Mark Zuckerberg is treating AI infrastructure like a personal passion project, and one venture capitalist thinks Wall Street may not have enough pull to stop him no matter how loud the complaints get.
Generac's CEO just described order volumes he's never seen in his career, and the contracts already signed lock in demand years into the future. Here's what the backlog reveals about where this infrastructure cycle…
Tilray Brands reports Q4 FY2026 earnings tonight with shares down sharply on the year, a beverage segment under pressure, and CEO Irwin Simon's EBITDA guidance on the line after a Q3 EPS miss rattled…
Enphase Energy heads into its Q2 report with shares down 20% in a month, a divided analyst community, and everything riding on what management says about Q3 demand after the Section 25D pull-forward collapsed…
Seagate shares have surged nearly 450% over the past year, but a sudden drop today ahead of tonight's fiscal Q4 report raises the question of whether HAMR execution and cloud demand can hold up…
Bloom Energy shares collapsed 37% in a month heading into Q2 earnings, and now the company faces the highest-stakes report in its history as investors demand proof that AI data-center power demand is actually…
Exxon Mobil heads into its July 31 earnings report carrying a streak most energy companies can only dream about, and Wall Street is pricing in a very high chance it gets even better before…
AbbVie's two newest drugs are growing so fast they've rewritten the company's entire story, and Wall Street may not have fully priced in what happens when the July 31 earnings report confirms it.
Moderna has already surged more than 80% in 2026, but two major events packed into the next two weeks could either cement that rally or unravel it fast.
Reddit stock has shed nearly 25% in 2026 even as its financials flash some of the strongest growth metrics in social media. With its Q2 earnings report arriving Thursday, the setup heading into that…
Amazon reports Q2 earnings on July 30, and the setup looks unlike anything the stock has offered in years. Four compounding business segments, a cloud franchise hitting multi-year highs, and a $200 billion AI…
Apple just reclaimed the title of world's most valuable company, and with earnings on July 30, investors face a critical question about whether the momentum behind its record Services growth and fresh buyback can…
Altria stock has surged over 30% this year and still hands investors a yield that dwarfs most of its large-cap peers, but the July 30 earnings report introduces a variable that could push income…
Fortinet carries a streak no other cybersecurity company has matched, a buyback program that dwarfs most dividends, and a firewall refresh cycle that just posted explosive growth. The question is whether Wednesday's Q2 report…
Chipotle's own management spent billions buying back stock at prices well above where shares trade today, and Wall Street analysts see a 43% bounce ahead of this week's earnings report. The question is whether…
Navitas Semiconductor just reported Q2 results with shares already moving in after-hours trading, but the headline numbers tell only half the story. Follow live updates as analyst commentary, guidance details, and critical NVIDIA 800-volt…
Applied Digital stock surged 142% this fiscal year before a brutal 33% selloff wiped out months of gains, and tonight's Q4 report will reveal whether the HPC buildout story still holds or the debt…
Celestica posts Q2 results tonight after a 14% drop on its last earnings beat, with options traders stacking bullish bets and analysts watching whether AI infrastructure demand can finally translate into a stock that…
Lam Research reports Q4 earnings on July 29, and the setup heading into that print looks unlike anything its closest rivals can match right now. Three factors separate this semiconductor equipment name from the…
Qualcomm reports Q3 earnings on July 29 with Polymarket odds heavily favoring a beat, yet the stock still trades at a fraction of its chip rivals' valuations. Whether that gap closes depends on what…
