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TJX Companies beat Q1 fiscal 2027 estimates and raised full-year guidance, with comparable store sales growth and market share gains driving the off-price retailer's strong results.
Lam Research (LRCX) shares dropped sharply in July 2026 as AI demand fears gripped semiconductor markets, even as the company maintained an upbeat demand outlook.
Southwest Airlines has surged 50.2% over the past year, but with a P/E of 30.1x versus an industry average of 10.1x, analysts question whether the rally has already priced in its strategic overhaul.
Par Pacific Holdings (PARR) has returned 249.8% over five years yet trades at a P/E of just 6.5x — well below the industry average of 13.0x and its modeled fair value of 12.4x.
Applied Materials (AMAT) hit a 52-week high of $739.67 as KeyBanc raised its target to $750 and Sesquania set a Street-high $900 target amid record Q2 earnings.
Bill Ackman defended Pershing Square's Big Tech exposure in a Forbes interview, arguing AI spending fears have created a valuation opportunity in Alphabet, Amazon, and Meta.
GE Vernova reports Q2 2026 earnings on July 22 after shares surged 70.3% YTD, driven by AI data center power demand and record $163B backlog.
Synchrony Financial reports Q2 2026 results on July 21. Analysts expect EPS of $2.00, a 20% decline YoY, though the company has beaten estimates four straight quarters.
Two Wall Street analysts upgraded Comcast (CMCSA) to Buy in late June 2026, citing the planned NBCUniversal spinoff and easing competitive fears as potential catalysts.
Michael Burry disclosed a short position in Micron Technology (MU) at $1,051.87, citing extreme cyclicality and historic overextension as AI chip euphoria drives the stock up 260% in 2026.
Dutch Bros hit a 52-week high of $74.65 after posting 31% revenue growth and raising full-year guidance. Here's what the data says about the company's expansion story.
CoreWeave stock fell 13.2% in holiday-shortened trading as Meta Platforms announced plans to offer AI processing services, raising competitive and pricing concerns.
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