Teradyne has nearly doubled in 2026 by placing one very concentrated bet, and its July 29 earnings report will reveal whether that bet still has room to run or has already priced in perfection.
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Seth Klarman's Baupost Group just revealed its five largest stock positions, and the list includes a little-known industrial distributor posting explosive earnings growth alongside household names bleeding on the front page. Reverse-engineering his logic reveals a portfolio built for a very specific payoff.
Bloom Energy is becoming the Nvidia of data center power.
Space Exploration Technologies stock is down big: Time to buy the dip?
The next key catalyst for this cannabis stock lies in the hands of a U.S. Federal Government agency.
Bloom Energy just shed 43% in a single month while its contracted backlog and cash position kept climbing. Before the July 28 earnings call, there are a few things retirement investors need to weigh carefully.
In the past quarter, Chubb reported Q2 2026 results that exceeded expectations, supported by higher underwriting and investment income and 3.6% growth in net premiums written across its P&C and Life Insurance businesses, while also advancing leadership changes at its Tempest Re reinsurance unit and completing a large share repurchase program initiated in May 2025. An interesting angle for investors is how the combination of earnings outperformance and capital returns via buybacks may...
Any time Micron trades under $1,000 per share, it could be a buying opportunity for investors with the right expectations.
Alphabet's AI spending spree could hand Lumentum and Celestica another tailwind as demand outpaces infrastructure supply.
Walmart workers rank high in terms of employees on Medicaid and SNAP benefits, according to new government data released in July.
Enphase Energy has shed half its value from its 52-week high, insiders have been buying shares at prices well above today's quote, and a catalyst covering 30 million customer accounts is still in its early stages. Here is what to watch before Q2 earnings land on July 28.
Investors should pay attention to its advertising business.
Morgan Stanley believes the recent decline in U. S.
Berkshire Hathaway has traded both stocks extensively over the last year.
Coca-Cola just raised its dividend for the 64th consecutive year and has beaten earnings estimates four quarters in a row, yet most retirement investors are still sleeping on a major catalyst arriving July 28.
Corning maintains a 6x revenue advantage, but Littelfuse is closing the gap with stronger recent momentum.
Multifamily supply is falling off a cliff, and three apartment REITs are paying dividends this month before most investors notice the setup has changed.
Nvidia looks like the much better buy.
Investing.com - South Korean memory chipmakers are facing unjustified stock pullbacks over unfounded fears of a cyclical downturn, as supply chains remain severely tight and artificial intelligence infrastructure drives unprecedented demand, according to a report by Citi Research.
Could Greg Abel bring McDonald's back to Berkshire? The Golden Arches still fit Buffett's investing blueprint almost perfectly.
AT&T Inc. (NYSE:T) appears to have given telecom bears reason to pause after its second-quarter report. Although top-line consolidated revenue of $31.6 billion came in slightly lower than expected, operational efficiency and underlying cash generation were prominent metrics to note. The company reported adjusted earnings per share of $0.65, exceeding expectations of $0.59, thanks to […]
Sharon AI is growing quickly, but profitability remains an issue.
History shows a very clear trend.
The world's largest cryptocurrency has lost almost half its value over the past year.
Healthcare giant Johnson & Johnson (NYSE:JNJ) is one of Jim Cramer’s top healthcare stocks even though the shares have been lackluster. They are up by a modest 27% year-to-date, with most of the gains having come since mid-June. Since June 18th, Johnson & Johnson (NYSE:JNJ)’s stock is up by 15%. As the shares struggled in […]
Investing.com -- Samsung Electronics and SK Hynix will pursue memory-chip supply partnerships with major U.S. technology companies valued at a combined $950 billion, Reuters reported, citing South Korean presidential adviser Kim Yong-beom.
The stock is trading near new all-time highs but offers more value than it appears.
Marvell is closely related to another AI giant.