GE Vernova looks like a top AI power play as data center demand surges; $176B backlog and 2026 targets support upside. Read the latest analysis here.

Nebius Group's Q2 earnings show a 454% YoY revenue growth, positive EBITDA, and European AI infrastructure arbitrage. Click to know more about NBIS.

Q2 total GAAP expenses of $144.3M surged from $33.0M as profit-sharing partner compensation jumped to $69.3M from $8.45M and ...

U.S. President Donald Trump signed a national security presidential memorandum on Wednesday to enlist the private sector to help federal law enforcement conduct cyber-offensive operations against ...

Seanergy Maritime Holdings Corp. is a small-cap, pure-play dry-bulk shipping company with strong recent performance. I remain very positive on SHIP, reiterating a Strong Buy rating following its Q2 ...

Calumet delivered a stellar quarter, outperforming analyst expectations and confirming a strong operational turnaround. MRL's revised SAF expansion leverages existing assets, accelerating volume ramp ...

Core & Main is initiated with a Buy rating and a $62 price target, implying 35.6% upside as growth trends improve. Recent underperformance stems from sluggish revenue growth, particularly in the PVF ...

Intuit remains a Buy despite a ~24% drawdown and AI-driven valuation reset, with fundamentals holding firm. INTU raised full-year revenue guidance (~13.5% growth midpoint) and maintains ...

CCAP cut its dividend by 19% a few months ago. But I expect another dividend cut, as I see several signals of struggling NII. NII dropped nearly 22% year-over-year to $0.36 per share, leaving only a 6 ...

Okay. Good morning, everyone, and welcome to Origin Energy's results for the 2026 financial year. It's Frank Calabria here, and I'm joined by my executive leadership team. I want to welcome a few ...

Bunker Hill Mining is in a precarious financial position, having just transitioned to production at its sole mine. I rate BHLL as Hold, given the high risk/reward profile and critical dependence on Q3 ...

Hello, everyone. Thank you for joining us, and welcome to the Alpha and Omega Semiconductor Fiscal Q4 2026 Earnings Call. [Operator Instructions] I will now hand the call over to Steven Pelayo, ...