Space infrastructure and generative artificial intelligence (AI) are two of the hottest megatrends currently taking Wall Street by storm. And Space Exploration Technologies (NASDAQ: SPCX) offers exposure to both. That said, with a market cap of $2.16 trillion, investors will naturally wonder if the company can still generate enough momentum to move the needle. Let’s

Quick Read Altria (MO) reports Q3 earnings Oct. 29, with the stock up 35% year to date on Marlboro’s pricing strength offsetting cigarette volume declines. Marlboro’s retail share slipped from 40% to 40% to 39.5% as discount cigarettes captured 34% of the market, pressuring margins heading into Q3. After back-to-back earnings-day drops of 5% and

Quick Read CAT’s $72 billion backlog, with 59% expected to ship within 12 months, anchors the bull case after shares fell 15% over the past month. Power generation sales surged 72% last quarter on data center demand, but $2.2 billion in full-year tariff costs remain a significant headwind. Wall Street expects Q3 EPS to jump

With the UK government preparing a £40b plus housing programme and fresh borrowing powers for local projects, long term cash flows are back in focus for British assets tied to the real economy. When policy leans toward bricks, mortar and infrastructure, investors often start hunting for solid cash generators that markets have priced too cautiously.

With incredible gains of 350% over the past year, shares of Micron Technology (NASDAQ: MU) have easily outpaced the 68% jump in the PHLX Semiconductor Sector index. However, Micron stock has been in the doldrums of late, sliding 25% from the 52-week high it reached in June this year. Micron’s pullback is driven more by

On Oct. 20, Space Exploration Technologies (NASDAQ: SPCX) reported its 2026 third-quarter earnings, posting some impressive numbers. According to CNBC-tracked analyst estimates, revenue of $14.5 billion easily topped the $12.7 billion expected, and adjusted earnings per share of $0.45 once again beat the $0.13 expected. In addition, SpaceX reported net income of $4.4 billion, a

A stock split is a corporate action in which a company increases the number of shares it has outstanding by dividing existing shares into multiple shares and proportionately decreasing its share price. Stock splits don’t change a company’s intrinsic value, but they can garner significant attention because they make each share more affordable, potentially increasing

The midterm elections are fast approaching, and the world will be watching as voters head to the polls on Nov. 3 to elect their state representatives in the U.S. House of Representatives and the U.S. Senate. With politics as partisan as ever and so much going on in the world, including the Iran war, investors

Jefferies said that despite management’s optimism that its backlog continues to grow faster than revenue, Bloom Energy did not provide a formal backlog update. JPMorgan also lowered its price target on Bloom, cutting it to $292 from $314 while maintaining an ‘Overweight’ rating. The firm attributed the reduction to lower trading multiples among Bloom Energy’s