Rubrik (RBRK) Defies Memory Cost Concerns
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Discovery Fund”. A copy of the letter is available to download here.
EPS Surprise: 26 Stocks Beating Wall Street Expectations
Financial data and software firm FactSet said that 10 out of 11 sectors in the S&P 500 report year-on-year earnings growth, with eight posting double-digit gains.
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Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Discovery Fund”. A copy of the letter is available to download here.
SpaceX (SPCX) and Northrop Grumman (NOC) Clear Golden Dome Test: Who Has More to Gain?
The US Space Force’s Golden Dome missile-defense program has recently reached a new milestone, marking a sign of progress toward building the defense technology.
Fermi Inc. (FRMI) Just Scored Its First Big Win. Now The Real Test Begins
In an updated report, the company said that it inked a definitive agreement with TensorWave TEX1 LLC—a subsidiary of AI cloud provider TensorWave Inc.
Sweetgreen and Yum Brands: Two Restaurant Stocks Still Reeling From the 2026 Cyclospora Outbreak
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One Company's Clinical Miss Is Another's Moat: Vertex Rallies as Sionna's CF Bet Collapses
Cystic fibrosis investors came to learn a harsh lesson on August 10 about how concentrated a market can be: Sionna Therapeutics, Inc.
NIQ Global (NIQ) Soars 42% After Earnings. What's Next?
NIQ Global Intelligence PLC (NYSE:NIQ) saw its share price soar by 42 percent on Tuesday to close at $16.58 after beating its estimates in the second quarter and raising its growth outlook for the full...
Advanced Micro Devices, Inc. (AMD) vs. Sandisk Corporation (SNDK): Chip Earnings Momentum Meets a Mixed Market Reaction
Advanced Micro Devices, Inc. (NASDAQ:AMD) beat Wall Street's estimates across the board Tuesday, with revenue up 50% and data center sales more than doubling.
Alphabet Inc. (GOOGL) vs. Meta Platforms, Inc. (META): Washington and Brussels Both Turn Up the Heat on AI Safety
Alphabet Inc. (NASDAQ:GOOGL)'s Google, along with Meta Platforms, Inc.
Hedge Funds Favor Microsoft Corporation (MSFT) Over Meta Platforms Inc. (META)
Microsoft Corporation (NASDAQ:MSFT) added nearly $450 billion in market value on Thursday, the largest single-day gain for any U.S.
Stryker's (SYK) Comeback Quarter Looks Great, But At What Cost?
Stryker (NYSE:SYK) turned in one of its stronger quarters in recent memory on July 30, with sales climbing 9.4% to $6.6 billion and reported EPS jumping 44.1% to $3.30.
Can A New Vitiligo Registry Move The Needle For Thermo Fisher (TMO)?
Thermo Fisher Scientific (NYSE:TMO) mostly sells the instruments and supplies that let other companies do science, not the treatments themselves.
Spotify Just Legalized Fan Remixes, So What Does It Mean For SPOT?
On August 4, Spotify (NYSE:SPOT) and Merlin announced a licensing agreement that lets independent artists opt into Spotify's upcoming fan-made covers and remixing tool.
Palantir Technologies Inc. (PLTR) vs. Microsoft Corporation (MSFT): Can Palantir Pull Off a Microsoft-Style Comeback?
Microsoft Corporation (NASDAQ:MSFT) had one of the best stretches in its history, rising roughly 25% over three trading days after blowout earnings, including a record $450 billion single-day market cap...
Can Revolution Medicines (RVMD) Turn A New Ally Into Global Reach?
Revolution Medicines (NASDAQ:RVMD) just picked up a partner with deep pockets and a presence across Asia.
Synopsys (SNPS) Bets Big On Agentic AI: Can The Stock Follow?
Synopsys (NASDAQ:SNPS) just showed off some of the most ambitious autonomous engineering software on the market, built alongside Nvidia (NASDAQ:NVDA), at the DAC Chips to Systems Conference on July 26...
ExxonMobil Holdings Corporation (XOM) vs. Chevron Corporation (CVX): Trump Attacks the Oil Giants for Making "Too Much Money"
On August 3, 2026, President Trump accused ExxonMobil Holdings Corporation (NYSE:XOM) and Chevron Corporation (NYSE:CVX) of making "too much money" off high fuel prices just three days after both companies...
TransDigm's (TDG) Earnings Soared, So Why Did The Stock Sink?
TransDigm Group (NYSE:TDG) reported fiscal third quarter results on August 4, with net sales climbing 23% to $2,741 million and adjusted EPS up 13% to $10.87.
Is Commvault Systems, Inc. (CVLT) A Good Investment Right Now?
Commvault Systems, Inc. (NASDAQ:CVLT) develops enterprise software platforms focused on cyber resilience, data defense, and hybrid cloud management.
The Boeing Company (BA) vs. Southwest Airlines Co. (LUV): A Long-Delayed Plane Finally Clears the Runway
The FAA certified The Boeing Company (NYSE:BA)’s 737 MAX 7 on Monday, the smallest version of its bestselling jet, nearly a decade after the company first expected approval.
Can Teradyne's (TER) AI Boom Keep Outrunning Wall Street?
Teradyne (NASDAQ:TER) delivered a second quarter that beat almost every number Wall Street had penciled in.
AstraZeneca PLC (AZN) vs. Bristol-Myers Squibb Company (BMY): Wall Street Doesn't Buy This Merger Talk
AstraZeneca PLC (NYSE:AZN) shares closed down as much as 9% on Monday, the stock's biggest one-day drop since 2020, after reports that it held merger talks with U.S.
Talen Energy (TLN) Raised Guidance In August, So Why The Loss?
On August 5, Talen Energy (NASDAQ:TLN) posted a net loss for the second quarter, and yet the same release raised the company's full-year 2026 outlook and lifted its expectations for 2027 and 2028.
Rivian Automotive, Inc. (RIVN) vs. Ferrari N.V. (RACE): A Mass-Market EV Bet Against Ultra-Luxury Pricing Power
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Is Uber (UBER) Losing Waymo Partnership? What Does It Mean in the Robotaxi Race?
The robotaxi market could become one of the most important new segments of the next decade.
Vistra (VST) Just Grew Ebitda 30%, So Why Did Profit Fall?
On August 7, Vistra (NYSE:VST) posted a quarter that reads like a puzzle.
Amazon.com, Inc. (AMZN) vs. Apple Inc. (AAPL): Hedge Funds Favor One over the Other
Amazon.com, Inc. (NASDAQ:AMZN) and Apple Inc. (NASDAQ:AAPL) both beat Wall Street's revenue estimates this week, but investors could not have reacted more differently.
Hedge Funds Favor argenx (ARGX) Over Forte Biosciences, Inc. (FBRX): Argenx Agrees to Buy Forte Biosciences
argenx SE (NASDAQ:ARGX) agreed to buy Forte Biosciences, Inc. (NASDAQ:FBRX) for about $2.2 billion in cash, paying $77 a share, a roughly 40% premium to Forte's Friday closing price.
Visa Inc. (V) vs. Mastercard Incorporated (MA): Same Strong Spending Story, Very Different Stock Reactions
Visa Inc. (NYSE:V) and Mastercard Incorporated (NYSE:MA) both beat Wall Street's profit estimates this earnings season on resilient consumer spending and a World Cup travel boost.
Jim Cramer Says Buy the Dip in Sterling Infrastructure (STRL), Just "Don’t Buy It All at Once"
During a segment on CNBC’s Mad Money on August 5, a caller sought host Jim Cramer’s guidance on Sterling Infrastructure, Inc. (NASDAQ:STRL) following a dramatic post-earnings decline.
NVIDIA Corporation (NVDA) and Naver: A $1 Billion AI Bet in South Korea
NVIDIA Corporation (NASDAQ:NVDA) will invest about $1.01 billion in South Korean internet company Naver to help finance an AI data center, taking a 4.5% stake in Naver once the deal closes.
Jim Cramer Highlights Arista Networks (ANET) Following Q2 Beat and 50% Rally
Arista Networks, Inc. (NYSE:ANET) posted $3.04 billion in total sales for Q2 2026, which represents a 37.7% year-over-year increase and beat Wall Street consensus estimates by $210 million.
Wells Fargo (WFC) Bets On Blockchain, But Can The Rally Continue?
Wells Fargo (NYSE:WFC) just told its biggest clients they can move money on a Sunday.
Robinhood (HOOD)'s Growth Story: Can Diversification Offset Market Volatility?
Robinhood Markets, Inc. (NASDAQ:HOOD)'s push to become a diversified financial-services platform received a boost after the company delivered second-quarter results that affirmed underlying growth.
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