Could Broadcom be your next big investment? Tune in as our experts dissect its business strength, management, and financials to reveal what lies ahead for this tech giant.
Cisco Systems (NASDAQ: CSCO) reported stellar second-quarter results for fiscal year 2026, delivering record-breaking revenue and earnings that comfortably cleared Wall Street’s hurdles. However, the victory was short-lived as the networking giant’s stock plummeted 7% in early trading on February 13, 2026. The sell-off was triggered by forward-looking
Shares of industrial manufacturing company Ingersoll Rand (NYSE:IR) jumped 6.1% in the afternoon session after the company reported fourth-quarter 2025 results that surpassed analyst expectations for both revenue and profit.
Although both stocks trade at reasonably high valuations, they appear well-positioned to benefit disproportionately from locked-in AI infrastructure spending.
In a high-stakes interview on February 13, 2026, Goldman Sachs (NYSE: GS) CEO David Solomon painted a remarkably optimistic picture of the American economy, describing the current macroeconomic setup as "quite good." Speaking on CNBC, Solomon pointed to a confluence of aggressive US deregulation and a historic surge in artificial
As the opening bell rang on February 13, 2026, the divergence between the U.S. technology and healthcare sectors reached a historic fever pitch, signaling a fundamental shift in how markets price growth and defense. While the technology sector continues to ride a wave of massive capital investment into artificial
The speculative fervor that once propelled artificial intelligence (AI) software to dizzying heights has met its match: the laws of physics. In early 2026, a profound rotation is sweeping through global markets as investors pivot from "disembodied" software applications to the "Physical Bottleneck" of AI—the massive infrastructure of chips,
In a move that underscores the relentless momentum of the artificial intelligence revolution, Celestica (NYSE:CLS) has significantly upwardly revised its financial targets for the 2026 fiscal year. The Toronto-based electronics manufacturing giant, which has successfully pivoted from a traditional contract assembler to a high-value engineering partner for the world's
The narrative around OpenAI has completely flipped, challenging Oracle's justification of borrowing money to fund artificial intelligence (AI) investments.
Shares of electronic equipment provider Vontier (NYSE:VNT) jumped 12.1% in the morning session after the company reported fourth-quarter 2025 results that significantly beat revenue expectations, though it provided a mixed outlook.
Shares of aerospace and defense company Howmet (NYSE:HWM)
jumped 8.9% in the morning session after it reported fourth-quarter 2025 financial results that surpassed analyst expectations and provided a strong revenue forecast for the upcoming quarter.
Shares of machine vision technology company Cognex (NASDAQ:CGNX) jumped 33.5% in the morning session after the company reported strong fourth-quarter 2025 results that beat analyst expectations and provided an optimistic forecast for the upcoming quarter. Cognex's revenue for the quarter grew 9.9% year-over-year to $252.3 million, surpassing Wall Street's estimates. Adjusted earnings per share also came in strong, rising 35% from the same period in the previous year to $0.27, which was also well ahead of projections. Looking forward, the company offered a positive outlook, forecasting first-quarter 2026 revenue between $235 million and $255 million. The midpoint of this range was more than 7% above what analysts had anticipated, signaling accelerating demand for its machine vision systems.
Shares of water management manufacturer Watts Water (NYSE:WTS)
jumped 6.8% in the morning session after the company reported fourth-quarter 2025 results that surpassed Wall Street's revenue and earnings estimates. For the quarter, sales grew 15.7% year-over-year to $625.1 million, beating expectations by 2.3%. Adjusted earnings per share came in at $2.62, which was 12% above analysts' consensus estimates. The company's profitability also showed improvement, with its operating margin increasing to 18.2% from 16.5% in the same period of the prior year. This was supported by a notable expansion in gross margin, which rose to 49.5%. Overall, the strong top- and bottom-line beats, coupled with expanding margins, drove positive investor sentiment.
