Applied Optoelectronics Inc (NASDAQ:AAOI) is trading sharply higher Friday morning after the fiber-optic component maker posted stronger-than-expected fourth-quarter results and issued upbeat guidance for the first quarter. Here’s what investors need to know.Applied Optoelectronics stock is surging Friday. Why are AAOI shares at highs?Q4 Revenue Jumps 34%, Tops EstimatesLate Thursday, the company reported an adjusted fourth-quarter loss of 1-cent per share, far better than Wall Street's projected loss of 11 ...

BofA Securities analyst Wamsi Mohan reiterated his bullish stance on Dell Technologies Inc (NYSE:DELL) , citing stronger-than-expected guidance and momentum in AI servers as key drivers behind his higher price forecast.EPS Growth Outlook Surprises To The UpsideMohan maintained a Buy rating on Dell and raised the price forecast from $135 to $155.The analyst noted that Dell guided fiscal 2027 EPS growth of about 25%, exceeding expectations for a cut to the previously communicated 15% growth target.He noted th ...

Blue Owl turmoil adds to strain in $2 trillion US private credit sector | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A logo for Blue Owl Capital is displayed on a midtown Manhattan office building in New York City, U.S., February 24, 2026. REUTERS/Brendan McDermid [Purchase Licensing Rights, opens new tab]- Companies- Summary- Private credit market faces increased competition and valuation concerns- AI advances threaten software ...

Shares of leading Latin American e-commerce and fintech behemoth MercadoLibre (NASDAQ: MELI) are down 13% this week as of 11 a.m. ET on Friday after the company reported fourth-quarter earnings Tuesday afternoon. MercadoLibre grew revenue by 45% in Q4, easily surpassing Wall Street's expectations. However, net income declined 13%, missing analysts' expectations, as the company spent heavily on an array of growth areas, weighing on overall profitability. While this short-term profitability weakness is valid ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. When Repp Lambert started at Northwestern Mutual about 28 years ago, he focused on insurance and was only “dabbling a little bit in the investment world.” Fast forward to the start of this year, and he is the co-founder of a planning-centric, multi-generational registered investment advisor with $260 million in client assets custodied with Charles Schwab. The journey to forming Virginia Beach, ...

Netflix (NASDAQ: NFLX) shares have taken a wild ride recently. The media-streaming pioneer rose to all-time highs in the first half of 2025. At the end of June, the stock had doubled in 52 weeks and tripled in two years. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » But the peak pricing didn't last. Share prices fell 13% in July 2025, ...

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. This article is intended to provide informational content and should not be viewed as an exhaustive a ...

Key Takeaways U.S. equity outflows hit a 16-year high as investors diversify away from domestic assets.Emerging markets are outperforming the U.S., backed by strong inflows and returns.EM ETFs offer diversification and potential risk-adjusted return benefits.With the “AI scare” trade showing little signs of fading, volatility in the world’s largest economy has dampened investor appetite for U.S. assets. According to LSEG Lipper data, as quoted on a Reuters article published last week, U.S. investors are exi ...

Key Takeaways Archer Aviation is expected to narrow its quarterly loss to 17 cents per share year over year.ACHR has delivered mixed earnings surprises, with an average negative surprise of 14.96%.Shares have fallen 16.9% in a year, trailing industry gains despite AI and expansion moves.Archer Aviation (ACHR) is slated to report fourth-quarter 2025 results on March 3, 2026, after market close.The Zacks Consensus Estimate for the bottom line is pegged at a loss of 17 cents per share, implying an improvement ...

Key Takeaways Donaldson posted Q2 EPS of 83 cents, missing estimates; sales rose 3% to $896M.DCI gross margin fell 170 bps to 33.5% on production inefficiencies.Donaldson sees FY26 EPS of $3.93-$4.01 and sales growth of 1-5%.Donaldson Company, Inc. (DCI) reported second-quarter fiscal 2026 (ended Jan. 31, 2026) adjusted earnings of 83 cents per share, which missed the Zacks Consensus Estimate of 90 cents. The bottom line was flat on a year-over-year basis.DCI’s Revenue ResultsTotal revenues of $896.3 millio ...