Ducommun Incorporated is shifting revenue toward defense, now comprising 58% of FY25 revenues, driving recent stock rerating. I rate DCO a Hold, citing limited current upside, ongoing litigation ...

We are transferring coverage of Quanta Services and MasTec, two engineering and construction firms serving the utility, telecommunications, oil and gas, and renewable energy markets. The bottom line: ...

GE Aerospace sells jet and turboprop engines to commercial, military, and business aviation clients, relying on a massive installed base of over 44,000 commercial engines that generate high-margin ...

Lorenzo Simonelli, Baker Hughes CEO, joins 'Power Lunch' to discuss the chief executive's thoughts on the AI data center power story, the happenings in energy markets and much more. Got a confidential ...

Nasdaq rose 0.6% Thursday as semiconductors surged, with the VanEck chip ETF climbing 4% and AI memory names leading the broad market rebound. Micron committed $250 billion in U.S. domestic investment ...

We are transferring coverage of Quanta Services and MasTec, two engineering and construction firms serving the utility, telecommunications, oil and gas, and renewable energy markets.

RMBS trades near 24/7 Wall St.'s $111 fair value target after a 32% pullback from its $174 peak, earning a HOLD rating. Rambus dominates DDR5 and HBM4E memory markets, but 26 insider sells, zero buys, ...

Few small-cap semiconductor names have ridden the AI infrastructure wave as cleanly as Rambus (NASDAQ:RMBS). Memory bandwidth is the choke point of AI inference, and Rambus sits directly in that value ...

Microsoft can leverage an extensive amount of enterprise data to improve its AI tools and grow revenue. Amazon benefits from multiple growing revenue streams across cloud computing, advertising, and e ...

Forbes contributors publish independent expert analyses and insights. Doug Gollan covers private aviation and the business of luxury travel. This voice experience is generated by AI. Learn more. This ...