Although Oracle Corp. (NYSE: NYSE) saw its market capitalization fall by $146.4 billion so far in 2026, hovering at $407.1 billion on September 2, Mark Moerdler, a Wall Street analyst at Bernstein SocGen Group, expects another rally towards the all-time high (ATH) over the next 12 months.
Spire's $11.2B investment plan, Tennessee expansion and regulated utility focus aim to support 5-7% long-term adjusted EPS growth.
DAN faces EV weakness, lower China JV earnings and integration risks, while higher spending pressures EPS and free cash flow.
Micron Technology remains a compelling long-term investment, with fundamentals strengthening despite recent sector-driven stock volatility. MU benefits from surging AI memory demand, multi-year customer agreements, and sold-out HBM4 capacity through 2026, supporting robust pricing power. My updated DCF model yields a fair value of $1,574 per share, above both current levels and the street's $1,513 target, driven by higher revenue assumptions.
August 2026 was a blockbuster month for ETF acquisitions. As Todd Rosenbluth, head of research at VettaFi, recently highlighted, the ETF industry is firing on all cylinders, attracting massive inflows and racing toward a potential new record.
ServiceNow's Aramco Digital pact could expand AI workflow adoption across 50+ countries and sharpen its push against Salesforce and Microsoft.
Capital B raised €7.6 million ($8.8M) from Adam Back, CEO of Blockstream, to expand its bitcoin treasury. The firm issued 13,181,030 shares at €0.58 each, with four warrants per share, as part of a €21 million round.
Two of the technology sector's most recognizable dividend payers just moved cash to shareholders, and the checks could not tell more different stories. Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) sent its $0.
Daktronics NASDAQ: DAKT reported fiscal 2027 first-quarter revenue growth, higher operating income and its highest quarterly earnings per share in three years, supported by demand across its major end markets and a backlog that remained above $300 million.
Kontoor Brands NYSE: KTB outlined a five-year growth plan for Helly Hansen centered on expanding in the U.S., entering technical outdoor categories more deeply and scaling its workwear business globally.
Nvidia Corporation is continuing to grow at an unrelenting pace and it passed 3 of my 4 key metrics that I was looking for. delivered a double-beat quarter with 105.9% Y/Y revenue growth and record EPS, surpassing guidance for the 13th consecutive time. NVDA issued its first-ever FY28 revenue growth guidance of ~70%, described as supply-constrained and materially above consensus, signaling a major re-rating event. Gross margin guidance steps down structurally due to HBM4 pass-through, but forward multiples remain undemanding given >60% net margins and >110% ROE.
TFC's NII growth is likely to remain positive in 2026, backed by loan and earning-asset growth, but loan spreads and deposit mix could limit momentum.
IREN's Bitcoin mining exit accelerates as AI Cloud scales rapidly, but revenue timing, heavy capital spending and GPU delivery remain key tests.
FactSet (FDS) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
CB's middle-market and overseas commercial growth helps offset large-account property pressure as disciplined underwriting supports earnings.
Does Core Natural Resources (CNR) have what it takes to be a top stock pick for momentum investors? Let's find out.
Actuate Therapeutics, Inc. (ACTU) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Palantir Technologies (PLTR) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Capcom (CCOEY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Hitachi (HTHIY) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Amalgamated Financial (AMAL) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Global Ship Lease (GSL) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
South Atlantic Bancshares (SABK) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Union Pacific (UNP) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Alvopetro Energy (ALVOF) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Cisco is posting hyperscaler AI order numbers that would make pure-play networking rivals jealous, yet its valuation still reflects a company selling switches to office parks. Something in that gap deserves a closer look.
The German delivery company said its management and supervisory boards had independently reviewed the U.S. giant's offer.
Skeptics who claimed that the influx of institutional money had destroyed Bitcoin's traditional four-year cycles have once again been proven wrong. The Bitcoin Cycle Momentum on-chain indicator from analytics platform CryptoQuant has entered positive bullish territory for the first time in eight months.
Equifax rides on proprietary data, verification growth and cloud-AI efficiencies, while compliance and refinancing risks weigh on financial performance.
NOK opens new R&D center in Saudi Arabia to advance AI-powered network automation, AI-native 6G research and exportable software solutions.