Snowflake SNOW shares have risen 6.5% in a month, outperforming the broader Zacks Computer & Technology sector’s decline of 4.4% and the Internet Software industry’s decline of 1.6%.The outperformance can be attributed to SNOW’s strong adoption and increasing usage of its platform, as reflected by…
Elevance Health, Inc. ELV recently filed a lawsuit against the Centers for Medicare & Medicaid Services (CMS), arguing that the agency unfairly changed the Medicare Advantage Star Ratings of one of its competitors after the ratings had already been finalized. Per reports, Elevance claims CMS gave t…
Ecolab ECL completed its previously announced acquisition of direct liquid cooling specialist CoolIT Systems for approximately $4.75 billion, earlier than expected. The deal significantly strengthens Ecolab's presence in the rapidly expanding AI infrastructure market by adding advanced liquid cooli…
EMCOR Group's EME electrical construction business continues to build strong momentum, supported by robust demand for mission-critical infrastructure and the company's ability to execute complex projects at scale. In the first quarter of 2026, the segment delivered record revenues of $1.45 billion…
Occidental Petroleum OXY offers an attractive long-term investment opportunity, supported by its large proved reserves base, which enhances production visibility, extends asset life and supports stable cash flow generation across commodity price cycles.Following the CrownRock acquisition, Occidenta…
Victoria’s Secret & Co. VSXY is seeing growing contributions from its international business, underscoring the importance of overseas markets in its long-term growth strategy. In the first quarter of 2026, international sales increased 44.9% year over year to $287.4 million, significantly outpacing…
Credo Technology Group Holding Ltd CRDO continues to see Active Electrical Cables (AECs) as one of its primary growth drivers, supported by increasing demand for reliable and power-efficient connectivity in AI infrastructure. The company highlighted that as AI clusters expand, reliability and power…
Despite being one of the market's biggest AI winners, CoreWeave, Inc. CRWV stock has plunged roughly 24% over the past month as investors reassessed lofty valuations and growing competitive risks in the AI infrastructure space. Shares have underperformed the Zacks Internet-Software Market’s fall of…
Carnival Corporation Ltd. CCL demonstrated that disciplined cost management can offset external challenges, reinforcing confidence in its long-term earnings trajectory. Despite geopolitical disruptions, elevated fuel prices and weak consumer sentiment, the cruise giant delivered record second-quart…
Arista Networks, Inc. ANET has gained 56% in a year compared with the Internet software industry’s growth of 10.8%. The stock has outperformed the Zacks Computer & Technology sector and the S&P 500 during the same time frame.Among its peers, it has underperformed Nokia Corporation NOK and Cisco Sys…
Avis Budget Group, Inc.'s CAR top line benefits from the growing consumer shift toward short-term vehicle access over vehicle ownership. The company drives growth by leveraging its strong market share, optimizing fleet efficiency and capitalizing on rising travel demand, while adapting quickly to s…
Guidewire Software, Inc. GWRE is building a cleaner investment case as cash generation starts to support the cloud-growth narrative.Revenue momentum, margin gains and higher cash-flow guidance suggest the model is becoming more durable. Still, valuation discipline and execution risk keep the setup…
Guidewire Software, Inc. GWRE is benefiting from insurer modernization, cloud migration and broader AI adoption across the property and casualty insurance market.The story is not one-sided. Subscription-led growth is improving the model, but implementation intensity, services mix and execution dema…
Guidewire Software, Inc. GWRE is benefiting from insurers’ shift to cloud-based core systems, with recurring revenue growth and better profitability supporting the investment case.The stock’s setup is still balanced. Large-deal timing, services mix, rising costs and the need to scale newer AI produ…
Mission Produce, Inc.’s AVO avocado business remains the primary earnings driver, but the company's blueberries segment is steadily emerging as an important long-term growth platform. While near-term profitability has been affected by the maturation of newly planted acreage, management continues to…
Butterfly Network BFLY recently announced the commercial launch of its Butterfly iQ+ and iQ3 handheld ultrasound devices and mobile application in Brazil through a network of authorized distribution partners. The Brazil launch marks a milestone in the company’s international presence and expands th…
Delta Air Lines DAL is scheduled to report second-quarter 2026 results on July 10, before the market opens.The Zacks Consensus Estimate for second-quarter 2026 earnings is pegged at $1.44 per share, indicating a 31.4% year-over-year decrease. The measure has been revised 4% downward over the past 6…
Qualcomm Incorporated QCOM has jumped 8.7% over the past year, underperforming the industry’s growth of 83%. It has lagged peers like Hewlett Packard Enterprise Company HPE and Broadcom Inc. AVGO. While Broadcom is up 31%, Hewlett Packard surged 93.2% over this period.One-Year QCOM Stock Price Perf…
Novo Nordisk NVO has received another commercial boost as the Medicare GLP-1 Bridge program officially went live on July 1, allowing eligible Medicare beneficiaries to access Wegovy (semaglutide injection and pill) for a $50 monthly copay through the end of 2027. The program significantly expands a…
The Wendy’s Company WEN is sharpening its focus on international expansion as it works through a challenging U.S. turnaround. The company recently signed a franchise agreement to build up to 1,000 restaurants across China over the next 10 years, marking the largest development agreement in Wendy’s…
