Corning Incorporated (NYSE:GLW) is one of the Unstoppable Technology Stocks to Buy Now. On March 19, UBS reiterated a Buy rating on Corning Incorporated (NYSE:GLW) with a price target of $171. UBS maintained its bullish sentiment on the stock after attending the Optical Fiber Communications conference, where the firm met with fiber producers, sellers, and […]
Corning Incorporated (NYSE:GLW) is one of the Unstoppable Technology Stocks to Buy Now. On March 19, UBS reiterated a Buy rating on Corning Incorporated (NYSE:GLW) with a price target of $171. UBS maintained its bullish sentiment on the stock after attending the Optical Fiber Communications conference, where the firm met with fiber producers, sellers, and […]
Seeking Alpha More on Applied Digital Looking Ahead To Applied Digital's Q3 Earnings: Is The $2.4B Power Build Worth It? Applied Digital: The Bull Case Requires Near Perfection (Rating Downgrade) Applied Digital: Gigawatt Ambitions Clouded By Related-Party Transactions Applied Digital Q3 2026 Earnings Preview Quant snapshot: Delta Air Lines leads top-rated names as Byrna Technologies, Simulations ...
Seeking Alpha More on Applied Digital Looking Ahead To Applied Digital's Q3 Earnings: Is The $2.4B Power Build Worth It? Applied Digital: The Bull Case Requires Near Perfection (Rating Downgrade) Applied Digital: Gigawatt Ambitions Clouded By Related-Party Transactions Applied Digital Q3 2026 Earnings Preview Quant snapshot: Delta Air Lines leads top-rated names as Byrna Technologies, Simulations Plus lag
Stephen Brashear/Getty Images News Microsoft ( MSFT ) AI CEO Mustafa Suleyman indicated artificial intelligence models and agents still require more work to fully understand user voice commands, according to Semafor. Although more and more AI users are controlling their agents with voice commands, Suleyman said much more training is needed for the technology to truly understand human intent throug...
Stephen Brashear/Getty Images News Microsoft ( MSFT ) AI CEO Mustafa Suleyman indicated artificial intelligence models and agents still require more work to fully understand user voice commands, according to Semafor. Although more and more AI users are controlling their agents with voice commands, Suleyman said much more training is needed for the technology to truly understand human intent through natural conversation, according to the report . Suleyman made the comments while discussing MAI-Transcribe-1 , Microsoft's new voice transcription model, which was released last week. Data is lost when spoken words are converted into text that the model or agent can understand. "This is why we focused on voice transcription as one of the first steps in our generative artificial intelligence journey," Suleyman said. He also said Microsoft renegotiating its contract with OpenAI late last year opened the door for the tech giant to begin building its own frontier AI models with a goal of superintelligence. "My motivation with starting here is we want to deliver absolute state of the art," Suleyman said. "We are a frontier lab building our own AI self-sufficiency mission, pursuing full superintelligence. This is kind of the first waypoint along that journey, which we kicked off in earnest last autumn. We founded the team in September or October, and that was really after we were able to renegotiate the contract with OpenAI ( OPENAI ), and we could start building our own superintelligence initiatives." More on Microsoft and OpenAI Microsoft: Buy The AI Empire Option Activity In Microsoft Points To Higher Prices (Technical Analysis) Microsoft: The Market Is Forcing Me To Buy This Bargain (Rating Upgrade) SA analyst upgrades/downgrades: TSLA, NVO, MSFT, AEO OpenAI creates Child Safety Blueprint as lawsuits mount against tech giants
krblokhin/iStock Editorial via Getty Images Raytheon, a business of RTX ( RTX ), was awarded a $627 million contract to supply the Netherlands with Patriot air and missile defense system equipment, the company said Wednesday. Patriot missile (Raytheon) The direct commercial sales agreement covers a package of radars, launchers and command-and-control stations designed to strengthen the country’s i...
krblokhin/iStock Editorial via Getty Images Raytheon, a business of RTX ( RTX ), was awarded a $627 million contract to supply the Netherlands with Patriot air and missile defense system equipment, the company said Wednesday. Patriot missile (Raytheon) The direct commercial sales agreement covers a package of radars, launchers and command-and-control stations designed to strengthen the country’s integrated air and missile defense capabilities. Raytheon said the deal builds on its ongoing relationship with the Dutch government as European nations continue to upgrade defenses amid rising geopolitical tensions. Patriot system remains centerpiece of allied air defense The Patriot system is widely deployed across NATO and allied nations and is designed to counter a range of threats including tactical ballistic missiles, cruise missiles and advanced aerial attacks. Backed by an integrated command-and-control architecture, Patriot is considered the only combat-proven ground-based system capable of defending against both missile and air-breathing threats across a wide spectrum, according to the company. The platform currently serves as the backbone of air defense for 19 countries, including nine in Europe, and has demonstrated effectiveness in countering complex, large-scale attacks. Production ramp signals urgency in delivery timelines Pete Bata, senior vice president of Global Patriot at Raytheon, said the company is accelerating production to meet demand and deliver systems quickly. The emphasis on speed reflects growing urgency among U.S. allies to deploy advanced defensive systems as threats evolve. More on RTX Corporation RTX Corporation (RTX) Stock Analysis: 36 Years Of Dividends Vs. Quant "Hold" | 2-Minute Analysis RTX Corp.: America's Missiles Shortage Changes Everything For The Stock RTX Corporation: Quadrupling Missile Production Could Drive Further Upside Wars cut output and force hard fiscal trade-offs, IMF says Pentagon budget surge signals fast track for Lock...
Tesla has benefited from higher oil prices in the past, so it seemed odd that crude was down sharply and the electric-vehicle maker’s stock was up. Oil prices helped most stocks. Hopes of an end to fighting in Iran are responsible for the oil move.
Tesla has benefited from higher oil prices in the past, so it seemed odd that crude was down sharply and the electric-vehicle maker’s stock was up. Oil prices helped most stocks. Hopes of an end to fighting in Iran are responsible for the oil move.
Tradeweb CEO Billy Hult discusses the bond trading market and the room for opportunities in predictive markets. He talks with Romaine Bostick and Katie Greifeld on "The Close." (Source: Bloomberg)
Tradeweb CEO Billy Hult discusses the bond trading market and the room for opportunities in predictive markets. He talks with Romaine Bostick and Katie Greifeld on "The Close." (Source: Bloomberg)
Infleqtion ( INFQ ) issued 2026 revenue guidance of $40M, citing rising demand for quantum computing and sensing solutions. FY2025 revenue reached $32.5M, with a GAAP operating loss of $35.3M and non-GAAP loss of $28.1M. The company is collaborating with NASA on a quantum sensing mission, with over $20M in contracted funding. More on Infleqtion, Inc. Infleqtion, Inc. (INFQ) Analyst/Investor Day Tr...
Infleqtion ( INFQ ) issued 2026 revenue guidance of $40M, citing rising demand for quantum computing and sensing solutions. FY2025 revenue reached $32.5M, with a GAAP operating loss of $35.3M and non-GAAP loss of $28.1M. The company is collaborating with NASA on a quantum sensing mission, with over $20M in contracted funding. More on Infleqtion, Inc. Infleqtion, Inc. (INFQ) Analyst/Investor Day Transcript Infleqtion, Inc. (INFQ) Analyst/Investor Day - Slideshow Infleqtion: Quantum Computing's Dark Horse Infleqtion secures $3.9M in federal funding Financial information for Infleqtion, Inc.
ICF International ( NASDAQ: ICFI ) said on Wednesday it has been awarded a position on a U.S. Defense Counterintelligence and Security Agency (DCSA) blanket purchase agreement with a ceiling value of $800 million. The five-year, multiple-award contract will see 12 companies compete for task orders to modernize the agency’s National Background Investigation Services systems. ICF said it will be eli...
ICF International ( NASDAQ: ICFI ) said on Wednesday it has been awarded a position on a U.S. Defense Counterintelligence and Security Agency (DCSA) blanket purchase agreement with a ceiling value of $800 million. The five-year, multiple-award contract will see 12 companies compete for task orders to modernize the agency’s National Background Investigation Services systems. ICF said it will be eligible to bid on work involving software engineering and system upgrades using cloud-based design, zero trust architecture, open-source technologies, artificial intelligence and automation. The company said the program is aimed at improving the performance, scalability, and security of systems used for government workforce vetting. ICFI +0.04% after hours to $69.22. Source: Press Release More on ICF International ICF International: New Year, 'Almost' A New ICF ICF International, Inc. (ICFI) Q4 2025 Earnings Call Transcript ICF targets over 10% nonfederal revenue growth in 2026 as commercial energy segment expands ICF secures $300 million in new European contracts Seeking Alpha’s Quant Rating on ICF International
Everspin Technologies ( MRAM ) on Wednesday announced its strategic manufacturing agreement with Microchip Technology ( MCHP ) to expand production capacity and strengthen long-term supply. Everspin has entered into an initial 10-year agreement, which can be extended in 2-year increments, with Microchip Technology to augment its onshore manufacturing capacity for MRAM and Tunnel Magnetoresistive (...
Everspin Technologies ( MRAM ) on Wednesday announced its strategic manufacturing agreement with Microchip Technology ( MCHP ) to expand production capacity and strengthen long-term supply. Everspin has entered into an initial 10-year agreement, which can be extended in 2-year increments, with Microchip Technology to augment its onshore manufacturing capacity for MRAM and Tunnel Magnetoresistive (TMR) sensor products. The company will establish a copy exact (plus) MRAM line to manufacture MRAM and TMR sensor products currently produced at its line in Chandler, Arizona. Source: Press Release More on Everspin Technologies Everspin Technologies: Wait For Further Retracement Before Pursuing This Pricey MRAM Specialist Everspin Technologies Non-GAAP EPS of $0.11 misses by $0.01, revenue of $14.8M beats by $0.35M Seeking Alpha’s Quant Rating on Everspin Technologies Historical earnings data for Everspin Technologies
JHVEPhoto/iStock Editorial via Getty Images Capital markets stocks have been hit hard by private credit woes . Much ink has been spilled regarding the travails of Blue Owl ( OWL ) and, to a lesser extent, KKR ( KKR ), Ares ( ARES ), and Apollo ( APO ). Shares of Jefferies Financial Group Inc. ( JEF ), for instance, are down sharply from their late-2024 highs. The drawdown briefly reached 50% at th...
JHVEPhoto/iStock Editorial via Getty Images Capital markets stocks have been hit hard by private credit woes . Much ink has been spilled regarding the travails of Blue Owl ( OWL ) and, to a lesser extent, KKR ( KKR ), Ares ( ARES ), and Apollo ( APO ). Shares of Jefferies Financial Group Inc. ( JEF ), for instance, are down sharply from their late-2024 highs. The drawdown briefly reached 50% at the lows last month. Now, after a rebound and a solid earnings report , JEF has been on the near-term mend. I had a Buy rating on the $9 billion market cap Financials sector stock back in October , near the Q4 lows. Shares are down 13% since then, but I reiterate a Buy rating. I see value in the beaten-up Investment Banking and Brokerage industry equity. With hopes of a geopolitical resolution and the possibility of improved IPO activity amid ongoing decent investment banking trends (including very high M&A volume), I assert the market is mispricing JEF. I’ll provide an updated valuation and a fresh look at the technicals. JEF Recovering From Its March Low StockCharts.com In March, Jefferies reported a solid set of quarterly results, with a 27% YoY increase in net revenue to $2.0 billion and a rise in diluted EPS to $0.70. Growth was primarily fueled by record-breaking performance in its Investment Banking segment, where net sales reached $1.02 billion, driven by surging advisory and equity underwriting activity. Specifically, its equity underwriting grew fees collected by a whopping 138%, while advisory fees climbed 38% vs. Q1 2025. Shares rallied 1.6% in the session that followed, and the options market prices in a somewhat high 5.6% earnings-related stock price swing when analyzing the at-the-money straddle expiring soonest after the June 24 reporting date. Implied volatility is elevated at 42%, and short interest on the stock is somewhat low at 2.4%. While the company’s Equities Trading segment performed well with 37% growth from the same period a year earlier, the Fixed ...
SANTA CLARA, Calif., April 08, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) announced today that it will report fiscal first quarter 2026 financial results on Tuesday, May 5, 2026, after the market close. Management will conduct a conference call to discuss these results at 5:00 p.m. ET / 2:00 p.m. PT. Interested parties are invited to listen to the webcast of the conference call via the AMD Investo...
SANTA CLARA, Calif., April 08, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) announced today that it will report fiscal first quarter 2026 financial results on Tuesday, May 5, 2026, after the market close. Management will conduct a conference call to discuss these results at 5:00 p.m. ET / 2:00 p.m. PT. Interested parties are invited to listen to the webcast of the conference call via the AMD Investor Relations website ir.amd.com. AMD also announced it will participate in the following event for th
A potential IPO for SpaceX could hinge more on narrative than fundamentals, with talk of an enormous capital raise at a lofty valuation. Watch the video below to see what discerning investors should focus on first. *This video was published on April 2, 2026. Continue reading
A potential IPO for SpaceX could hinge more on narrative than fundamentals, with talk of an enormous capital raise at a lofty valuation. Watch the video below to see what discerning investors should focus on first. *This video was published on April 2, 2026. Continue reading