The London Company's Q2 letter highlights Entegris (ENTG) as a top contributor due to AI and semiconductor tailwinds. However, the firm prefers other AI stocks for better risk/reward, implying a posi…
CVD Equipment reported Q2 2026 revenue of $1.9 million, down 42.6% year-over-year, and a continuing loss of $0.20 per share. Net income rose to $12.6 million following its SDC divestiture. Orders and…
California Resources Corporation delivered solid Q2 2026 operational results, achieving 149 kboe/d in production. CRC announced the acquisition of Crimson's midstream pipeline network, advanced its E…
G Mining Ventures reported strong Q2 2026 results with record gold prices ($4,197/oz), 21% revenue growth, and progress on Oko West project, despite higher cost guidance from Brazilian real strength.
Devon Energy shares rallied after Q2 2026 results, guidance, and buybacks, with a valuation narrative suggesting 28% upside. Strong cash flow and shareholder returns highlight bullish energy sector m…
Berkshire Hathaway, under new CEO Greg Abel, turned net stock buyer in Q2, highlighted by a $10B Alphabet investment for AI infrastructure, resumed buybacks, and reported 16% operating earnings growt…
Second-quarter S&P 500 earnings show companies absorbing inflation pressures better than expected, with Wall Street's high expectations largely being met so far.
Starz reported improved Q2 streaming revenue and engagement, raised its full-year profit and cash flow outlook, and expanded distribution via partnerships with Peacock, Prime Video, and Crunchyroll. …
Triple Flag Precious Metals reported strong Q2 results, higher dividend, and new gold stream acquisition, with shares seen as undervalued despite recent 8.76% monthly gain and long-term outperformanc…
Equinox Gold posted strong Q2 2026 results and raised its dividend, with shares up 15% in a week despite a down year-to-date trend. Analysts see it as 42.5% undervalued, though its P/E premium raises…
Barrick Mining's Q2 2026 earnings preview highlights higher realized gold prices and rising production, but cost pressures and a recent gold price pullback from January highs could weigh on results a…
Fortitude Gold Corp (OTCQB:FTCO) reported Q2 2026 results: $8.2M net sales, $0.6M net income, record realized gold prices near $4,500/oz, but rising AISC costs and dilution from a $5.5M private place…
Markets rally on strong Q2 earnings (CAT, ADM, BP) and hopes for a U.S.-Iran deal reopening the Strait of Hormuz, pushing oil prices lower. Trade deficit widened slightly. AMD earnings due after clos…
Stocks fell sharply as Iran attacked a US base in Jordan, spiking oil +7% and yields higher. Chipmakers led losses despite strong Q2 earnings season; energy stocks rallied. FOMC held rates steady.
Energy Transfer highlighted for stable fundamentals and consistent distribution growth, with Wall Street forecasting a Q2 earnings jump, signaling positive sentiment for the energy sector.
UBS expects Diamondback Energy to post strong Q2 results, with production and cash flow above Street estimates. Buy rating maintained, though price target trimmed to $243 from $246.
Nvidia holds a +1.13% Earnings ESP and Zacks Rank #3 ahead of its Aug. 27 Q2 report; shares are up 34% YTD, suggesting potential short-term, event-driven volatility.