Intel executed a massive equity offering, raising $20–$23 billion by selling over 240 million shares at $95 each. Read why ...

The AMG GW&K Small Cap Core Fund returned 18.19% in Q2 2026, trailing its Russell 2000 benchmark. Read the full analysis for ...

Life360 (LIF) plunged ~25% after Q2 earnings despite solid results and unchanged guidance. Read here for a detailed ...

Elbit Systems generated $2.29 billion in second-quarter revenue, up 15.9% year over year. GAAP gross margin expanded by 130 basis points to 25.3%, while non-GAAP operating income increased 36% to $237 ...

RDNT's advanced imaging mix is expanding. I think this will continue to support its improving revenue quality and margins. RDNT's joint ventures across healthcare systems also help it deepen its ...

Edwards Lifesciences is rated Hold, trading 14% below its five-year average multiple but 75% above sector median, with a probability-weighted upside of just 4%. Three scenario modeling yields a $93.55 ...

CEO Ronald Glibbery said, "revenue for the second quarter increased approximately 36% sequentially and was above our previous expectations," attributing the sequential growth to "our successful ...

Management presented Q2 as a step-up quarter driven by lunar and national security execution, highlighting first-time quarterly revenue above $100 million, record backlog, and reiterated $420 million ...

GEV is sitting right on two of AI's nastiest bottlenecks: power availability and grid equipment. The real question is how fast GEV can turn that backlog into capacity, revenue, and margins. The ~31% ...

Goldman Sachs BDC remains a hold as portfolio growth and NAV continue to decline amid sector headwinds. GSBD's 14.1% dividend yield is well-covered by net investment income, with a 116% coverage rate ...

Prime Medicine possesses promising gene editing technology but faces significant dilution risk and cash constraints. Read ...

In this column, we turn our attention to another AI-patch-related play. We are going to talk about our position in Lumentum Holdings (LITE). This is a position that we opened at BAD BEAT Investing at ...