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The AI Buildout Continues To Exceed Expectations
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 Turnaround Gains Steam as Medicare, Optum Trends Improve
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

IBM, Lockheed Martin Announce Swiss Quantum Innovation Hub at ETH Zurich, Anchored by Switzerland's First IBM Quantum Computer
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
Microchip Technology Incorporated (MCHP) Presents at Citi's 2026 Global TMT Conference Transcript

DHT Holdings: Quality Balance Sheet And Defensible Positioning
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 Vs. Sandisk: Sandisk Built The Shield, But Micron Owns The Fortress
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
Appian Corporation (APPN) Presents at Citi's 2026 Global TMT Conference Transcript

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

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

Ilika completes government-backed battery programme with defence and e-bike interest
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 posts strong first-half profit as US growth accelerates
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

Natural Gas and Oil Forecast: Hormuz Disruptions Tighten Supply as WTI Holds $94.90
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
Gilead Sciences, Inc. (GILD) Presents at Wells Fargo 21st Annual Healthcare Conference Transcript

Associated British Foods lifts earnings outlook as Primark plans UK home delivery
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

'Saved the day': How China helped keep the lid on oil price surge as Iran war disrupted supplies
"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

Macy's Gears Up For Q2 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
Macy's, Inc. (NYSE:M) will release earnings for its second quarter before the opening bell on Thursday, Sept. 10.

Marqeta, Inc. (MQ) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Marqeta, Inc. (MQ) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Credo: An AI Connectivity Bet Trading At A Discount
Credo Technology Group remains a Buy despite a 13% stock decline and sector underperformance. CRDO trades at a 27x forward P/E, only a modest 17% premium to the sector, justified by its superior top a

Cream cheese and deli salads recalled over potential listeria contamination
Made Fresh Salads cream cheese and ready-to-eat deli salads face a recall after environmental sampling revealed listeria contamination.

Marvell Technology Targets $18B as AI Networking and Optics Fuel Growth
Marvell Technology NASDAQ: MRVL executives outlined the company's expanding role in AI data-center infrastructure at Citi's Global TMT Conference, pointing to growth opportunities in networking, optic