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

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

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.

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

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 ...

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

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

Canadian Natural Resources posted its best quarter ever, but reverse DCF shows CNQ is priced for mid‑cycle WTI near $64, ...