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Delek US Holdings (DK) is capitalizing on favorable refining conditions, strong execution, and strategic transformation into a cleaner refining and logistics business. DK's operational improvements—es

Duff & Phelps Utility and Infrastructure Fund currently trades at a 10.24% discount to NAV, primarily due to recent distribution cuts. DPG's leverage and expense ratios are in line with peers, and its

Howmet Aerospace is upgraded to Buy after a recent 7.5% stock price decline, driven by overblown concerns about SpaceX's in-house turbine blade casting. HWM maintains a dominant >50% global market sha

AeroVironment, Inc. (AVAV) Q1 2027 Earnings Call Transcript

Boohoo Group PLC (AIM:DEBS), which trades as Debenhams Group, has agreed to the £90 million disposal of automation assets at its Sheffield distribution centre and reassigned the site lease to Primark

Hyperscalers are on track to spend more than $700 billion this year, up 74% compared to last year. In the first quarter, the combined backlog across Alphabet, Amazon, and Microsoft now exceeds $1.4 tr

UnitedHealth Group NYSE: UNH executives said the company's turnaround remained on track, citing continued strength in Medicare Advantage, Medicaid performance that is tracking toward the favorable end

In an extension of ongoing collaboration, IBM and Lockheed Martin plan to initiate research projects with select Swiss academic institutions. The Swiss National Supercomputing Centre at ETH Zurich wil

Microchip Technology Incorporated (MCHP) Presents at Citi's 2026 Global TMT Conference Transcript

DHT Holdings operates a young, efficient VLCC fleet with a highly competitive cost structure and minimal leverage, supporting robust dividend payouts. DHT's contracted time charters cover all forecast

Micron Technology is rated Buy with 26% upside; Sandisk rated Hold with 13% upside, based on normalized FY2028 models. MU benefits from HBM-driven DRAM scarcity and strategic contracts, while SNDK rel

Appian Corporation (APPN) Presents at Citi's 2026 Global TMT Conference Transcript

American Eagle Outfitters, Inc. (AEO) Q2 2026 Earnings Call Transcript

Gloo Holdings, Inc. (GLOO) Q2 2027 Earnings Call Transcript

Ilika PLC (AIM:IKA, OTCQX:ILIKF, FRA:I8A), the UK developer of solid-state battery technology, said it had successfully completed its grant-supported PRIMED programme to improve the performance of its

Fevertree Drinks (AIM: FEVR) delivered stronger first-half earnings as US sales accelerated under its Molson Coors partnership and the UK business returned to growth. Adjusted Fever-Tree brand revenue

Hormuz disruptions tighten Gulf supply as WTI holds $94.89 and Brent eyes $101.96, while natural gas weakens toward key $2.74 support.

Gilead Sciences, Inc. (GILD) Presents at Wells Fargo 21st Annual Healthcare Conference Transcript

Associated British Foods PLC (LSE:ABF) has upgraded its earnings expectations for 2026 as Primark prepares to introduce home delivery across Great Britain. The FTSE 100 group expects adjusted operatin

"China kind of saved the day," and helped the world avoid the "doomsday scenario" as the Strait of Hormuz closure choked off 20% of global energy supply, according to S&P Global Ratings. Beijing slash