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Medtronic Posts Strong Q4 Driven by Cardiac Ablation but Flags Near‑Term Margin Pressures

A higher dividend accompanies guidance that says tariffs, inflation and reinvestment will limit profit growth next year.

Adobe Beats Q2 Estimates but Pivots to Freemium as CFO Prepares to Leave

FuelCell Repositions for AI Data Centers as Q2 Results Fall Short

TSMC Raises 2026 Capex to $54 Billion, Prompting Investors to Buy Seagate

Cisco Repositions Around AI Infrastructure and Integrated Security

Bloom Energy Turns Profitable as Multi‑Gigawatt Data‑Center Orders Balloon

U.S. Strikes in Southern Iran Put Fragile Ceasefire Under Pressure and Lift Oil Prices

Wall Street Reprices Alphabet After I/O, Citing AI User Gains and Cloud Backlog

GE Vernova Slides After BNP Paribas Downgrade as Post‑Earnings Rally Cools

Lam Research Shares Hit Record $300 as AI-Fueled Outlook Draws Higher Targets

Uber Q1 Tops Forecasts as Bookings Jump and Buybacks Reach $3 Billion

Wolfspeed Extends Rally After Citrini Names It Top AI‑Infrastructure Pick

Tower Semiconductor Surges After Q1 Beat and $1.3 Billion Silicon Photonics Deals

Lumentum Soars On Nasdaq-100 Entry And Fresh Analyst Upgrades

Monday.com Jumps 21% After Q1 Beat and Higher Outlook

Dell Falls 5% After UBS Downgrade on AI Valuation Concerns

Airbnb Raises 2026 Sales Outlook After Revenue Beat, Flags Middle East Hit to Q2

Seagate’s AI-Fueled Beat Prompts Higher Targets and Strong Outlook

Alphabet’s AI-Fueled Quarter Puts Nvidia Within Reach

Samsung Joins $1 Trillion Club On AI Chip Boom