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Nike (NKE) Is Betting Big on Basketball’s Next Generation. Will It Pay Off?
Insider Monkey3d agoneutral
Nike (NKE) Is Betting Big on Basketball’s Next Generation. Will It Pay Off?

Nike Inc.’s (NYSE:NKE) latest move comes as the company continues to work toward restoring investor confidence in its turnaround story. It has made a major investment in Victor Wembanyama, a generational talent representing the NBA’s San Antonio Spurs, through a signature shoe line. The signature shoe line could become a major long-term growth driver if […]

TMC The Metals (TMC) Could Be 59% Undervalued After Its August 13 Earnings Call Date
Simply Wall St.3d agoneutral
TMC The Metals (TMC) Could Be 59% Undervalued After Its August 13 Earnings Call Date

Upcoming earnings call puts TMC the metals (NasdaqGS:TMC) in focus TMC the metals (NasdaqGS:TMC) has scheduled a conference call on Thursday, August 13, 2026, to discuss its second quarter 2026 financial results and recent corporate developments, with a virtual webcast and replay available. See our latest analysis for TMC the metals. Recent trading has been volatile for TMC the metals, with the share price at US$4.57 after a 1 day share price return of 10.92% and a 7 day share price return of...

Silicon Motion Technology (SIMO) Stock Looks Fair On Earnings But Stretched After 377% Run
Simply Wall St.3d agoneutral
Silicon Motion Technology (SIMO) Stock Looks Fair On Earnings But Stretched After 377% Run

Silicon Motion Technology has delivered a very strong 376.6% return over the past three years, yet on Simply Wall St’s checks it still carries a low overall value score, which suggests the recent share price strength may be running ahead of some fundamentals. Around 376.6% total return over three years points to a stock that has already rewarded investors heavily and raises the bar for what future performance would need to justify today’s valuation. New AI focused storage products and...

Tower Semiconductor (TSEM) Stock Trades At A Premium On Earnings Despite Strong Returns
Simply Wall St.3d agoneutral
Tower Semiconductor (TSEM) Stock Trades At A Premium On Earnings Despite Strong Returns

Tower Semiconductor stock has delivered very strong returns over the past few years, yet on the current checks it still screens as expensive rather than a clear bargain. After such a powerful move, investors now have to weigh rich valuation signals against confidence in the company’s growth ambitions. Over the last 5 years Tower Semiconductor has returned roughly 7.9x, which puts recent valuation concerns into the context of a very powerful longer term rally. The company is leaning on...

Strategy (MSTR) Unveils $15 Billion Bitcoin Backed Preferred Stock Plan
Simply Wall St.3d agoneutral
Strategy (MSTR) Unveils $15 Billion Bitcoin Backed Preferred Stock Plan

Strategy Inc. (NasdaqGS:MSTR) announced a US$15b capital raise through a Bitcoin backed preferred stock structure designed using AI. The company plans to use the proceeds to run a capital flywheel that targets higher Bitcoin ownership and equity value. Strategy Inc. also reported Bitcoin sales as part of a broader effort to adjust its crypto exposure while reshaping its capital structure. For readers tracking how listed companies are tying their business models to digital assets, this is...

Howmet Aerospace Q2 Earnings Call Highlights
MarketBeat3d agoneutral
Howmet Aerospace Q2 Earnings Call Highlights

Howmet Aerospace (NYSE:HWM) reported second-quarter results that exceeded the high end of its guidance, driven by continued growth in commercial aerospace, gas turbines and defense markets. The company also raised its full-year outlook for revenue, EBITDA, earnings per share and free cash flow. Rev

Silicon Motion’s (SIMO) Next Chapter: Can Diversification Outrun the NAND Cycle?
Insider Monkey3d agoneutral
Silicon Motion’s (SIMO) Next Chapter: Can Diversification Outrun the NAND Cycle?

Following its latest earnings report, Silicon Motion Technology Corporation (NASDAQ:SIMO) jumped nearly 22%, a rally signaling that investors may be accepting a narrative Wall Street has questioned for years. The company is no longer seen as just a commoditized NAND controller supplier but as a business evolving into something fundamentally different. The key question is […]

Jim Cramer says surging defense stock is a sensational buy
TheStreet3d agobullish
Jim Cramer says surging defense stock is a sensational buy

Forget the usual Wall Street qualifiers. Jim Cramer went straight for the superlatives on Lockheed Martin (LMT). During the August 6 episode of CNBC's Mad Money Lightning Round, he called the stock "sensational" and its CEO "fantastic." Two words that leave little doubt about where he stands. ...

Investing.com3d agobullish
Berkshire’s profit doubles as equity holdings surge; buys back $4.5 bln shares

Investing.com - Berkshire Hathaway Inc. drew down its record cash pile to $364.7 billion in the second quarter as Chief Executive Officer Greg Abel ramped up stock repurchases to $4.53 billion and oversaw a doubling in net profit. Moving aggressively into the equity market, Berkshire became a net buyer of stocks for the first time in 15 quarters, deploying billions into top holdings such as Alphabet Inc.. Simultaneously, the conglomerate repurchased $4.53 billion of its own shares in the three m

Apple says Mac users in China can connect to Alibaba's Qwen AI service
Reuters3d agoneutral
Apple says Mac users in China can connect to Alibaba's Qwen AI service

Apple has published a guide explaining how eligible Mac users in mainland China can connect Alibaba's Qwen artificial-intelligence service to ‌the U.S. tech giant's Siri digital assistant and Writing Tools feature. The Mac-specific arrangement ‌could help Apple compete in China's AI PC market, where it has been losing market share as domestic ​manufacturers such as Lenovo have promoted locally developed AI features. • Qwen is Chinese ecommerce giant Alibaba's family of generative-AI models, which can create text and images and analyse documents, photos and other material in response to user prompts.

Bloomberg3d agobullish
Berkshire Hathaway Buys Back $4.5 Billion of Its Own Shares

(Bloomberg) -- Berkshire Hathaway Inc. spent about $4.5 billion to buy back its own shares in the second quarter, providing shareholders with the largest quarterly payout since 2021.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordWalmart Tests Fulfillment Cart Changes After Child Hit in StoreWhy Do Data Centers Use So Much Fresh Water?Trump Administration Considers Order on Autism and VaccinesO