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The Latest Breaking News from MarketBeat

The Great AI Server Rotation Puts Hewlett Packard Enterprise and Super Micro Computer in Focus

HPE's Q2 revenue surged 40% to $10.7 billion with a record $5.9 billion AI backlog, while Super Micro pivots to edge computing to defend its market position.

Adicet Bio Teases Autoimmune Data Catalysts, PSMA Plans at Jefferies Conference

Adicet Bio (NASDAQ:ACET) outlined its near-term clinical priorities and upcoming data catalysts during a fireside chat at the Jefferies Healthcare Conference in New York, with President and CEO Chen Schor emphasizing the company’s focus on off-the-shelf gamma delta 1 T-cell therapies for autoimmune

Generac’s AI Power Pivot Raises a Bigger Question About Data Center Demand

Generac’s AI Power Pivot Raises a Bigger Question About Data Center Demand

Generac's strategic pivot into the AI data center market is solidified by a new global supply agreement that positions it as a key player in grid resilience.

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Medtronic Bottoms, Healthy Rebound Ahead

Medtronic is on track to reverse after a major market meltdown driven by fear. The upside potential is double-digit, not including the dividend.

AbCellera Biologics Bets on Hot Flash Antibody as Pipeline Pivot Gains Steam

AbCellera Biologics (NASDAQ:ABCL) is emphasizing its transition from a partner-based antibody discovery business to a proprietary drug development company, Chief Financial Officer Andrew Booth said during a company presentation focused on the biotech’s pipeline and lead clinical program. Booth said

GitLab’s Price Recovery Gains Traction—Time to Get On Board?

GitLab is well-positioned to drive growth long-term as its agentic push gains traction. Clients reliant on compliance and security turn to GitLab.

Toro Q2 Earnings Call Highlights

Toro (NYSE:TTC) raised its full-year outlook after reporting stronger-than-expected fiscal second-quarter results, with executives pointing to broad demand across its professional and residential businesses, improving margins and benefits from its productivity initiatives. Chairman and Chief Execut

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X-Energy Q1 Earnings Call Highlights

X-Energy (NASDAQ:XE) used its first earnings call as a public company to outline progress on its advanced nuclear reactor and fuel businesses, while reporting higher first-quarter revenue and grant income tied to its federal cost-share program. The company began trading on the Nasdaq on April 24 an

Brown Forman Q4 Earnings Call Highlights

Brown Forman (NYSE:BF.A) said it finished fiscal 2026 ahead of its organic expectations, despite continued pressure from weaker discretionary spending in the U.S. and developed international markets, lower used barrel sales and the ongoing absence of American spirits from many Canadian shelves. Pre

Rocket Lab Is Down 24% From Its 52-Week High—Pullback or Problem?

Rocket Lab Is Down 24% From Its 52-Week High—Pullback or Problem?

Rocket Lab's 18% pullback from its 52-week high appears to reflect normal consolidation rather than any deterioration in business fundamentals.

The Blue Origin Explosion Is a Setback for Amazon, Not a Dealbreaker

The Blue Origin Explosion Is a Setback for Amazon, Not a Dealbreaker

The setback is real but contained, and with Amazon trading at a decade-low valuation, the dip looks like it could be the perfect entry opportunity.

PVH Q1 Earnings Call Highlights

PVH (NYSE:PVH) said it met or exceeded its key first-quarter financial targets, helped by growth in direct-to-consumer sales and e-commerce, but lowered its full-year revenue outlook because of what executives described as the prolonged effects of the Middle East conflict on its EMEA business. Chie

Columbus McKinnon Q4 Earnings Call Highlights

Columbus McKinnon (NASDAQ:CMCO) reported what management described as a “defining year” in fiscal 2026, highlighted by the completion of its Kito Crosby acquisition and the divestiture of its legacy U.S. power chain hoist and chain operations. On the company’s fourth-quarter and full-year earnings

Before the IPO: 4 Companies That Rewarded Investors Who Got In Early

Before the IPO: 4 Companies That Rewarded Investors Who Got In Early

Weiss Ratings analyst Chris Graebe outlines how Regulation A offerings let retail investors access private companies like FJET, NUCL, and CNXU before their public listings.

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How the Memory Shortage Is Crushing the Gaming Industry

Rising DRAM and NAND memory costs are pressuring margins at Nintendo and Sony while posing indirect launch risks for Take-Two Interactive's GTA6 release.

Gen Z Trends Make These 3 Stocks Worth Watching

Teen spending habits can reveal future winners. See why Tapestry, McDonald's, and Meta Platforms are attracting Gen Z and investor interest

S4 Capital Touts AI Gains, Lower Debt at AGM Despite Tough Ad Market

S4 Capital (LON:SFOR) told shareowners at its annual general meeting that trading remains pressured by macroeconomic uncertainty and client caution, while management said cost controls, working capital discipline and AI-driven offerings are supporting margin improvement and debt reduction. Founder

Ciena Q2 Earnings Call Highlights

Ciena (NYSE:CIEN) reported another record quarter for fiscal 2026, with management pointing to AI-related network demand from cloud providers and renewed spending by service providers as major drivers of growth. On the company’s fiscal second-quarter earnings call, President and CEO Gary Smith said

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Pyxus International Q4 Earnings Call Highlights

Pyxus International (OTCMKTS:PYYX) reported a sharply higher fourth quarter and record full-year adjusted EBITDA for fiscal 2026, with management pointing to strong shipment volumes, disciplined cost control and improved leverage as key outcomes from a year marked by shifting tobacco leaf supply con

Ulta's Q1 Report Primes It for a Beauty of a Rebound

Ulta is setting up for a robust rebound as growth initiatives gain traction and margins outperform. Analysts forecast a 40% upside and institutions are buying.

Commerzbank CEO Touts AI-Driven 2030 Plan, Calls UniCredit Offer Unattractive

Commerzbank (ETR:CBK) Chief Executive Bettina Orlopp said the German lender’s updated “Momentum 2030” strategy is built on continued revenue growth, lower costs and efficiency gains from artificial intelligence, while reiterating that the bank sees UniCredit’s current takeover offer as unattractive.

Transcontinental Q2 Earnings Call Highlights

Transcontinental (TSE:TCL.A) reported lower second-quarter revenue and slightly lower adjusted profitability from continuing operations, while management said it expects stronger results in the second half of fiscal 2026 following recent contract wins, cost reductions and the national rollout of its

Canaccord Genuity Group Q4 Earnings Call Highlights

Canaccord Genuity Group (TSE:CF) reported a record fiscal 2026 revenue total and sharply higher adjusted profitability, as stronger capital markets activity and continued growth in wealth management helped offset uneven market conditions during the fourth quarter. Chairman and CEO Dan Daviau said t

From Runway to Riches: Victoria's Secret's New Look

Victoria's Secret engineered a turnaround and triggered a historic short squeeze by restoring pricing power and reviving its core brand identity.

Fifth Third’s Big Bet Is On

Fifth Third Bancorp is transforming through its Comerica merger, expanding scale, boosting earnings potential, and strengthening long-term growth prospects

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