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Twilio (NYSE:TWLO) executives outlined the company’s strategy to expand beyond communications connectivity into tools designed to provide context, orchestration and intelligence for interactions involving customers, human agents and artificial intelligence systems.
Speaking at a Goldman Sachs event
Medtronic (NYSE:MDT) executives said the medical device maker is seeing accelerating growth across major franchises and emerging product categories, supported by innovation in artificial intelligence, robotics and new therapies.
Speaking at the Wells Fargo Healthcare Conference, Chairman and Chief
NIKE (NYSE:NKE) used its 46th annual shareholder meeting to outline progress in its business reset, emphasizing a sport-focused operating model, growth in performance categories and efforts to improve its marketplace execution.
Executive Chairman Mark Parker said shareholders voted on six proposals
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
Cisco Systems (NASDAQ:CSCO) executives said demand tied to artificial intelligence, infrastructure modernization and security is supporting what the company views as a multi-year networking growth cycle.
Speaking at the Goldman Sachs Communacopia + Technology Conference, President and Chief Product
EVI Industries (NYSEAMERICAN:EVI) said fiscal 2026 was the strongest year in its history, citing record revenue, gross profit and gross margin, alongside operating cash flow generation and continued acquisition activity.
Chairman and Chief Executive Officer Henry Nahmad said the company generated a
Visa (NYSE:V) CEO Ryan McInerney said the payments company is seeing continued strength in consumer spending, accelerating cross-border activity and growing demand for cybersecurity, processing and other value-added services as it invests in artificial intelligence and new payment technologies.
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Braze (NASDAQ:BRZE) reported fiscal second-quarter 2027 revenue of $227 million, up 26% from a year earlier and 8% sequentially, as the customer-engagement software company cited contract expansions, renewals and new business. The company also raised its revenue outlook for the third quarter and ful
InnovAge (NASDAQ:INNV) reported fiscal 2026 revenue growth, higher census and a sharp increase in adjusted EBITDA as the provider of Program of All-Inclusive Care for the Elderly, or PACE, services said it has moved beyond a multiyear operational turnaround and is focusing on scalable growth.
For t
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
Mission Produce (NASDAQ:AVO) reported fiscal third-quarter 2026 adjusted EBITDA of $32.4 million, exceeding the high end of its previously projected $28 million to $32 million range, as stronger-than-expected international farming results and post-acquisition contributions from Calavo supported perf
SoFi Technologies (NASDAQ:SOFI) CFO Chris Lapointe said the financial-services company entered the second half of 2026 with continued revenue growth, expanding product adoption and a mix of newer businesses that remain in earlier stages of development.
Speaking at an investor conference, Lapointe s
Broadcom (NASDAQ:AVGO) CEO Hock Tan said enterprise adoption of generative artificial intelligence remains in an early stage, with companies still working to identify use cases that offer a meaningful return on investment. Speaking at the Goldman Sachs Communacopia + Technology Conference, Tan said
Chevron (NYSE:CVX) sees Venezuela as a potentially significant source of low-cost production growth after negotiating revised commercial and legal terms that Chief Financial Officer Eimear Bonner said made the country’s resource base competitive within the company’s global portfolio.
Speaking at th
Google Cloud CEO Thomas Kurian said Alphabet (NASDAQ:GOOG) is seeing accelerating enterprise demand for its cloud infrastructure, artificial-intelligence products and cybersecurity offerings, citing growth in customer additions, large contracts and cross-selling across its product portfolio.
Speaki
Tesla's muted Cybercab launch and a new federal safety probe into its steering-wheel-free design sent shares lower, raising questions about the robotaxi's path to becoming a scalable business.
Broadcom fell after earnings despite strong AI chip demand, but analysts remain bullish as investors weigh near-term guidance, TPU share and supply limits.
Qualcomm (NASDAQ:QCOM) CFO and COO Akash Palkhiwala said the company’s newly announced multiyear agreement with Amazon represents a “landmark deal” for its expanding data-center business and supports its previously disclosed growth targets.
Speaking at the Goldman Sachs Communacopia + Technology Co
James Fisher and Sons (LON:FSJ) reported higher first-half revenue and underlying operating profit for 2026, as strong performances in its defense and maritime transport businesses offset weaker conditions in energy markets.
Revenue for the six months ended June 30 rose 2.1% year over year to just
After Meta settled its youth social media lawsuit for up to $18 billion, Morgan Stanley expects a wave of new AI products and maintains a $775 price target on the stock.
Q3 earnings season, led by energy and AI-driven tech gains, is likely to beat lowball consensus estimates, with S&P 500 outperformance possibly pushing the index toward 8,500 by early 2027.
Ford Motor (NYSE:F) is reshaping its software and digital-services strategy around a more connected ecosystem spanning vehicle hardware, software, mobile applications and dealer service, according to Mike Aragon, the company’s president of integrated services.
Speaking with Goldman Sachs analyst Ma
Campbell Soup cut its dividend to 25 cents quarterly, yielding about 4.7%, as weak organic sales and a cautious outlook weigh on shares, though analysts see support near $18 and signs of a bottom.
Cybersecurity demand is surging on AI growth, with stocks like Palo Alto, CrowdStrike, and Okta, plus ETFs HACK, CIBR, and BUG, rallying despite chart patterns signaling a possible correction.
Copper hit record prices in August as structural supply constraints and rising demand tighten markets, boosting operating leverage at miners like Freeport-McMoRan, Hudbay Minerals and Trekor Metals.
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
As Treasury yields near 4.79% amid rising rates, analysts argue the borrowing-cost-versus-return spread, not the headline rate, best explains winners like ASML and GE Vernova versus laggards like Oracle and Rocket.
IRSA Inversiones Y Representaciones (NYSE:IRS) reported fiscal 2026 net income of ARS 420.9 billion, up from ARS 261.9 billion a year earlier, as the company posted record rental EBITDA and continued expanding its shopping center, office and mixed-use development pipeline.
Chief Financial Officer M
United Natural Foods (NYSE:UNFI) reported fourth-quarter fiscal 2026 results in line with its outlook, as the grocery distributor cited improved operating leverage, higher free cash flow and lower leverage following the second year of its value creation strategy.
Chief Executive Officer Sandy Dougl
Advanced Micro Devices (NASDAQ:AMD) executives said artificial intelligence demand is broadening beyond graphics processors to include server CPUs, AI PCs and adaptive computing, while the company prepares for a significant ramp of its MI450 accelerator platform and Helios rack-scale systems.
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Weiss Ratings' Gavin Magor highlights Coca-Cola, Mastercard, Wheaton Precious Metals and Canadian National Railway as pricing-power stocks that offer defensive protection against dollar weakness and inflation.
Ciena beat Q3 earnings estimates with record margins, yet shares fell on margin concerns, prompting a look at rivals Lumentum and Coherent for AI optical networking exposure.
Waterdrop (NYSE:WDH) reported second-quarter 2026 revenue of RMB 1.45 billion, up 72.8% from a year earlier, while management said the company remained profitable for its 18th consecutive quarter. Net profit attributable to ordinary shareholders was cited at approximately RMB 130 million in opening
Applied Materials (NASDAQ:AMAT) sees continued strength in semiconductor equipment demand as artificial intelligence-related investment drives customer forecasts higher, Chief Financial Officer Brice Hill said at Citi’s 2026 Global TMT Conference.
Hill said the company’s rolling eight-quarter forec
ABM Industries (NYSE:ABM) reported record quarterly revenue and higher adjusted earnings for its third quarter of fiscal 2026, while raising the midpoint of its full-year adjusted EPS outlook and increasing its free-cash-flow forecast.
Revenue rose 4.2% year over year to slightly more than $2.3 bil
Canaan (NASDAQ:CAN) reported second-quarter 2026 revenue of approximately $32 million, below its prior guidance of $35 million to $45 million, as weaker Bitcoin mining economics, cautious customer spending and elevated industry inventory pressured equipment sales and pricing.
Chairman and CEO Nange
Ahead of CPI data and the Fed's rate decision, defensive stocks McDonald's, Johnson & Johnson, Walmart, Berkshire Hathaway, and NextEra Energy offer stability and dividends amid market uncertainty.
Super Micro Computer, CoreWeave, and IREN all carry heavy short interest as investors weigh rapid AI infrastructure growth against margin, cash flow, and spending concerns.
Emarketer projects Meta's ad revenue will surpass Google's in 2026, driven by AI-powered targeting tools like Advantage+ and stronger engagement on Reels and Instagram.
McKesson (NYSE:MCK) discussed its planned $2.25 billion acquisition of Precision Medicine Group, first-quarter operating trends and capital-allocation priorities during a presentation with Wells Fargo analyst Stephen Baxter.
The company said Precision Medicine Group would expand two areas it has id
Uber launched autonomous rides in London with Wayve and Ford, part of an asset-light strategy backed by strong free cash flow, rising EBITDA margins, and a moderate buy analyst consensus.
Docusign topped Q2 estimates and raised guidance, as its Intelligent Agreement Management platform grew to over 15% of recurring revenue, easing concerns about AI disrupting its core e-signature business.
As Treasury yields near multi-year highs and central banks repatriate gold, Newmont and Barrick Mining trade at discounted valuations despite strong margins, cash flow, and buyback programs.
Old Mutual (LON:OMU) reported improved interim operating performance for 2026, with management pointing to progress on its strategy, cost-reduction program and banking expansion while announcing a further ZAR 1 billion share buyback.
Chief Executive Officer Jurie Strydom said the insurer and financ
Funding Circle (LON:FCH) raised its full-year 2026 outlook after reporting strong first-half growth in lending, revenue and profit, supported by demand for its term loans, FlexiPay and business card products.
The company said credit extended rose 52% year over year to £1.7 billion in the first half
Dunelm Group (LON:DNLM) reported 3.1% sales growth for fiscal 2026, while profit before tax held steady at £211 million as the homewares retailer offset inflationary and volume-related cost pressures with productivity gains and modest gross-margin expansion.
For the year ended June 27, total sales
ATI, Astronics, and Ducommun each posted record backlogs amid rising defense spending, but their margins, leverage, and guidance suggest differing abilities to convert orders into profit.
Korean equities have surged in 2025 on AI chip demand, with the Matthews Korea Active ETF (MKOR) up roughly 80% YTD, though volatility and a higher expense ratio set it apart from cheaper rivals like EWY.
Guidewire Software stock fell on cautious guidance tied to its cloud transition, but revenue, margins, and cloud ARR growth suggest the pullback may be overdone.
Elevated gas prices amid the Iran war are boosting refiners and fuel distributors like Phillips 66, HF Sinclair, and CrossAmerica Partners, which benefit from wider margins and strong demand.
Analysts see high-risk, high-reward potential in Red Cat Holdings, Taysha Gene Therapies, and Solaris Resources, each projected to roughly double despite significant company-specific risks.
HPE issued Oracle warrants tied to a $70 billion infrastructure deal as its networking revenue jumped 75%, even as supply chain concerns pressured shares after earnings.
Microsoft's Azure growth accelerated to 43% and its backlog surged 84% to $678 billion, yet MSFT still trades below its five-year average forward earnings multiple.
QSR and Yum! Brands posted strong Q2 2026 results on franchise economics and global diversification, while McDonald's U.S. sales slowed on execution missteps despite similar franchise strength.
Palo Alto Networks and Zscaler both beat earnings estimates this week, but Palo Alto showed faster growth and stronger free cash flow, giving it the edge over its cybersecurity rival.
Parsons stock has fallen more than 25% YTD despite strong backlog growth and missile defense contracts, raising questions about whether the infrastructure and defense firm is undervalued.
AI-driven power demand and expiring utility contracts are tightening uranium supply, lifting long-term price targets to $95 per pound and boosting Cameco, NexGen Energy, and BWX Technologies.
Pantheon International (LON:PIN) said it generated net asset value per share growth of 4.3% during the year, while its share price rose 37.5%, reflecting a narrowing of the discount at which its shares traded relative to net asset value.
Charlotte Morris, partner and lead manager of Pantheon Intern
Elastic, John Deere, and Dynatrace all posted strong earnings and drew a wave of analyst rating upgrades and price target increases, with shares of each stock rallying in response.
Rising AI token costs are pushing enterprises toward on-premises hardware, boosting Dell Technologies after strong earnings while MongoDB shares fell despite a beat, as capital rotates from cloud software to hardware.
Strong August jobs data raised rate-hike odds ahead of the Fed's September meeting. IWM, XLF, and TLT offer different ways for investors to position for the decision's outcome.
GameStop, Apple, and Meta face key September catalysts: an earnings report, a product event, and a developer showcase that will test each company's strategy and stock narrative.
HPE's Q2 revenue rose 33.5% to $12.2 billion on AI and networking demand, beating guidance, as analysts raise price targets and forecast fresh stock highs.
Moderna, Pharvaris and AbbVie span short, mid and long-term healthcare setups, from melanoma data to a Phase 3 catalyst and 13 straight years of dividend hikes.
Apple prepares to unveil its first foldable iPhone amid rising component costs, with analysts split between a $400 bull case and a $263.66 bear case ahead of next week's launch.
Evercore upgraded Duolingo to Outperform with a $210 price target, arguing AI chatbot fears were overblown as user growth, retention, and engagement remain strong.
GitLab posted 21.3% revenue growth and beat earnings estimates in Q2 FY2027, driven by its Flex consumption pricing model, and raised its full-year adjusted earnings guidance.
Take-Two shares fell despite strong GTA VI demand ahead of its Nov. 19 launch, with analysts maintaining Buy ratings and price targets implying upside, while Sony and Microsoft face console pricing and supply risks.
Merchants Bancorp shares have surged despite past credit scares and a shareholder probe, as lower credit provisions and record assets drove a strong Q2 2026 earnings beat.
Lululemon shares fell 18% after weak Q2 2026 results and cut guidance revealed declining Americas sales, tepid China growth, and a fading turnaround narrative.
Stocks pulled back after a strong jobs report stoked rate-hike concerns. MarketBeat writers recap earnings-season themes, covering AI, cybersecurity, retail, energy, and dividend stocks.
