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COMPUTEX 2026 opened in Taipei with organizers framing artificial intelligence as the central force reshaping the global technology industry, while Qualcomm (NASDAQ:QCOM) President and CEO Cristiano Amon used the event’s opening keynote to outline the company’s view of an “agentic” AI era across pho
Paragon Banking Group (LON:PAG) reported what Chief Executive Nigel Terrington called “another strong financial and operational performance” for the first half of 2026, citing resilient margins, loan growth, tight cost control and strong capital generation despite market volatility.
The specialist
NewRiver REIT (LON:NRR) said its FY 2026 results showed the first full-year benefits from the Capital & Regional acquisition, with management pointing to higher earnings, dividend growth, portfolio repositioning and a strengthened balance sheet as evidence that its strategy is translating into f
Qualcomm (NASDAQ:QCOM) President and CEO Cristiano Amon said the company’s diversification strategy is progressing across automotive, IoT and data center markets, while its core handset business remains constrained by elevated memory costs rather than end-market demand.
Speaking with Bernstein Seni
GB Group (LON:GBG) reported fiscal 2026 revenue and profit in line with its prior guidance and set out a plan to accelerate growth through its AI-powered identity platform, expanded partnerships and a continued recovery in the Americas.
Chief Executive Dev Dhiman said FY 2026 was “a significant yea
PayPal (NASDAQ:PYPL) President and CEO Enrique Lores outlined a broad operational and technology reset for the payments company at Bernstein’s 46th Annual Strategic Decisions Conference, saying the company has substantial opportunities to simplify its structure, modernize its technology platform and
Chemring Group (LON:CHG) said first-half trading was in line with expectations and reiterated its full-year outlook, supported by a record order book and stronger order visibility across its defense and national security businesses.
Chief Executive Michael Ord said the group had seen “encouraging”
NVIDIA (NASDAQ:NVDA) founder and CEO Jensen Huang said the company plans to return at least half of its free cash flow to shareholders while outlining a broader strategy to reshape data centers, PCs and edge devices around “agentic” artificial intelligence.
Speaking at a company event that included
Intel (NASDAQ:INTC) used its COMPUTEX 2026 keynote to outline a broad push across PCs, edge computing, data centers, custom silicon and AI infrastructure, with Chief Executive Lip-Bu Tan emphasizing execution, engineering focus and partnerships across the technology ecosystem.
Tan, who said he has
BeOne Medicines (NASDAQ:ONC) used an investor event at ASCO to outline what executives described as a new phase of growth beyond hematology, highlighting three solid tumor programs that the company said are moving toward registrational development.
John Oyler, BeOne’s co-founder, chairman and chief
Mercer International (NASDAQ:MERC) shareholders approved all proposals at the company’s 2026 annual meeting, while management outlined a difficult 2025 marked by weak pulp and lumber markets, higher costs and trade-related uncertainty.
Chairperson William McCartney said shareholders elected all nin
Marriott International (NASDAQ:MAR) Chief Financial Officer Jen Mason said travel demand remains broadly healthy, with leisure and group travel showing strength, while the Middle East remains the company’s primary near-term headwind.
Speaking at a Morgan Stanley investor conference, Mason, who rece
Jade Biosciences (NASDAQ:JBIO) said interim results from a Phase 1 healthy volunteer study of JADE101 showed rapid and durable reductions in serum IgA, supporting the company’s plan to advance the antibody into patient studies for IgA nephropathy.
Chief Executive Officer Tom Frohlich said JADE101,
Hewlett Packard Enterprise (NYSE:HPE) reported what executives described as a record fiscal 2026 second quarter, with revenue and earnings exceeding the company’s outlook and management raising its full-year financial targets on stronger demand across networking, cloud and AI.
President and Chief E
Credo Technology Group (NASDAQ:CRDO) reported record fiscal fourth-quarter and full-year results, with management pointing to strong demand for artificial intelligence data center connectivity and forecasting another year of rapid growth.
Chief Executive Officer Bill Brennan said fiscal 2026 was “a
Edap Tms (NASDAQ:EDAP) used its 2026 FocalTherics Investor Day to outline its shift toward becoming a “high-growth, pure-play robotic focal therapy company,” with management emphasizing the company’s Focal One robotic high-intensity focused ultrasound, or HIFU, platform for prostate cancer and futur
Quanta Services, Roblox, and Boston Scientific announced share buybacks totaling $6 billion, each under different market conditions and for different strategic reasons.
The Pentagon is pushing forward its Drone Dominance initiative, and drone stocks are soaring as the government signals funding support for the industry.
Driven by an AI memory chip shortage, Samsung, SK Hynix, and Micron have crossed $1 trillion market caps as the supply deficit is set to last through 2027.
Science Applications International (NASDAQ:SAIC) reported a stronger-than-expected start to fiscal 2027, with executives pointing to record margins, steady cash generation and early signs of improvement in federal spending activity while maintaining a cautious stance on the full year.
Chief Executi
Hormel Foods beat Q2 fiscal 2026 EPS estimates with 40 cents adjusted, up 14% year-over-year, as all three segments posted profit growth and organic sales rose 3%.
Actively managed funds have higher costs than their passive peers in most cases, but may also come with the potential for enhanced returns, dividends, and more.
Corbus Pharmaceuticals (NASDAQ:CRBP) executives and oncology specialists used an ASCO-linked discussion to outline the rationale for focusing the company’s CRB-701 program on recurrent or metastatic oropharyngeal head and neck cancer, particularly in patients whose disease is associated with human p
SanDisk's bears have been badly wrong so far, and with short interest fading and analyst targets well above current levels, the bulls look set to keep winning.
Alphabet is expanding into consumer hardware with the Googlebook laptop and Android XR smart glasses, both powered by its Gemini Intelligence AI platform.
Drax Group (LON:DRX) Chief Executive Will Gardiner said the company’s recommended all-cash offer to acquire Bluefield Solar Income Fund would significantly expand Drax’s U.K. renewables business and broaden its generation portfolio, while prompting a pause in its current share buyback program pendin
Palantir stock remains under pressure in 2026, but strong AI growth, expanding margins, and enterprise adoption continue supporting the long-term bull case
Sirius Real Estate (LON:SRE) reported higher full-year funds from operations, rental income and dividends for the period ended March 31, 2026, as management said acquisitions and like-for-like rent roll growth offset macroeconomic pressure in the U.K. and Europe.
Group Chief Executive Officer Andre
NVIDIA (NASDAQ:NVDA) Founder and CEO Jensen Huang used a keynote in Taiwan to outline the company’s next phase of growth around agentic AI, AI factories, new data center systems, enterprise software tools, personal computers and robotics.
Speaking at GTC Taiwan, Huang repeatedly credited Taiwan’s s
Cango (NYSE:CANG) reported first-quarter 2026 revenue of approximately $102 million, driven primarily by its Bitcoin mining business, as management said the company is prioritizing cost discipline and cash flow resilience over hash rate scale during a period of industry adjustment.
Chief Executive
Legend Biotech (NASDAQ:LEGN) used an investor and analyst event to highlight long-term data and physician perspectives supporting broader use of CARVYKTI, its BCMA-directed CAR T-cell therapy for multiple myeloma developed, manufactured and co-promoted with Johnson & Johnson.
Chief Executive Of
GRAIL (NASDAQ:GRAL) said new data presented at the American Society of Clinical Oncology annual meeting showed its Galleri multi-cancer early detection blood test can identify more cancers through screening and reduce stage 4 diagnoses, though the company confirmed that a primary endpoint in its lar
Phillips Edison & Company, Inc. (NASDAQ:PECO) executives said demand for grocery-anchored shopping centers remains strong following the company’s meetings at ICSC Las Vegas, citing robust retailer expansion plans, limited supply and continued opportunities for acquisitions.
During an ICSC recap
Oculis (NASDAQ:OCS) said its two Phase 3 DIAMOND trials of OCS-01 in diabetic macular edema did not meet their primary endpoints, and the company does not currently plan to pursue a U.S. Food and Drug Administration filing for the drug candidate in that indication.
Chief Executive Officer Riad Sher
OceanFirst Financial (NASDAQ:OCFC) shareholders approved all proposals presented at the company’s 2026 annual meeting, including the election of 13 directors, an advisory vote on executive compensation, the company’s 2026 Stock Incentive Plan and the ratification of Deloitte & Touche LLP as inde
Nextpower (NASDAQ:NXT) said it has entered into a definitive agreement to acquire Prevalon Energy, a utility-scale battery energy storage systems provider, in a transaction the company said would expand its platform beyond solar into storage, controls, software and lifecycle services.
Founder and C
Glencore (LON:GLEN) executives used the company’s annual general meeting to emphasize safety, copper growth plans, shareholder returns and the role of its marketing business, while facing shareholder and stakeholder questions on labor relations, mine closures and tailings safety.
Kalidas Madhavpedd
NXP Semiconductors (NASDAQ:NXPI) is seeing a more constructive demand environment than it did several months ago, particularly in automotive, Executive Vice President of Investor Relations Jeff Palmer said at TD Cowen’s Technology, Media & Telecom Conference.
Speaking with TD Cowen semiconducto
REITs owning and operating data centers stand to benefit tremendously from fast-growing AI demand, and Equinix and Digital Realty Trust are at the top.
Match Group (NASDAQ:MTCH) Chief Financial Officer Steven Bailey said Tinder is showing signs that recent product and marketing changes are beginning to translate into stronger user trends and better financial metrics.
Speaking at an investor conference, Bailey said the company’s thesis for improvin
MannKind (NASDAQ:MNKD) said the U.S. Food and Drug Administration has approved Afrezza for pediatric patients with diabetes ages 6 and older, expanding the inhaled mealtime insulin’s label into children and adolescents.
Chief Executive Officer Michael Castagna called the decision “a truly historic
Meta Platforms (NASDAQ:META) shareholders rejected a slate of outside investor proposals at the company’s 2026 annual meeting, while Chairman and CEO Mark Zuckerberg outlined what he described as four major opportunities tied to artificial intelligence: improving Meta’s core apps and advertising, pe
Microchip Technology (NASDAQ:MCHP) executives said the company is nearing the end of a prolonged inventory correction while positioning for growth tied to data centers, aerospace and defense, automotive systems and industrial markets.
Speaking at TD Cowen’s 54th annual TMT conference, President and
Marathon Digital (NASDAQ:MARA) Chairman and Chief Executive Officer Fred Thiel said the company’s push into AI and high-performance computing infrastructure has been a multiyear process built on its experience aggregating low-cost power and data center capacity for bitcoin mining.
Speaking at TD Co
Lam Research (NASDAQ:LRCX) President and CEO Tim Archer said AI demand is reshaping the semiconductor equipment market across logic, memory, storage and packaging, creating what Bernstein analyst Stacy Rasgon described as a “renaissance” for wafer fab equipment.
Speaking at a Bernstein conference,
Costco posted record Q3 2026 revenue of $70.53 billion and raised its dividend 13%, but a slight EPS miss and stretched 47x valuation sent shares down 4%.
The tech sector has bounced back in Q2, but software stocks continue to lag. Taking advantage of that, Salesforce, Adobe, and ADP have launched major stock buybacks.
Innoviz Technologies (NASDAQ:INVZ) Chief Financial Officer Eldar Cegla said the lidar industry is seeing renewed momentum in automotive applications and growing demand in non-automotive markets tied to “Physical AI,” during a fireside chat at TD Cowen’s TMT Conference.
Speaking with TD Cowen analys
IDEXX Laboratories (NASDAQ:IDXX) President and CEO Michael Erickson used a Stifel investor conference appearance to emphasize the company’s innovation pipeline, expanding commercial reach and growing use of software and artificial intelligence across veterinary diagnostics.
Erickson, who recently b
IAC (NASDAQ:IAC) executives said the company’s recent consolidation plan is intended to simplify its structure, reduce corporate expense and narrow what management views as a discount in the company’s share price.
Speaking at a TD Cowen fireside chat, Christopher Halpin, IAC’s chief operating offic
Henry Schein (NASDAQ:HSIC) executives said the company is on track with its 2026 commitments and value-creation plan, while pointing to continued momentum in the U.S. dental market despite broader concerns about consumer confidence.
Speaking at a Stifel dental track event moderated by Stifel Managi
Robinhood Markets (NASDAQ:HOOD) CFO Shiv Verma said the company is expanding its artificial intelligence efforts with newly announced “agentic” trading and commerce tools, while continuing to prioritize asset growth, international expansion and product diversification.
Speaking at an investor confe
GlobalFoundries (NASDAQ:GFS) Chief Financial Officer Sam Franklin said the chipmaker sees a path to significantly higher profitability over the next several years, driven by a mix shift toward faster-growing end markets, technology services, manufacturing productivity and better utilization of its e
JFrog (NASDAQ:FROG) is seeing continued demand from enterprise artificial intelligence activity, with cloud usage benefiting from experimentation around coding agents and model development, Jeff Schreiner, the company’s head of investor relations, said during a conference discussion with analyst And
Fiserv (NASDAQ:FISV) President and CEO Mike Lyons said the payments and financial technology company is working to restore what he described as its historically predictable, mid-single-digit revenue growth profile after a difficult year for investors.
Speaking at a Bernstein-hosted discussion with
Figure Technology Solutions (NASDAQ:FIGR) Chief Executive Officer Michael Tannenbaum said the company’s core strategy has remained consistent since its founding in 2018: building capital markets marketplaces on blockchain rails while using automation to lower costs and improve liquidity.
Speaking w
Silvercorp Metals (NYSEAMERICAN:SVM) reported record fourth-quarter and fiscal 2026 financial results, driven by sharply higher realized silver prices and continued cash generation from its Chinese operations, President Lon Shaver said on the company’s earnings call.
Shaver said fourth-quarter reve
Evolv Technologies (NASDAQ:EVLV) executives used an appearance at TD Cowen’s TMT conference to outline the company’s growth strategy, recent financial performance and product positioning in weapons-detection screening.
CEO John Kedzierski said Evolv was created to address a gap between traditional
