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Is LRCX a good stock to buy? We came across a bullish thesis on Lam Research Corporation on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on LRCX. Lam Research Corporation’s share was trading at $258.57 as of May 4th. LRCX’s trailing and forward P/E were 48.53 and 33.22 respectively according to Yahoo Finance. […]

GLW's AI-ready optical connectivity and market-platform revamp beat NOK's 5G push, even as GLW trades at a richer price/sales.

MPWR edges INTC in this AI chip showdown, despite pricier valuation, on a stronger growth outlook and power solutions demand.

Investing.com -- JPMorgan analysts maintained their bullish stance on Samsung Electronics Co Ltd on Wednesday, urging investors to buy any pullback in shares despite an escalating labor dispute that some say threatens to disrupt global chip supply chains.

Amazon is shaking up its personalized shopping assistant branding: Alexa for Shopping is in, the Rufus AI bot is out. Amazon stock was trading roughly flat Wednesday after the tech giant announced its new shopping agent. The combined tool will offer a "more personal, helpful shopping experience across a wide range of surfaces and devices," including Amazon.com, its app and Echo devices, the company said Wednesday.

Is IEX a good stock to buy? We came across a bullish thesis on IDEX Corporation on Valueinvestorsclub.com by angus309. In this article, we will summarize the bulls’ thesis on IEX. IDEX Corporation’s share was trading at $214.93 as of May 1st. IEX’s trailing and forward P/E were 31.79 and 26.04 respectively according to Yahoo Finance. IDEX […]

Even after the market's recent rally, there are several stocks on sale.

Is LYFT a good stock to buy? We came across a bullish thesis on Lyft, Inc. on Valueinvestorsclub.com by crestone. In this article, we will summarize the bulls’ thesis on LYFT. Lyft, Inc.’s share was trading at $14.42 as of May 1st. LYFT’s trailing and forward P/E were 2.12 and 11.59 respectively according to Yahoo Finance. Lyft, […]

Is MCO a good stock to buy? We came across a bullish thesis on Moody’s Corporation on Valueinvestorsclub.com by Wrangler. In this article, we will summarize the bulls’ thesis on MCO. Moody’s Corporation’s share was trading at $455.77 as of May 1st. MCO’s trailing and forward P/E were 32.70 and 27.47 respectively according to Yahoo Finance. Moody’s […]

Is VECO a good stock to buy? We came across a bullish thesis on Veeco Instruments Inc. on Valueinvestorsclub.com by go2bl93. In this article, we will summarize the bulls’ thesis on VECO. Veeco Instruments Inc.’s share was trading at $50.25 as of May 1st. VECO’s trailing and forward P/E were 85.17 and 29.94 respectively according to Yahoo […]

Is WMK a good stock to buy? We came across a bearish thesis on Weis Markets, Inc. on Valueinvestorsclub.com by scott265. In this article, we will summarize the bears’ thesis on WMK. Weis Markets, Inc.’s share was trading at $70.95 as of May 1st. WMK’s trailing and forward P/E were 19.44 and 8.68 respectively according to Yahoo […]

Investing.com -- Ford Motor (NYSE:F) shares rose 6% on Wednesday following positive analyst commentary on the company’s energy storage business and its potential to improve profitability within the Model e electric vehicle segment.

Nebius stock soars after quarterly results.

Curious whether Barrick Mining at US$45.85 is offering genuine value or has already run too far? This article walks through what the current price may be implying about the stock. The stock has delivered returns of 18.4% over the past 7 days, 5.3% over 30 days, 4.0% year to date and 158.5% over the last year, with a 162.3% return over 3 years and 111.4% over 5 years. Recent coverage has focused on Barrick Mining's position in the metals and mining sector and how investors are weighing its...

Investors may be wondering whether Barrick Mining at US$62.82 is still offering value after a strong run, or if the easier gains are already behind it. The stock has recent returns of 19.1% over 7 days, 4.2% over 30 days, 3.8% year to date, 154.4% over 1 year, 166.3% over 3 years and 140.2% over 5 years, which naturally raises questions about what is now priced in. Recent coverage has focused on Barrick Mining's position among large gold producers and how investors are reassessing the...

Google Cloud Platform (GCP) boasted a $460 billion backlog at the end of the first quarter.

VEEV is expanding partnerships, growing Vault CRM adoption and boosting AI capabilities with its Ostro acquisition.

Fabrinet's Q3 FY26 blowout and upbeat Q4 outlook outshine Applied Optoelectronics' margin-hit loss in this post-earnings faceoff.

Modine Manufacturing has missed out on the recent semiconductor rally despite a pivotal role in data centers.

The mood on Wall Street has changed from yesterday as relatively safer funds lose value, while growth funds are up. State Street's Utilities Select Sector and its SPDR S&P Dividend ETF are down by nearly a percent. Utility ETFs hold stocks of companies providing essential services like electricity and water, while dividend funds invest in companies that regularly pay a share of their profit.

Tower Semiconductor (NASDAQ:TSEM) reported better-than-expected financial results for the first quarter and issued an upbeat outlook, sending its shares 12% higher on Wednesday morning. For the quarter ended March 31, 2026, Tower Semiconductor reported revenue of $413.6 million, compared with...

Nvidia and other chip stocks tied to the artificial intelligence megatrend received positive analyst reports on Wednesday.

The bank now sees the yuan reaching 6.70 near term as trade sentiment and growth improve.

AMD Reveals Marvell Stake, Sending Chip Stock Higher

AI Boom Sends Nebius Stock Flying After Stunning Earnings Beat

Plug Power (NASDAQ:PLUG) stock just received its second analyst price target raise in the same week. Susquehanna analyst Charles Minervino lifted his price target on Plug Power to $3.75 from $2.75, keeping a Neutral rating following the company’s first-quarter results. The revision tracks a sharp improvement in Plug Power’s underlying economics under Project Quantum Leap, ... Susquehanna Hikes Plug Power Price Target to $3.75 as Project Quantum Leap Shows Progress

Raj Subramaniam downplays fears around logistics expansion push

Strong government demand and AI momentum are keeping Wall Street bullish on Palantir.

Humana (NYSE:HUM) stock received a price target raise to $254 from $182 from Piper Sandler, which maintained a Neutral rating. The move follows a Q1 2026 earnings beat driven by stronger Medicare Advantage performance and a favorable medical loss ratio (MLR). For prudent investors, the action signals that the longer-term margin recovery thesis is back in ... Piper Sandler Just Hiked Humana Price Target to $254: Medicare Advantage Beat Powers the Bull Case

BBAI stock jumps 24.7% in a month, considering backlog growth and Ask Sage gains, but losses, valuation and federal reliance keep risks high.