Key Takeaways AEO delivered $1.28B in Q2 revenues, its second-highest ever for the quarter, with EPS up 15% to $0.45.Plans include 30 new Aerie and Offline stores, 40-50 AE remodels and 35-40 AE closures.Collaborations with Sydney Sweeney and Travis Kelce drew 700K new customers and fueled denim sellouts.American Eagle Outfitters, Inc. (AEO) is riding a fresh wave of energy. The retailer posted $1.28 billion in revenues in the second quarter of fiscal 2025, its second-highest second-quarter performance ever ...

Key Takeaways Global tensions are boosting defense budgets, fueling growth for BA and LMT programs.BA shows stronger liquidity, while LMT faces weaker cash flow and higher debt pressures. BA shares surged 39.3% in a year, while LMT declined 15.8%, despite its steadier profile. Geopolitical instability worldwide has been driving the growth of defense giants like Boeing ((BA) and Lockheed Martin ((LMT). The heightened tension, particularly the hostilities witnessed in parts of Europe and the Middle East latel ...

Key Takeaways SFIX reported Q4 revenues of $311.2M, down 2.6% but above the $301M consensus estimate.Loss narrowed to 7 cents per share, beating estimates and improving from last year's 12-cent loss.AOV rose 12% and RPAC grew 3%, marking consecutive quarters of client spending growth.Stitch Fix, Inc. (SFIX) reported fourth-quarter fiscal 2025 results, wherein the top and bottom lines beat the Zacks Consensus Estimate. The top line declined from the year-earlier quarter. Meanwhile, the bottom line fared bett ...

Key Takeaways BDTX's silevertinib targets 50 EGFR mutations, including C797S resistance seen after Tagrisso. Enrollment completed in frontline cohort; initial silevertinib data expected in Q4 2025. BDTX seeks FDA feedback in 2026 and potential partnerships for pivotal silevertinib studies.Black Diamond Therapeutics’ (BDTX) lead clinical-stage program, silevertinib (formerly BDTX-1535), is a brain penetrant, fourth-generation epidermal growth factor receptor (EGFR) MasterKey inhibitor targeting epidermal gro ...

Key Takeaways TMDX and Mercedes-Benz will deploy vehicles for Italy's first organ transport network.The initiative supports the use of TMDX's Organ Care System across four National OCS Program hubs.TMDX hubs in Milan, Rome, Padua, and Bari will launch by 2025 with full logistical support.TransMedics (TMDX) has announced a strategic collaboration with Mercedes-Benz to launch Italy’s first dedicated organ transplantation ground transportation network. The initiative will deploy purpose-built Mercedes-Benz V-C ...

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Score ...

Key Takeaways Oracle Cloud revenues jumped 28% to $7.2B, with OCI up 55% to $3.3B in Q1 FY26.Oracle plans $35B CapEx in FY26 to add 37 multi-cloud data centers for AI demand.Record $455B backlog from AI contracts supports Oracle's five-year $144B OCI growth target.Oracle (ORCL) is making a bold bet on cloud expansion as the foundation of its long-term growth path. In the first quarter of fiscal 2026, Oracle Cloud Infrastructure (OCI) revenues climbed 55% year over year to $3.3 billion, lifting overall cloud ...

Key Takeaways AMD's Q2 2025 revenue hit $7.7B, up 32% year over year on strong EPYC and Ryzen demand. The launch of Instinct MI350 GPUs highlights AI performance and energy efficiency gains. Expanded deals with Oracle and Cohere bolster AMD's AI infrastructure and enterprise reach. Advanced Micro Devices (AMD) is benefiting from strong traction in the AI infrastructure market, driven by its advanced product portfolio and strategic investments in AI hardware and software. The company’s focus on high-performa ...

Key Takeaways Disney is merging Hulu into Disney by 2026 to reduce churn and improve customer retention.The move is expected to lower acquisition costs by 30% and lift ARPU through bundling and ads.Disney forecasts 185.4M combined subscribers by year-end 2025, with revenue growth of 4% in 2025.Disney’s (DIS) decision to fully integrate Hulu into Disney+ could prove to be a pivotal moment in its streaming strategy. By creating a unified app that blends branded entertainment, general content, sports and news, ...

Key Takeaways RTX won a $60M contract to supply F135 propulsion systems for lot 18 F-35 aircraft.The deal supports U.S. forces, FMS customers and F-35 Cooperative Program Partners.Work will be performed in Cromwell, San Diego and Portland, with completion due in 2027.RTX Corporation’s (RTX) business segment, Raytheon, recently secured a modification contract involving the F135 propulsion system. The award has been offered by the Naval Air Systems Command, Patuxent River, MD.Details of RTX’s DealValued at $6 ...