ASML lifts full-year guidance after Q1 revenue rises 13% year-over-year, driven by AI semiconductor demand and services growth. ASML Holding N.V. raised its 2026 revenue guidance to €36-40 billion from €30-35 billion, citing stronger-than-expected demand and resolved suppl
AXT Inc reports Q1 2026 revenue of $26.9 million, driven by indium phosphide substrate demand for AI and data centers. AXT Inc’s stock traded at $103.16 on May 29, reflecting a 39% year-over-year revenue increase to $26.9 million in Q1 2026. The surge was fueled by demand
A bearish thesis highlights risks to Calix’s $3.3 billion valuation as federal broadband subsidies favor cost over fiber deployment. Calix Inc. (CALX) faces growing skepticism as a structural shift in the Broadband Equity, Access, and Deployment (BEAD) program undermines d
CORZ reports 243MW billing capacity, $350 million annualized colocation revenue, and improved profitability targets after closing a $3.3 billion bond. Core Scientific Inc. (CORZ) traded at $26.85 on May 29, reflecting investor optimism after a robust first quarter of 2026.
Costco’s Q3 FY2026 revenue surged to $70.53 billion, driven by strong membership growth and e-commerce expansion. Costco Wholesale Corporation reported Q3 FY2026 net sales of $69.15 billion, up 11.6% year-over-year, with total revenue reaching $70.53 billion. The results m
Is FAF a good stock to buy? We came across a bearish thesis on First American Financial Corporation on Valueinvestorsclub.com by JackBlack In this article, we will summarize the bears' thesis on FAF. First American Financial Corporation's share was trading at $66.23
Is FIG a good stock to buy? We came across a bullish thesis on Figma, Inc. on ARMR Report Be The Smart Money’s Substack by Bret Rosenthal In this article, we will summarize the bulls’ thesis on FIG. Figma, Inc.'s share was trading at $25.50 as of May 29th. FIG’s for
Is HOG a good stock to buy? We came across a bullish thesis on Harley-Davidson, Inc. on Valueinvestorsclub.com by militiaman In this article, we will summarize the bulls’ thesis on HOG. Harley-Davidson, Inc.'s share was trading at $24.18 as of May 29th. HOG’s traili
J.B. Hunt reported Q1 revenue of $3.06 billion and EPS of $1.49, signaling a potential turn in the freight cycle. J.B. Hunt Transport Services Inc. (JBHT) shares traded at $276.43 on May 29, reflecting investor optimism after a robust first quarter. The company posted a 5%
Analysts see 25–50% upside for PCT as regulatory approvals and plant utilization near, despite near-term execution risks. PureCycle Technologies (PCT) shares traded at $12.39 on May 29, reflecting a 70% decline from peaks and 40% short interest. The company reported $3 mil
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