AI-powered stock news and analysis across NYSE and NASDAQ, newest first.
GM is rebuilding its autonomous vehicle unit with former Cruise talent. Here's what the rehiring campaign signals about the automaker's self-driving strategy.
HPE's record AI server quarter spotlights Dell's strong demand backdrop — 8-day win streak and 98% gain reinforce what it means for DELL investors.
Nvidia's RTX Spark Superchip targets the $200B CPU market via Dell and others — here's what the partnership means for DELL investors.
Morgan Stanley upgraded Dell as peers struggle with semiconductor shortages — here's what the analyst call means for DELL investors navigating the AI supply squeeze.
Dell launched its new XPS 13 laptop as a direct rival to Apple's MacBook Neo — here's what the product announcement means for DELL investors.
Dell's Q1 AI server results triggered a sector-wide rally on May 29, lifting IBM, HPE, and indexes to records — here's what it means for DELL.
Dell posted Q1 EPS of $3.89 vs. $3.60 estimate and revenue of $33.38B — then raised its outlook. Here's what it means for DELL investors.
$20M U.S. Air Force and Space Force contract for ceramic materials development puts AeroVironment in advanced propulsion and materials innovation — supporting stock's 14.8% jump on Thursday.
Dell secured a $9.7 billion Pentagon contract to deliver Microsoft software, marking a major win in the defense IT modernization space and boosting the stock 4.4% on Thursday.
GM tapped Pinnacle Intelligence for BDC services as part of its integrated AI strategy — what the partnership signals about the automaker's tech modernization.
GM landed a NASA contract to build a battery system for a lunar exploration vehicle — a major defense and space program win that marks expansion beyond automotive.
Rocket Lab surged 9% to $137.23 after its 88th successful launch for Synspective, while a record $2.2B backlog including a $90M Space Force GEO contract drove analyst upgrades.
Copart beat Q3 fiscal 2026 estimates with EPS of $0.43 vs. $0.41 expected and revenue of $1.237B vs. $1.195B forecast. Here's what the results showed.
ADS reported Q4 EPS of $1.07 and revenue of $676.8M, both beating estimates, while lifting its quarterly dividend 11% to $0.80/share annually.
Deere posted Q2 2026 EPS of $6.55 vs. the $5.70 consensus and $13.37B in revenue, while holding its full-year net income forecast at $4.5B–$5B.
Nordson reported record Q2 fiscal 2026 sales of $741M, up 8.5% YoY, and raised its FY2026 EPS outlook to $11.30–$11.80. Here's what the results showed.
Ondas Holdings announced an agreement to acquire Omnisys Ltd, adding battle-proven autonomous defense orchestration software to its platform.
Boeing lands first major Chinese aircraft order in approximately ten years; market reaction mixed on deal scale versus expectations.
Ondas Holdings reports Q1 2026 earnings via conference call; stock surged 26.52% on Thursday, May 14.
Defense contractor lifts annual guidance following Q1 results; stock falls 8.44% despite operational progress and analyst recognition.
Ford enters the battery storage market with new venture backed by Morgan Stanley, challenging Tesla's dominance in grid storage.
Ondas Q1 2026 revenue hit $50.1M — a 10-fold jump from Q1 2025 — as the company raised its full-year 2026 revenue forecast to $390 million.
Ford shares gained 2.50% on Wednesday as strategic initiatives and dividend sustainability attract value investors despite margin pressures.
GM rose 0.31% on Tuesday despite laying off 500–600 salaried IT workers, redeploying talent toward AI.
Stock drops 4.45% as automaker cuts jobs amid mounting EV transition and competitive headwinds.
Stock soared past $105 after topping $200M revenue, signaling commercial traction despite ongoing operating losses.
Aerospace supplier climbs as 71% earnings growth and 19% revenue expansion fuel investor confidence.
Fluor shares fell sharply after Q1 2026 EPS of $0.14 missed the $0.52 consensus. The company also lowered its 2026 guidance amid project charges and legal costs.
BlackSky stock crashes 20% after missing Q1 targets but lifts full-year guidance on record contract wins.
Aircraft parts maker surges 5.7% after Q1 beat and raised full-year guidance, signaling strong commercial and defense momentum.
Grainger jumped 3.09% after raising its 2026 profit outlook on robust demand for maintenance and services offerings across its industrial distribution network.
BlackSky missed Q1 revenue estimates but secured $160M in new contracts and raised full-year guidance, sending shares sharply higher.
Cloud software and connected devices propel 34% YoY Q1 revenue growth; company raises full-year forecast.
JCI beat Q2 revenue, raised full-year earnings guidance, and cited explosive data center cooling demand as a major growth driver.
CMI stock surged 2.76% on Q1 EPS beat and raised full-year guidance, driven by explosive AI infrastructure demand.
LDOS tightens near flat on strong Q1 results and raised 2026 forecast, driven by robust defense and intelligence demand.
KBR stock rises 3.3% on Q1 revenue beat and 52% earnings-per-share growth, signaling momentum in engineering and defense.
Defense contractor HII topped Q1 estimates but faced cost pressures that squeezed margins, a signal of execution risk ahead.
Eaton lifts full-year guidance to 10% organic growth after Q1 beat, though Q2 profit forecast signals near-term caution.
Cummins delivered strong Q1 operating results and bumped full-year guidance higher, citing robust demand for power generation equipment and $519M in shareholder returns.
AI data center builder surges 21.6% on blowout Q1 earnings and raised full-year revenue and profit guidance.
Building products maker slides after Q1 2026 results reveal deepening profitability challenges and weak forward outlook.
BWX Technologies delivered a strong Q1 2026, with revenue of $860.2M and non-GAAP EPS beating consensus by 21%. The stock edged lower as the market had already priced in the momentum.
SPXC slides despite lifting revenue outlook, as higher leverage and tariff headwinds weigh on investor sentiment.
MTZ climbs 5.93% after posting record Q1 results and lifting full-year revenue outlook amid surging infrastructure demand.
STRL rallies 3.31% as investors await Q1 results, but elevated valuation and negative earnings growth raise caution flags.
Stock climbs on weekly momentum while carrying 352x trailing P/E ratio; profit margins of 3.95% lag legacy auto.
Stock dips 1.66% as company pursues $1.3B tariff refund claim while operating margin stagnates at 5.74%.
Stock drops sharply despite progress on R2 model as investors grapple with -63.6% profit margins and limited cash runway.
Caterpillar surged 9.88% after Q1 results boosted a broader market rally, though earnings contracted 11.4% year-over-year despite solid 18% revenue growth.
Carrier jumped 8.79% after Q1 earnings as data center orders soared 500%, offsetting a slight revenue decline and offsetting prior-year earnings contraction.
CAT delivered record Q1 sales fueled by AI infrastructure demand, though stock dipped 0.96% as market digests results.
Stock barely moves after beating EPS and revenue estimates, but year-over-year earnings fell sharply.
AOS reported Q1 revenue of $945.6M, missing estimates by ~4%, and trimmed its full-year guidance. Shares are trading near a 52-week low.
AMETEK delivered record Q1 revenue and raised its full-year outlook, while announcing a deal to acquire First Aviation Services. Shares trade near $227.87.
C.H. Robinson beat Q1 EPS estimates despite reporting revenue below expectations, signaling cost discipline amid sector weakness.
FTAI plunges 6% to $216 on portfolio rotation pressure, masking robust 32.7% revenue growth and 29.8% earnings growth.
Bloom Energy crushes Q1 forecasts with 130% revenue growth and raises full-year guidance, though stock dips 3.5% post-announcement.
Allegion reported ~10% Q1 revenue growth but shares fell sharply. An ERP-related disruption in its international mechanical business offset solid Americas momentum.
AIT delivered its strongest organic sales growth in over two years in Q3 2026, driving record quarterly EBITDA. Shares touched a new 52-week high.
IR trades at a steep valuation premium ahead of Q1 results, with modest growth rates raising efficiency concerns.
Allegion topped revenue estimates in Q1 2026 but missed on EPS and margins. Full-year guidance fell short of analyst expectations, weighing on sentiment.
AIT reported Q1 CY2026 revenue of $1.25B, topping estimates, and guided Q2 revenue to $1.29B. Shares touched near 52-week highs.
Southwest rallies on Q1 earnings beat but faces jet fuel inflation and policy headwinds limiting upside for airline stocks.
Southwest shares jump as Q1 results exceed expectations, prompting analyst upgrades and a higher price target from Evercore ISI.
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