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Microsoft is restructuring into two segments and will disclose quarterly Azure revenue starting fiscal 2027, but analyst ratings and price targets show the stock's rally predates the filing.
Meta Platforms launched Muse, an autonomous AI agent with secure virtual machines and subscription options, signaling a shift from advertising toward recurring software revenue.
Coinbase Global (NASDAQ:COIN) executives outlined an expansion strategy centered on diversifying beyond spot cryptocurrency trading, adding new trading products, scaling stablecoin and tokenization offerings, and building infrastructure for on-chain transactions.
Speaking at a GS Research event, Pr
Chime Financial agreed to acquire Stride Bank for $590 million in cash, gaining a national charter to cut partner fees, protect interchange revenue, and lower lending costs ahead of a 2027 closing.
Lockheed Martin and IBM are using Switzerland's F-35 defense offset obligations to fund a quantum computing hub at ETH Zurich, pairing IBM's Nighthawk r2 processor with the Alps supercomputer.
Arista Networks (NYSE:ANET) executives outlined continued demand tied to artificial intelligence networking, a strengthening supply position and expanding opportunities beyond its largest hyperscale customers during Citi’s Global TMT Conference.
Chief Financial Officer Chantelle Breithaupt said the
Coinbase Global (NASDAQ:COIN) is expanding beyond its origins as a spot cryptocurrency trading platform, with Chief Financial Officer Alesia Haas outlining a strategy centered on an “Everything Exchange,” stablecoins, payments and on-chain infrastructure during a Citi Research conference discussion.
Lumen Technologies (NYSE:LUMN) Chief Executive Officer Kate Johnson said the company is positioning its network and software capabilities around enterprise demand for artificial intelligence, arguing that customers increasingly need to move data among buildings, cloud platforms, data centers and edg
Lumen Technologies (NYSE:LUMN) is focusing its strategy on digitizing enterprise networking, expanding Network-as-a-Service offerings and managing its legacy operations for cash generation, President and CFO Chris Stansbury said at the Goldman Sachs Communacopia + Technology Conference.
Stansbury s
Zoom Communications (NASDAQ:ZM) is positioning its platform as an AI-enabled “system of action” that can turn conversational data into business workflows, according to Michelle, the company’s CFO, speaking at a company event.
Michelle said Zoom’s strategic opportunity rests on the context generated
ServiceNow (NYSE:NOW) President and Chief Financial Officer Gina Mastantuono said customer conversations are increasingly centered on deploying artificial intelligence at scale while maintaining security, governance and cost controls.
Speaking at Citi’s TMT conference, Mastantuono said customers ar
OPKO Health (NASDAQ:OPK) outlined a strategy to shift its business mix toward therapeutics while continuing to streamline its diagnostics operations, with management highlighting a pipeline of early-stage clinical programs, external collaborations and capital available to fund development.
Speaking
Palo Alto Networks (NASDAQ:PANW) Chairman and CEO Nikesh Arora said artificial intelligence is increasing corporate focus on cybersecurity vulnerabilities while also creating new demands for security tools, data integration and network inspection.
Speaking at a company news event, Arora said the re
Uber Technologies (NYSE:UBER) CEO Dara Khosrowshahi said the company is maintaining a strategy centered on expanding its on-demand transportation and delivery platform, increasing engagement through memberships and cross-platform usage, entering less densely populated markets and investing in autono
Freeport-McMoRan (NYSE:FCX) is prioritizing the ramp-up of its Grasberg operations in Indonesia, potential U.S. production growth and an emerging leaching technology initiative that management believes could materially expand copper recovery from previously mined material.
Speaking at a Jefferies c
Mastercard (NYSE:MA) CFO Ling Hai said the company remains focused on top-line growth, supported by consumer spending resilience, cross-border travel and non-travel payments, services expansion, and targeted acquisitions.
Speaking at a conference in his first month as CFO, Hai said his capital-allo
RH (NYSE:RH) reported second-quarter fiscal 2026 revenue and profitability above the high end of its guidance, as the luxury home furnishings retailer said momentum is beginning to build from recently launched growth initiatives.
Chairman and Chief Executive Officer Gary Friedman said GAAP net reve
Copart (NASDAQ:CPRT) reported fourth-quarter fiscal 2026 revenue growth despite lower global unit sales, as higher selling prices and international expansion helped offset weaker domestic insurance volumes. The company also announced an agreement to acquire ACV, a primarily digital automotive market
The Descartes Systems Group (NASDAQ:DSGX) reported record second-quarter results, with revenue, profitability and operating cash flow all rising from a year earlier as demand remained strong for its global trade intelligence, transportation management and fleet-routing software.
Revenue for the qua
Palantir Technologies (NASDAQ:PLTR) used its AIPCon event to highlight customer deployments of its Foundry, Ontology and Artificial Intelligence Platform products across supply chains, aviation safety, defense manufacturing, insurance, media, pharmaceuticals and industrial operations. Speakers repea
LightPath Technologies (NASDAQ:LPTH) reported record fiscal 2026 results, with revenue nearly doubling, gross margin expanding and adjusted EBITDA turning positive as the company shifted toward higher-value assemblies, modules and camera products.
For the fiscal year ended June 30, revenue rose 93%
Oracle (NYSE:ORCL) reported record first-quarter fiscal 2027 revenue as cloud infrastructure growth accelerated and the company brought substantial new AI computing capacity online. The company also raised its full-year revenue and non-GAAP earnings outlook, while maintaining plans for heavy capital
Reformation (NYSE:REF) reported second-quarter 2026 revenue and profitability above the high end of the company’s estimates provided at the time of its initial public offering, as growth in active customers, direct-to-consumer sales, wholesale and international markets supported results.
In its fir
Adobe (NASDAQ:ADBE) reported third-quarter fiscal 2026 revenue of $6.76 billion, up 13% year over year as reported and 12% in constant currency, while also announcing a leadership transition that will take effect Dec. 1.
Chair and CEO Shantanu Narayen said GAAP earnings per share rose 11% from a ye
Caterpillar (NYSE:CAT) Chairman and CEO Joe Creed said the company has started 2026 with strong demand across its three operating segments, supported by power-generation activity, construction equipment sales and improving orders in resource industries.
Speaking at a Wells Fargo Securities event, C
IBEX (NASDAQ:IBEX) reported record fourth-quarter and fiscal 2026 results, supported by double-digit revenue growth, expansion in health tech and other verticals, and increasing traction for its AI agent offerings.
Fourth-quarter revenue rose 12% year over year to $164.3 million, marking the compan
Zumiez (NASDAQ:ZUMZ) reported lower second-quarter sales and a wider net loss as softness in its U.S. business, particularly in footwear, outweighed positive comparable-sales growth in its international operations.
Net sales for the second quarter of fiscal 2026 declined 2.5% to $209 million from $
Frequency Electronics (NASDAQ:FEIM) reported record fiscal first-quarter 2027 revenue of $23.5 million, up 70% from a year earlier and 52% sequentially, as growth in satellite and U.S. government and defense programs lifted profitability and backlog to new highs.
President and Chief Executive Offic
Alliance Entertainment (NASDAQ:AENT) reported fiscal 2026 revenue growth, wider gross margins and higher adjusted EBITDA, as demand for physical music, premium home entertainment and collectibles increased. The company also outlined investments in automation, artificial intelligence, authentication
Champions Oncology (NASDAQ:CSBR) reported first-quarter fiscal 2027 revenue growth, improved margins and its fifth consecutive quarter of positive adjusted EBITDA, as both its translational oncology services and data licensing businesses contributed to results.
Revenue for the quarter totaled $15.2
Super Micro Computer (NASDAQ:SMCI) said demand for artificial intelligence infrastructure remains strong and that its growing order book, broader customer base and expanding portfolio of integrated data-center products support its fiscal 2027 outlook.
Speaking at the Goldman Sachs Communacopia and
AT&T (NYSE:T) executives said the company’s second-quarter performance reflected the benefits of its fiber expansion, spectrum investments and recently closed acquisitions, while emphasizing a strategy centered on converged wireless and broadband customer relationships.
Speaking at the 2026 Ban
AeroVironment posted a Q1 revenue and earnings beat with record backlog, prompting Moderate Buy ratings from analysts and price targets implying significant upside from current levels.
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
Corning and Verizon signed a multi-year deal for over 80 million miles of optical fiber from 2027-2032, boosting broadband expansion and AI data center connectivity for both companies.
USA Rare Earth, Energy Fuels, and Uranium Energy trade under $20 and carry Moderate Buy ratings, with analyst price targets implying 40% to 90% upside amid rare earth and nuclear growth trends.
NVIDIA (NASDAQ:NVDA) Chief Executive Officer Jensen Huang said the expansion of generative artificial intelligence, combined with the end of Moore’s law, is driving a major increase in demand for computing infrastructure and semiconductors.
Speaking at the Goldman Sachs Communacopia + Technology Co
International Public Partnerships (LON:INPP) reported higher net asset value, improved dividend cover and continued progress in its capital-recycling strategy for the six months ended June 30, 2026, as management highlighted resilient valuations despite volatility in government bond markets.
Net as
The U.S. Commerce Department is investing up to $300 million for minority equity stakes in D-Wave, Rigetti, and Quantinuum, reinforcing balance sheets and reshaping quantum computing's valuation outlook.
Chewy posted 7.4% revenue growth to $3.33 billion and raised full-year guidance, driven by strong autoship sales, even as analysts remain cautious on shares near long-term lows.
Gilead Sciences (NASDAQ:GILD) CFO Andy Dickinson told attendees at the Cantor Global Healthcare Conference that the company sees continued growth opportunities across its HIV prevention and treatment businesses, while advancing programs in inflammation, oncology and cell therapy.
Dickinson said the
Transat A.T. (TSE:TRZ) reported a third-quarter loss as persistently elevated fuel prices outweighed revenue and traffic growth, while competitive pricing across the Canadian travel market limited the company’s ability to pass higher costs on to customers.
President and CEO Annick Guérard said dema
Tsakos Energy Navigation (NYSE:TEN) reported record second-quarter and first-half results for 2026, citing stronger tanker markets, higher profit-sharing income and continued demand for long-term vessel charters.
For the six months ended June 30, net income rose to $228 million, or $7.12 per share,
NVIDIA, Caterpillar, and Elastic insiders sold over $450 million in shares combined after strong rallies, led by NVIDIA's Mark Stevens, Caterpillar's CEO Joseph Creed, and Elastic's Shay Banon.
AT&T (NYSE:T) executives said the company’s multiyear investment strategy has improved its network assets, reduced leverage and positioned its connectivity businesses for further growth, while highlighting opportunities in business services, artificial intelligence-related demand and converged w
Lovesac (NASDAQ:LOVE) reported second-quarter fiscal 2027 net sales of $161.2 million, up 0.4% from the prior-year period, as growth from new showrooms partially offset a 1.9% decline in omni-channel comparable sales. The furniture company said the quarter marked its highest quarterly sales outside
Shoe Station Group said its second-quarter results fell below expectations as store traffic declined, inventory liquidation pressured margins and competition across the footwear market intensified. The company, which operates Shoe Station alongside Shoe Carnival (NASDAQ:SHOE) under a two-banner mode
ADF Group (TSE:DRX) reported higher revenue, adjusted EBITDA and net income for its fiscal second quarter and first half ended July 31, 2026, supported by increased fabrication activity, a customer-claim settlement and a record order backlog.
Chief Financial Officer Jean-François Boursier said quar
Imperial Petroleum (NASDAQ:IMPP) reported record second-quarter revenue and its second-highest quarterly net income, as stronger tanker and dry-bulk markets, fleet expansion and chartering activity lifted results.
Revenue reached $87.1 million in the second quarter of 2026, up 41.2% sequentially an
Braze shares fell after soft Q3 guidance, but strong Q2 revenue growth, rising net retention, and increased analyst price targets suggest the pullback may be a buying opportunity.
Procter & Gamble (NYSE:PG) CFO Andre Schulten said the consumer products company does not need to overhaul its long-standing strategy, but is making broad operational changes intended to improve execution, accelerate growth and strengthen productivity.
Speaking at an investor conference, Schult
Haivision Systems (TSE:HAI) reported third-quarter fiscal 2026 revenue of CAD 34.5 million, down 1.4% from a year earlier, as timing of customer purchases and deployments weighed on results, particularly in broadcast. Adjusted EBITDA declined to CAD 1.5 million, or a 4.3% margin, from CAD 3.5 millio
Macy's (NYSE:M) reported higher second-quarter sales and profitability, citing continued momentum from its A Bold New Chapter strategy across the Macy's, Bloomingdale's and Bluemercury nameplates. The company raised its full-year outlook after results exceeded its prior guidance, while maintaining i
Yuanbao (NASDAQ:YB) reported second-quarter 2026 revenue of RMB 1.39 billion, up 30.1% from a year earlier, as growth in insurance distribution and system services supported higher profitability.
Net income rose 35.6% year over year to RMB 413.2 million, representing a net income margin of 29.7%, C
Currency Exchange International (TSE:CXI) reported higher third-quarter revenue as rapid growth in its payments business more than offset lower banknote revenue, while management said the company continues to invest in payment-processing capabilities and expand its customer network.
Revenue for the
Empire (TSE:EMP.A) reported a record first-quarter fiscal 2027 diluted earnings per share of C$1.04, up 14.3% from a year earlier, as sales growth, cost controls, e-commerce changes and share repurchases supported results.
President and Chief Executive Officer Pierre St-Laurent said the grocery ret
Mastercraft Boat (NASDAQ:MCFT) reported higher fiscal 2026 sales and adjusted profitability, supported by premium product demand in its legacy business and an initial contribution from newly acquired Chaparral and Robalo brands. The company also outlined guidance for a six-month transition period as
Vince (NASDAQ:VNCE) reported higher second-quarter fiscal 2026 sales and raised its full-year outlook for its core Vince business, while outlining plans to expand its newly acquired OVO streetwear brand through U.S. wholesale, retail and e-commerce.
Chief Executive Officer Brendan Hoffman said the
1-800 FLOWERS.COM (NASDAQ:FLWS) reported lower fourth-quarter and full-year fiscal 2026 revenue and adjusted EBITDA, while outlining plans to raise capital, potentially divest non-strategic assets and reinvest savings into marketing, technology and customer-experience initiatives.
Chief Executive O
Lesaka Technologies (NASDAQ:LSAK) said fiscal 2026 revenue, profitability and cash generation improved, while the company met its guidance targets and reported positive GAAP net income for the first time since 2022.
For the year ended June 2026, net revenue increased 20% to ZAR 6.33 billion, group
Railroad stocks like Union Pacific, CSX, and Wabtec are outpacing the S&P 500 in 2026, fueled by industry consolidation, merger talk, and strong margins from precision scheduled railroading.
Apple unveiled its first foldable iPhone and new Pro models, but shares finished roughly flat as investors weigh premium pricing against rising costs and an uncertain AI strategy.
ServiceNow (NYSE:NOW) outlined its approach to enterprise artificial intelligence, security and workflow automation during a discussion at the Goldman Sachs Communacopia Conference, with Bill McDermott emphasizing the company’s focus on integrating AI agents, data and security controls on a common p
Palantir won a $127 million production contract as prime contractor for the Army's TITAN ground stations, expanding its defense role even as PLTR shares pulled back after August's rally.
Kinder Morgan (NYSE:KMI) expects its natural gas business to remain its primary growth engine, supported by rising demand tied to liquefied natural gas exports and power generation, Chief Executive Officer Kim Dang said at a Barclays conference.
Dang said natural gas represents about two-thirds of
Sezzle beat earnings estimates and raised its 2026 outlook for a third straight time, yet shares fell about 34% as investors weighed valuation, regulatory and credit-loss risks.
Inovio Pharmaceuticals (NASDAQ:INO) is approaching an October 30 PDUFA date for INO-3107, its lead DNA medicine candidate for recurrent respiratory papillomatosis, or RRP, President and CEO Jacky Shea said during a Cantor Fitzgerald fireside chat.
Shea described Inovio as a clinical-stage company d
Playtech (LON:PTEC) reported a sharp increase in first-half profitability and cash generation, supported by growth in regulated B2B markets, a strong contribution from strategic investments and cost-reduction measures.
Adjusted EBITDA rose 77% year over year to €163 million in the first half of 202
Applied Materials (NASDAQ:AMAT) CEO Gary Dickerson said demand tied to artificial intelligence and data-center computing is strengthening the company’s near-term and long-term outlook, with the semiconductor equipment maker now approaching 40% revenue growth for 2026 based on its recent communicatio
Genus (LON:GNS) reported higher adjusted profit and cash generation for FY 2026, supported by growth in its porcine genetics business, efficiency gains in bovine genetics and contributions from joint ventures. The company also announced a £60 million share buyback and proposed a 10% increase in its
Oakley Capital Investments (LON:OCI) reported net asset value of £1.29 billion, or 782 pence per share, at June 30, 2026, as the listed private-equity investor generated a 6% total NAV return in the first half. Over the past decade, OCI said its total NAV return compound annual growth rate was 15%,
CVS Health (NYSE:CVS) executives said the company is seeing improved momentum across its insurance, pharmacy, care delivery and balance-sheet priorities, while maintaining a cautious outlook on healthcare cost trends and several 2027 headwinds.
Speaking at an investor conference, Chief Financial Of
