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Amkor Technology (AMKR) Stock Trades At A Discount Even After A 210% Run
Simply Wall St.22d agoneutral
Amkor Technology (AMKR) Stock Trades At A Discount Even After A 210% Run

Amkor Technology stock has delivered a very strong 209.6% return over the past year, and the broad valuation checks still suggest the shares lean cheap rather than stretched at recent levels. Over the last 1 year, Amkor Technology has returned 209.6%, which puts extra focus on whether the current share price already reflects improved expectations. A multi year, US$1.5b packaging partnership with Nvidia and productivity gains from LG Chem's new process materials can support higher earnings...

Is NVIDIA Corporation (NVDA) A Good Stock To Buy Now?
Insider Monkey22d agobullish
Is NVIDIA Corporation (NVDA) A Good Stock To Buy Now?

Is NVDA a good stock to buy? We came across a bullish thesis on NVIDIA Corporation on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on NVDA. NVIDIA Corporation’s share was trading at $206.84 as of July 24th. NVDA’s trailing and forward P/E were 32 and 23.5 respectively according to […]

Did Vertiv’s Expanded AI Cooling Builds And Higher EPS Guidance Just Shift Vertiv Holdings Co's (VRT) Investment Narrative?
Simply Wall St.23d agoneutral
Did Vertiv’s Expanded AI Cooling Builds And Higher EPS Guidance Just Shift Vertiv Holdings Co's (VRT) Investment Narrative?

In recent weeks, Vertiv has expanded AI-focused manufacturing capacity, highlighted new integrated power and liquid-cooling deployments such as its work on the Naval Postgraduate School’s NVIDIA DGX GB300 system, and entered the Q2 2026 earnings season with raised full-year adjusted EPS guidance amid robust AI infrastructure demand. These developments underscore Vertiv’s growing role as an infrastructure backbone for high-density AI data centers, even as management flags margin pressures and...

Nvidia stock is doing something it hasn't done in years
TheStreet23d agoneutral
Nvidia stock is doing something it hasn't done in years

Nvidia (NVDA) has spent the last three years as the loudest success story in the stock market. Its climb turned it into a household name well beyond Wall Street trading desks, and its chips have become shorthand for the entire artificial intelligence boom. This year looks different. The gains are ...