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DRAM, HBM and NAND exposure gives Micron a broader memory bet than SanDisk

Vertiv has quietly shed nearly a third of its value from its peak even as earnings beats pile up and estimates keep climbing higher. One analyst has a target so far above current prices it sounds almost absurd, but the operating data behind it is harder to dismiss than you might expect.

Amazon.com (AMZN) trades at $255, down 10% over the past month and about 10% below its 52-week high. The second quarter of 2026, reported in July, was a strong one: revenue rose 20% year over year to $200.6 billion and operating income rose 43%, though about $1.2 billion of that income came from tariff refunds and an energy-contract accounting gain. That makes the drop worth sizing, because this is a stock with a long habit of falling further than the market.

This article first appeared on GuruFocus. Data analytics and artificial intelligence startup Palantir Technologies Inc. (PLTR, Financials) is back on Michael Burry (Trades, Portfolio)'s radar. The Big Short investor said Palantir's market valuation, which is around $432 billion, may eventually sink below $100 billion, saying investors are pricing the company more like a high-margin software platform than the business its financial profile suggests.

AppLovin has notably underperformed the Communication Services sector over the past year, but analysts are highly optimistic about the stock’s prospects.

A new Dunkin' partnership could push Walmart deeper into restaurant delivery using infrastructure it already built for retail.

Kraken will list SoFiUSD and gain access to SoFi’s round-the-clock dollar settlement network, while Kraken Prime will execute trades for SoFi’s crypto customers.

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Intuitive Machines has plunged 46.4% in three months, but record backlog and rising production face profitability, valuation and execution risks.

Despite Bristol-Myers Squibb's outperformance relative to the healthcare sector over the past year, Wall Street analysts remain cautiously optimistic about the stock’s prospects.

Broadcom's (AVGO) guidance that its artificial intelligence revenue will double in fiscal 2027 was s

Microsoft, Amazon and a raft of cloud-computing and software companies will be the AI winners, according to Jefferies analysts.

Stocks climbed as Wall Street let out a sigh of relief that bond yields ticked lower and the odds of a Federal Reserve rate hike fell. The S&P 500 gained 1%, and the Nasdaq Composite rose 1.4%. The Dow Jones Industrial Average added 1.

The U.S.-Canada trade dispute is deepening, with Canadian retaliatory tariffs set to take effect Tuesday and several potential flashpoints looming.

Sundar Pichai promised investors a flagship AI model by June, but what arrived instead has sparked Alphabet's longest stock losing streak in over a decade, raising an uncomfortable question about whether the company's celebrated AI pace is actually working.

Starbucks has underperformed the S&P 500 over the past year, but analysts are cautiously optimistic about the stock’s prospects.

Intuitive Machines' surging revenues and record backlog strengthen its growth case, but rich valuation, cash use and execution risks keep the investment setup balanced.

Sam Altman just called out the AI compute buildout as heading toward unsustainable territory, and six publicly traded names are squarely in the crosshairs. Their disclosed contracts tell one story, but their debt loads and development pipelines tell another.

Both have achieved profitability with similar leverage, but their margin profiles and valuations diverge sharply, one trades at a premium on pricing power, the other on scale.

Over the last six months, E.W. Scripps’s shares have sunk to $3.28, producing a disappointing 16.2% loss - a stark contrast to the S&P 500’s 12% gain. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.

Micron's financial numbers look powerful, but the Federal Reserve may decide how much investors are willing to pay for them.

AWS just posted its fastest growth in 18 quarters, yet the most compelling reason to keep buying Amazon stock has nothing to do with last quarter's numbers at all.

TDY is poised to benefit as recovering air travel fuels aircraft orders, fleet utilization and aftermarket demand for aerospace products.

A millennial and their husband are both college-educated, employed and don’t have children. Yet their budget has become so tight that beans and rice are regular fixtures on the dinner table. “We know inflation is being underreported… and job loss...

NextEra Energy says an artificial intelligence (AI)–driven dispatch and outage-scheduling tool has saved its customers more than $20 million so far this year. Santee Cooper expects a custom AI weather-forecasting model to help it avoid spot-market purchases that can cost $100,000 an hour during extreme weather. Both utilities say the tools moved from concept to […]

McDonald's shares have cratered to levels not seen in over a year, and a contrarian case is quietly building that the selloff has gone too far. Whether the golden arches reward patient buyers or keep sliding depends on a handful of execution tests playing out right now.

One stubborn number buried in Nvidia's latest earnings report signals something that almost never survives at hardware scale, and it is the reason this investor keeps adding shares despite a valuation that looks stretched on the surface.