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Ondas (ONDS) jumped 13% immediately following earnings as investors embraced a thesis far more specific than broad defense enthusiasm. Management views AI-powered autonomous warfare as a permanent shift that will come to warfare. As Ryan Hartman, CEO of Ondas’s subsidiary, World View, said: “Mission autonomy lives at the intelligence layer. It’s the ability to perceive […]

There’s a version of Cisco (CSCO) that Wall Street wrote off years ago — a legacy networking giant stuck in the slow lane while flashier AI names grabbed all the attention. That story is getting harder to tell lately. The 41-year-old multinational technology conglomerate headquartered in California just reported record quarterly revenue of $15.8 billion,

Costco has never been afraid to wade into politics in the interest of its members. In January, for example, 98% of its shareholders voted in favor of what could be considered a hot-button political issue. “Costco shareholders voted down a shareholder proposal urging the wholesale club operator to evaluate any risks posed by its diversity,

Oracle’s stock is sitting roughly 50% below its September 2025 peak. Its backlog has grown to $553 billion. And Dan Ives just raised his price target for the second time in three weeks. The gap between where Oracle trades and what Wedbush thinks it is worth is becoming one of the more striking disconnects on

On a day when the Dow Jones Industrial Average looked like it might make a run at a new all-time high, Boeing was a surprise laggard. Wall Street was expecting a huge order for new planes from the People’s Republic of China. Maybe as many as 500 planes, mostly 737 Max airliners. President Trump, however,

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Nebius Group gave Wall Street the type of quarter that keeps the artificial intelligence infrastructure trade alive, even as investors become more selective about which companies can actually turn AI demand into revenue. The Amsterdam-based AI cloud company reported first-quarter revenue of $399 million, up 684% from $50.9 million in the same period last year.

DraftKings investors have been waiting for the company to prove that its online betting business can keep expanding while new growth bets start to take shape. In a Morgan Stanley note shared with TheStreet, analyst Stephen Grambling and his team lowered their DraftKings price target to $39 from $40, while maintaining an Overweight rating on

Shares of Qualcomm (QCOM) are pulling back this week after a massive post-earnings rally. The semiconductor rally slowed this week, with Qualcomm shares plunging more than 11% on May 12 and another 6% on May 14 amid broader risk-off sentiment sweeping through semiconductor stocks. This week’s selloff came after a hotter-than-expected inflation reading and rising