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Qualcomm Shares Fall as Fourth-Quarter Profit Outlook Disappoints
InvestorsHub7d agobearish
Qualcomm Shares Fall as Fourth-Quarter Profit Outlook Disappoints

Qualcomm Inc. (NASDAQ:QCOM) reported third-quarter results that exceeded revenue expectations but fell slightly short on earnings, while weaker-than-expected profit guidance for the current quarter weighed on investor sentiment and pushed the stock lower in premarket trading.

Comcast (CMCSA) Stock Could Be A Bargain After A 47% Fall
Simply Wall St.7d agobearish
Comcast (CMCSA) Stock Could Be A Bargain After A 47% Fall

Comcast stock has had a tough run over the last few years, yet the current valuation checks still lean in its favour. After years of weak share price performance, the question for investors is whether the recent business momentum in media and connectivity is now better reflected in the price. Comcast shares are down 46.7% over 5 years, which means long term holders have seen a significant erosion in value even as the business continues to evolve. Growth in media assets like Peacock and...

Bayerische Motoren Werke Aktiengesellschaft Q2 Earnings Call Highlights
MarketBeat7d agobearish
Bayerische Motoren Werke Aktiengesellschaft Q2 Earnings Call Highlights

Bayerische Motoren Werke Aktiengesellschaft (ETR:BMW) said it is preparing a broad transformation program focused on streamlining processes, increasing the use of artificial intelligence and offering voluntary severance packages for indirect employees, while maintaining its production footprint in k

S&P Global (SPGI) Stock Looks Slightly Overvalued After Its 18% Fall
Simply Wall St.7d agobearish
S&P Global (SPGI) Stock Looks Slightly Overvalued After Its 18% Fall

S&P Global stock has fallen 18.1% year to date, yet the current checks suggest it is neither a clear bargain nor obviously mispriced. The intrinsic value estimate from the Excess Returns model points to roughly fair value, while market multiples lean expensive. The share price decline of 18.1% year to date may already reflect some of the concern around the business, even as investors reassess what a reasonable valuation looks like. Recent moves to expand in emerging markets and data...

Gary Black Pegs TSLA's Fair Value at $312, Says 'Don't Fall in Love With the Stock'
Benzinga7d agobearish
Gary Black Pegs TSLA's Fair Value at $312, Says 'Don't Fall in Love With the Stock'

Investor Gary Black of The Future Fund LLC says the fair value price for Tesla Inc. (NASDAQ:TSLA) would be $312, reaffirming his concerns with the Elon Musk-led company’s valuation. Tesla’s Valuation Draws Gary Black’s Criticism In a series of posts on the social media platform X, the investor reaffirmed his view of Tesla’s valuation while also criticizing the EV maker’s bullish supporters. “Investors who refuse to compare valuation vs price are doomed to overpay for great companies like $TSLA,”

Oil prices slip and world shares are mixed as investors sell AI stocks in Asia
Associated Press7d agobearish
Oil prices slip and world shares are mixed as investors sell AI stocks in Asia

Oil prices bounced between gains and losses on Thursday and world shares were mixed, with South Korea’s Kospi falling again after losing more than 16% over the past two days due to selling of stocks related to artificial intelligence-related. Crude prices remained volatile after the U.S. said early Thursday it had conducted a “heavy wave” of strikes against Iran, responding to an attack on a U.S. base. It was trading around $72 a barrel in late February, before the Iran war began.

Centrus Energy (LEU) Faces A Valuation Test Following EPS Estimate Cuts
Simply Wall St.7d agobearish
Centrus Energy (LEU) Faces A Valuation Test Following EPS Estimate Cuts

Centrus Energy (LEU) is in focus after analysts sharply lowered consensus EPS estimates and now expect year over year declines in earnings and revenue for the June 2026 quarter. See our latest analysis for Centrus Energy. The recent cut to Centrus Energy’s earnings expectations appears to align with weak momentum in the stock, with the share price down 5.87% over the past day and 24.30% over the past 90 days, while the 3 year total shareholder return remains very large. If you are tracking...

Boston Scientific (BSX) Is Up 7.1% After Q2 Beat, Recall And Major Restructuring Plan - Has The Bull Case Changed?
Simply Wall St.7d agobearish
Boston Scientific (BSX) Is Up 7.1% After Q2 Beat, Recall And Major Restructuring Plan - Has The Bull Case Changed?

Boston Scientific recently reported its second-quarter 2026 results, showing sales of US$5,442 million and net income of US$907 million, alongside issuing a recall of its Rapid Refill Continuous Injection System and initiating a multi-year global restructuring plan aimed at cost efficiencies. While the company raised full-year 2026 net sales growth expectations to approximately 5.5%–6.5%, it also outlined a restructuring program costing up to US$800 million and targeting around US$500...

Will Visa's (V) Job Cuts and Stablecoin Platform Launch Change Its Core Investment Narrative?
Simply Wall St.7d agobearish
Will Visa's (V) Job Cuts and Stablecoin Platform Launch Change Its Core Investment Narrative?

Earlier this week, Visa reported fiscal third-quarter 2026 results showing net revenue of US$11.63 billion and net income of US$5.63 billion, alongside plans to cut about 2,600 jobs and continue large-scale share repurchases under an existing buyback program. At the same time, Visa launched its new Stablecoin Platform to help institutions mint, store, and move stablecoins, signaling a push to pair cost efficiencies with onchain payment innovation. We’ll now look at how this combination of...

SolarEdge (SEDG) Stock Looks Undervalued Following Its 87% Five Year Slump
Simply Wall St.7d agobearish
SolarEdge (SEDG) Stock Looks Undervalued Following Its 87% Five Year Slump

SolarEdge Technologies stock has rebounded over the past year after a deep multi year slump, which sits awkwardly with a mixed valuation read and the fact that the shares still screen as undervalued on market multiples. The recent share price around US$39.04 comes after a steep 5 year decline, so investors are trying to work out whether the current level offers genuine value or just reflects a reset in expectations. SolarEdge Technologies shares are down 86.7% over 5 years, which suggests...

Circle (CRCL) Stock Looks Expensive Despite Its 68% One Year Fall
Simply Wall St.7d agobearish
Circle (CRCL) Stock Looks Expensive Despite Its 68% One Year Fall

Circle Internet Group stock has fallen sharply over the past year, and recent valuation checks suggest the shares look expensive rather than like a clear bargain. Regulatory headlines and acquisition activity keep the story in focus, but the key question for investors is how these developments compare to what you are paying for the stock today. Circle Internet Group is down 67.8% over the past year, which puts recent price action and sentiment at the center of any valuation...