Micron Technology, Inc. delivered a historic fiscal Q4, crushing expectations with record revenue and margin expansion. Click ...

Navitas Semiconductor Corporation is a Buy after a U.S. Army SiC contract. Click to read on NVTS' financials, cash runway, ...

ECOC highlights AI-driven optical datacom demand. Learn why AI infrastructure capex may be overheating and what it means for ...

Fortinet is a Strong Buy due to raised guidance, robust data center traction, and superior product economics versus peers.

Borr Drilling (BORR) wins new jack-up rig commitments in West Africa, Nigeria and the U.K., extending work into 2027 and ...

Advanced Micro Devices, Inc.’s Venice CPUs and Helios platform aim to drive near-term growth and challenge Nvidia. Click for ...

Sherwin-Williams expands Statesville plant with automation and rail spurs, boosting capacity and supply-chain efficiency.

Knight-Swift Transportation is rated a Buy based on its earnings recovery, discounted valuation, and freight upcycle ...

Micron Technology's blowout Q4 and strong FY2027 guidance highlight HBM demand, contracted supply, and durable earnings ...

Voya Infrastructure Industrials & Materials Fund is rated a Hold due to macroeconomic risks and sector headwinds. Read more ...

Cal-Maine Foods is downgraded to a Hold as egg prices fall and margins weaken. Click for this CALM earnings update.

Brixmor is acquiring Slate Grocery REIT for $13/share, a 71% premium, with a complex split between direct and JV ownership.