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AeroVironment won a $465 million Army laser weapon contract and posted record revenue, while Kratos and Red Cat Holdings also stand to benefit from growing military demand for high-energy laser and counter-drone technology.
Exelixis (NASDAQ:EXEL) executives outlined plans to continue expanding the CABOMETYX franchise while preparing for a potential launch of zanzalintinib, or zanza, in colorectal cancer later this year.
Speaking at a Wells biotech session, Chief Financial Officer Chris Senner said the company is worki
Kier Group (LON:KIE) reported higher revenue, profit and cash generation for fiscal 2026, while outlining a strategy centered on infrastructure and construction growth, further balance-sheet strengthening and double-digit earnings-per-share growth.
The company said revenue rose 7.5% to £4.4 billion
LSL Property Services (LON:LSL) reported higher first-half revenue, profit and margins, citing resilient activity in remortgaging, lettings and recurring revenue streams despite a modest decline in U.K. housing transactions.
Group Chief Executive Adam Castleton said the company’s markets developed
IP Group (LON:IPO) reported higher net asset value, strong cash realizations and broad portfolio activity in the first half of 2026, while management said it remains focused on converting portfolio value into shareholder returns.
Net asset value per share increased 3.2% during the half year to 114p
MJ Gleeson (LON:GLE) reported higher revenue for the year ended June 2026 as increased home completions and its first full year of partnership delivery lifted volumes, though group profit declined amid margin pressure in housebuilding and delayed land transactions.
The group said revenue rose 12.1%
Trustpilot Group (LON:TRST) reported first-half 2026 bookings growth of 18% at constant currency, supported by enterprise customer demand and a 27% increase in North American bookings, while adjusted EBITDA rose 46% to a record $26.3 million.
Chief Executive Officer Adrian Blair said the company’s
Blink Charging (NASDAQ:BLNK) outlined its progress toward profitability, an expanded build-out of DC fast-charging infrastructure and the rollout of its EnergyConnect energy-management platform during a company presentation.
The company said it has spent the past 18 months restructuring its cost ba
Pollen Street Group (LON:POLN) said its assets under management reached £8.5 billion at the end of June, split almost evenly between private equity and credit strategies, as fundraising for its fourth private credit fund supported a rise in fee-paying assets.
Lindsey McMurray said fee-paying AUM in
Wickes Group (LON:WIX) reported higher first-half revenue and adjusted profit before tax as volume growth in retail and continued momentum in its design and installation business offset a deflationary pricing environment and cost inflation.
Group revenue increased 2.1% in the first half of 2026, wh
Chewy (NYSE:CHWY) is prioritizing U.S. health services, customer spending expansion and artificial intelligence capabilities as it seeks to build on its pet retail foundation, Chief Executive Officer Sumit Singh said during a Goldman Sachs conference fireside chat.
Singh said the company’s investme
Corbus Pharmaceuticals (NASDAQ:CRBP) reported top-line results from CANYON-1, a Phase 1b trial evaluating CRB-913, an oral, peripherally restricted CB1 inverse agonist for obesity. The 12-week, placebo-controlled study enrolled 254 patients across 15 U.S. sites, with participants having an average b
Vaxart (OTCMKTS:VXRT) Chief Executive Officer Steve Lo outlined the company’s oral vaccine platform, its government-funded COVID-19 study and development opportunities in norovirus and influenza during an H.C. Wainwright conference presentation.
Lo said Vaxart’s recombinant adenovirus type 5, or Ad
Sarepta Therapeutics (NASDAQ:SRPT) outlined plans to stabilize demand for its ELEVIDYS gene therapy while advancing RNA-based programs for facioscapulohumeral muscular dystrophy, or FSHD, and myotonic dystrophy type 1, or DM1, during a Morgan Stanley Global Healthcare Conference fireside chat.
Chie
Biogen (NASDAQ:BIIB) is reshaping its business around a broader mix of neuroscience, immunology, kidney disease and ophthalmology assets, President and CEO Chris Viehbacher said during a Morgan Stanley event. The company expects a series of late-stage clinical readouts to begin as soon as next quart
Viking Therapeutics (NASDAQ:VKTX) said its obesity drug candidate VK2735 has advanced into Phase 3 development following Phase 2 results that showed approximately 15% weight loss from baseline after 13 weeks at the highest tested dose.
Speaking at the Morgan Stanley Global Healthcare Conference, Pr
Regeneron Pharmaceuticals (NASDAQ:REGN) outlined growth opportunities for Dupixent, pipeline catalysts for cemdisiran and continued commercial momentum for EYLEA HD during the Morgan Stanley Global Healthcare Conference.
Marion McCourt, Regeneron’s EVP and head of commercial, said Dupixent’s growth
Executives from Bitcoin mining and digital infrastructure companies said access to energized power, land and data-center development capabilities is creating an opportunity to serve growing artificial intelligence infrastructure demand, while also presenting significant construction, financing and r
Teva Pharmaceutical Industries (NYSE:TEVA) CEO Richard Francis said the company has progressed from the initial phase of its “Pivot to Growth” plan into its next stage, citing momentum in branded medicines, innovation, generics and biosimilars, as well as improved financial flexibility.
Speaking at
Dave & Buster's Entertainment (NASDAQ:PLAY) reported lower second-quarter revenue and earnings but said same-store sales trends improved during July and the early weeks of its third quarter as the company pursues a “back-to-basics” strategy centered on traffic, value and store execution.
Revenu
CRISPR Therapeutics (NASDAQ:CRSP) CEO Sam Kulkarni outlined the company’s commercial and clinical priorities during a Morgan Stanley discussion, highlighting continued adoption of CASGEVY and expected data updates across several pipeline programs by the end of 2026.
Kulkarni said the company’s stra
Citigroup (NYSE:C) Chief Financial Officer Gonzalo Luchetti said the bank expects full-year return on tangible common equity, or ROTCE, to finish slightly above the high end of its previously stated 10% to 11% range, citing continued momentum across its markets, banking, services and consumer busine
Kestra Medical Technologies (NASDAQ:KMTS) reported first-quarter fiscal 2027 revenue of $31 million, with President and Chief Executive Officer Brian Webster saying revenue rose 60% from a year earlier and advanced sequentially from the fourth quarter. The company raised its full-year revenue outloo
Radiant Logistics (NYSEAMERICAN:RLGT) reported higher fourth-quarter revenue, profit and adjusted EBITDA for the fiscal quarter ended June 30, 2026, as its U.S. forwarding operations, domestic services and international air freight business contributed to growth.
Net income attributable to Radiant
Evertz Technologies (TSE:ET) reported fiscal 2027 first-quarter revenue of CAD 118.3 million, up 5.5% from CAD 112.0 million a year earlier, as growth in software and services and international sales offset a slight decline in hardware revenue.
For the quarter ended July 31, 2026, the company recor
American Battery Technology (NASDAQ:ABAT) reported a more than 400% increase in fiscal 2026 revenue to $21.7 million, driven by higher throughput at its first lithium-ion battery recycling facility, expanded byproduct manufacturing and improved product pricing, Chief Executive Officer and Chief Tech
MindWalk (NASDAQ:HYFT) reported first-quarter fiscal 2027 revenue of CAD 3.8 million, up 21% from CAD 3.2 million a year earlier, as the company continued investing in commercialization of its ReefIQ biological-data platform and expanded its drug discovery partnership model.
Gross margin increased
Merck & Co., Inc. (NYSE:MRK) Chairman and CEO Rob Davis said the company’s “transformation is underway,” citing progress across product launches, clinical data readouts, business development and its Animal Health segment during a Morgan Stanley discussion.
Davis said recent pipeline readouts ha
Eli Lilly and Company (NYSE:LLY) is pursuing a broad obesity portfolio designed to address different patient needs across treatment initiation, maintenance, efficacy, tolerability and dosing convenience, according to Ilya Yuffa, the company’s executive vice president and president of Lilly USA and G
Bank of America (NYSE:BAC) Chairman and CEO Brian Moynihan said the U.S. economy remains resilient, supported by consumer spending, solid credit quality and increased borrowing activity among small and midsized businesses.
Speaking at Barclays’ Global Financial Services Conference, Moynihan said th
Adobe beat fiscal Q3 2026 estimates and raised guidance, but Semrush-driven ARR growth, weak new ARR, and deferred 2027 guidance left analysts split and shares under technical pressure.
XRP and Solana altcoin ETFs like XRPI and BSOL are drawing strong institutional inflows amid rebounding prices, though both tokens remain down significantly year to date.
Target, Hormel and Procter & Gamble, all Dividend Kings, are rebounding from depressed valuations with reliable yields, improving traffic or market share trends, and firming analyst support.
As AI spending strains free cash flow, Alphabet and Meta have halted share buybacks and share counts are rising, while Microsoft holds steady and NVIDIA posts record repurchases.
Johnson & Johnson (NYSE:JNJ) executives said the company remains on track to grow through biosimilar competition for STELARA and expects its portfolio of medicines, medical devices and pipeline programs to support accelerating growth through the end of the decade.
Speaking at a Morgan Stanley e
Despite record insider selling, Rocket Lab draws heavy institutional buying and Moderate Buy analyst ratings, backed by strong revenue growth, a $2.3 billion backlog, and the upcoming Neutron rocket launch.
Rheinmetall's Q1 miss and F126 order cancellation rattled European defense stocks, but Leonardo, Thales, and Saab show stronger order growth and cash conversion, drawing analyst upgrades.
Pfizer (NYSE:PFE) Chairman and Chief Executive Officer Albert Bourla said the drugmaker has addressed several major headwinds that weighed on investor attention, including policy uncertainty, declining COVID-19-related demand and upcoming losses of exclusivity for certain products.
Speaking at a Mo
Coda Octopus Group (NASDAQ:CODA) reported higher fiscal third-quarter revenue and pretax income, as growth in its defense engineering and acoustic businesses offset a decline in marine technology sales tied to geopolitical disruption in the Middle East and parts of Asia.
Total revenue for the quart
BATT and LIT offer diversified ETF exposure to battery and lithium stocks, with holdings in Tesla, Freeport-McMoRan, and Rio Tinto, as improving industry fundamentals support long-term growth.
After in-line August CPI data, Dell, HPE, Qualcomm, Apple and the iShares Ethereum Trust rallied Friday, with the Fed's Sept. 16 rate decision set to test whether these breakouts hold.
D-Wave Quantum shares have fallen about 40% in 2026 after weak Q2 revenue of $3.1 million, as investors seek clearer evidence of commercial and financial progress from the firm.
Regional REIT (LON:RGL) said it made progress in reducing debt, disposing of non-core properties and adding rental income during the first half of 2026, despite what Chief Executive Officer Stephen Inglis described as a subdued leasing market and continued economic uncertainty.
The company reported
Moderna (NASDAQ:MRNA) President Stephen Hoge said the company’s recently announced positive Phase III results for its investigational personalized cancer vaccine, intismeran, in adjuvant melanoma support a broader effort to use T-cell priming in multiple tumor types.
Speaking at a Morgan Stanley ev
CoinShares (NASDAQ:CSHR) reported lower revenue and profitability for the first half of 2026 as digital-asset prices fell sharply, though the company said positive client flows and a debt-free balance sheet positioned it to participate in a market recovery.
The company’s first earnings presentation
Fabrinet, Dycom and Qualcomm beat or matched estimates but were sold off amid high oil prices and midterm uncertainty; Marc Chaikin sees strong fundamentals behind the AI infrastructure buildout.
As the ECB continues hiking rates amid an energy-driven inflation shock, Santander, BBVA, and Deutsche Bank are raising NII guidance, positioning these Eurozone banks to benefit from higher rates.
Teva Pharmaceutical Industries (NYSE:TEVA) said its “Pivot to Growth” strategy has moved into its second phase, with management pointing to momentum in branded medicines, a stabilized generics business, an expanding biosimilars portfolio and a strengthened balance sheet.
Speaking at a Morgan Stanle
RF Industries (NASDAQ:RFIL) reported record fiscal third-quarter revenue of $24 million, up 21% from the prior-year period and 16% sequentially, as higher-value integrated systems and custom cabling offerings contributed to growth and profitability.
Chief Executive Officer Rob Dawson said the quart
SM Energy's stock has doubled in 2025 after its Civitas merger boosted revenue and cash flow, cut debt, and prompted a higher dividend, though risks and integration costs remain.
Intel shares rallied on unconfirmed reports of a 10% CPU price hike amid tight server chip supply, prompting analyst upgrades even as MarketBeat's consensus rating remains a Hold.
McKesson (NYSE:MCK) executives said the company’s first-quarter performance supported a higher full-year earnings outlook, citing broad-based growth across its North American Pharmaceutical, Oncology & Multispecialty and Prescription Technology Solutions businesses.
Speaking at the Morgan Stanl
The Hain Celestial Group (NASDAQ:HAIN) said it has agreed to sell its international business to private equity firm Aurelius for $323 million in cash, a transaction that would leave the company focused on a streamlined North American portfolio. The company expects the sale to close in its fiscal sec
Coca-Cola, Chevron, and Merck have outperformed the S&P 500 in 2026, each pairing strong share-price gains with growing dividends backed by solid fundamentals.
Vertex Pharmaceuticals (NASDAQ:VRTX) is continuing to broaden its business beyond cystic fibrosis, with its renal medicine portfolio, rare endocrine assets and cell therapies among the company’s priorities, CEO and President Reshma Kewalramani said at Morgan Stanley’s 24th Annual Healthcare Conferen
Alpha Metallurgical Resources director Kenneth Courtis bought over $9 million in shares since Aug. 21, even as Wall Street holds a Reduce rating following a Q2 net loss tied to terminal damage.
U.S. Bancorp completed a cross-border payment using its USBDC stablecoin on the Stellar blockchain and raised its annualized dividend 3.85% to $2.16 per share.
Iron Mountain (NYSE:IRM) is positioning its records management customer base as a foundation for cross-selling into data centers, asset lifecycle management and digital solutions, CFO Barry Hytinen said during Goldman Sachs’ 2026 Communacopia + Technology Conference.
Hytinen said the company serves
Nutanix (NASDAQ:NTNX) is positioning itself as a broader cloud-platform provider rather than solely a hyperconverged infrastructure, or HCI, company, as it pursues growth through external storage, public cloud, Kubernetes, database management and enterprise artificial intelligence offerings.
Chief
Fastly (NASDAQ:FSLY) CFO Rich Wong said the edge cloud provider has accelerated revenue growth, expanded margins and generated positive free cash flow as management reshaped operating processes during his first 13 months at the company.
Speaking at Citi’s TMT Conference, Wong said Fastly reported $
Exelixis (NASDAQ:EXEL) executives outlined a franchise-focused growth strategy centered on expanding CABOMETYX across renal cell carcinoma and neuroendocrine tumors while advancing zanzalintinib through multiple late-stage studies.
Speaking at a company event, Andrew Peters, Exelixis’ senior vice p
MongoDB (NASDAQ:MDB) CEO CJ Desai outlined the company’s focus on enterprise modernization, AI-native customers and product enhancements during Citi’s TMT Conference, following what he described as a strong fiscal second-quarter report.
Desai said MongoDB reported total revenue growth above 30% in
Veeva Systems (NYSE:VEEV) is positioning artificial intelligence as an incremental growth opportunity beyond its previously stated goal of reaching $6 billion in revenue by 2030, according to executives speaking at a Wells Fargo healthcare technology event.
Paul Shawah, Veeva’s EVP of Commercial St
Veeva Systems (NYSE:VEEV) CFO Brian Van Wagener said the company is expanding its artificial intelligence roadmap while continuing to see broad-based growth across its life sciences software portfolio.
Speaking at Citi’s Tech Conference, Van Wagener described Veeva as a vertical software provider f
MongoDB (NASDAQ:MDB) executives said customer demand for its database platform is being supported by enterprise modernization efforts, AI-related workloads and growing interest in self-managed deployments, while the company works to raise awareness among senior decision-makers.
CJ Desai, MongoDB’s
UiPath (NYSE:PATH) Chief Operating Officer Ashim Gupta said the company is focused on stabilizing growth and positioning its automation platform for reacceleration as enterprises expand their use of artificial intelligence, orchestration and process automation.
Speaking at the Citi Global TMT Confe
Vertiv (NYSE:VRT) executives said demand for data center infrastructure remains strong and is showing signs of further strengthening, citing expanding customer pipelines, broader global activity and accelerating sales cycles.
Speaking at a Goldman Sachs event, Chief Executive Officer Gio Albertazzi
Hewlett Packard Enterprise (NYSE:HPE) CFO Marie Myers said the company’s recent quarterly results and revised fiscal 2027 framework reflect demand that continues to exceed available supply across networking, cloud and AI infrastructure.
Speaking at Citi’s technology conference, Myers said HPE repor
T-Mobile US (NASDAQ:TMUS) executives said the company sees continued growth opportunities in wireless, broadband, business services and newer adjacencies, while maintaining that potential competitive threats from satellite providers and industry convergence offerings have not altered its strategy.
Ambarella (NASDAQ:AMBA) Chief Executive Officer Fermi Wang said the fabless semiconductor company is positioning its system-on-chip portfolio for broader adoption of edge artificial intelligence, with opportunities spanning enterprise security, consumer video, wearables, automotive and edge infrastr
Spotify Technology (NYSE:SPOT) Co-CEO, Chief Product Officer and Chief Technology Officer Gustav Söderström outlined the company’s strategy for using artificial intelligence, expanding into additional media formats and monetizing highly engaged users during an investor conference appearance.
Söders
Ulta Beauty (NASDAQ:ULTA) executives said the company is seeing continued resilience in consumer beauty spending, supported by its broad price range, loyalty program, stores, services and investments in technology.
Speaking at a Barclays conference, President and Chief Executive Officer Kecia Steel
Hewlett Packard Enterprise (NYSE:HPE) Chief Strategy Officer Shannon Cross said the company is seeing strong demand across networking, storage and traditional servers, while supply availability and order conversion remain key priorities as it targets growth in fiscal 2027.
Speaking at the Goldman S
T-Mobile US (NASDAQ:TMUS) CEO and President Srini Gopalan outlined the carrier’s growth strategy, network investments and capital-allocation priorities at the Goldman Sachs Communacopia + Technology Conference, emphasizing what he described as the company’s “best network, best value, and best experi
Intuit (NASDAQ:INTU) is prioritizing growth in new-to-the-franchise customers while continuing to scale its larger “big bets,” Chief Financial Officer Sandeep Singh Aujla said at the Goldman Sachs Technology Conference.
Aujla said the company’s major strategic initiatives—including moving upmarket
