Investing

Caterpillar Delivers Record Quarter as AI Data-Center Buildout Fuels Demand Caterpillar Inc. (NYSE: CAT) just gave investors another compelling reason to treat its stock as a foundational “pick-and-shovel” play on the artificial intelligence infrastructure boom. The industrial giant reported a record second quarter with revenue topping $20.54 billion for the first time, representing 24% year-over-year … Read more

IonQ (NYSE: IONQ) edged higher in after-hours trading on Wednesday after the quantum computing company delivered a second-quarter earnings beat, posting a narrower-than-expected adjusted loss alongside revenue that surpassed Wall Street consensus. The report, released after the market close, underscores the company’s accelerating momentum as it integrates a string of recent acquisitions and prepares to … Read more

Beat-and-Raise Isn’t Enough Anymore Advanced Micro Devices (AMD) delivered what would traditionally be considered a blockbuster quarter—exceeding Wall Street estimates on both revenue and earnings while raising forward guidance. Yet the stock plunged approximately 8.5% in premarket trading the following day. This paradox underscores a fundamental shift in how the market values artificial intelligence leaders: … Read more

Unitree Robotics Sets IPO Price at $9 Billion Valuation Chinese humanoid robot manufacturer Unitree Robotics (also known as Yushu Technology) has priced its initial public offering on the Shanghai Stock Exchange’s STAR Market at 150.8 yuan ($22.34) per share, valuing the company at approximately 61 billion yuan ($9.04 billion). The deal, announced Thursday, makes Unitree … Read more

Sweetgreen (NYSE: SG) shares experienced a significant decline today, dropping over 13% following the release of its second-quarter earnings report. The fast-casual salad chain disclosed results that missed analyst expectations across multiple key metrics, primarily driven by ongoing challenges related to a cyclospora outbreak that began in mid-July, despite the company stating it has not … Read more

Wall Street views consumer staples giants Coca-Cola (NYSE:KO) and PepsiCo (NASDAQ:PEP) through different valuation lenses. Despite sharing supermarket shelves, their corporate strategies and capital structures deviate significantly, resulting in contrasting pricing multiples by institutional investors. Decoupling Asset Models: Beverage Pure-Play vs. Packaged Foods Coca-Cola operates an asset-light corporate structure. The company focuses primarily on brand … Read more

Satellite communications giant ViaSat (NASDAQ: VSAT) saw its shares tumble 4.5% in afternoon trading Wednesday after the company delivered a mixed fiscal first quarter 2027 earnings report. While the top-line headline numbers showed an earnings beat, deeper scrutiny reveals why investors are punishing the stock despite apparent strength in profitability metrics. Q1 Earnings by the … Read more

Super Micro Computer Gears Up for Critical Q4 Earnings Report IT infrastructure leader Super Micro Computer (SMCI), widely known as Supermicro, is scheduled to report its fourth-quarter fiscal 2026 results on August 11 after market close. Investors are hitting the pause button in anticipation of this print, as the company’s recently released preliminary figures have … Read more