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Investment Analysis

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3 ARTICLES

yesterday

GE Vernova Raises Gas-Turbine Capacity Target to 30 GW as Analysts Split on Demand

Customer deposits and record orders have financed the bigger capacity plan while execution and wind losses will determine whether the expansion pays off.

4 ARTICLES

yesterday

AmEx Raises 2026 Revenue Forecast After Q2 Beat as Management Chooses Reinvestment

9 ARTICLES

3d ago

Artisan Small Cap Fund Posts Strong Q2 Gain and Rebalances Toward AI Infrastructure and Health Care

10 ARTICLES

3d ago

Q2 Letters Show Managers Shifting into AI Infrastructure While Defending Valuation Discipline

3 ARTICLES

3d ago

Wall Street Positions Dell for a Big Q2 as AI Server Demand Drives a Rally

17 ARTICLES

4d ago

ServiceNow Beats Q2 Estimates and Raises Subscription Forecast

4 ARTICLES

4d ago

Honeywell Technologies Raises Profit Forecast After First Standalone Quarter

14 ARTICLES

4d ago

Super Micro Posts Surprise Margin Lift and $60 Billion Order Inflow, Stock Jumps

3 ARTICLES

5d ago

Philip Morris Tops Q2 Estimates as Revenue Breaks $11 Billion but Q3 Guide Falls Short

6 ARTICLES

5d ago

Airbus Sets €12–13 Billion 2029 Profit Target and Approves €5 Billion Buyback

10 ARTICLES

6d ago

Tempus AI Agrees to Buy Personalis for $1.5 Billion

10 ARTICLES

6d ago

Oracle Stock Plunges as Credit Cut Raises Pressure on AI Data‑Center Build-Out

6 ARTICLES

last wk.

Circle Shares Slide After Executive Sales and Launch of Open USD

7 ARTICLES

last wk.

SanDisk Shares Fall About 25% in Four Days After Rapid Rally

11 ARTICLES

last wk.

Wall Street Lowers Microsoft Targets as Azure and Copilot Demand Climb

12 ARTICLES

last wk.

ASML Hikes 2026 Guidance Again After Q2 Beat and Plans Big 2027 Capacity Build

Investment Analysis

GE Vernova Raises Gas-Turbine Capacity Target to 30 GW as Analysts Split on Demand

Buffett Moves Berkshire Toward Alphabet After Trimming Apple Stake

Micron Posts Record AI‑Fueled Quarter as Stock Swings After Korea Selloff

AT&T Posts Q2 Beat and Authorizes $10 Billion Buyback

Tenet's Q2 Crushes Estimates, Sends Stock Soaring

AmEx Raises 2026 Revenue Forecast After Q2 Beat as Management Chooses Reinvestment

Artisan Small Cap Fund Posts Strong Q2 Gain and Rebalances Toward AI Infrastructure and Health Care

Q2 Letters Show Managers Shifting into AI Infrastructure While Defending Valuation Discipline

Wall Street Positions Dell for a Big Q2 as AI Server Demand Drives a Rally

ServiceNow Beats Q2 Estimates and Raises Subscription Forecast

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Investment Analysis

Honeywell Technologies Raises Profit Forecast After First Standalone Quarter

Super Micro Posts Surprise Margin Lift and $60 Billion Order Inflow, Stock Jumps

Philip Morris Tops Q2 Estimates as Revenue Breaks $11 Billion but Q3 Guide Falls Short

Airbus Sets €12–13 Billion 2029 Profit Target and Approves €5 Billion Buyback

Tempus AI Agrees to Buy Personalis for $1.5 Billion

Oracle Stock Plunges as Credit Cut Raises Pressure on AI Data‑Center Build-Out

Circle Shares Slide After Executive Sales and Launch of Open USD

SanDisk Shares Fall About 25% in Four Days After Rapid Rally

Wall Street Lowers Microsoft Targets as Azure and Copilot Demand Climb

ASML Hikes 2026 Guidance Again After Q2 Beat and Plans Big 2027 Capacity Build

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Investment Analysis