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The iShares North American Tech ETF (IGM) has gained nearly 20% year to date, outpacing the QQQ's 13% return, with Canadian holdings like Shopify and Celestica contributing to its performance.
Alvotech (NASDAQ:ALVO) Chief Strategy Officer Balaji Prasad said the biosimilars-focused company is entering a “critical inflection period” as it advances several limited-competition products through regulatory review and prepares for a broader launch cycle over the next several years.
Speaking dur
Massive institutional demand for the upcoming SpaceX stock launch is creating a powerful downstream capital rotation into publicly traded space companies.
Alkermes (NASDAQ:ALKS) executives said the company is entering a period of heightened execution as it advances its orexin agonist program into late-stage development, integrates Avadel and prepares for a planned leadership transition.
Speaking at the Goldman Sachs Global Healthcare Conference, Chai
Palantir's 10th AIPCon showcased strong customer adoption of its AIP platform, but PLTR is down roughly 25% in 2026, with technicals weak and earnings in August as the next key catalyst.
Volkswagen (ETR:VOW3) reaffirmed its sustainability targets and outlined new circular economy initiatives during its eighth sustainability conference, with executives saying ESG remains embedded in the company’s broader strategy despite a more difficult economic backdrop.
Dirk Voeste, who presented
Enghouse Systems (TSE:ENGH) reported lower revenue in its fiscal second quarter as management cited continued customer caution, recurring revenue churn and delayed discretionary projects, while profitability improved on cost controls and cash generation remained strong.
Chief Financial Officer Rob
North West (TSE:NWC) reported higher first-quarter earnings despite lower consolidated sales, as margin improvements tied to its Next 100 program, an asset sale gain and lower share-based compensation helped offset weaker Canadian sales and inflation-related cost pressures.
President and Chief Exec
ASTS dropped over 12% on June 5 and has fallen more than 30% from its May 28 all-time high, with analyst downgrades and record insider selling of $272 million raising near-term concerns.
Core & Main (NYSE:CNM) reaffirmed its fiscal 2026 outlook after reporting first-quarter results that management said reflected resilient municipal demand, disciplined pricing and margin initiatives, despite continued pressure in residential lot development.
The water, wastewater, storm drainage
Currency Exchange International (TSE:CXI) reported higher second-quarter revenue for fiscal 2026, supported by rapid growth in its payments business, while management said the formal wind-down of Exchange Bank of Canada is now complete.
On a conference call Wednesday, Group CFO Gerhard Barnard said
Casey's General Stores (NASDAQ:CASY) reported record fiscal 2026 results, with executives highlighting strong in-store sales, higher fuel profitability and continued store expansion during the company’s fourth-quarter earnings call.
Chairman, President and Chief Executive Officer Darren Rebelez sai
Yuanbao (NASDAQ:YB) reported double-digit revenue and profit growth for the first quarter of 2026, with management pointing to stronger insurance distribution activity, growth in system services and broader deployment of artificial intelligence across its platform.
The internet insurance company sa
Chewy (NYSE:CHWY) reported first-quarter fiscal 2026 results that showed continued sales growth, higher profitability and strong free cash flow, while management lowered its full-year sales outlook to account for a softer consumer environment in the pet category.
Chief Executive Officer Sumit Singh
FuelCell Energy is rapidly transforming into a core infrastructure provider as the artificial intelligence revolution demands massive localized clean power.
J.Jill (NYSE:JILL) executives said the women’s apparel retailer delivered first-quarter results in line with internal expectations while continuing a brand and product transition aimed at broadening its customer base.
Chief Executive Officer and President Mary Ellen Coyne said J.Jill remains in the
Altimmune (NASDAQ:ALT) management used an appearance at the Goldman Sachs Global Healthcare Conference to outline the company’s focus on pemvidutide, its lead metabolic and liver disease drug candidate, and to discuss the planned Phase 3 program in metabolic dysfunction-associated steatohepatitis, o
Synchrony Financial stock benefits from improving credit trends, strong earnings, and shareholder returns, though risks remain tied to economic cycles.
Cheetah Mobile (NYSE:CMCM) said its first quarter of 2026 reflected continued progress in its transition from a traditional internet company toward AI-enabled applications, AI agents and robotics, while near-term results were pressured by weakness in advertising-related businesses.
Chairman and CEO
Heidelberger Druckmaschinen Aktiengesellschaft (ETR:HDD) said it improved earnings and continued a strategic shift into digital printing, packaging, charging infrastructure and defense-related technologies during fiscal 2025/26, even as currency headwinds, tariffs and geopolitical uncertainty weighe
EnQuest (LON:ENQ) executives said a proposed acquisition of participating interests in four Malaysian fields from Petronas Carigali would more than double the company’s scale and shift the center of its portfolio toward Southeast Asia.
Chief Executive Amjad Bseisu described the transaction as a “se
Workspace Group (LON:WKP) outlined a plan to reposition itself as an “earnings-focused business” after reporting weaker full-year 2026 results, with management saying the London office provider will simplify pricing, invest in refurbishments and pursue further disposals to fund higher-return project
Pennon Group (LON:PNN) reported a return to profitability for the 2025/2026 financial year, while new Chief Executive Officer Keith Haslett said the company must improve operational performance, customer service and environmental outcomes following a challenging year for the U.K. water utility.
Has
CG Oncology (NASDAQ:CGON) Chief Executive Officer Arthur outlined the company’s upcoming clinical and regulatory milestones for cretostimogene during a presentation at the Goldman Sachs Global Healthcare Conference, emphasizing data readouts, a potential filing and commercial preparation in non-musc
Century Aluminum (NASDAQ:CENX) used a fireside chat at the Wells Fargo Industrials and Materials Conference to frame its investment case around tight aluminum markets, U.S. and European production exposure, and a planned new smelter in Oklahoma.
Timna Tanners, Building Materials and Metals and Mini
Arcutis Biotherapeutics (NASDAQ:ARQT) executives said ZORYVE continues to post strong growth and outlined several regulatory and clinical catalysts expected over the next year, while emphasizing that the company has reached a self-sustaining financial position.
Frank, Arcutis’ CEO, said the company
AppLovin (NASDAQ:APP) executives outlined the company’s growth strategy at the Nasdaq London Investor Conference, emphasizing the role of its AXON machine learning platform, expansion beyond mobile gaming advertising and a continued focus on high margins and shareholder returns.
Co-Founder and Chie
Cracker Barrel Old Country Store (NASDAQ:CBRL) reported fiscal third-quarter results that exceeded management’s expectations, with executives pointing to cost controls, improved guest metrics and stronger retail execution as key contributors to the quarter.
President and CEO Julie Masino said Crack
BARK (NYSE:BARK) reported a sharp decline in fiscal fourth-quarter and full-year revenue, but management said the company met its profitability objective after pulling back on marketing and promotions to protect margins amid tariff and macroeconomic uncertainty.
Co-founder and Chief Executive Offic
Skillsoft (NYSE:SKIL) reported lower first-quarter fiscal 2027 revenue as expected weakness in government bookings and the company’s consumer business weighed on results, while management pointed to improving customer retention, platform adoption and bookings as signs that its transformation plan is
Suja Life (NASDAQ:SUJA) reported strong first-quarter fiscal 2026 results in its first earnings call as a public company, with management highlighting double-digit sales growth, margin expansion and a post-IPO balance sheet strengthened by debt reduction.
Chief Executive Officer Maria Stipp said th
Lakeland Industries (NASDAQ:LAKE) reported a modest increase in fiscal first-quarter revenue and a swing to profitability, as management said demand in its fire services platform continued to build while the company works through margin pressures tied to product mix, certification costs and operatio
Limoneira (NASDAQ:LMNR) executives said the company’s fiscal second-quarter results reflected a transitional period tied to its Sunkist partnership, asset sales and cost-reduction efforts, while management pointed to stronger expected results in the second half of fiscal 2026.
President and Chief E
Amneal Pharmaceuticals (NASDAQ:AMRX) Co-Founder, President and Co-Chief Executive Officer Chirag Patel said the company is entering a stronger growth phase, driven by momentum in its existing generics portfolio, a newly expanded biosimilars platform and specialty product launches.
Speaking at a Gol
The recent Amazon infrastructure pact proves that hyperscalers are abandoning legacy copper cables in favor of advanced optical fiber for high-speed computing.
Amazon's pullback is about capex fears, not business deterioration, and with AWS accelerating and analysts staying bullish, this could be a great entry point.
Bitcoin has fallen below $60,000 amid record ETF outflows and institutional selling, making MSTR, BLSH, and BITO the stocks most exposed to a crypto downturn.
Alnylam Pharmaceuticals (NASDAQ:ALNY) executives outlined the company’s 2030 financial targets, TTR franchise strategy and near-term pipeline priorities during a Goldman Sachs event hosted by analyst Salveen Richter.
Jeff Poulton, Alnylam’s chief financial officer, said the company’s “Alnylam 2030”
Uranium Energy (NYSEAMERICAN:UEC) said on its latest earnings call that it advanced several parts of its U.S. uranium production platform during the quarter, including the start of production at Burke Hollow in South Texas and continued development at Christensen Ranch in Wyoming.
Founder and Chief
Academy Sports and Outdoors (NASDAQ:ASO) reported a return to comparable sales growth in its fiscal first quarter, with management pointing to gains across all major merchandise divisions, strong e-commerce growth and momentum from newer stores.
The sporting goods retailer said first-quarter net sa
Oil-Dri Corporation Of America (NYSE:ODC) reported stronger fiscal third-quarter sales and operating income, while management cautioned that higher costs and an ongoing capital investment cycle are continuing to pressure margins.
On the company’s Q3 fiscal 2026 earnings webcast, Chief Financial Off
Intel, IBM, and other legacy tech giants are doubling down on quantum computing, putting pure-play firms like D-Wave and Rigetti in a difficult position.
United Natural Foods (NYSE:UNFI) reported stronger third-quarter fiscal 2026 profitability and cash flow despite lower sales, as management said network optimization, productivity initiatives and supply chain investments continued to reshape the business.
On the company’s earnings call, CEO Sandy D
Amgen (NASDAQ:AMGN) executives said the company’s first-quarter performance supports its view that 2026 can serve as a “springboard year,” with growth products helping offset increased competition for the denosumab franchise and other losses of exclusivity.
Speaking at a Goldman Sachs event, Peter
Lands' End (NASDAQ:LE) reported lower first-quarter revenue as a distribution center systems rollout delayed shipments, but executives said underlying demand improved and described the recently completed joint venture with WHP Global as a major strategic reset for the apparel retailer.
Chief Execut
SailPoint (NASDAQ:SAIL) reported a stronger-than-expected start to fiscal 2027, with management pointing to continued SaaS migration activity, larger customer commitments and growing demand for identity security tied to artificial intelligence agents and other non-human identities.
On the company’s
Titan Machinery (NASDAQ:TITN) reported fiscal first-quarter results that management said were slightly ahead of expectations, helped by earlier-than-anticipated equipment margin improvement, but the company reaffirmed its full-year outlook as demand remains pressured across key customer groups.
Pre
EHang (NASDAQ:EH) said it remains focused on moving from aircraft certification to commercial operations after reporting first-quarter 2026 revenue that was roughly flat year over year but sharply lower than the prior quarter due to delivery timing and seasonal factors.
Founder, Chairman and Chief
Molten Ventures (LON:GROW) said portfolio fair value growth accelerated during the year, while management pointed to defense, space, artificial intelligence and European technology sovereignty as major structural themes shaping its investment strategy.
Chief Executive Ben Wilkinson told investors t
Temu owner PDD keeps sinking. The company is prioritizing long-term competitiveness over short-term results, creating potential for an extended recovery.
Frontline, Euroseas, and Nordic American Tankers raised dividends in 2026, with Frontline boosting its payout 50% after reporting its highest quarterly profit since 2004.
Pinterest, Southwest Airlines, and United Therapeutics each executed significant share repurchases in Q1 2026, reducing their outstanding share counts by 16%, 5%, and 3.2%, respectively.
TH International (NASDAQ:THCH), the operator of Tims China, reported weaker first-quarter 2026 sales as management continued to close underperforming stores, reduce discount-driven promotions and shift resources toward franchising and profitability.
On the company’s earnings call, CEO Director Yong
Annexon (NASDAQ:ANNX) executives used a Goldman Sachs Healthcare Conference session to outline the company’s upcoming clinical and regulatory catalysts, led by pivotal Phase III data expected in the fourth quarter for vonaprument in geographic atrophy, a form of advanced dry age-related macular dege
J. M. Smucker (NYSE:SJM) reported stronger fourth-quarter results and outlined expectations for fiscal 2027, with management emphasizing growth in key brands, improving profitability and continued debt reduction.
In prepared remarks, Mark Smucker, Chief Executive Officer, President and Chair of the
Caribou Biosciences (NASDAQ:CRBU) Chief Executive Officer Rachel Haurwitz said the company is advancing two CRISPR-enabled, off-the-shelf CAR T cell therapy programs, with its lymphoma candidate vispa-cel now “pivotal-ready” and its multiple myeloma program CB-011 continuing in Phase 1 development.
Oxford Instruments (LON:OXIG) said it delivered a stronger second half after a difficult start to the year, as improving demand from commercial semiconductor customers helped offset weaker academic markets and geopolitical uncertainty.
Chief Executive Richard Tyson told investors the company was “r
Corbus Pharmaceuticals (NASDAQ:CRBP) Chief Executive Yuval Cohen outlined the company’s near-term clinical readout schedule and development plans for its two lead drug candidates during a Jefferies fireside chat hosted by biotech analyst Amin Makarem.
Cohen said the Norwood, Massachusetts-based dru
Hemab Therapeutics (NASDAQ:COAG) Chief Executive Officer Benny Sorensen outlined the company’s development plans following its recent initial public offering during a fireside chat with Jefferies biotech analyst Maury Raycroft.
Sorensen said Hemab is pursuing a strategy to build “a multiple product
