Rolls-Royce hikes guidance as it benefits from both the defense boom and AI data center buildout
Rolls-Royce is riding two of the biggest investment themes in global markets: the defense boom and the AI buildout.
Investing
We're raising our price target on Starbucks after a home-run quarter
Cetera Investment Advisers grew its holdings in Starbucks Corporation (NASDAQ:SBUX - Free Report) by 4.8% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). Th…
Meta’s Reality Labs lost over $4.6 billion in second quarter
Meta's Reality Labs unit, which develops virtual reality devices and wearables powered by AI, lost $4.62 billion in the latest quarter.
Here's a closer look at our decision to change course on P&G
Can it really be true that most people in jail are legally innocent? How much of mass incarceration is a result of the war on drugs, or the profit motives of private prisons? Have popular reforms really triggered a crim…
Corning plunges despite strong quarterly results — here's our plan for the stock
IBM (IBM) CEO Arvind Krishna kicked off the company's earnings call by acknowledging the shock warning a week ago that upended what had been a successful tech turnaround story.
Corning tumbles 16% after earnings, leading rout in optical stocks
Shares of glassware maker Corning dove 16% on Tuesday after the company reported its second-quarter earnings, dragging down other optical component names in the artificial intelligence space.
Ford Motor is set to report earnings after the bell. Here's what Wall Street expects
DETROIT — Ford Motor is set to announce second-quarter results after the markets close Tuesday.
We're raising our Honeywell Technologies price target, reflecting post-spinoff optimism
Honeywell Technologies bucked a broader market selloff after the industrial automation company delivered a strong quarter and raised guidance.
We're ready to move on from Dover after the industrial conglomerate's weak quarter
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Why we're sticking with Alphabet despite an imperfect quarter and more AI spending
The market isn't in a forgiving mood, but we're not in a hurry to leave this stock behind.
GE Vernova sellers blinded by an earnings miss should focus on strong demand instead
Using the EPS miss as a reason to knock the Club stock down more than 7% is short-sighted.
J&J falls despite a beat-and-raise quarter. Why we're raising our price target anyways
In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss the latest developments in the Iran war and what investors should be monitoring. The stock market hit new highs last week;…
We're raising our price target on Goldman Sachs after a blowout quarter, upbeat outlook
Vertiv’s stock has soared in 2025, outpacing its peers and sector. After years of steady growth, the share price accelerated in the summer and early fall on booming AI/data-center demandts2.technasdaq.com. By Oct 9 the …
Wells Fargo bounces off 52-week lows. What it must do to get out of the penalty box
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Samsung posts 1,800% jump in profit, but AI spending concerns spook investors
Samsung Electronics shares fell as concerns about spending and demand overshadowed record second-quarter earnings.
After a soft Nike quarter, we have a big decision to make on the stock
After a soft Nike quarter, we have a big decision to make on the stock The results are unlikely to improve Nike's standing in the portfolio Read at source
AeroVironment skyrockets 19% as dronemaker capitalizes on defense spending surge
AeroVironment shares skyrocketed nearly 19% after the dronemaker easily blew past Wall Street's fiscal fourth-quarter estimates, benefiting from U.S. plans to modernize the military and secure space.
Nike results top estimates even as China sales drop 12%; retailer expects $986 million tariff refund
Nike on Tuesday posted quarterly earnings and revenue that topped Wall Street expectations, despite another sales decline in its key China market.
Micron is tech's new margin king as memory crisis pushes company past Nvidia and Meta
As Micron customers try and adjust to a new reality of constantly rising memory prices, investors in the company are enjoying historic profit margins.
FedEx posts strong earnings results in last quarter with freight business
FedEx on Tuesday reported earnings that beat Wall Street expectations on the top and bottom lines.
Cerebras falls 10% after chipmaker forecasts shrinking margin in first earnings report since IPO
Cerebras said revenue almost doubled in the AI chipmaker's first earnings report since its initial public offering last month. The stock fell 10% in extended trading as the company forecast a drop in its gross margin.
Databricks sales growth tops 80%, but margin are shrinking from swarm of AI agents
Databricks has a unique role in the AI boom. Revenue continues to soar as businesses swarm to the company's data analytics tools. But as clients rely on more AI agents to clean up data and ask questions, Databricks is e…
Jewelry giant Chow Tai Fook's shares rise 15% as higher gold price boosts profits
Shares of jewelry giant Chow Tai Fook surged 15% on Friday after it posted a record high performance in its financial year to the end of March.
Mythos rejuvenated the cybersecurity sector. Earnings put the recent rally to the test
Anthropic's Mythos model offered a much-needed lifeline to cybersecurity firms in the age of artificial intelligence.