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Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’
24/7 Wall St.67d agobullish
Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’

Alex Sacerdote, founder of Whale Rock Capital, dropped a line on a recent Invest Like the Best episode that stopped listeners cold: “When we were buying Nvidia in 2023, we were paying 4 times earnings. When we bought Tesla in 2019 for the car S-curve, we were paying 5 times earnings. When we were owning ... Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’

1 Under-the-Radar Reason to Hold Broadcom Stock After Its Historic 14% Earnings Crash
24/7 Wall St.67d agobearish
1 Under-the-Radar Reason to Hold Broadcom Stock After Its Historic 14% Earnings Crash

At $396.60, Broadcom (NASDAQ:AVGO) is a Hold. The stock just suffered its second-largest negative earnings day reaction in nine quarters, and the reason behind it deserves more attention than the headline number. Broadcom designs custom AI accelerators, networking silicon, and infrastructure software for hyperscaler buildouts. Fiscal Q2 delivered strong results: revenue hit $22.19 billion, up ... 1 Under-the-Radar Reason to Hold Broadcom Stock After Its Historic 14% Earnings Crash

Uranium Energy Q3 Earnings Call Highlights
MarketBeat67d agoneutral
Uranium Energy Q3 Earnings Call Highlights

Uranium Energy (NYSEAMERICAN:UEC) said on its latest earnings call that it advanced several parts of its U.S. uranium production platform during the quarter, including the start of production at Burke Hollow in South Texas and continued development at Christensen Ranch in Wyoming. Founder and Chief

Applied Digital inks hyperscaler deal, Vail Resorts cuts guidance
Yahoo Finance Video67d agobearishVIDEO
Applied Digital inks hyperscaler deal, Vail Resorts cuts guidance

Yahoo Finance's Julie Hyman takes a look at some of Tuesday's trending tickers and stories, including GSK (GSK) buying biotech firm Nuvalent (NUVL), Applied Digital's (APLD) deal with a hyperscaler, and Vail Resorts (MTN) cutting its full-year guidance.

AMD Just Hit 2030’s Earnings Target Two Years Early. Here’s What Happens Next
24/7 Wall St.67d agoneutral
AMD Just Hit 2030’s Earnings Target Two Years Early. Here’s What Happens Next

Bernstein’s Stacy Rasgon spent years as a skeptic on Advanced Micro Devices (NASDAQ:AMD). On a recent episode of The Real Eisman Playbook, he flipped the script.”I’m looking at 2028 and I’m pretty close to $20 in earnings, which was their 2030 target.” Read that again. The 2030 number, pulled forward two years. Rasgon is not ... AMD Just Hit 2030’s Earnings Target Two Years Early. Here’s What Happens Next

Standex (SXI): Buy, Sell, or Hold Post Q1 Earnings?
StockStory67d agoneutral
Standex (SXI): Buy, Sell, or Hold Post Q1 Earnings?

Since June 2021, the S&P 500 has delivered a total return of 74.9%. But one standout stock has more than doubled the market - over the past five years, Standex has surged 197% to $292.30 per share. Its momentum hasn’t stopped as it’s also gained 26.5% in the last six months, beating the S&P by 18.5%.

Oracle faces vital AI reality check in upcoming earnings
TheStreet68d agoneutral
Oracle faces vital AI reality check in upcoming earnings

There are times when one company's results stop being just about that company and become a referendum on an entire sector thesis. For AI cloud infrastructure, that moment arrives on June 10, when Oracle (ORCL) reports fiscal fourth-quarter 2026 results after the market closes. The setup is ...

Oracle suffers its roughest session in months ahead of earnings
TheStreet68d agoneutral
Oracle suffers its roughest session in months ahead of earnings

Oracle (ORCL) stock just had the kind of day that spooks shareholders. Shares of the database and cloud giant tumbled about 9.6% on Friday, June 5, closing at $213.68 after opening near $229. That marked Oracle’s steepest single-day drop in months and one of the worst showings among large-cap ...

Mama's Creations Q1 Earnings Call Highlights
MarketBeat68d agoneutral
Mama's Creations Q1 Earnings Call Highlights

Mama's Creations (NASDAQ:MAMA) reported sharply higher first-quarter fiscal 2027 results, with management pointing to new retail placements, the Crown I acquisition and broader customer growth as the main drivers, even as gross margins were pressured by launch-related costs. Chairman and CEO Adam L