amid strategic shift to recurring platform partnerships.
Fed up with AI interviews, some job seekers are dropping out as candidates and blacklisting companies from consideration
AI-driven job interviews, without a human present, are a dealbreaker for some job candidates, even in this tough market.
Paychex’s WISE Named a 2026 Top HR Product of the Year by HR Executive
The company’s agentic AI engine recognized for industry innovation and impact Paychex WISE recognized as one HR Executive’s Top HR Products of the Year in 2026Built on Paychex's trusted HR, payroll, and workforce expertise, WISE combines embedded AI capabilities with expert guidance to proactively identify issues, automate workflows, and drive better business outcomes ROCHESTER, N.Y., Sept. 15, 2026 (GLOBE NEWSWIRE) -- Paychex (Nasdaq: PAYX), a leading provider of expert-enabled HR, payroll, and
Wear-Resistant Materials Market Forecasts Growth from $10.9B (2026) to $17.6B by 2033, Profiling SSAB, Saint-Gobain, ArcelorMittal, Kennametal & 6 Other Key Players
Industrial expansion, automation and infrastructure investment are driving demand for wear-resistant materials, led by mining and Asia Pacific.Dublin, Sept. 15, 2026 (GLOBE NEWSWIRE) -- "Wear-Resistant Materials Market Size, Share & Trends Analysis Report by Material Type, End Use, Region, and Segment Forecasts, 2026-2033" has been added to ResearchAndMarkets.com's offering. The global wear-resistant materials market was valued at USD 10.2 billion in 2025 and is projected to increase from USD 10
Edge Computing Market by Offering, Application, Deployment Mode, Organization Size, Vertical, and Region Forecasts Market Growth from $111.34B (2026) to $317.39B by 2031, Profiling AWS, Dell Technologies, NVIDIA, Microsoft, HPE, and 25 Other Key Players
The global edge computing market is projected to grow from USD 111.34 billion in 2026 to USD 317.39 billion by 2031, at a 23.3% CAGR. Growth is driven by IoT adoption, demand for low-latency applications, 5G expansion, regulatory requirements, and AI and machine learning integration. Real-time analytics will be the fastest-growing application, while regional/cloud edge will hold the largest deployment share. North America will lead the market, with Asia Pacific growing fastest. Key vendors inclu
Embedded Systems Market Outlook 2026-2035 - Featuring Profiles of Intel, NXP Semiconductors, and Renesas Electronics
Embedded Systems Market Gains Momentum as Edge AI, IoT and Industry 4.0 Drive Smart, Energy-Efficient Solutions Across Key IndustriesDublin, Sept. 15, 2026 (GLOBE NEWSWIRE) -- "Embedded Systems Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2026-2035" has been added to ResearchAndMarkets.com's offering. Global Embedded Systems Market to Reach USD 217.6 Billion by 2035, Driven by AI, Edge Computing and Industry 4.0 The global embedded systems market was valued at USD 11
American Battery Technology Q4 Earnings Call Highlights
American Battery Technology (NASDAQ:ABAT) reported a more than 400% increase in fiscal 2026 revenue to $21.7 million, driven by higher throughput at its first lithium-ion battery recycling facility, expanded byproduct manufacturing and improved product pricing, Chief Executive Officer and Chief Tech
How Will General Mills Stock React To Its Upcoming Earnings?
General Mills (NYSE:GIS) is set to report its earnings on Tuesday, September 23, 2026. The company has $19 billion in current market capitalization. Revenue over the last twelve months was $18 billion, and it was operationally profitable with $2.7 billion in operating profits. While a lot will depend on how results stack up against consensus and expectations, understanding historical patterns might just turn the odds in your favor if you are an event-driven trader.
How Far Can Adobe Stock Fall While It Waits On Freemium?
Adobe (ADBE) trades near $252, about 31% below its 52-week high, and the past week alone took 11.7% off it. Over the trailing twelve months the stock has lost 28% while the S&P 500 gained about 19%. That underperformance wasn't driven by broad market weakness. Adobe decided to stop putting an immediate paywall in front of its newest users, and that is what makes this fall hard to size.
Intel Stock Just Got a Stark Warning From Wall Street
Intel’s AI-driven turnaround is gaining momentum, but a massive rally has pushed valuation to levels that leave little room for disappointment.
These S&P500 stocks are the most active in today's session
Stay informed about the most active S&P500 stocks in today's session as we take a closer look at what's happening on the US markets on Monday. Discover the stocks that are generating the highest trading volume and driving market activity.
Boston Scientific Leans on Acquisitions to Drive Long-Term Growth
BSX's deal-making push expands its reach into high-growth markets, with Penumbra adding a major thrombectomy opportunity.
Can Next-Generation Electronic Warfare Drive General Dynamics' Growth?
GD's $184.3M Navy contract for next-gen electronic attack systems extends through 2032, supporting production and sustainment demand.
TD Bank Outlines CA$150 Billion Commitment to Boost Canadian Economy
The Toronto-Dominion Bank (TD.TO) plans to allot CA$150 billion over the next five years to drive ne
Freeport-McMoRan: Recovering From Grasberg Drives Potential 10% FCF Yield
Freeport-McMoRan (FCX) buy thesis: structural copper bull market, Grasberg recovery, and 35% upside to $97 by 2027âsee valuation and FCF outlookâread now.
TD LAUNCHES $150 BILLION FIVE-YEAR COMMITMENT TO ACCELERATE CANADA'S INVESTMENT SUPERCYCLE
TD Bank Group (TD or the Bank) today announced a five-year, $150 billion commitment to drive new lending, underwriting, advisory and other financing activities and accelerate investment, growth and innovation across sectors critical to Canada's economic future.
Baker Hughes CEO Sees No 'Slowdown' in Energy Projects, Says High Prices Could Spur New Supply: 'Full Steam Ahead'
Baker Hughes CEO sees no slowdown in energy projects as AI drives demand, while high prices encourage investment in new supply.
Integrated Systems Market Outlook 2026-2035 - Featuring Profiles of Cisco Systems, Hewlett Packard Enterprise, and Oracle Corporation
AI Automation, Unified Platforms and Secure Hybrid Deployments Accelerate Integrated Systems Adoption Across EnterprisesDublin, Sept. 14, 2026 (GLOBE NEWSWIRE) -- "Integrated Systems Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2026-2035" has been added to ResearchAndMarkets.com's offering. Global Integrated Systems Market to Reach USD 171.8 Billion by 2035, Driven by AI Automation and Digital Transformation The global integrated systems market was valued at USD 42.3
Molybdenum Market Size to Surpass USD 8.69 Billion by 2035, Driven by High-Strength Steel Demand | SNS Insider
U.S. Molybdenum Market to Reach USD 7.49 Billion by 2035; Europe Market Projected to Hit USD 2.36 BillionAustin, Sept. 14, 2026 (GLOBE NEWSWIRE) -- According to SNS Insider, The Molybdenum Market was valued at USD 5.13 Billion in 2025 and is projected to reach USD 8.69 Billion by 2035, registering a CAGR of 5.43% from 2026 to 2035. The extensive application of molybdenum in stainless steel, engineering steel, and high-end alloys, owing to the capability of this metal in enhancing strength, durab
A Tale of Two Dollars: Why Dollar General Outpaced Dollar Tree This Quarter
As continuous inflation squeezes household budgets, the discount retail sector should potentially benefit across the board, with middle- and lower-income consumers looking for value driving foot traffic into value chains. That’s roughly what happened in the second-quarter reports from Dollar General Corporation (NYSE:DG) and Dollar Tree, Inc. (NASDAQ:DLTR), both of which were released in late […]
RH (RH) (Q2 2026) Earnings Call Highlights: RH Estates Launch and International Expansion Drive ...
RH (RH) beats Q2 guidance with $922.2 million in revenue and 13.4% EBITDA margin, as the luxury retailer eyes a transformative second half fueled by RH Estates and easing international drag.
MoneyHero Ltd (MNY) (Q2 2026) Earnings Call Highlights: Narrowing Losses, AI-Driven Cost Cuts, ...
MoneyHero Ltd (MNY) trimmed its adjusted EBITDA loss 17% year over year in Q2 2026, expanded its member base to 10.1 million, and unveiled home loan and life insurance initiatives to reignite growth.
What Did Dell Technologies Say Before Its Stock Quadrupled?
Dell Technologies (DELL) stock more than quadrupled over the past year, a 323% gain, against about 18% for the S&P 500, and even Hewlett Packard Enterprise (HPE), up 130.6%, finished far behind. Management had described most of the drivers before the run began: customers sitting on old servers, AI orders that had outrun shipments earlier in the year, and costs falling while sales rose. Those signs could not tell you how far the stock would go.
U.S. Oil Rig Count Rises as Oil Tops $100
The total number of active drilling rigs for oil and gas in the United States rose this week, according to new data that Baker Hughes published on Friday
Ciena's Backlog Or Arista's Margins: Which Should Carry Your AI Network Bet?
If you own Ciena (CIEN) or Arista Networks, you own one idea: AI is driving fast growth in network traffic, and both sell the equipment that carries it. Both raised their revenue outlooks in their latest reports, and both say they could ship more if supply loosened. Then the pair splits. Ciena's case rests on orders it cannot yet fill, while Arista already keeps about 43 cents of every sales dollar as operating profit.
Hooker Furnishings: Macro Still An Issue For Discretionary Spend
Hooker Furnishings is launching its Margaritaville line, aiming to absorb fixed costs and drive growth in a higher-value category. Read more on HOFT stock here.
Can Northrop Grumman's European Expansion Drive Growth?
NOC's European expansion spans IBCS, weapons and surveillance as NATO allies boost defense investment and local industrial capacity.
MCFT Q2 Deep Dive: Acquisition Integration and Premium Product Mix Drive Upside Amid Margin Pressures
Sport boat manufacturer MasterCraft (NASDAQ:MCFT) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 63.4% year on year to $129.9 million. On top of that, next quarter’s revenue guidance ($147 million at the midpoint) was surprisingly good and 29% above what analysts were expecting. Its non-GAAP profit of $0.67 per share was 10.7% above analysts’ consensus estimates.
Global AI MarTech Market Report 2026-2031; Market to Nearly Triple From $28B in 2025 to $74.3B by 2031 as Agentic AI, Platform Consolidation and Privacy-First Personalization Reshape Marketing Technology
The global AI MarTech market is forecast to grow from USD 28.00 billion in 2025 to USD 74.30 billion by 2031 at a 17.66% CAGR. Growth is driven by agentic AI, first-party data, privacy-first personalization, multimodal content and platform consolidation. Software held about 73% of the market in 2025, while hybrid deployment is set to grow fastest. Retail and e-commerce leads by industry; North America held around 40%, and APAC will record the highest regional growth. Key vendors include Adobe, S
What Happens To CAT Stock If Data Center Demand Cools?
Caterpillar (CAT) stock returned 94% over the past twelve months, against 17.9% for the S&P 500, and its second quarter of 2026 was the first in company history above $20 billion of sales and revenues. One risk to that run is a quiet one. Caterpillar is adding factory capacity with data center power as a big driver, and analysts are asking whether that demand has staying power through 2030.
Can BBY Sustain Its 17.9% Three-Month Rally as Growth Drivers Broaden?
Best Buy's 17.9% three-month rally gains support from stronger Q2 results, raised fiscal 2027 guidance and broader growth, though risks remain.
SBUX Bets on Refreshers to Boost Afternoon Traffic: Will it Pay Off?
Starbucks is betting on Refreshers to drive afternoon traffic, but rising competition from Dutch Bros and McDonald's could test its momentum.
August CPI: Energy Prices Flare Up As Fed Hike Nears
August CPI data showed headline inflation rising 0.4% MoM, driven by renewed energy price pressures amid ongoing Middle East conflict. Click for more.
Iran War, Inflation Fears Trigger $40 Billion Large-Cap Exodus — But VOO, QQQ Buck the Trend
Iran war and $100 oil drive large-cap outflows, but investors keep buying VOO, QQQ and semiconductor ETFs.
The Zacks Analyst Blog Highlights Goldman Sachs, RTX, Abbott, NLI and Precipio
Goldman Sachs, RTX and Abbott lead Zacks' latest research, with growth drivers balanced by costs, supply-chain and market risks.
RH: Tariff Benefits Mask Enduring Margin Pressure
RH Q2 beat was fueled by a one-time $55M tariff refund as core margins weaken. Elevated leverage drives a sell rating with ~$120 fair value. Click for more.
IBEX Ltd (IBEX) (Q4 2026) Earnings Call Highlights: Record Revenue and AI-Driven Growth Momentum
IBEX Ltd (IBEX) closed fiscal 2026 with record revenue of $644.1 million and issued upbeat FY2027 guidance of $700-$715 million, fueled by Health Tech strength and AI agent deployments.
Buy Hardware, Sell Software: Pricing Power Picks The Winner
AI hardware demand is surging as chips, data centers, and energy bottlenecks drive pricing powerâwhile firms build AI software in-house.
Prefer XNTK Over XLK: The More Popular ETF Is Light On The Capex Leg
XNTK provides greater exposure to capex-driven AI themes with growth drivers absent in XLK's GICS-limited portfolio. Read more on XNTK and XLK ETFs here.
Nvidia CEO Reportedly Dismisses Anthropic Exec's AI Doomsday Warning As ‘Outlandish’ And ‘Deeply Untrue’
Jensen Huang rebuffed AI catastrophe warnings while highlighting massive infrastructure demand as key growth drivers.
Trump's Surgeon General Pick Has Tobacco, Cola Stocks In Portfolio Even as Robert Kennedy Jr. Wages War On Sugary Drinks, Processed Food
President Trump's Surgeon General nominee Dr. Nicole Saphier disclosed investments in Philip Morris and other companies, agreeing to divest if confirmed.
GME Stock Jumps 4% After-Hours — What’s Driving The Rally?
According to a filing with the Securities and Exchange Commission, CEO Ryan Cohen bought a million shares of GameStop.
LightPath Technologies (NASDAQ:LPTH) Meets Consensus as Record Backlog and Margin Mix Shape Fiscal Year Close
LightPath Technologies posts in-line Q4 results with revenue up 73%, record $110.9M backlog, and margin gains driven by higher-margin assemblies.
Top Research Reports for Goldman Sachs, RTX & Abbott
Goldman Sachs, RTX and Abbott headline today's research, with growth drivers, risks and strategic moves shaping their outlooks.
Cisco Slips as Huawei Source-Code Claims Reach Trial
The courtroom dispute concerns historic technology; Cisco's $9.3 billion AI order book drives today's financial case.
Novavax Highlights Sanofi, Pfizer Catalysts in Matrix-M Platform Pivot
Novavax (NASDAQ:NVAX) executives outlined the company’s transition from a COVID-19 vaccine-focused business toward a partnership-driven model centered on its Matrix-M adjuvant technology, with near-term attention on Sanofi’s commercial rollout of NUVAXOVID, combination vaccine development and early
Can Apple's Foldable iPhone Fuel the Next Growth Cycle for the Stock?
AAPL's iPhone Duo could drive upgrades and deepen ecosystem engagement, supported by strong iPhone sales, AI gains and Services growth.
August PPI Shows Inflation Is Still Sticky
August PPI shows sticky inflation as services drive 5.4% y/y; 10-year nears 5% ahead of FOMC. Click for this look at the latest data.
Cloud Security Market Surges to $59.34 billion at a CAGR 11.5% by 2031 | Report by MarketsandMarkets™
Delray Beach, FL, Sept. 10, 2026 (GLOBE NEWSWIRE) -- According to MarketsandMarkets™, the global Cloud Security Market is projected to grow from USD 34.37 billion in 2026 to USD 59.34 billion by 2031, advancing at a CAGR of 11.5% during the forecast period. The market is being driven by increasingly sophisticated cyber threats, tighter regulatory and data protection requirements, and the growing complexity of multicloud and hybrid IT environments. Enterprises are investing in security platforms
SCHX: More Diversity Than SPY, Less Than VTI, Better Than Neither
Schwab U.S. Large-Cap ETF remains a buy, benefiting from accelerating AI-driven CapEx and earnings expansion. Click here for more on SCHX.
CAT Could Be the Best AI Infrastructure Stock You’re Overlooking
While everyone fixates on chips and software, one 100-year-old manufacturer is quietly racking up orders that stretch to 2030 and posting the biggest quarter in its history, powered by the same AI buildout driving Nvidia headlines.
Why The Fed Must Cut Interest Rates
S&P 500 outlook ahead of the FOMC: inflation, oil and bond risks could drive volatility.
Chewy: Modern Animal Acquisition, Strong NSPAC Growth, Cheap
Chewy delivered strong EBITDA and better-than-expected Q2 results, driven by organic sales growth and an expanding customer base. Click for more on CHWY stock.
Enterprise Products Partners: A Dividend Champion With Imminent Breakout Potential
Enterprise Products Partners is driven by technical momentum, strong FQ2 2026 earnings, and supportive geopolitical dynamics. See why EPD stock is a Buy.
Oil Jumps Above $100: What It Means For Inflation And Market Risks
Elevated oil and refined product prices are likely to drive CPI higher, pressuring both bond and equity markets. Click here to read what investors need to know.
What August's Gold Rally Means For Gold Mining Equities
August was goldâs best month since January as gold surged 9.67%, driven by geopolitical hopes, Treasury buyback plans, and central bank demand. Gold miners dramatically outperformed.
Amgen: Buy The Novartis-Driven Selloff (Rating Upgrade)
Amgen raised full-year 2026 revenue and EPS guidance, signaling improved confidence. Find out why AMGN stock is upgraded to buy.
Korn Ferry (KFY) Q1 2027 Earnings Call Transcript
Burnison discusses AMS integration and AI-driven demand for proprietary talent data.
Sunbelt Rentals Holdings Inc (SUNB) (Q1 2027) Earnings Call Highlights: Record Revenue and ...
Sunbelt Rentals Holdings Inc (SUNB) posts an 11.2% revenue increase to $3.1 billion, driven by robust specialty growth and strategic acquisitions, while raising its full-year outlook.
Wealthfront Reports Fiscal Second Quarter 2027 Results
Total Platform Assets up 12% year-over-year to $99.0 billion at the end of the quarterFunded clients up 14% year-over-year to 1.5 million at the end of the quarterSurpassed $100 billion in Total Platform Assets as of the end of August PALO ALTO, Calif., Sept. 09, 2026 (GLOBE NEWSWIRE) -- Wealthfront Corporation (Nasdaq: WLTH), a tech-driven financial platform helping digital natives turn their savings into wealth, announced financial results for its fiscal second quarter ended July 31, 2026. Dav
Is Joby Stock Priced For The Wrong Business?
Joby Aviation (JOBY) stock has fallen 49.2% over the trailing twelve months to about $6.84, about 65% below its 52-week high. The shares change hands at 57.0 times sales, against 3.2 for the S&P 500. That multiple is accurate. It also measures a passenger brokerage business that represents a transitional step rather than the long-term eVTOL manufacturing thesis driving the stock's valuation.
Chewy Inc (CHWY) (Q2 2026) Earnings Call Highlights: Strong Sales Growth and Raised Margin ...
Chewy Inc (CHWY) beats Q2 expectations with 7.3% net sales growth, raises full-year EBITDA margin outlook, and advances AI-driven efficiencies despite a stable but pressured pet market.
Stocks to Consider Before the Fed's September Decision: JPM, EOG, BE
JPMorgan, EOG Resources and Bloom Energy offer distinct exposure to rates, oil prices and AI-driven power demand before the Fed's September decision.
e.l.f. Beauty's International Sales Jump 61%: What's Driving It?
ELF's international momentum is building on broader retail reach, stronger key-market trends and new brand launches across global markets.
Pure-Play AI Cloud vs. Energy-Driven Infrastructure: Nebius Scale Meets IREN Limited’s Efficiency
Two AI infrastructure companies just reported earnings with the same tailwind behind them and completely opposite strategies in front of them, and only one of those playbooks survives a construction delay or a GPU slip.
Zacks Industry Outlook Highlights Malibu Boats, MasterCraft Boat, Johnson Outdoors and Escalade
Escalade, Malibu Boats, MasterCraft Boat and Johnson Outdoors stand out as leisure stocks with growth drivers despite consumer, tariff and cost pressures.
Prediction: This Could Be the Next AI Stock to Join the $5 Trillion Club
Microsoft's stock has gone nowhere for a year while its fundamentals quietly broke out, and one AI-driven business unit may have just handed it a credible shot at joining the most exclusive club in markets.
Trimming Cummins (CMI): Taking Profits in a Top Industrials Performer
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here. Global equities experienced a sharp rally in Q2 2026, with the S&P 500 returning 15.2%, its strongest quarter since 2020, driven by a shift from software to hardware in the Artificial Intelligence […]
LTM Collaborates with IBM and Red Hat on Lightwell to Advance AI-Driven Open-Source Software Remediation
MUMBAI, India, September 09, 2026--LTM today announced that it has collaborated with IBM and Red Hat on Lightwell to advance AI-driven open-source software remediation.
Certinia Unveils the System of Action for Services, and the Largest Expansion of Veda AI to Date
AUSTIN, Texas, September 09, 2026--Certinia today unveiled the System of Action for services businesses, which understands context, applies judgment, and then acts on trusted data and reasoning, so that every decision drives toward real business outcomes.
Gold Market Commentary: Paved With Good Interventions
A bumper month for gold â driven by ETF flows, futures flows and options activity â helped cement August as the third-strongest monthly return in a quarter century. Read more here.
Nvidia: Customers Wanted More Than It Could Build
NVIDIA delivered Q2 FY27 revenue of $96.2B, surpassing guidance and driving shares up 8.7%. See why I rate NVDA stock a Buy right now.
Braze: Growth At A Very Reasonable Price, Especially Amid Guidance Boost
Braze raised FY27 revenue guidance to $910â$913M, reflecting robust AI-driven product adoption. Read why BRZE stock remains a compelling GARP play.
Wipro And CrowdStrike Launch The Chief Information Security Officer Command Center
The CISO Command Center reinforces Wipro’s consulting-led cybersecurity strategy by enablingenterprises to move from tool-driven operations to an enterprise-wide, risk-led operating model.The Center will be
AI Will Transform the World, but Legendary Investor Warns Its Arms Race Has a Familiar Trap
Is AI-driven market exuberance irrational? Oaktree's Howard Marks weighs in on valuations, bubbles, and risk.
Braze Inc (BRZE) (Q2 2027) Earnings Call Highlights: Record Revenue and AI Adoption Drive Growth
Braze Inc (BRZE) reports 26% revenue growth, raises full-year guidance, and sees accelerating adoption of BrazeAI tools.
ServiceTitan Inc (TTAN) (Q2 2027) Earnings Call Highlights: Record Free Cash Flow and AI-Driven ...
ServiceTitan Inc (TTAN) delivers 21% revenue growth and raises margin expectations as its agentic operating system, Max, doubles enrolled locations and drives significant operating leverage.
Super Micro Computer Sees AI Demand Driving Growth, Diversification and Cash Flow
Super Micro Computer (NASDAQ:SMCI) said demand for AI infrastructure remains strong as the company works to expand its customer base, increase the value of its systems offerings and improve cash conversion through more favorable customer contracts. Speaking at Citi's Technology Conference, Michael
Semtech Sets Bar for 224G Optical Connectivity
CAMARILLO, Calif., September 09, 2026--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things ("IoT") devices worldwide, today introduced a family of 224G linear Transimpedance Amplifier (TIA) and driver solutions, designed to accelerate the deployment of Near-Packaged Optics (NPO) and Co-Packaged Optics (CPO) architectures for AI/ML clusters, hyperscale data centers and next-gener
Top Stock Reports for Oracle, Merck & Union Pacific
Oracle, Merck and Union Pacific lead today's stock reports, with cloud growth, drug sales and rail strength driving their investment stories.
ServiceTitan Q2 Earnings Call Highlights
ServiceTitan (NASDAQ:TTAN) reported fiscal second-quarter 2027 revenue growth of 21% and record free cash flow, while outlining a broader investment push behind its AI-driven Max platform and internal “Software Factory” initiatives. Total revenue for the quarter was $292.8 million, up 21% year over
Chip, Drug Makers to Drive Non-Residential Construction Rebound, UBS Says
US non-residential construction is approaching a reacceleration, driven by semiconductor and pharmac
AI, Cancer Vaccines, and Next-Gen Medicine
Could cancer vaccines and AI drive the next wave of healthcare innovation?
Uber Falls 4% on Tesla Cybercab Threat as Slovenia Clears Full Self-Driving; TSLA Stock Rises 4%
Tesla's expanding robotaxi footprint is sending ripples through the rideshare market, and Uber shareholders are absorbing the hit even though Uber's own results gave them no reason to sell.
2 Large-Cap Stocks with Exciting Potential and 1 We Find Risky
Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.
Which S&P500 stocks are the most active on Tuesday?
Stay informed about the most active stocks in the S&P500 index on Tuesday's session. Discover the stocks that are generating the highest trading volume and driving market activity.
Arm’s Biggest Growth Driver May Not Be Smartphones Anymore
Arm's smartphone empire built one of tech's most recognizable businesses, but the company's next billion-dollar bet is pointing somewhere else entirely, and the valuation debate it has sparked puts bulls and bears in direct conflict.
Canada tariffs put loonie, supply chains in focus as trade war deepens
Investing.com -- Canada’s C$27.6 billion retaliation against U.S. imports took effect on Tuesday, putting the Canadian dollar and North American supply chains under fresh pressure as investors assessed the risk that a widening trade war will drive up costs and disrupt cross-border commerce.
Michael Burry Calls Palantir an ‘AI FOMO Consultant.’ Here’s Why He’s So Bearish on PLTR — And Why I’m Not Fully Convinced.
Michael Burry’s “AI FOMO consultant” critique raises serious questions about Palantir’s business model and lofty valuation, but the company’s exceptional AI-driven growth makes his bearish case far from clear-cut.
FedEx Conference: AI, Data and Network 2.0 Drive Cost Cuts and Supply-Chain Growth
FedEx (NYSE:FDX) executives outlined how the company is using data, artificial intelligence and network integration to reduce costs, improve delivery precision and expand into supply-chain technology services during Citi’s TMT conference. President and CEO Raj Subramaniam said the company remains f
NU Holdings AI Push: Can NuFormer Strengthen Its Competitive Edge?
NU deepens its AI push with NuFormer, using a vast database to drive underwriting, service and growth.
Multiomics Market Report Now Available — See Why Spatial Omics Is Set to Outgrow Single-Cell as the Field's Next Growth Driver
578-Page Report Forecasts Market Growth from $3.18B (2026) to $5.7B by 2031, Profiling 10x Genomics, Thermo Fisher, Illumina, Oxford Nanopore, Bruker, and 14 Other Key Players Multiomics Market Multiomics Market Dublin, Sept. 08, 2026 (GLOBE NEWSWIRE) -- The "Multiomics Market by Offerings, Method, Technology, Workflow, Application, Competition - Global Forecast to 2031" has been added to ResearchAndMarkets.com's offering. Global Multiomics Market to Reach USD 5.70 Billion by 2031, Driven by Pre
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