I downgraded Alibaba Group (BABA) heading into Q2 FY26 earnings on concerns of an EPS miss due to reinvestments in the quick commerce business. Sadly, I was right. EPS came in below expectaions, and shares are down high single digits since the earnings release. I now upgraded what I see as China's AI hyperscaler leader. The cloud business is growing at a healthy rate (34% yoy in Q2), and CapEx guidance was reiterated.
AVAH, INGN & CCLD show how home care, portable oxygen tech and cloud healthcare IT are reshaping care delivery and efficiency into 2026.
RVTY unveils Signals Xynthetica, an AI-augmented design platform that links predictive models with real lab data to speed discovery.
MSFT, GOOGL, AMZN and IBM are indispensable cloud computing stocks for any investment portfolio.
Investors need to pay close attention to DEI stock based on the movements in the options market lately.
As On The Money has been reporting since April, our famously drug-and-drink-averse president has been inching ever closer to making marijuana significantly less criminal in the eyes of the federal government.
Oracle ( NYSE: ORCL ) shares are jumping 5% in premarket trading this morning, following news that TikTok's parent company ByteDance signed binding agreements to form a U.S.
Copper's rally is gaining steam on tight supply and rising demand, putting BHP in focus as prices surge and miners gear up for a potential 2026 windfall.
RTX wins a $168.1M Army contract to support Patriot fire units, underscoring strong global demand for its air and missile defense systems.
Investors need to pay close attention to TMobile US stock based on the movements in the options market lately.
Conagra Brands (CAG) came out with quarterly earnings of $0.45 per share, beating the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.7 per share a year ago.
Palo Alto Networks will migrate key internal workloads to Google Cloud as part of a new multibillion-dollar agreement. The agreement is an expansion of the companies' existing strategic partnership.
Investors need to pay close attention to TGTX stock based on the movements in the options market lately.
French-fry maker Lamb Weston swung to a profit in its latest quarter as revenue edged up.
Uxin Limited reported strong Q3 2025 revenue growth, driven by higher retail sales volume and strategic inventory adjustments toward lower-priced vehicles. Gross margin reached a three-year high at 7.5%, reflecting operating leverage as stores mature and pricing processes improve. Wholesale operations serve as an effective safety valve, maintaining inventory turnover and supporting cash flow without being the primary business driver.
Conagra Brands, Inc. (CAG) Q2 2026 Earnings Call Prepared Remarks Transcript
OWLT, PRLB and LVS pass a strict efficiency screen, with strong turnover ratios and operating margins pointing to healthier operations ahead of 2026.
CVE, CION, SBH, PCG and FAF stand out with attractive EV-to-EBITDA ratios and strong earnings outlooks.
CEG, TLN and D stand to benefit as AI data centers drive soaring power demand, pushing nuclear energy into the spotlight for long-term growth.
OKLO advances fast-reactor tech using surplus plutonium, turning Cold War waste into a nuclear energy asset.
Kratos Defense & Security Solutions, Inc. is undergoing a structural transformation, evolving into a production-oriented defense platform with emphasis on speed, scale, and cost efficiency. Key programs are advancing beyond development, with multiple franchises moving in parallel toward sustained manufacturing activity. Revenue growth is increasingly supported by real deliveries and long-duration programs, improving backlog quality and visibility.
After BP PLC (LSE:BP.) named Meg O'Neill as its chief executive, the first time an external candidate has taken the helm in the company's 115-year history, analysts at UBS said the appointment looked designed to accelerate the change in strategic direction announced earlier this year, particularly around culture and returns-focused growth.
GILD???s HIV franchise gains momentum as twice-yearly PrEP Yeztugo wins FDA approval and late-stage data back a new single-tablet regimen.
Winnebago Industries (WGO) came out with quarterly earnings of $0.38 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to a loss of $0.03 per share a year ago.
FuelCell Energy: A Day Late And A Dollar Short - Sell
Abacus Global Management (NASDAQ:ABL) announced plans to transfer the listing of its Class A common stock to the New York Stock Exchange (NYSE) from the Nasdaq Stock Market. The company said it expects to begin trading as a NYSE-listed company on or about December 30, 2025, under the new ticker symbol “ABX.
Cloud computing demand is surging, and Amazon, Atlassian and Cloudflare stand out with strong growth drivers, rising estimates and solid rankings before 2026.
After months of underperformance relative to the broader semiconductor sector, Wall Street is signaling renewed confidence in Nvidia (NASDAQ: NVDA), arguing that the stock's recent stagnation has created a rare valuation opportunity heading into 2026.
US equity indices show tentative recovery attempts, but holiday-thinned liquidity is limiting momentum. Key technical levels remain in focus across the NASDAQ 100, S&P 500, and Dow, with upside potential longer term despite near-term sluggishness.
FDVV allocates 18% to NVIDIA, Apple and Microsoft but these three holdings yield less than 0.5%.