Medtronic has reported total revenue of $36.4 billion in fiscal year 2026 (FY26), a figure the company says reflects the highest annual growth achieved in 10 years. With FY26 revenue indicating an 8.4% year-over-year (YoY) increase, Med-ABtronic expects FY27 growth to fall in the range of 6.75% to 7.25% on an organic basis, and earnings…
The AI ​​PC story is gaining speed, with global semiconductor revenue expected to surpass $1 trillion for the first time in 2026. This jump is primarily driven by strong demand for AI, with the Computing and Data Storage segment alone expected to grow 41.4% year-over-year to surpass $500 billion. On top of that, Gartner expects…
Quick reading Applied Optoelectronics (AAOI) shares rose on strong Q1FY26 earnings, indicating 51% year-over-year revenue growth driven by demand for 800G transceivers for AI data centers. Lumentum (LITE) shares rose as the company’s fiscal third-quarter guidance projects more than 85% year-over-year growth, extending a historic rally in optical networking components. Coherent (COHR) stock rallied on…
Quick reading At least 14 Wall Street firms raised their Amazon (AMZN) stock price targets to between $310 and $350 following first-quarter earnings, fueled by AWS’s acceleration to 28% year-over-year growth, the fastest in 15 quarters. AWS’s momentum and Amazon’s vertically integrated AI infrastructure are convincing analysts that the company will gain a sustained share…
Nvidia vs. AMD: One is a generational buy, the other is a trap Source link
With subsidies suspended in a wide range of regions, light vehicle (LV) sales in China recorded negative growth in December. Total volumes reached approximately 2.5 million units, representing a year-on-year (YoY) decline of 16%. The passenger vehicle (PV) segment, which fell 17% year-on-year to 2.2 million units, remained the main driver, while the light commercial…
Palantir (PLTR) recently released fourth-quarter 2025 results that topped analyst estimates. Revenue grew 70% to $1.41 billion, while adjusted earnings per share came in at $0.25 versus expectations of $0.23. Full-year revenue was $4.48 billion, and management expects 2026 revenue to reach $7.19 billion, a 61% year-over-year increase. That’s almost $1 billion more than consensus…
E-commerce leader Amazon.com (AMZN) saw its shares drop 5.6% intraday on February 6 after reporting its fourth-quarter earnings on February 5. The reason for this post-earnings drop was due to the company’s growing CapEx, which is expected to rise to $200 billion by 2026, as Amazon expands its artificial intelligence (AI) aspirations. However, the AI…
Shares of chipmaker Broadcom (AVGO) fell 4.2% on Jan. 14 as investors digested a series of headwinds. Reports of a Chinese directive against US software, a multibillion-dollar debt offering and major domestic stock sales converged, briefly denting sentiment and compressing near-term sentiment. Wells Fargo analysts see the pullback as an opening rather than a warning….
Tyson Foods, Inc. (TSN), headquartered in Springdale, Arkansas, is a global leader in protein production. The company produces raw meat products, including fresh beef, pork and chicken, as well as prepared foods such as nuggets, wings, sausages and ready-to-eat meals, for consumers around the world. Through vertical integration, it manages the entire supply chain, from…
