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Forecasting

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Bellwether Trial Opens as Meta Faces Cash‑Flow Strain From Record AI Buildout

A 29‑state suit over alleged youth‑targeted design practices arrives as Meta reports soaring capex and a collapse in free cash flow that will test its AI monetization plans.

Rocket Lab Posts Record Q2 Revenue but Lowers Margin Outlook and Sees Stock Drop

On Semiconductor Tilts Toward AI After Strong Quarter

Aehr Test Systems Soars After Q4 Beat and $130–$150M FY2027 Guidance

Analyst Says MercadoLibre Could Top $50 Billion in Revenue by 2027

Bloom Energy Sees Volatility as UBS Backs 'Buy the Dip' After Brookfield Boost

Trane Lifts 2026 Outlook After Q1 Beat on Surging Cooling Demand

Cadence Lifts 2026 Sales Outlook After Q1 Beat, Cuts EPS Guidance

Jefferies Upgrades Kratos to Buy With $85 Target as Stock Jumps

Plug Power Wins FEED for 275 MW Electrolyzer at Hy2gen’s Québec Courant Project

Marvell Posts Record Quarter as AI Data-Center Sales Surge

Morgan Stanley Lifts Nokia to Street-High €8.50 Target as Shares Jump 5%

Verisk Tops Q4 Estimates, Issues 2026 Guidance, Boosts Buybacks

Moderna Beats Q4 Estimates, Reaffirms 2026 Outlook as FDA Blocks U.S. Flu Filing

Foxconn Profit Beats Forecasts as AI Servers Become Its Top Business

Mobileye Lifts 2025 Outlook After Revenue Beat as Driver-Assist Demand Rebounds

TSMC Extends AI Chip Lead Ahead of Oct. 16 Earnings

Custom AI Chips Propel Marvell to Record Q1 Results and Higher Q2 Revenue Forecast

Snowflake Raises FY26 Revenue Target After Q1 Earnings Beat Expectations