GE Vernova has surged 14.9% in a month as JP Morgan raises its target to $1,150 and Goldman Sachs lifts by $260. Here’s why AI is turning power infrastructure into Wall Street’s hottest growth trade.
Boeing topped Q1 2026 revenue estimates at $22.2B — up 14% YoY — while posting a surprise narrow loss and a record $695B backlog with 143 aircraft delivered.
Shares of CrowdStrike, Zscaler, Tenable and Qualys surged Tuesday as analysts flagged AI adoption as a structural tailwind for cybersecurity spending, even as many sector names remain down sharply year-to-date.
UnitedHealth surged 7% on a strong earnings beat — yet the S&P 500 still fell. Here’s why Q1 2026 earnings beats aren’t translating into market gains.
ASML beat Q1 2026 estimates and raised full-year guidance, signaling robust AI chip demand despite a cautious Q2 outlook and China export headwinds.
Meta’s $27B data center expansion is putting natural gas stocks in focus. Here’s why AI’s power demand is reshaping the energy investment case.
Apple names John Ternus as its next CEO, with Tim Cook stepping down September 1. What the engineer handoff means for the $4 trillion tech giant.
With 400+ companies reporting this week and EPS estimates rising again, Q1 2026’s peak earnings week is a key test for the market’s record-breaking rally.
Intuitive Surgical reports Q1 2026 earnings April 21 with its stock down 20% YTD. Here’s what analysts are watching — from da Vinci 5 adoption to the China challenge.
UnitedHealth reports Q1 2026 earnings April 22. Medical loss ratios, Medicaid risk, Optum growth — and what it means for healthcare stocks.