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Dell's ISG Growth Reflects AI Infrastructure Dominance: What's Ahead?

Dell Technologies DELL Infrastructure Solutions Group (ISG) has become the company's primary growth engine, driven by exceptional demand for AI infrastructure alongside continued strength in traditional servers and storage. In first-quarter fiscal 2027, ISG generated a record $29 billion in revenue…

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Is Digital Realty Trust Stock Worth Retaining in Your Portfolio?

Digital Realty Trust DLR is a leading data center REIT with a global presence across more than 30 countries. It owns 309 data centers and serves more than 5,500 customers by providing space, connectivity and digital infrastructure for cloud, AI and enterprise workloads. Strong leasing activity and…

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Can GE Aerospace Sustain Growth as Commercial Aerospace Demand Surges?

GE Aerospace’s GE commercial aerospace market is playing a significant role in driving its overall growth. In first-quarter 2026, the company received orders for more than 650 commercial engines, including commitments from American Airlines, United Airlines and Delta Airlines. It also entered into…

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Meta's AI Chip Roadmap May Shift

Meta Platforms NASDAQ:META is reportedly weighing a $6.5 billion AI chip deal with Samsung Foundry, a move that could shift part of its MTIA roadmap away from Taiwan Semiconductor NYSE:TSM.Sedaily reported that Meta is in talks with Samsung Electronics (SSNLF) to design and produce next-generation…

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Meta Eyes $6.5 Billion Samsung AI Chip Deal

Meta Platforms Inc. (META, Financials) may be preparing a major change in its AI chip strategy. The company is reportedly in talks with Samsung Electronics over a deal worth more than $6.5 billion to develop and manufacture its next-generation MTIA AI chips. South Korean financial publication Sedai…

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Valero's Refining Strength and Renewables Growth Fuel Long-Term Upside

Valero Energy’s VLO investment appeal is supported by its highly complex coastal refinery network, which can process a wide range of feedstocks into higher-value refined fuels. The flexibility of Valero’s refinery systems allows it to shift product yields between light products and distillates base…

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Constellium Up 56.5% YTD & Counting: Buy Now or Wait for a Dip?

Constellium SE’s CSTM shares have surged 56.5% in the year-to-date period, outperforming the industry and the S&P 500, which have declined 0.1% and gained 9.3%, respectively. Among its peers, Alcoa Corporation AA and Ryerson Holding Corporation RYZ shares have declined 8.3% and 4.4%, respectively…

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Bank OZK Rewards Its Shareholders With Dividend Hike of 2.1%

Bank OZK OZK continues to reward shareholders through a disciplined capital return strategy. It announced a quarterly cash dividend of 48 cents per share, up 2.1% from the previous payout of 47 cents. The dividend will be paid out on July 20, 2026, to shareholders of record as of July 13.Despite an…

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Can United Rentals Offset Cost Pressures With Better Fleet Efficiency?

United Rentals, Inc. URI appears well-positioned to protect profitability through higher fleet efficiency and disciplined execution despite lingering cost pressures across the equipment rental industry. It kicked off 2026 with record first-quarter revenues, adjusted EBITDA and earnings per share, w…

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Why Phillips 66 is Well-Positioned in a Softer Oil-Price Environment

West Texas Intermediate (“WTI”) oil is currently trading below $70 per barrel, according to data from Oilprice.com, significantly lower than the more than $100 per barrel reached in May this year. Phillips 66 PSX is likely to gain from the softer crude pricing environment. This is because PSX, a le…

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CTSH Expands AI Portfolio With OpenAI: Buy, Sell, or Hold The Stock?

Cognizant Technology Solutions CTSH is expanding its footprint in the artificial intelligence (AI) driven cybersecurity space through its collaboration with OpenAI. Through its Frontier AI Cyber Defense services, the company is applying GPT-5.5 with Trusted Access for Cyber to help enterprises acce…

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Helen of Troy Q1 Earnings Coming Up: What Should Investors Expect?

Helen of Troy Limited HELE is likely to witness top-line growth when it reports first-quarter fiscal 2027 earnings on July 8. The Zacks Consensus Estimate for revenues is pegged at $375.1 million, indicating an increase of 0.9% from the prior-year quarter’s reported figure.The consensus mark for ea…

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Kavaljer Investmentbolagsfond June 2026 – Thermo Fisher and Siemens New Holdings

Large Divergences Across Market SegmentsJune was marked by significant divergence across market segments: Small and Mid Cap fell approximately 5%, while Large Cap rose 2%. Kavaljer Investmentbolagsfond delivered a positive return of 1.5% during the month, with cumulative returns since inception now…

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Netflix Gears Up to Report Q2 Earnings: Buy, Sell or Hold the Stock?

Netflix NFLX is slated to report second-quarter 2026 results on July 16.For the second quarter, Netflix expects revenues of $12.57 billion, indicating growth of 13.5% year over year.The Zacks Consensus Estimate for second-quarter revenues is pegged at $12.57 billion, indicating growth of 13.5% year…

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Tesla rolls out robotaxi service in Miami

Tesla NASDAQ:TSLA said on Friday its robotaxi was available in Miami, as the electric vehicle maker looks to expand its autonomous ride-hailing operations.The expansion highlights Tesla's efforts to increase adoption of its self-driving software, a version of which it uses in the robotaxis and a ke…

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REG - BlackRock Group Forward Industries - Form 8.3 - FORWARD INDUSTRIES INC

RNS Number : 0266L BlackRock Group 03 July 2026  FORM 8.3IRISH TAKEOVER PANELOPENING POSITION DISCLOSURE/DEALING DISCLOSURE UNDER RULE 8.3 OF THE IRISH TAKEOVER PANEL ACT, 1997, TAKEOVERRULES, 2022 BY PERSONS WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE1.             KEY INFORMA…

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