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A 68-year-old who retired recently with most of his savings in a traditional 401(k) or IRA is watching his account statements with mixed feelings. Goldman Sachs strategists led by Ben Snider project S&P 500 Q2 earnings will jump roughly 22% year over year, powered by the AI investment boom and energy-sector gains. The S&P 500 ... Goldman Says AI Is Driving a 22% Earnings Surge. For a 68-Year-Old, the Rally Swelling His 401(k) Is Inflating the RMD Tax Hit Waiting at 73.

Micron Technology, Inc. (NASDAQ:MU) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 30 upward EPS revisions and no downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 33 upward revisions and no downward revisions. That gives Micron a very clean revision […]

TJX Companies (NYSE:TJX) reported robust Q1 fiscal 2027 results. The company issued upgraded full-year guidance for fiscal 2027. Results reflected increased comparable store sales and market share gains. Management highlighted solid performance despite broader retail disruptions. TJX Companies, the off price retailer behind T.J. Maxx, Marshalls, and other banners, is leaning into its model of selling branded merchandise at discounts at a time when many shoppers remain value focused. The...

Lam Research (NasdaqGS:LRCX) is seeing its stock sell off sharply as investors react to concerns that AI chip demand could be reaching a plateau. The pullback comes alongside broader weakness in semiconductor equipment stocks and worries about potential overcapacity across the sector. Company guidance and recent management commentary continue to point to solid demand and order constraints linked to physical production limits rather than a shortage of customer interest. Bearish analyst...

Eli Lilly stock has surged over the past five years, and at around US$1,213 a share, investors are weighing a sharp share price gain against signals that the stock screens as expensive on several checks even as a Discounted Cash Flow (DCF) estimate points to upside. A roughly 441.5% return over five years puts Eli Lilly among the stronger long term performers, which raises the bar for what counts as an attractive entry point. Expectations around the GLP-1 obesity and diabetes franchise can...

In recent weeks, Solaris Energy Infrastructure attracted increased attention after Needham began covering the company with a positive outlook, while management raised Q2 and Q3 2026 adjusted EBITDA guidance and highlighted a 500+ MW, 10‑year equipment rental agreement starting in 2027. This combination of stronger guidance and long-duration contracts underlines how Solaris is positioning its rapidly deployable natural gas fleet to meet power-hungry AI data centers facing grid...

Consider the potential risk and reward of SpaceX stock heading into earnings season.

AeroVironment shares jumped 18.76% after posting strong fiscal Q1 2026 results with revenue of $641.6 million and an adjusted EPS beat.

Phillips 66 is expected to release its fiscal Q2 earnings next month, and analysts project significant EPS growth.

West Pharmaceutical Services has delivered a strong 65.1% return over the past year, yet its valuation checks and current pricing suggest the stock is far from a clear bargain. Over the last 12 months, West Pharmaceutical Services shares are up 65.1%. This puts extra focus on whether recent gains already reflect investors' expectations. Anticipation of ongoing earnings growth and portfolio changes such as the sale of certain SmartDose manufacturing rights can support a higher valuation. Any...

Shares of Meta Platforms (META) have struggled in 2026, despite the company's aggressive push into artificial intelligence. The stock is down 11.7% year to date through July 2, trailing the S&P 500's roughly 9% gain over the same period. On July 2, Meta’s CEO Mark Zuckerberg acknowledged that ...

Cigna Group stock has delivered a 34.3% gain over the past 5 years, yet the shares have fallen 8.0% over the last year and still screen as cheap on the latest valuation checks. That mix of solid long term returns, recent share price weakness, and a high value score sets up a clear question about whether the current price around US$287.77 fairly reflects the business today. Over 5 years, Cigna Group has returned 34.3%, which points to a business that has rewarded patient shareholders even...

Valero Energy stock has delivered very strong gains for shareholders over the past few years, yet its valuation signals are split, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to meaningful upside while market multiples make the shares look expensive and the broader checks keep its value score low. Over the past 5 years, Valero Energy has returned 336.9%, which puts extra attention on whether today’s price leaves enough room for future missteps. Refining margins and...

Ares Management stock is coming off a strong 113.7% gain over the last five years, yet current valuation checks show a different picture, with the intrinsic value estimate from the Excess Returns model sitting close to the market price while earnings based multiples lean expensive. Over five years, Ares Management has returned 113.7%, which puts recent weakness in context as a longer term winner that now needs its fundamentals to keep up with the share price. Fresh growth initiatives, such...

Dell Technologies Inc. (NYSE:DELL) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 19 upward EPS revisions and no downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 17 upward revisions and none downward. The clean revision profile fits a company whose […]

Wrapping up Q1 earnings, we look at the numbers and key takeaways for the semiconductor manufacturing stocks, including Applied Materials (NASDAQ:AMAT) and its peers.

As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the surgical equipment & consumables - specialty industry, including Intuitive Surgical (NASDAQ:ISRG) and its peers.

Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at Best Buy (NYSE:BBY) and its peers.

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Qualcomm (NASDAQ:QCOM) and the best and worst performers in the processors and graphics chips industry.

Wrapping up Q1 earnings, we look at the numbers and key takeaways for the social networking stocks, including Snap (NYSE:SNAP) and its peers.

Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at AbbVie (NYSE:ABBV) and its peers.

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at modern fast food stocks, starting with Chipotle (NYSE:CMG).

Over the past six months, Western Alliance Bancorporation’s stock price fell to $81.50. Shareholders have lost 6.7% of their capital, which is disappointing considering the S&P 500 has climbed by 8.4%. This was partly due to its softer quarterly results and might have investors contemplating their next move.

GameStop stock has recovered in the short term, but with the share price still down about 52% over the past five years and the broader valuation checks sending a mixed signal, the market is still debating what the current price really implies about its future. Over the last five years, GameStop has delivered a decline of around 52%, which raises the question of whether the recent rebound is a reset toward fair value or just a pause in a longer reset. Sony's plan to end physical PlayStation...

Since January 2026, BJ's has been in a holding pattern, posting a small loss of 4.7% while floating around $88.75. The stock also fell short of the S&P 500’s 8.4% gain during that period.

RTX trades at $198.71 and has moved in lockstep with the market. Its shares have returned 5.6% over the last six months while the S&P 500 has gained 8.4%.

Baker Hughes is poised to release its second-quarter results later this month, with analysts expecting a double-digit decrease in earnings.

Dynatrace trades at $45.15 per share and has stayed right on track with the overall market, gaining 5.9% over the last six months. At the same time, the S&P 500 has returned 8.4%.

Independent Bank trades at $84.21 and has moved in lockstep with the market. Its shares have returned 12.9% over the last six months while the S&P 500 has gained 8.4%.

HSBC Backs Micron, Says AI Demand Remains a Powerful Growth Driver