Every report in our own archive tagged with this symbol, newest first — fetched from the archive alongside the market data.

• SPECIAL REPORTBULLISH2026-08-12
  AI Capex Cycle Splits Winners From Margin Casualties As Earnings Season Grinds On

  The latest earnings tranche sharpens a widening divide within the artificial-intelligence complex: electrical and power-infrastructure suppliers are compounding upward guidance revisions, while hardware assemblers continue to convert revenue growth into unreliable gross margin. GE Vernova drew a rating upgrade on rising guidance and a brighter 2028 outlook, Woodward was highlighted as a beneficiary of simultaneous aerospace and power booms, and Super Micro delivered a good quarter undermined by the same margin volatility that has dogged it for a year.

• MARKET REPORTNEUTRAL2026-08-12
  Earnings Wave Splits Winners From Laggards Across Mid-Cap Complex

  A dense tranche of second-quarter results produced sharp dispersion. Operators with pricing power and asset utilization leverage — National Vision, Vamos, HLS and Woodward's end markets — outperformed, while structurally challenged marketplaces and input-cost-exposed consumer staples lagged.