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2 Monster Growth Stocks Oppenheimer Likes for the Long Haul

Wall Street is heading into the new week with plenty to feel good about. The S&P 500 closed Friday at an all-time high and is now up about 1...

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markets.businessinsider.comStai leggendo6 g fa

2 Monster Growth Stocks Oppenheimer Likes for the Long Haul

Backblaze (cloud storage for AI, $177M ARR, +304% YTD) and Ultra Clean (semiconductor tools) identified by Oppenheimer as 240%+ gainers with further upside ahead. AI infrastructure demand and chip supply tightening drive both; disciplined capex and margin expansion paths reshape enterprise budget cycles for infrastructure and supply-chain planning.

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benzinga.com5 g fa

S&P 500 Earnings Hit Best Growth Since 2021: Here's Why - State Street SPDR S&P 500 ETF Trust (ARCA:SPY),

S&P 500 Q2 earnings grew 50.4%, strongest since 2021, with 86% beat rate and record 29.2% surprise margin. AI and semiconductor capex are now converting to earnings—chip spending +135%—confirming the infrastructure cycle is shifting from capex theme into measurable margin expansion driving enterprise tech planning.

Timeline cronologica

domenica 9 agosto 2026·markets.businessinsider.com
2 Monster Growth Stocks Oppenheimer Likes for the Long Haul
Wall Street is heading into the new week with plenty to feel good about. The S&P 500 closed Friday at an all-time high and is now up about 1...
lunedì 10 agosto 2026·investors.com
S&P 500 Companies' Second-Quarter Profit Boomed — What's Next?
Investors have braced for the second-quarter earnings for months — hoping for signs of how the S&P 500 is absorbing inflation.

2 Monster Growth Stocks Oppenheimer Likes for the Long Haul

S&P 500 Earnings Hit Best Growth Since 2021: Here's Why - State Street SPDR S&P 500 ETF Trust (ARCA:SPY),

Timeline cronologica

2 Monster Growth Stocks Oppenheimer Likes for the Long Haul

S&P 500 Companies' Second-Quarter Profit Boomed — What's Next?

S&P 500 Companies' Second-Quarter Profit Boomed — What's Next?

S&P 500 Earnings Hit Best Growth Since 2021: Here's Why - State Street SPDR S&P 500 ETF Trust (ARCA:SPY),