Lumentum, KLA, and NetApp have each expanded margins through AI-driven demand, but via different paths: volume efficiency, competitive moats, and pass-through pricing on NAND memory costs.
Kraft Heinz trades at a steeper discount but carries turnaround risk, while PepsiCo's global scale comes with higher leverage and shifting consumer tastes.
Triple Flag Precious Metals (NYSE:TFPM) CEO and Director Sheldon Vanderkooy said the company has seen positive portfolio developments and deployed $550 million into new investments during 2026, with activity concentrated in Australia and the United States.
Speaking during a question-and-answer sess
Plexus posted record quarterly revenue and a $4.5 billion pipeline on defense and semiconductor equipment demand, with analysts rating it a Buy despite a rich valuation.
IonQ, D-Wave, and Rigetti are taking quantum computing from the experimental stage to the commercial stage, and early investors could reap outsize rewards.
Dundee Precious Metals (TSE:DPM) outlined plans to expand production, advance a growing exploration pipeline and maintain capital returns, highlighting recent drilling success at its Chelopech operation in Bulgaria, development progress in Bosnia and Serbia, and efforts to lower costs at the Vareš m
Conagra cut its dividend to speed up its turnaround, posting better-than-expected Q1 FY2027 margins, reduced debt, and a roughly 5% yield, even as analysts keep a Reduce rating.
