MarketCatalystSterling Infrastructure has fallen about 46% from its June record even as Q2 revenue rose 90% and backlog hit $5.6 billion. A stretched valuation, margin-mix worries, execution risk and $96 million of insider selling explain the gap between the stock and the business.
Only 11% of 396 organizations forecast their AI spending within 10%, and a test of 6,800+ tasks found cheaper models cost more than premium ones 32% of the time, as token use swings by model, task and even repeat runs of the same prompt.
Bloom Energy gained about 4% after Virginia's 2026 Energy Plan created a "non-combustion gas resource" category, named fuel cells a preferred near-term reliability technology, and called for up to 5 GW of deployments between 2029 and 2035.
SCHD has fallen about 6.5% from its August high as the 10-year Treasury yield hit 5.34%, a 24-year high. Here is what the ETF holds, why investors favor it, and why a 3.2% dividend struggles to compete with a risk-free 5.3%.
Avnet's fiscal Q4 sales hit a record $8.3 billion, up 48% year-over-year and far ahead of estimates, with adjusted EPS of $2.28 topping consensus by nearly 27% — sending shares to a fresh all-time high on signs the recovery extends well beyond AI demand.
Nvidia's fresh $2 billion stake makes it CoreWeave's second-largest shareholder and secures early access to the Vera Rubin platform, arriving as CoreWeave's revenue backlog hits $104.2 billion — even as the company's capex guidance climbs to $35-39 billion to actually deliver it.