News

XYZ's 26.6% YTD rally reflects strength in Cash App and Square, but rising credit losses and macro risks raise questions about how much upside remains.

Nokia Rolls Out AI-Native RAN Platform as Nvidia Deepens Telecom Push

Progressive's Q2 earnings beat estimates as premiums and securities rose, while policy growth stayed solid.

A Chinese memory chip company just raised a war chest nearly double what Wall Street expected, and it sent shockwaves through a semiconductor sector that has been one of the biggest winners of the AI boom.

Is KO a good stock to buy? We came across a bullish thesis on The Coca-Cola Company on Contrarian Indicator’s Substack by Cameron Fen. In this article, we will summarize the bulls’ thesis on KO. The Coca-Cola Company’s share was trading at $83.08 as of July 14th. KO’s trailing and forward P/E were 26.49 and 25.91 respectively […]

SanDisk and Micron both posted blockbuster quarters riding the AI memory boom, but their playbooks could not be more different. One carries zero long-term debt and a single explosive bet; the other runs the entire memory stack with a forward PE that defies its growth rate.

Scott Melker discusses how Stripe and Advent have put in a $53 billion takeover bid for PayPal (PYPL), sending the payment platform's stock soaring on this news. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

Amazon's CEO quietly announced something about its chip business that rewired how one investor thinks about the stock, and Wall Street's reaction was almost silence.

BTIG said the offer may be a "lifeline worth taking,” given that Stripe has an already-dominant merchant infrastructure, while PayPal is sitting in "no-man's land.”

Mr Watt said 43,000 so-called equity punk investors had joined forces for the bid.

SpaceX shares dropped below their initial public offering price on Wednesday, a first for the company, just over a month after a frenzy over the rockets-to-AI firm powered the biggest IPO ever and made Elon ‌Musk the world's first trillionaire. Its shares slid 1.9% to $133.5, falling below the $135 apiece IPO price and well below the all-time ‌high of $225.64 that had propelled the company's market valuation briefly above those of Silicon Valley giants Microsoft and Amazon. The decline leaves investors who bought into the company ​at the IPO price sitting on paper losses for the first time, potentially testing confidence in the stock.

Monster Beverage (MNST) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

UnitedHealth (UNH) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Chevron (CVX) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Bristol Myers (BMY) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

AT&T (T) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Apple (AAPL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

3M's hot new optical technology for data centers is being deployed by Microsoft Azure, the companies announced on Wednesday. MMM stock is a top performer on the Dow Jones Industrial Average on Wednesday, flashing an early buy signal. 3M said on its April 21 earnings call that its new expanded beam optics technology had received validation and a significant order from a hyperscaler, which has apparently now been revealed to be Microsoft.

Fortinet (FTNT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Figs (FIGS) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Intuit (INTU) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Stripe and Advent have made a $53B bid for PayPal, lifting PYPL shares and putting fintech ETFs like PYPU, FINX and IPAY in the spotlight.

The company is a clear leader in an industry supercharged by new AI threats, but buying its stock today means paying a steep premium on the bet it can execute a complex and ambitious growth plan.

The growing demand for server CPUs to handle agentic AI and inference workloads will be one of the biggest catalysts for AMD this earnings season.

Eos Energy says its business is booming.

Aehr Test Systems (NASDAQ:AEHR) shares jumped 30% after the semiconductor test and burn-in equipment provider reported fiscal fourth-quarter results that exceeded Wall Street expectations and provided a stronger-than-anticipated revenue outlook for fiscal 2027. The company posted adjusted...

CSCO's 52% YTD surge is backed by rising AI orders, networking growth, security momentum and stronger earnings visibility.

A massive disconnect has emerged between Oracle's stock price and its cloud momentum.

AMZNs premium P/E masks catalysts in AWS, Prime Day and diversified growth that can support the bull case despite AI spending and regulatory watchpoints.

Stripe and private equity firm Advent International have reportedly submitted a joint bid to acquire PayPal in a deal valued at approximately $53.4 billion. Reuters reports that the offer was submitted earlier this month and is backed by roughly $50 billion in committed bank financing. Under the proposal, Stripe and Advent would jointly own PayPal, […]