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Marvell Technology MRVL) shares fell 10% in Friday’s trading session despite the AI chip leader posting record Q2 results yesterday evening and raising its longer-term outlook. The sharp sell-off suggests investors wanted an even bigger beat following MRVL’s tremendous AI-fueled rally rather than signaling a meaningful deterioration in the company’s fundamentals. With data-center demand accelerating ...
Alphabet GOOGL benefits from accelerating demand for artificial intelligence (AI) infrastructure and enterprise AI solutions, which is strengthening Google Cloud’s competitive position against Amazon AMZN and Microsoft MSFT. In the second quarter of 2026, Google Cloud revenues surged 82% year over year to $24.8 billion, driven by Google Cloud Platform (GCP), enterprise AI solutions, AI ...
Key Points Ackman’s hedge fund has averaged annual gains of around 16%. That’s well above the stock market’s average. The portfolio’s concentration suggests a lot of confidence. 10 stocks we like better than Netflix › Bill Ackman is the Founder and CEO of the Pershing Square Capital Management hedge fund company. Many investors follow his ...
The Zacks Domestic Auto industry is showing resilience despite a challenging economic backdrop. New-vehicle sales remain relatively healthy as affluent consumers continue to support demand, while the EV market is experiencing a more uneven recovery following the expiration of federal tax incentives. At the same time, potential tax refunds and new deductions on qualifying auto-loan interest could provide ...
DATE Thursday, Aug. 20, 2026 at 7:30 a.m. ET CALL PARTICIPANTS Chairman – Joe Tsai Chief Executive Officer – Eddie Wu Chief Financial Officer – Toby Xu Chief Executive Officer of Alibaba E-commerce Business Group – Jiang Fan Head of Investor Relations – Lydia Lu TAKEAWAYS Revenue — RMB 269 billion (US$39.6 billion), an increase ...
Key Points When Tesla (NASDAQ:TSLA) unveiled its all-electric Semi truck in 2017, analysts were largely bullish on potential demand. “We believe this could set off competition for intelligent trucks in the industry,” an analyst for Morgan Stanley predicted in 2017. “If the order books fill up quickly, any carrier that holds back placing its order ...
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Wednesday (August 26) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$78,423.32, down by 0.9 percent over the past 24 hours. Bitcoin price chart ...
Key Points Even with iPhone still driving over half of sales, Cook proved Apple can grow beyond the Jobs-era hits. Ternus is a 25-year Apple veteran with deep hardware credentials and Cook’s explicit endorsement to lead next. Early signs are strong: iPhone 17 demand has helped push iPhone revenue up 22% year over year. 10 ...
Key Points Young investors who are willing to endure more volatility can yield higher returns with a portfolio of individual stocks rather than an index fund. Amazon and Meta Platforms are two trillion-dollar giants with significant long-term potential thanks to their leadership in areas like artificial intelligence. Shares of Amazon and Meta currently trade at ...
Key Points The backbone of the artificial intelligence (AI) revolution demolished consensus sales and profit expectations for the 11th time over the last 12 quarters. However, Nvidia’s fiscal third-quarter gross margin guide of 74% is 100 basis points lower than what it just reported for the fiscal second quarter. Growing external and internal graphics processing ...
The whipping post
The whipping post
The whipping post