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‘Massive Upgrade Cycle’ Coming – Ignore Memory Costs Panic and Buy Apple (AAPL)?
Insider Monkey9d agobullish
‘Massive Upgrade Cycle’ Coming – Ignore Memory Costs Panic and Buy Apple (AAPL)?

Apple (NASDAQ:AAPL) shares are in the red today amid reports that rising memory costs could result in higher prices for the iPhone 18, while a Jefferies report indicated disappointing prospects for an all-glass iPhone. However, Gene Munster, managing partner at Deepwater Asset Management, said in a recent program on CNBC that he still feels good […]

RocketLab Rises on Space Interest; Moderna Moves on Flu Shot | Stock Movers
Bloomberg9d agoneutralVIDEO
RocketLab Rises on Space Interest; Moderna Moves on Flu Shot | Stock Movers

On this episode of Stock Movers: - RocketLab (RKLB) shares are higher this morning after rising Friday, following earnings from SpaceX last week. - Moderna (MRNA) shares are moving after last week's news that its mRNA flu shot won US approval in an FDA turnaround. - Intel (INTC) shares are moving after the company said it will be offering $15 billion in common stock, taking advantage of renewed interest in its business prospects during the artificial intelligence data center boom.

Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance
24/7 Wall St.9d agobullish
Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance

Shares of Super Micro Computer (NASDAQ:SMCI) are up 4% to $32.48 in Monday morning trading, leading a broad bid across AI server names heading into the company’s fiscal Q4 2026 earnings report. Hewlett Packard Enterprise (NYSE:HPE) stock is climbing 4% to $55.20, and Dell Technologies (NYSE:DELL) shares are advancing 3% to $468.67. The action is ... Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance

Coca-Cola (KO) Stock Looks Near Fair Value While Earnings Sit Above Fair Value
Simply Wall St.9d agoneutral
Coca-Cola (KO) Stock Looks Near Fair Value While Earnings Sit Above Fair Value

Coca-Cola stock has delivered a 75.6% total return over the past 5 years, yet current valuation checks suggest it no longer looks like a clear bargain. The latest Discounted Cash Flow (DCF) intrinsic value estimate sits close to the share price, while the broader metrics lean slightly expensive. Coca-Cola has returned 75.6% over 5 years, which puts extra focus on whether today’s price already reflects investors’ optimism. The company’s role as a long term holding for large institutional...

Vertex Pharmaceuticals (VRTX) Is Up 5.4% After Raising 2026 Revenue Guidance And Expanding Its Pipeline - Has The Bull Case Changed?
Simply Wall St.9d agoneutral
Vertex Pharmaceuticals (VRTX) Is Up 5.4% After Raising 2026 Revenue Guidance And Expanding Its Pipeline - Has The Bull Case Changed?

Vertex Pharmaceuticals recently reported second-quarter 2026 results, with revenue rising to US$3,333.9 million and net income reaching US$1,099.8 million, and raised its full-year 2026 revenue guidance to US$13.10–US$13.20 billion. At the same time, a new collaboration with AbCellera on multispecific T‑cell engagers and a setback for a key cystic fibrosis competitor together highlight Vertex’s efforts to broaden its pipeline while easing pressure on its core franchise. We’ll now examine how...

CrowdStrike Holdings (CRWD) Fal.Con 2026 Sells Out With 10,000 Attendees
Simply Wall St.9d agobearish
CrowdStrike Holdings (CRWD) Fal.Con 2026 Sells Out With 10,000 Attendees

CrowdStrike Holdings (NasdaqGS:CRWD) reports its Fal.Con 2026 conference has sold out at record speed, drawing more than 10,000 attendees from 71 countries. The event introduces a new Day Zero Threat Research Summit focused on AI driven threats, alongside expanded AI focused security sessions and sector specific programming. CrowdStrike highlights customer led threat research and original AI threat intelligence as part of a broader push to influence how the industry secures AI systems. Major...