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Key Points Investors of Advanced Micro Devices (NASDAQ: AMD) have a big event coming up, and it really has nothing to do with AMD at all. Nvidia (NASDAQ: NVDA) reports Q2 earnings on Aug. 26, and what it says could have major implications on the market’s view of AMD. In 2026, AMD dramatically outperformed Nvidia, ...
Key Points Microsoft (NASDAQ: MSFT) has had an interesting 2026. It started off the year on a poor note, dropping after it reported results for its fiscal 2026 second quarter (which ended Dec. 31). After further ups and downs through the year, it took the delivery of strong fiscal Q4 results on July 29 to ...
Key Points The labor market, interest rates, and geopolitical tension are factors driving investor concerns. Thanks to their popular ad-based tiers, the top streaming platforms should continue to perform well during an economic downturn. Disney’s theme parks and cruises, the company’s most profitable segment, will certainly feel financial pressure as demand softens in a recession. ...
STERIS plc STE is making its largest-ever investment in a single manufacturing site with a $600 million formulated chemistries Center of Excellence in North Carolina. The project is designed to expand capacity, improve efficiency and support long-term demand across key parts of its portfolio. The opportunity is meaningful, but so is the execution burden. Investors ...
Key Points Many Tesla bulls have high conviction about the company’s AI infrastructure efforts, Optimus and Robotaxi. For now, Optimus has yet to be deployed commercially, while Robotaxi’s growth has been uninspiring. Druckenmiller’s options may still prove profitable, as many investors are likely overlooking a key performance metric. These 10 stocks could mint the next ...
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 12) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$63,345.27, down by 0.4 percent over the past 24 hours. Bitcoin price chart ...
Key Points It fell well short of analyst profitability estimates, although its revenue was essentially in line. Investors clearly chose to focus on the positive developments in the quarter, particularly the company’s leap in revenue from next-generation tech offerings. 10 stocks we like better than Alibaba Group › Alibaba Group (NYSE:BABA), which shot to fame ...
Key Points Tesla listed the start of Cybercab production at Gigafactory Texas among its second-quarter highlights, with installed capacity above 125,000 vehicles a year. Even 125,000 Cybercabs sold at the targeted sub-$30,000 price would bring in under $3.8 billion — about 4% of Tesla’s $94.8 billion in 2025 revenue. Employee rides began on the Texas ...
Spotify Technology S.A. SPOT shares have gained 12.5% over the past four weeks, renewing attention on whether improving operating performance can support further upside. A record gross margin, subscriber growth and better monetization strengthen the fundamental case. Still, a premium valuation, softer estimate revisions and planned reinvestment leave little room for execution slippage. SPOT’s Profit ...
Neurocrine Biosciences, Inc. NBIX is pairing rapid earnings and revenue growth with a broader rare-disease portfolio. That operating momentum gives investors a clear fundamental reason to watch the stock. The trade-off is valuation and execution. NBIX sells at a premium to its sub-industry and the Medical sector on forward sales, while product concentration, competition and ...
The whipping post
The whipping post
The whipping post