The latest monthly list of new buys by the best mutual funds shows massive demand for Google parent Alphabet (GOOGL) and Broadcom (AVGO). But that reveals just the tip of the institutional investor iceberg Micron Technology (MU), Analog Devices (ADI), Arista Network
The revised all-cash bid of $12 per share marks a near 6% increase from the prior $11.30 offer for TWO. Two Harbors Investment Corp (TWO) agreed to a revised merger proposal from CrossCountry Mortgage, raising the all-cash offer to $12 per share from $11.30. The deal value
Earnings Call Insights: Granite Ridge Resources (GRNT) Q1 2026 Management view - "We delivered strong operational execution in the first quarter, 18% production growth year-over-year to 34,500 barrels of oil equivalent per day and adjusted EBITDAX of $71 million" (CEO &... <p
Earnings Call Insights: Inogen (INGN) Q1 2026 Management view - "Q1 came in at $85.1 million in total revenue, representing 3.4% year-over-year growth ahead of our expectations" (President, CEO & Director Kevin Smith). - "International sales were the clear standout in Q1" and...<
Earnings Call Insights: Cloudflare (NET) Q1 2026 Management View - CEO Matthew Prince said, "We had a very strong start to 2026," and reported "revenue of $639.8 million, up 34% year-over-year" alongside "4,416 customers paying us more than $100,000 per year" and "free cash flow...</stron
IREN Inks Deal With Nvidia, Scoring Major Victory for the Data Center Stock. Here's What Investors Need to Know IREN (NASDAQ: IREN), a former Bitcoin miner that converted to an artificial intelligence (AI) data center company, scored a major win today after announcing a de
Earnings Call Insights: Post Holdings (POST) Q2 2026 Management view Seeking Alpha's Disclaimer: This article was automatically generated by an AI tool based on content available on the Seeking Alpha website, and has not been curated or reviewed by humans. Due to inherent
DDOG reports 32% year-over-year revenue growth, positioning itself as a key player in enterprise AI infrastructure and monitoring. Datadog shares jumped 30% after reporting first-quarter revenue of $1.006 billion, a 32% increase from the prior year. The company attributed
PDF Solutions reaffirms its 20% annual revenue growth goal as it prepares to ship six eProbe systems in 2026. PDF Solutions (PDFS) has reconfirmed its 20% revenue growth target for 2026, citing progress in positioning itself as a leader in commercial data analytics and mis
Construction Partners raises full-year adjusted EBITDA guidance after exceeding Q2 profitability expectations and growing backlog. Construction Partners raised its fiscal 2026 adjusted EBITDA outlook to a range of $552M-$564M, up from prior guidance. The revision follows a
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