Moby summary of Essent Group Ltd.'s Q2 2026 earnings call
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The cloud infrastructure giant still has a bright future.
Airlines are thriving in 2026 due to robust demand for air travel.
Moby summary of Oklo Inc.'s Q2 2026 earnings call
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Nvidia closed out the week on a hot streak thanks to big news from SpaceX and an easing of fears around the AI trade.
Moby summary of Gray Media, Inc.'s Q2 2026 earnings call
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A soaring valuation now faces a major execution test
GE Vernova's recent post-earnings dip is a good buying opportunity.
The private electric grid developer is seeing a post IPO collapse.
On August 4, Nvidia Corporation (NASDAQ:NVDA) opened up commercial use of Alpamayo 2 Super, a reasoning model built for robotaxis and self-driving cars. The move signals where the company wants its next growth chapter to come from, even as investors argue over what its core chip business is worth today. Bull Case: A Foundation Model […]
Is a stock down more than 80% in a year cheap, or just cheaper?
The company reported earnings in July and continues to lose money with no revenue.
A legal workaround could become the next regulatory target
Berobenatide is one of the keys to Pfizer's future.
Burry sees leverage building beneath soaring cloud demand
The company completed another successful launch mission
Three lines in the weekend's filing will show how Buffett's successor is putting money to work.
A new revenue model could lift returns on costly GPUs
The July jobs report suggests the labor market is weaker than many thought.
The website builder was on the opposite end of the AI trade, and finally saw some relief in its share price.
NVIDIA Corporation (NASDAQ:NVDA) is a stock that Jim Cramer continues to stand by with, even though it has struggled. While it’s unclear whether he’s as loyal to it as he is to Costco, throughout 2026, the CNBC TV host has continued to assert that the firm provides a great long-term opportunity. NVIDIA Corporation (NASDAQ:NVDA)’s shares […]
This risk is weighing on the stock.
Nvidia is set to report second-quarter earnings on Aug. 26 after the market close, and the options market is pricing in an 8.8% move in either direction. The goal is to either have the put expire worthless and keep the premium, or to take assignment and acquire the stock below the current price. Importantly, anyone selling puts must understand that they may be assigned 100 shares at the strike price.