Podatki
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Cognizant (CTSH) Has an AI-Enabled Outsourcing Engine Bigger Than a Plain IT-Spending Trade
Why Cognizant should be viewed as an AI-enabled outsourcing and consulting platform, not just an IT-services macro trade Cognizant (CTSH)... The post Cognizant (CTSH) Has an AI-Enabled Outsourcing Engine Bigger Than a Plain IT-Spending Trade first appeared on Alphastreet.
AlphaStreet
2026-07-09, 19:41
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Kyverna (KYTX) Is Building an Autoimmune Cell-Therapy Platform Bigger Than a Single-Disease Bet
Why Kyverna should be viewed as an autoimmune cell-therapy platform, not just a single-program biotech Kyverna (KYTX) is still early... The post Kyverna (KYTX) Is Building an Autoimmune Cell-Therapy Platform Bigger Than a Single-Disease Bet first appeared on Alphastreet.
AlphaStreet
2026-07-09, 19:36
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Samsara (IOT) Has a Subscription-and-Operations-Data Engine Bigger Than Fleet Telematics
Why Samsara should be viewed as a subscription-and-operations-data platform, not just a telematics vendor Samsara (IOT) is still often described... The post Samsara (IOT) Has a Subscription-and-Operations-Data Engine Bigger Than Fleet Telematics first appeared on Alphastreet.
AlphaStreet
2026-07-09, 19:26
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Pagaya (PGY) Has an AI-Credit Marketplace Story Bigger Than a Loan-Cycle Trade
Why Pagaya should be viewed as an AI-enabled credit marketplace, not just a lender or loan-cycle proxy Pagaya (PGY) is... The post Pagaya (PGY) Has an AI-Credit Marketplace Story Bigger Than a Loan-Cycle Trade first appeared on Alphastreet.
AlphaStreet
2026-07-09, 19:29
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Byrna Technologies Q2 2026 Deep Dive: Bottom Line Misses, Revenue Down 42%
Byrna Technologies delivered a severe earnings miss in Q2 2026, posting a loss per share of $0.44 against analyst expectations of a $0.12 loss—a 266.7% miss ... The post Byrna Technologies Q2 2026 Deep Dive: Bottom Line Misses, Revenue Down 42% first appeared on Alphastreet.
AlphaStreet
2026-07-09, 18:59
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Vishay Intertechnology Jumps 7.2% Amid Sector-Wide Rally
Vishay Intertechnology shares jumped 7.2% to $45.22 on Thursday, lifted by a broad rally across its sector peers that saw nearly all comparable companies pos... The post Vishay Intertechnology Jumps 7.2% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-07-09, 18:36
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Equity Research Review: Pure Cycle Corporation (NASDAQ: PCYO) – Q3 2026 Financial and Operational Analysis
Valuation and Market Context Pure Cycle Corporation currently trades at approximately $10.00–$10.81 per share, reflecting a market capitalization of roughly... The post Equity Research Review: Pure Cycle Corporation (NASDAQ: PCYO) – Q3 2026 Financial and Operational Analysis first appeared on Alphastreet.
AlphaStreet
2026-07-09, 18:36
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Mks Jumps 8.3% Amid Sector-Wide Rally
Mks Inc. surged 8.3% on Thursday to close at $378.31, riding a powerful wave across the semiconductor equipment sector that lifted nearly all of its peers. The post Mks Jumps 8.3% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-07-09, 18:34
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Micron Technology Jumps 6.6% Amid Sector-Wide Rally
Micron Technology surged 6.6% on Thursday to close at $1010.97, riding a powerful rally that swept across the semiconductor sector. The memory chip giant's ... The post Micron Technology Jumps 6.6% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-07-09, 18:35
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Equity Research Report: Helen of Troy Limited First Quarter Fiscal 2027 Results
Helen of Troy reported Q1 FY2027 consolidated net sales of $402.1 million, representing an 8.2% year-over-year increase. This top-line expansion... The post Equity Research Report: Helen of Troy Limited First Quarter Fiscal 2027 Results first appeared on Alphastreet.
AlphaStreet
2026-07-09, 18:08
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Entegris Jumps 8.0% Amid Sector-Wide Rally
Entegris shares jumped 8.0% Thursday to close at $149.85, lifted by a powerful rally across semiconductor equipment makers that sent the entire sector sharpl... The post Entegris Jumps 8.0% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-07-09, 17:42
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PDF Solutions Jumps 7.3% Amid Sector-Wide Rally
PDF Solutions surged 7.3% Thursday to $56.27 as a powerful rally swept through its sector peers, with several related companies posting double-digit gains. ... The post PDF Solutions Jumps 7.3% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-07-09, 17:35
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Sterling Infrastructure Jumps 7.2% Amid Sector-Wide Rally
Sterling Infrastructure shares surged 7.2% Thursday, riding a broad rally across engineering and construction sector peers that pushed the stock to $708.40. ... The post Sterling Infrastructure Jumps 7.2% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-07-09, 17:36
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Viavi Solutions Jumps 8.1% Amid Sector-Wide Rally
Viavi Solutions Inc. surged 8.1% on Thursday to close at $43.98, riding a powerful rally that swept across communication equipment sector peers. The stock c... The post Viavi Solutions Jumps 8.1% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-07-09, 17:36
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AeroVironment Drops 5.7% After RBC Capital Downgrades to Sector Perform
AeroVironment shares tumbled Thursday after RBC Capital slashed its price target by 14.3%, citing concerns that weighed on the drone and tactical missile sys... The post AeroVironment Drops 5.7% After RBC Capital Downgrades to Sector Perform first appeared on Alphastreet.
AlphaStreet
2026-07-09, 17:36
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Advanced Micro Devices Jumps 7.2% Amid Sector-Wide Rally
Chip rally lifts AMD 7.2% as sector surges on broad-based buying. Advanced Micro Devices, Inc. (NASDAQ:AMD) jumped to $554.65 on Thursday, July 09, 2026, ri... The post Advanced Micro Devices Jumps 7.2% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-07-09, 17:37
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Lattice Semiconductor Jumps 7.1% Amid Sector-Wide Rally
Lattice Semiconductor Corporation surged 7.1% on Thursday, riding a powerful rally across semiconductor peers that lifted the sector into the green. Shares ... The post Lattice Semiconductor Jumps 7.1% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-07-09, 17:34
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Advanced Energy Industries Jumps 7.4% Amid Sector-Wide Rally
Advanced Energy Industries surged 7.4% Thursday to close at $315.51, riding a broad rally that lifted sector peers across the board. The $12.6 billion elect... The post Advanced Energy Industries Jumps 7.4% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-07-09, 17:35
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AZZ Inc. FY27 Q1 Review: Volume Growth, Margin Dynamics, and Upgraded Guidance
AZZ Inc. has demonstrated steady operational momentum in the first quarter of fiscal 2027, driven by volume growth and strategic... The post AZZ Inc. FY27 Q1 Review: Volume Growth, Margin Dynamics, and Upgraded Guidance first appeared on Alphastreet.
AlphaStreet
2026-07-09, 17:04
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Northern Technologies International Reports Loss for Q3 2026, Misses Estimates
Mixed Results. Northern Technologies International Corporation (NASDAQ:NTIC) delivered a mixed Q3 2026 performance, with revenue exceeding expectations but ... The post Northern Technologies International Reports Loss for Q3 2026, Misses Estimates first appeared on Alphastreet.
AlphaStreet
2026-07-09, 16:54
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Lumentum Holdings Surges 10.2% Amid Sector-Wide Rally
Lumentum Holdings Inc. surged 10.2% on Thursday to $779.18, propelled by a broad rally across communication equipment sector peers that saw four comparable c... The post Lumentum Holdings Surges 10.2% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-07-09, 16:47
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Onto Innovation Surges 11.5% Amid Sector-Wide Rally
Onto Innovation surged 11.5% on Thursday, closing at $324.99 as a powerful rally swept through semiconductor equipment stocks. The $16.2 billion company rod... The post Onto Innovation Surges 11.5% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-07-09, 16:48
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Veeco Instruments Jumps 8.2% Amid Sector-Wide Rally
Veeco Instruments Inc. surged 8.2% Thursday to close at $58.95, riding a powerful wave across the semiconductor equipment sector that lifted nearly all of it... The post Veeco Instruments Jumps 8.2% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-07-09, 16:44
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MaxLinear Jumps 9.3% Amid Sector-Wide Rally
MaxLinear surges 9.3% on semiconductor sector rally. Shares of MaxLinear, Inc. (NASDAQ:MXL) jumped to $94.07 on Thursday, July 09, 2026, gaining 9.3% as the... The post MaxLinear Jumps 9.3% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-07-09, 16:46
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ACM Research Jumps 9.8% Amid Sector-Wide Rally
ACM Research, Inc. surged 9.8% Thursday to $107.71, riding a powerful wave higher across semiconductor equipment makers that saw sector peers rally in near-l... The post ACM Research Jumps 9.8% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-07-09, 16:46