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HP (NYSE:HPQ) Chief Financial Officer Karen Parkhill said the company’s third-quarter performance was supported by record revenue in its Personal Systems segment, premium product mix and pricing actions, while Print results met expectations. Speaking at the Goldman Sachs Communacopia + Technology Co
Kodiak Sciences, Capricor Therapeutics and Invivyd each face pivotal clinical trial or FDA decisions before the end of 2026 that could significantly move their stock prices.
Planet Labs shares have fallen more than 60% from 2026 highs despite strong Q2 revenue growth, and analysts' $32.78 consensus price target implies over 90% upside potential.
Geron (NASDAQ:GERN) said it expects full-year net revenue from RYTELO to land in the mid-to-high end of its previously stated range, or approximately $230 million to $240 million, as the company continues to expand use of the telomerase inhibitor in lower-risk myelodysplastic syndromes, or MDS.
Dur
Seagate Technology (NASDAQ:STX) CFO Gianluca Romano said the hard-disk-drive maker expects demand for data storage to continue outpacing supply, supported by public-cloud spending, enterprise demand and emerging artificial intelligence applications.
Speaking at a Citi technology conference, Romano
Nasdaq invested $100 million in Kraken parent Payward, planning tokenized Nasdaq Equity Tokens by 2027 and licensing surveillance software, while posting strong Q2 earnings and revenue growth.
SolarEdge Technologies (NASDAQ:SEDG) outlined plans to expand its residential and commercial solar business while pursuing a new power-conversion opportunity in artificial intelligence data centers, targeting $2.4 billion in revenue and a 35% gross margin by 2029.
During the company’s Investor Day,
Copper prices near record highs reflect shrinking mine supply and rising AI and grid demand, boosting leverage at producers like Freeport-McMoRan and Southern Copper amid tariff-driven volatility.
Seagate Technology (NASDAQ:STX) CFO Gianluca Romano said demand for mass storage is being supported by the early stages of artificial intelligence infrastructure investment, with growth extending from large public-cloud customers to enterprise original equipment manufacturers and on-premises data ce
Astrazeneca (NYSE:AZN) presented Phase III data for tozorakimab in chronic obstructive pulmonary disease, or COPD, at the 2026 European Respiratory Society Congress in Barcelona, reporting statistically significant reductions in moderate-to-severe exacerbations across two trials and across a broad r
Datadog (NASDAQ:DDOG) CEO and Founder Olivier Pomel said the company is seeing accelerating growth across both AI-focused customers and its broader enterprise customer base as organizations expand cloud and artificial-intelligence deployments.
Speaking with Citi enterprise software analyst Fatima B
Booking (NASDAQ:BKNG) CEO and Director Glenn Fogel outlined the online travel company’s priorities around artificial intelligence, its Connected Trip strategy, loyalty programs, alternative accommodations and business-to-business operations during a Global TMT Conference discussion.
Fogel said the
GSK (NYSE:GSK) is accelerating investment in research and development, expanding its late-stage pipeline and targeting cost savings to support product launches while maintaining profitability through upcoming HIV patent expirations, Chief Financial Officer Julie Brown said during a company discussio
Prudential Financial (NYSE:PRU) is narrowing its insurance-business geographic footprint, pursuing targeted acquisitions and reshaping its operating model as it seeks to increase growth, improve capital efficiency and expand the contribution of its asset-management unit, Chairman and CEO Andy Sulliv
Booking (NASDAQ:BKNG) Chief Financial Officer Ewout Steenbergen said the company’s second-quarter performance reflected resilient travel demand, with booking trends improving from June after consumers initially delayed plans amid conflict in the Middle East.
Speaking at a conference, Steenbergen sa
Datadog (NASDAQ:DDOG) is investing in artificial intelligence capabilities, proprietary models and enterprise sales as it seeks to expand its observability platform’s role in monitoring increasingly complex cloud and AI workloads, Chief Financial Officer David Obstler said during a company session.
Fortinet (NASDAQ:FTNT) executives said the cybersecurity company sees artificial intelligence as a growing source of demand for network security, particularly as enterprises and emerging “neocloud” providers build AI infrastructure and seek to protect machine-generated traffic.
Speaking at the Gold
STMicroelectronics (NYSE:STM) CFO Lorenzo Grandi said the chipmaker continues to see strong bookings, lean inventory and improving demand visibility across its end markets, with particular strength in artificial intelligence infrastructure, automotive and industrial applications.
Speaking at a Citi
MP Materials (NYSE:MP) is nearing targeted production levels for neodymium-praseodymium, or NdPr, oxide at its Mountain Pass facility while advancing commercial magnet deliveries for General Motors and expanding its downstream manufacturing footprint, Chief Financial Officer Ryan Corbett said during
American Tower (NYSE:AMT) President and CEO Steve Vondran said the company is positioning for a series of demand catalysts across its tower and data center businesses, with management focused on organic growth, margin expansion and disciplined capital allocation.
Speaking at the Goldman Sachs Commu
American Tower (NYSE:AMT) CFO Rod Smith said the company expects 2026 to represent a trough year for organic tenant billings growth, with growth expected to accelerate in 2027 as customer churn moderates and wireless-network investment catalysts emerge.
Speaking at a Citi event with analyst Mike Ro
Sirius XM (NASDAQ:SIRI) Chief Financial Officer Zac Coughlin said the company is focused on growing subscription revenue, expanding its advertising business and preserving longer-term strategic optionality around its spectrum assets, following a first half marked by higher revenue, EBITDA and free c
Biogen (NASDAQ:BIIB) executives said the company is focused on diversifying beyond its historical neurology concentration, advancing a broader late-stage pipeline and managing expenses as it seeks to return to growth.
Speaking at a Wells Fargo conference, Chief Financial Officer Robin Kramer said B
Zscaler (NASDAQ:ZS) executives outlined how the cybersecurity company is adapting its zero-trust architecture for AI agents, while also discussing new product launches, sales initiatives and the potential for continued growth in its core business.
Speaking at a company session, Head of Product Adam
Zscaler (NASDAQ:ZS) CEO and Founder Jay Chaudhry said the company entered fiscal 2027 with an expanded product portfolio, improving sales momentum and growing customer interest in AI security and zero-trust architecture.
Speaking at Citi’s TMT Conference with Fatima Boolani, Chaudhry said Zscaler’s
Cloudflare (NYSE:NET) sees its opportunity in agentic artificial intelligence extending beyond its current growth drivers, with Chief Financial Officer Thomas Seifert saying the company’s network architecture is positioned to support low-latency, secure and distributed AI inference workloads.
Speak
Michael Dell, CEO and founder of Dell Technologies (NYSE:DELL), said enterprises are in the early stages of adopting artificial intelligence infrastructure, with companies increasingly viewing technology spending as a means of creating value rather than as a traditional IT budget expense.
Speaking
Jennifer Witz, chief executive officer of Sirius XM (NASDAQ:SIRI), said the company’s strategy remains centered on strengthening its subscription business, expanding advertising and improving efficiency, with recent operating results providing what she described as evidence that the approach is work
Rocket Lab shares trade near $62 despite new solar cell tech, a 16th Electron launch and analyst optimism, as investors await the Neutron rocket's debut for a technical turnaround.
Dell Technologies (NYSE:DELL) CFO David Kennedy told investors at Citi’s TMT conference that the company sees continued demand for AI infrastructure, traditional servers and storage, supported by expanding customer pipelines and supply-access discussions extending multiple years.
Kennedy said Dell
Optical Cable Corporation posts Q3 revenue growth of 22%, an 87% backlog increase and rising profits, as AI-driven demand and a Russell Microcap Index listing lift the stock.
Roblox (NYSE:RBLX) outlined a broad set of planned platform, Studio, avatar and engine updates at its developer conference, emphasizing AI-assisted creation, collaborative workflows, testing tools, improved game fidelity and new infrastructure for competitive and offline games.
The company said pac
NXP Semiconductors (NASDAQ:NXPI) is positioning its portfolio around “physical AI,” with Chief Executive Officer Rafael Sotomayor saying the company aims to apply its longstanding strengths in security, functional safety, real-time processing and reliability to increasingly intelligent edge devices.
Nike will exit the S&P 100 index this month as shares fall over 40% in 2025, with declining sales, China weakness, and competition weighed against CEO Elliott Hill's turnaround efforts ahead of October earnings.
American Eagle shares fell after Q2 results despite record revenue, but tariff refunds, growth at Aerie and OFFLINE, a 3% dividend yield, and analyst targets suggest upside potential.
Robinhood Markets (NASDAQ:HOOD) is pursuing a strategy centered on expanding access to financial asset ownership, with priorities spanning active trading, broader consumer financial services and international infrastructure, Chief Executive Officer and Co-Founder Vlad Tenev said during a discussion
Vertex Pharmaceuticals (NASDAQ:VRTX) highlighted a series of upcoming clinical, regulatory and commercial catalysts across renal disease, pain management, cystic fibrosis and endocrinology during a Wells Fargo healthcare conference appearance.
Susie Lisa, the company’s head of investor relations, s
Stocks fell this week on oil prices and Fed rate-hike expectations, though Oracle's earnings underscored AI infrastructure strength. MarketBeat analysts recap top stories on earnings, defense, AI, and other stock opportunities.
Vertex Pharmaceuticals (NASDAQ:VRTX) outlined a broadening commercial and clinical strategy at the Cantor Global Healthcare Conference, highlighting its recent Crinetics acquisition, planned renal product launch efforts and upcoming pipeline milestones across kidney disease, pain, cystic fibrosis an
Western Digital (NASDAQ:WDC) CFO Kris Sennesael said the hard-disk-drive market has become more structurally tied to cloud and artificial-intelligence infrastructure spending, arguing that the company has greater demand visibility than in prior industry cycles.
Speaking at Citi’s Global TMT Confere
SpaceX (NASDAQ:SPCX) CFO Bret Johnsen outlined the company’s strategy across reusable launch systems, satellite connectivity and artificial intelligence infrastructure, emphasizing vertical integration as a central operating principle.
Speaking at an investor conference, Johnsen said the company’s
Regeneron Pharmaceuticals (NASDAQ:REGN) executives outlined plans for continued growth across its commercial portfolio, upcoming regulatory milestones and pipeline programs during a Wells Fargo investor conference appearance.
Ryan Crowe, senior vice president of investor relations and strategic ana
Okta (NASDAQ:OKTA) President and COO Eric Kelleher said enterprise customers are increasingly seeking guidance on securing AI agents, with uncertainty around the emerging technology representing a central challenge for the identity-security market.
Speaking at the Goldman Sachs Communacopia + Techn
Alcoa (NYSE:AA) CFO Molly Beerman said the aluminum producer is carrying momentum from the second quarter into the third quarter, supported by strong production, pricing realization and demand from customers in North America and Europe.
Speaking at the Jefferies Global Industrials Conference 2026,
Corning (NYSE:GLW) executives said demand in optical communications, solar and selected glass applications is supporting momentum behind the company’s long-term “Springboard” growth plan, while new customer agreements are improving visibility into data-center connectivity demand.
Speaking at Citi’s
Kraft Heinz (NASDAQ:KHC) Chief Executive Officer Steve Cahillane said the company is seeing early evidence that its increased brand investment is improving consumption and market-share trends, though he emphasized that performance has not yet reached acceptable levels.
Speaking at a fireside chat,
Tonix Pharmaceuticals (NASDAQ:TNXP) CEO Seth Lederman told attendees at the Cantor Healthcare Conference that the company’s near-term focus is the commercial launch of TONMYA, its FDA-approved treatment for fibromyalgia in adults, while it advances development programs in Lyme disease prevention and
Editas Medicine (NASDAQ:EDIT) outlined its strategy as an in vivo gene-editing company and said it remains on track to dose patients this year in a clinical study of its lead program, EDIT-401, for lowering LDL cholesterol.
Speaking at the Cantor Healthcare Conference, President and Chief Executive
Pinterest (NYSE:PINS) CEO Bill Ready said the company has evolved from a visual discovery and browsing platform into what he described as an AI-driven shopping assistant serving more than 640 million users. Speaking at a conference fireside chat, Ready said the company’s efforts to make the platform
Comcast (NASDAQ:CMCSA) Chief Financial Officer Jason Armstrong said the company’s planned separation of its connectivity and technology operations from NBCUniversal and Sky reflects diverging competitive conditions, investment needs and strategic priorities across the businesses.
Speaking at the Go
Comcast (NASDAQ:CMCSA) is preparing to separate its media businesses, and NBCUniversal Media Group Chairman Matt Strauss said the move is expected to increase the company’s flexibility and speed without changing its core strategy.
Speaking at a Bank of America conference, Strauss described NBCUnive
Snowflake (NYSE:SNOW) CFO Brian Robins said the company’s focus over the past year has been on accelerating growth, expanding margins and improving go-to-market execution, with artificial intelligence products increasingly contributing to customer adoption and broader usage of its data platform.
Sp
Intuitive Surgical (NASDAQ:ISRG) executives said the company remains focused on global procedure growth, while acknowledging a recent deceleration in U.S. procedures and policy-related uncertainty affecting hospitals.
Speaking at a Wells Fargo conference, Executive Vice President, CFO and Enterpris
Amgen (NASDAQ:AMGN) executives highlighted growth across its key commercial products, progress in late-stage development programs and a continued focus on profitability and cash returns during a Wells Fargo biotech and pharma discussion.
Chief Financial Officer Thomas Dittrich, who recently returne
Butler National (OTCMKTS:BUKS) reported higher first-quarter fiscal 2027 revenue, operating income and net income, driven primarily by sharp growth in its aerospace products segment, according to management’s shareholder conference call.
Total revenue increased 53% year over year to $30.8 million f
Lam Research (NASDAQ:LRCX) executives said the semiconductor equipment industry remains constrained by available clean-room capacity despite a higher outlook for wafer-fabrication equipment spending, citing sustained artificial intelligence demand and a growing pipeline of new fabs.
Speaking at the
Block filed with the OCC to form Builders Bank & Trust, N.A., a national trust charter aimed at cutting sponsor-bank fees and unifying compliance for Cash App and Square.
Advanced Micro Devices (NASDAQ:AMD) executives said the company is expanding its role in artificial intelligence from a semiconductor supplier toward a provider of rack-scale systems and software, while positioning its server CPU portfolio for increased demand from agentic AI workloads.
Speaking at
AST SpaceMobile seeks an FCC extension for 800 MHz satellite testing as the SDA backs a separate spectrum application, highlighting growing defense interest despite recent earnings misses.
AMGN stock fell after Novartis' Pelacarsen trial failed, though Amgen's own Olpasiran and Repatha differ in mechanism and results, and analysts have kept price targets largely intact.
Lam Research (NASDAQ:LRCX) said it is prioritizing customer execution, capacity readiness and product-roadmap delivery as semiconductor equipment demand remains strong and customers seek tools sooner than the company can provide them.
During a Goldman Sachs discussion with Senior Equity Analyst Jim
Cheetah Mobile (NYSE:CMCM) said its second-quarter 2026 results reflected a continued shift toward cloud and AI infrastructure services and robotics, even as changes affecting its advertising agency business weighed on profitability.
Total revenue was RMB266.1 million, up 2.7% from the prior quarte
Oracle's fiscal Q1 revenue grew nearly 30% with a record $23 billion cash flow and surging backlog, as analysts cite an AI monetization inflection point supporting a Moderate Buy consensus.
TSMC reported August 2026 revenue up 53.3% year over year, with strong margins, insider buying, and analysts maintaining a consensus Buy rating and $523.22 average price target.
The Global X Robotics & Artificial Intelligence ETF (BOTZ) has fallen more than 8% over five years due to heavy industrial automation exposure, concentration risk, and weak holdings like Tesla and Baidu.
Kroger (NYSE:KR) reported modest second-quarter identical sales growth while maintaining its full-year profit outlook, as pharmacy-related pressures, a Cyclospora outbreak and cautious consumer spending weighed on the top line.
Identical sales without fuel increased 0.2% in the second quarter. Chie
Tecsys (TSE:TCS) opened fiscal 2027 with record first-quarter revenue, record adjusted EBITDA and what Chief Executive Officer Peter Brereton described as the company’s second-highest bookings quarter ever, led primarily by expansions among existing healthcare customers.
For the quarter ended July
Skyworks Solutions (NASDAQ:SWKS) Chief Executive Officer Phil Brace said the company remains confident its proposed merger with Qorvo will close within the calendar year, with the combined business expected to pursue $500 million in cost synergies and expand its reach in mobile, aerospace and defens
Hooker Furnishings (NASDAQ:HOFT) reported fiscal 2027 second-quarter net income of $1.7 million, its third consecutive profitable quarter, as tariff recoveries, prior cost reductions and improved segment profitability helped offset lower sales and continued weakness in housing and furniture demand.
Rent the Runway (NASDAQ:RENT) reported record second-quarter revenue and expanded profitability as the fashion rental platform emphasized its core rental, resale and customer-experience initiatives while pausing several noncore pilots.
The company generated $97.7 million in second-quarter revenue,
