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Should You Buy Synopsys Stock While Its Cash Runs Far Ahead Of Its Profit?
Trefis3d agobullish
Should You Buy Synopsys Stock While Its Cash Runs Far Ahead Of Its Profit?

Synopsys (SNPS) sells the design software and the interface IP that chip makers need to get AI silicon built, and its stock has still gone backwards over the past year. At about $370 the shares sit at their 52-week low. Reported margins have fallen sharply over the past year. Free cash flow tells a different story, and the gap between cash and reported profit is the case worth arguing here.

Coeur Mining Is Generating Record Cash, So Why Does Its Dip History Warn Buyers?
Trefis3d agobullish
Coeur Mining Is Generating Record Cash, So Why Does Its Dip History Warn Buyers?

Coeur Mining (CDE) has fallen about 10% from its late-August high, and the question is whether to step in. Its own record after sharp falls argues for caution: the typical fall left buyers lower a year later. But those qualifying falls were drops of 20% or more, and this pullback is smaller. And Coeur is still absorbing two Canadian mines whose ramp-up has already slipped.

Should You Buy PayPal Stock For Its Credit Business?
Trefis3d agobullish
Should You Buy PayPal Stock For Its Credit Business?

PayPal (PYPL) has gained 27% over the past three months while the S&P 500 returned 0.7%. Over the trailing twelve months, the stock is still down 18.7%, so the whole gain is recent. A gain that recent still needs an operating reason to hold, and management points to what PayPal lends, not to the checkout button.

What Does Hewlett Packard Enterprise (HPE) Gain From These New AI Infrastructure Wins?
Simply Wall St.3d agobullish
What Does Hewlett Packard Enterprise (HPE) Gain From These New AI Infrastructure Wins?

Hewlett Packard Enterprise (NYSE:HPE) expanded its global AI infrastructure partnership with Oracle, involving HPE Juniper Networking in Oracle AI data centers. The firm also agreed to a large-scale digital modernization project with Tottenham Hotspur Football Club, focused on stadium hybrid cloud and AI infrastructure. Both collaborations highlight new client deployments for HPE across AI data centers and digitally enabled sports venues. The Oracle data center expansion and Spurs stadium...

Fuel Price Surge Prompts Airlines to Cut Flights—and Keep Fares High
The Wall Street Journal3d agobullish
Fuel Price Surge Prompts Airlines to Cut Flights—and Keep Fares High

Airlines are cutting money-losing flights to protect pricing power as fuel prices march higher, executives said Wednesday. United Airlines Chief Financial Officer Mike Leskinen said United would drop some flights in December and could cut flights into next year if fuel prices stay high. The rise in fuel prices since the start of the Iran war has undermined airline profits.

GEV Stock Jumps After GE Vernova CEO Touts This Milestone
Investor's Business Daily3d agobullish
GEV Stock Jumps After GE Vernova CEO Touts This Milestone

Despite widespread AI concerns, GE Vernova expects to reach a key backlog target sooner than expected. GEV stock jumped on Wednesday. At a Morgan Stanley conference, GE Vernova CEO Scott Strazik reportedly said the company's backlog, which ended the second quarter at $176 billion, is on track to hit $200 billion "very early" in 2027.

Investing.com3d agobullish
Generac stock surges 18% on $8B Amazon supply deal

Investing.com -- Generac Holdings (NYSE:GNRC) shares rose 18% in after-hours trading following the announcement of a long-term supply agreement with Amazon.com to provide backup power generators for Amazon data centers.

Freeport-McMoRan Eyes Leach Breakthrough, Bagdad Growth and Grasberg Recovery
MarketBeat3d agobullish
Freeport-McMoRan Eyes Leach Breakthrough, Bagdad Growth and Grasberg Recovery

Freeport-McMoRan (NYSE:FCX) is pursuing growth through U.S. brownfield expansions, technology investments and the recovery of its Grasberg mine in Indonesia, President and CEO Kathleen Quirk said during a Morgan Stanley conference discussion. Quirk said copper remains the company’s central focus as

Why Is FTAI Aviation (FTAI) Stock Soaring Today
StockStory3d agobullish
Why Is FTAI Aviation (FTAI) Stock Soaring Today

Shares of aircraft leasing company FTAI Aviation (NASDAQ:FTAI) jumped 6% in the morning session after the company authorized a new $500 million share repurchase program, signaling confidence in its balance sheet and ordinary shares. According to a company press release, FTAI Aviation’s board approved a repurchase plan covering up to $500 million of outstanding ordinary shares, with the program set to end on the earlier of full completion of the buybacks or September 30, 2029. The company said it