Buffett is giving shares to foundations run by his children, which could change the company's dynamics over the long term.
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Palantir just posted growth numbers that made Wall Street question its own spreadsheets, while Salesforce quietly handed billions back to shareholders. Picking between them means choosing which version of enterprise AI actually survives contact with reality.
Limited power availability for data centers is a bullish setup for the company.
Prof G argues there's "no way" they can "justify" their valuation.
Arm Holdings continues to benefit from accelerating AI adoption and growing demand for its chip architecture across multiple end markets.
Recent momentum and what it might mean for AMC Entertainment Holdings (AMC) stock Recent trading in AMC Entertainment Holdings (AMC) has been driven by strong price momentum, a favorable momentum score, and upward earnings estimate revisions that contributed to a Zacks Rank #2 rating. See our latest analysis for AMC Entertainment Holdings. Zooming out, AMC Entertainment Holdings has a 30 day share price return of 37.04% and a 90 day share price return of 83.69%. However, the 1 year total...
Angi’s latest analyst update centers on a reset in price targets, with fair value estimates shifting from US$9.50 to US$8.00 and new targets clustering around the mid single digit range. This change lines up with commentary that analysts are weighing Angi’s execution risks more cautiously, while still leaving room for potential value creation if the company delivers on updated expectations. Read on to see what is driving this evolving narrative and how you can track it over the coming...
General Dynamics recently reported past second-quarter 2026 results showing revenue of US$14.09 billion and net income of US$1.16 billion, while its board elected long-time executive and current president Danny Deep to the board of directors and affirmed a regular quarterly dividend of US$1.59 per share. These results were accompanied by a record backlog of US$136.50 billion and higher full-year 2026 guidance, underscoring strong demand across all four business segments. With this backdrop...
Amazon became the fifth company to reach a $3 trillion market cap on August 3, and its founder quickly moved to capitalize on the moment. Jeff Bezos filed to sell roughly 15 million shares worth about $4.07 billion through Morgan Stanley, the second-largest single Form 144 he has filed by dollar ...
Some of the questions are quite basic -- if you get them wrong, take that as a wake-up call.
Voyager Technologies (NYSE:VOYG) reported record second-quarter revenue, bookings and backlog as demand increased across defense modernization, national security and space-related programs. The company also raised its full-year 2026 revenue outlook following the July acquisition of lunar-services co
SanDisk Corp. expects PC and smartphone shipments to decline sharply in 2026, but CEO David Goeckeler said rising storage capacity and market stabilization next year could support renewed NAND demand. SanDisk Sees PC and Smartphone Shipments Falling On Wednesday, during...
When Coca-Cola's Q1 numbers landed, day traders and retirees looked at the same data and made completely opposite moves. One group got it badly wrong.
Advanced Micro Devices reported strong Q2 revenue and earnings growth, but its free cash flow dipped below Q1 levels. But, AMD is undervalued, and a 10% lower short put play yields 3.5% for 1 month.
These stocks offer generous dividends and the prospects for a comeback in 2026 and the years to come.
Citi believes the recent sell-off in memory chip stocks presents a buying opportunity, arguing that the artificial intelligence-driven memory cycle is still in its early phases and could ultimately exceed the industry’s previous boom between 2001 and 2007. The bank says the current environment shares many similarities with the long NAND expansion seen during the early 2000s, when products such as MP3 players and digital cameras transformed demand and flash memory steadily replaced older storage
(Bloomberg) -- Wall Street traders and strategists say US Treasury Secretary Scott Bessent is sending fresh signals that he’s eager to keep bond yields from spiking higher.Most Read from BloombergTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaIran Says Hormuz Deal Close But Its Conditions Must Be MetOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300America’s Cyber Forces Grapple With Cluster of Deaths by SuicideWalmart Tests Fulfillment Cart Changes After Child Hit
The pharmaceutical icon's dividend yield has been pared back by the stock's recent rally, driven by a new growth initiative.
Every high-end NvidiaAI chip that ships this year comes bundled with someone else’s manufacturing bet. The stacked memory wrapped around each processor, the component that lets a GPU actually move data fast enough to be useful, comes almost entirely from one supplier. SK Hynix Inc. (SKHY) is that ...
The evolution of Trumpflation points to a longer-lasting adverse impact on consumer prices.
Broadcom outpaced Nvidia over the past six months and is setting the foundation for continued outperformance.
AMD’s shares sank after its Q2 results despite better-than-expected earnings.
Rather than chasing the biggest AI memory winners, investors may find better long-term opportunities in discounted companies like Western Digital and Silicon Motion.
Recently, Zacks reported that TJX Companies received a Momentum Style Score of B and a Zacks Rank of #2 (Buy), alongside upward revisions to earnings estimates for both the current and next fiscal year. This combination of improving analyst expectations and favorable momentum metrics highlights growing confidence in TJX’s ability to convert its off-price model into stronger earnings power. Against this backdrop of higher earnings estimates, we’ll now examine how this development may...
MACOM Technology Solutions Holdings, Inc. reported past fiscal third-quarter 2026 results with sales of US$342.24 million and net income of US$100.71 million, and issued fiscal fourth-quarter revenue guidance of US$415 million to US$425 million. The quarter highlighted strong growth across Data Center, Industrial & Defense, and Telecom segments, with Data Center demand driving record orders and improved operating leverage. Next, we’ll examine how this Data Center-driven strength and raised...
Paramount Skydance stock has delivered a steep 73.6% decline over the past five years, yet its valuation checks now point to a company that screens as cheap on several fronts rather than stretched. Over the last five years the share price has fallen 73.6%, which means long term holders have taken a heavy hit even before looking at today’s valuation. Stronger momentum in streaming and expected cost savings from the Skydance tie up can support earnings. At the same time, the delayed Warner...
Earnings and Board Change Put LunR Royalties in Focus LunR Royalties (TSX:LUNR) drew attention on August 6, 2026 after reporting second quarter and six month earnings, alongside appointing Newmont executive Scott Langley to its Board of Directors. The company reported second quarter sales of US$4.61 million with a net loss of US$0.147 million. For the first half of 2026, sales were US$4.61 million and the net loss reached US$1.99 million, with basic and diluted loss per share from continuing...
The Boring Company's valuation has nearly quadrupled in four years, but what exactly are investors getting?
Picking individual stocks is hard, and it gets even harder when the market keeps setting records. The S&P 500 closed at an all-time high of 7,737 on August 4, and the Dow topped 54,000 points for the first time ever. That kind of run makes it tough to know what still has room to move ...
Procter & Gamble just logged its 70th consecutive dividend increase, yet Wall Street has turned skeptical, pointing to tariff costs, margin compression, and guidance at the lower end of its range. The cash flow statement is telling a completely different story.