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The Latest Breaking News from MarketBeat

GlobalFoundries Maps Path to 40% Margins as Silicon Photonics Demand Builds

GlobalFoundries (NASDAQ:GFS) Chief Financial Officer Sam Franklin said the chipmaker sees a path to significantly higher profitability over the next several years, driven by a mix shift toward faster-growing end markets, technology services, manufacturing productivity and better utilization of its e

JFrog Highlights AI-Driven Cloud Growth as Coding Agents Boost Usage

JFrog (NASDAQ:FROG) is seeing continued demand from enterprise artificial intelligence activity, with cloud usage benefiting from experimentation around coding agents and model development, Jeff Schreiner, the company’s head of investor relations, said during a conference discussion with analyst And

Fiserv CEO Says AI, Clover Can Help Restore Predictable Growth After Tough Year

Fiserv (NASDAQ:FISV) President and CEO Mike Lyons said the payments and financial technology company is working to restore what he described as its historically predictable, mid-single-digit revenue growth profile after a difficult year for investors. Speaking at a Bernstein-hosted discussion with

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Figure Technology Solutions Bets on Blockchain Rails to Reinvent Capital Markets

Figure Technology Solutions (NASDAQ:FIGR) Chief Executive Officer Michael Tannenbaum said the company’s core strategy has remained consistent since its founding in 2018: building capital markets marketplaces on blockchain rails while using automation to lower costs and improve liquidity. Speaking w

Silvercorp Metals Q4 Earnings Call Highlights

Silvercorp Metals (NYSEAMERICAN:SVM) reported record fourth-quarter and fiscal 2026 financial results, driven by sharply higher realized silver prices and continued cash generation from its Chinese operations, President Lon Shaver said on the company’s earnings call. Shaver said fourth-quarter reve

Evolv Technologies Highlights 45% Q1 Growth, Raised Outlook and AI Screening Push

Evolv Technologies (NASDAQ:EVLV) executives used an appearance at TD Cowen’s TMT conference to outline the company’s growth strategy, recent financial performance and product positioning in weapons-detection screening. CEO John Kedzierski said Evolv was created to address a gap between traditional

Shares Fall, Targets Rise—Markets and Analysts Diverge on Synopsys

Shares of chip-industry stalwart Synopsys continue to struggle. However, analysts expressed confidence after earnings, increasing their price targets.

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Salesforce Stock Finds Support as AI Momentum Builds

Salesforce Stock Finds Support as AI Momentum Builds

Salesforce is on track for a robust rebound as its growth and valuation set it up for a triple digit gain, and then another triple digit gain over time.

Dollar Tree Keeps Winning After Family Dollar Divorce

Dollar Tree Keeps Winning After Family Dollar Divorce

Dollar Tree shares just spiked after the company's latest earnings report, with large profitability gains persisting since its breakup with Family Dollar.

Equillium Links AhR Activation to miR-124 as EQ504 Heads Toward Phase 1

Equillium (NASDAQ:EQ) Chief Scientific Officer Stephen Connelly outlined new preclinical data during a company webinar focused on the relationship between the aryl hydrocarbon receptor, or AhR, and miR-124, a microRNA implicated in inflammatory disease biology. The presentation, titled “Insights to

Universal Q4 Earnings Call Highlights

Universal (NYSE:UVV) said its fiscal 2026 results were pressured by a non-cash goodwill impairment in its ingredients business and higher inventory write-downs tied mainly to non-wrapper dark air-cured tobacco, even as management described the company’s core flue-cured and burley tobacco operations

Buckle Q1 Earnings Call Highlights

Buckle (NYSE:BKE) reported higher first-quarter sales and earnings, helped by comparable-store growth, continued strength in women’s merchandise and a significant reduction in reported selling, general and administrative expenses tied to a litigation settlement. Tom Heacock, senior vice president o

Elmet Group Q1 Earnings Call Highlights

Elmet Group (NASDAQ:ELMT) reported higher first-quarter revenue and profit metrics in its first earnings call as a public company, with management pointing to growth in aerospace, defense and government demand, rising tungsten prices and a record backlog as key themes shaping the business. Chairman

Apple’s Agentic AI Plans Could Be Its Biggest Growth Story Yet

Apple’s Agentic AI Plans Could Be Its Biggest Growth Story Yet

Apple may have looked like an AI laggard earlier in the year, but its ecosystem stranglehold could make it one of the agentic AI era's biggest winners.

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Palomar’s High-Risk Insurance Strategy Is Paying Off Big

Palomar Holdings stock is attracting attention as specialty insurance growth, rising premiums, and a major acquisition fuel analyst optimism.

Laurentian Bank of Canada Q2 Earnings Call Highlights

Laurentian Bank of Canada (TSE:LB) reported a second-quarter loss on a reported basis as transaction-related charges and a loss tied to the sale of a syndicated loan portfolio weighed on results, while management said the bank remains on track with previously announced transactions involving Nationa

Genesco Q1 Earnings Call Highlights

Genesco (NYSE:GCO) reported first-quarter fiscal 2027 results that exceeded its expectations, with management pointing to continued momentum at Journeys, improvement at Johnston & Murphy and early benefits from efforts to reduce promotions and improve profitability across the business. Mimi Vau

KNOT Offshore Partners Q1 Earnings Call Highlights

KNOT Offshore Partners (NYSE:KNOP) reported first-quarter 2026 net income of $2.6 million as management pointed to strong vessel utilization, improved liquidity and additional charter coverage across its shuttle tanker fleet. Chief Executive and Chief Financial Officer Derek Lowe said on the compan

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Marvell’s Pullback May Be the Setup Bulls Were Waiting For

Marvell is well-positioned as an AI nuts and bolts play with data center build out accelerating and demand momentum growing.

Alpha Tau Medical Sets Up Catalyst-Rich 2026 as Key Cancer Trial Data Nears

Alpha Tau Medical (NASDAQ:DRTS) outlined a series of clinical and regulatory updates during the Lytham Partners Spring 2026 Investor Conference, with Raphi Levy of Alpha Tau telling investors the company’s most important trials are “coming to a head” over the coming months. Levy said the company is

Hollywood Bowl Group H1 Earnings Call Highlights

Hollywood Bowl Group (LON:BOWL) reported record first-half revenue and earnings, with management saying demand for “high quality family leisure experiences” remained resilient despite a challenging consumer and cost environment. Chief Executive Stephen Burns said the group delivered revenue of £141

Flight Path to Profits: American Airlines Bets on SpaceX

American Airlines is integrating high-speed Starlink satellite internet across its narrowbody fleet to capture the lucrative corporate travel market segment.

Wall Street Is Starting to Talk About Tesla's Endgame

The Tesla-SpaceX merger thesis is more grounded than it sounds, and if it materialises, could be the most consequential corporate merger in history.

Meta's Manus Mess: Why China Blocked the Deal and What It Means

The Chinese government just threw a wrench in Meta's AI strategy, blocking its purchase of the startup Manus. See why and what it means for Meta's future.

China Deal Ignites Boeing's Financial Afterburners

Boeing's recent FAA production clearance and a massive new order from China are signaling a major financial turnaround for the aerospace giant.

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