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Why Is Oracle Stock Up Today?
Motley Fool1d agoneutral
Why Is Oracle Stock Up Today?

Oracle has taken on tens of billions in debt to fund its AI data center build-out, a lower-rate outlook offers it outsize relief.

Lululemon (LULU) Q2 Earnings Top Estimates
Zacks1d agoneutral
Lululemon (LULU) Q2 Earnings Top Estimates

Lululemon (LULU) delivered earnings and revenue surprises of +15.08% and -2.07%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Should You Buy Marvell Stock Because Its Operating Margin Keeps Widening?
Trefis1d agobullish
Should You Buy Marvell Stock Because Its Operating Margin Keeps Widening?

Marvell Technology (MRVL) lifted its revenue outlook for fiscal 2027 and fiscal 2028 in its late-August report. The stock, at about $206, is up more than 220% over the past twelve months and down about 32% over the past three months. The bear case is the gross margin, and management supplied the number. The counter sits one line further down, in an operating margin that has widened two years running.

Fervo Energy (FRVO) Dropped, So What Is Driving Attention Now?
Simply Wall St.1d agobearish
Fervo Energy (FRVO) Dropped, So What Is Driving Attention Now?

Fervo Energy (FRVO) stock is in focus after the company agreed to a 396 megawatt power purchase agreement with Google for its Cape Station geothermal GeoCluster in Utah, as well as a sizeable expansion option. That Google agreement comes after a mixed stretch for Fervo Energy, with the share price falling 53.73% over the past 90 days and 50.79% year to date. At the same time, the 7 day share price return of 16.45% hints at renewed interest following recent contract wins. Spot 38 power grid...

Is AT&T (T) A Bargain On Its New AI Device Partnership?
Simply Wall St.1d agobullish
Is AT&T (T) A Bargain On Its New AI Device Partnership?

Hark’s new partnership with AT&T (T) to power AI native consumer devices with mobile connectivity, rather than phones or Wi Fi, gives investors fresh context for thinking about AT&T stock today. AT&T’s new AI device partnership arrives as the stock trades at US$25.95 and recent share price momentum has been positive, with a 30 day share price return of 10% and a 90 day share price return of 13.97%, even though the 1 year total shareholder return declined 6.43% and longer term total...

What Coupang (CPNG)'s Privacy Fine and Margin Strains Mean For Shareholders
Simply Wall St.1d agoneutral
What Coupang (CPNG)'s Privacy Fine and Margin Strains Mean For Shareholders

Recently, Coupang has come under pressure after softer earnings guidance highlighted margin strains from capacity and supply chain spending, alongside a record privacy fine of about US$430 million tied to a past data breach investigation. At the same time, the company’s downgraded Zacks Rank to #4 (Sell) contrasts with a still-favorable average brokerage recommendation, underscoring conflicting analyst signals about its earnings outlook. Next, we’ll examine how the privacy-related fine and...

Clumio’s FedRAMP Ready Milestone Might Change The Case For Investing In Commvault Systems (CVLT)
Simply Wall St.1d agoneutral
Clumio’s FedRAMP Ready Milestone Might Change The Case For Investing In Commvault Systems (CVLT)

Commvault Systems recently highlighted that Clumio, a Commvault company, achieved FedRAMP Class C (Moderate) Ready status and was listed in the FedRAMP Marketplace as Legacy FedRAMP Ready, enhancing its appeal to federal and other highly regulated customers seeking cloud-native cyber resilience. This milestone deepens Commvault’s reach into compliance-focused sectors by aligning Clumio’s cloud protection platform with stringent federal security standards, potentially strengthening its role...

FedEx (FDX) Stock Still Looks Below Fair Value After 78% Rally
Simply Wall St.1d agobullish
FedEx (FDX) Stock Still Looks Below Fair Value After 78% Rally

FedEx stock has rallied strongly over the past year, yet several valuation checks still point to room between the current share price and an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach. With both the DCF intrinsic value and market multiple checks suggesting the stock leans toward undervalued territory, investors are weighing how much of the recent optimism is already reflected in the price. FedEx has delivered a 77.8% return over the past year, which puts the...

Is Toast (TOST) Quietly Recasting Its Investment Story Around Recurring Profit And AI?
Simply Wall St.1d agoneutral
Is Toast (TOST) Quietly Recasting Its Investment Story Around Recurring Profit And AI?

Earlier in the second quarter of 2026, Toast reported earnings that exceeded analyst expectations on earnings per share and revenue, driven by growth in subscription services and financial technology solutions, and raised its 2026 outlook for recurring gross profit and adjusted EBITDA. The company is pairing this improved outlook with ongoing investment in AI-driven products, market expansion across core and newer geographies, and continued share repurchases supported by its liquidity...

AMD (AMD) Stock May Be 24% Undervalued On Saudi AI Expansion
Simply Wall St.1d agoneutral
AMD (AMD) Stock May Be 24% Undervalued On Saudi AI Expansion

Advanced Micro Devices has delivered a very large 5-year gain, yet its current valuation signals are split, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while market based multiples lean expensive. Over the past 5 years, Advanced Micro Devices has returned about 330.5%, which places extra focus on whether today’s price still leaves enough room for attractive future returns. Recent AI and data center partnerships, including new infrastructure deployments in...

Union Pacific (UNP) Merger Review Deadline Was Extended, Is The Stock Still 12% Below Fair Value?
Simply Wall St.1d agoneutral
Union Pacific (UNP) Merger Review Deadline Was Extended, Is The Stock Still 12% Below Fair Value?

Regulatory moves put the Union Pacific merger in focus The Surface Transportation Board has extended the deadline for stakeholders to signal whether they will participate in the review of the proposed Union Pacific (UNP) merger with Norfolk Southern. Investors are assessing what this extra time could mean. Union Pacific’s share price has slipped about 6.7% over the past week but remains supported by a 90 day share price return of 9.8% and a year to date share price return of 24.9%, while the...

Boston Scientific (BSX) Could Be 23% Undervalued After Recalls And Cyber Incident
Simply Wall St.1d agobearish
Boston Scientific (BSX) Could Be 23% Undervalued After Recalls And Cyber Incident

Boston Scientific (BSX) is back in focus after a series of voluntary global recalls affecting its ENROUTE Transcarotid Neuroprotection Systems and OverStitch Suture Cinch devices, along with a separate cybersecurity incident that has disrupted operations and lowered 2026 guidance. Against this backdrop of recalls and a cybersecurity disruption, Boston Scientific’s recent share price performance has weakened. The stock is at US$48.37 with a year-to-date share price decline of 48.93%, alongside...

Do You Still Own The NVIDIA You Bought?
Trefis1d agoneutral
Do You Still Own The NVIDIA You Bought?

NVIDIA (NVDA) has been an easy stock to hold. The shares trade near $224, up about 32% over the past year and comfortably ahead of the S&P 500. The tape has not changed. What changed is how management describes the company, and the description it dropped is the one most holders bought into.

Yen surges on new intervention talk, US stocks rally
AFP1d agobullish
Yen surges on new intervention talk, US stocks rally

The yen rallied against the dollar Thursday on fresh talk of intervention by Japan to boost its currency, while Wall Street stocks jumped on hopes the US central bank will leave interest rates unchanged.The yen jumped more two percent against the dollar in European trading hours amid renewed speculation of another intervention to prop up the sagging currency, which increases import costs for Japan.