There’s a version of Cisco (CSCO) that Wall Street wrote off years ago — a legacy networking giant stuck in the slow lane while flashier AI names grabbed all the attention. That story is getting harder to tell lately. The 41-year-old multinational technology conglomerate headquartered in California just reported record quarterly revenue of $15.8 billion,
Ondas (ONDS) jumped 13% immediately following earnings as investors embraced a thesis far more specific than broad defense enthusiasm. Management views AI-powered autonomous warfare as a permanent shift that will come to warfare. As Ryan Hartman, CEO of Ondas’s subsidiary, World View, said: “Mission autonomy lives at the intelligence layer. It’s the ability to perceive
Alibaba’s latest earnings report gave investors two very different numbers to digest, and the market appeared more interested in the one tied to artificial intelligence. The Chinese e-commerce and cloud giant reported revenue of RMB243.38 billion, or $35.28 billion, for the quarter ended March 31, 2026, up 3% from a year earlier. Alibaba said revenue
Most investors have never heard of Nebius Group (NBIS). But that is about to change. To those who knew of NBIS and paid attention to it: Congratulations, you knew where to look. The Amsterdam-headquartered AI cloud company reported first-quarter 2026 results on May 13 that were, in a word, stunning. Revenue of $399 million represented
Having $1 million in assets once meant you could stop worrying about money entirely and live comfortably for the rest of your life. That version of the American millionaire has quietly disappeared, replaced by a more complicated financial portrait that affects how you measure your own progress toward security. The United States is home to
For years, Wall Street evaluated companies through a familiar set of lenses: revenue growth, earnings performance, and market share expansion. Balance sheet management was a back-office function. Treasury strategy was something CFOs handled quietly while investors focused on growth multiples. That framework is shifting. And the companies that understand the new rules first may have
Verizon has recently faced growing challenges in retaining customers as competition in the wireless market intensifies. The carrier has lost more than 2.25 million customers over the past three years and has continued to adjust its phone plans, including a recent change that could prompt consumers to look elsewhere for service. In 2025, Verizon made
If you’ve ever wondered who makes the machines that build the chips powering artificial intelligence (AI), Applied Materials (AMAT) is a good place to start your education. It doesn’t make chips. But it manufactures the equipment that enables chipmaking, and right now, the world can’t get enough of both. Citi analyst Atif Malik reset AMAT’s
There’s a certain kind of analyst who doesn’t talk much when he’s wrong and doesn’t celebrate long when he’s right. Stephen “Sarge” Guilfoyle is that kind of analyst. Sarge is a former NYSE floor trader with more than 30 years of experience and the founder and president of Sarge986 LLC. On Friday, May 8, 2026,
Nebius has had one of the more remarkable runs of any stock in the AI infrastructure space. Up more than 110% year to date and roughly 600% over the past year, the company is heading into its Q1 2026 earnings report on May 13 with enormous expectations built in. Bank of America just made those