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emerging-markets: Archive

John Blank

Q3 Earnings Season Begins: Global Week Ahead

Investors will be looking for signs that the recent spike in government borrowing costs may curb dealmaking and lending growth, as well as pressure funding costs across the industry.

GSNegative Net Change BACNegative Net Change WFCPositive Net Change JPMPositive Net Change MSNegative Net Change CNegative Net Change CIENNegative Net Change MUNegative Net Change NVDANegative Net Change GOOGLNegative Net Change KEYSNegative Net Change AMKBYNegative Net Change

Shreya Majumder

Can Generac Turn C&I Business Momentum Into a Durable Revenue Engine?

GNRC's data center boom fuels 29% C&I sales growth and lifts its 2026 outlook, but tariff volatility and a shifting sales mix could pressure margins.

GNRCNegative Net Change CATNegative Net Change CMINegative Net Change

John Blank

Borrowing Costs at Two-Decade Highs: Global Week Ahead

Global markets are starting to wake up to the reality of borrowing costs at two-decade highs, oil above $100 a barrel, and central bank rate hikes.

BPPositive Net Change PWRNegative Net Change MUNegative Net Change NVDANegative Net Change GOOGLNegative Net Change PLTRNegative Net Change

Zacks Equity Research

BlackBerry's Alloy Kore Scores Big: Can It Unlock Higher QNX Revenue?

BB is expanding QNX with Alloy Kore, a major design win and higher-value platform that could drive automotive software growth.

BBNegative Net Change QCOMNegative Net Change NVDANegative Net Change

John Blank

Q4 Is (Almost) Here: Global Week Ahead

What happens in this Global Week Ahead? Q3 draws to a close, and investors have plenty to dig their teeth into.

STXNegative Net Change MUNegative Net Change NVDANegative Net Change HTHIYNegative Net Change GOOGLNegative Net Change SOXXNegative Net Change ATEYYNegative Net Change

Shreya Majumder

Will Dragonfly G5 Momentum Sustain ONTO's Growth Engine?

Onto Innovation's Dragonfly G5 gains momentum as AI packaging demand drives qualifications, volume orders and an upgraded 2026 growth outlook.

ONTONegative Net Change KLACNegative Net Change AMATNegative Net Change

Shreya Majumder

Lumen Unveils Intelligent Internet to Transform Enterprise Networking

LUMN launches Intelligent Internet, offering flexible bandwidth, term-based pricing and security as enterprise AI workloads drive demand.

LUMNNegative Net Change TPositive Net Change CCOINegative Net Change

John Blank

Xi Comes to the USA: Global Week Ahead

A summit between the U.S. and Chinese presidents in Washington DC, and the United Nations General Assembly are taking place this week.

EPositive Net Change MUNegative Net Change NVDANegative Net Change VLOPositive Net Change PSXPositive Net Change

Shreya Majumder

CoreWeave Boosts Agentic AI With Multi-Rack NVIDIA Vera Rubin Clusters

CRWV is scaling next-gen AI infrastructure with multi-rack Rubin clusters and new storage capabilities to accelerate complex workloads.

CRWVNegative Net Change MSFTNegative Net Change NVDANegative Net Change NBISNegative Net Change

Zacks Equity Research

Credo Powers AI Networks With New 1.6T ZeroFlap Optics Launch

CRDO's new 1.6T ZeroFlap optical transceivers combine 224G DSPs and SiPho PICs to target faster, denser AI networks.

CRDONegative Net Change MRVLNegative Net Change ALABNegative Net Change