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John Coogan spent Wednesday’s TBPN segment arguing that the largest AI hardware IPO no US retail investor can buy yet might also be the cheapest name in the entire complex. SK Hynix, the South Korean memory giant, is preparing what could be a $28 billion NASDAQ listing, potentially ranking among the largest ever New York ... A $28 Billion AI IPO Trading at Just 7x Earnings: Too Cheap or Too Cyclical to Trust?
Moby summary of Delta Air Lines, Inc.'s Q2 2026 earnings call
After earnings failed to lift Micron's shares, a stock split may be in order.
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Friday, July 10, including SK Hynix (000660.KS) making its debut on the Nasdaq, Delta Air Lines (DAL) earnings, monthly sales results from Taiwan Semiconductor Manufacturing Co. (TSM), and the pending approval of Congress' housing affordability bill.
The company also topped analyst estimates, but that clearly wasn't good enough for Mr. Market.
Micron's growing list of long-term supply agreements could make its business more predictable and give investors an early read on future demand ahead of earnings.
Moby summary of PepsiCo, Inc.'s Q2 2026 earnings call
TSM stock is trading sideways after hitting a recent high. TSMC's profit is expected to rise 46% in its second quarter.
With PepsiCo (NASDAQ:PEP) set to report Q2 2026 earnings before the market opens on July 9, 2026, investors are asking whether to buy the beverage and snacks giant ahead of the earnings report. Our 24/7 Wall St. price target for PepsiCo is $171.20, implying 18.09% upside from $144.98. Our recommendation is a buy, with a ... PepsiCo Price Prediction: Is The Stock a Buy Before Earnings?
Recently, analysts at Oppenheimer issued a surprising set of downgrades on a slew of large-cap bank stocks.
The airline kicks off earnings season Friday. Is the stock worth buying ahead of it?
Can anything slow the memory giant down?
Shares of Alibaba (NYSE:BABA) are up 9% to $106 and change in early Wednesday trading, leading a broad rally in Chinese internet and e-commerce names. Alibaba stock closed at $98.14 on Tuesday, and even after this morning’s pop the shares remain down 28% year to date. The move extends well beyond Alibaba. Baidu (NASDAQ:BIDU) shares ... Alibaba Surges 9% Ahead of Earnings, Baidu Gains 5% as Chinese E-Commerce and Tech Stocks Rally
The streaming leader keeps growing, yet the stock keeps sliding. Its next report could break the standoff.
Bank stocks have enjoyed a nice run overall, and valuations are now fairly elevated.
Dow Jones Futures: AI stocks rallied, with Astera, Bloom Energy and Tesla higher. But SpaceX stock dropped ahead of Nasdaq-100 inclusion.
On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough’s answer had a number in it that should probably make everyone else nervous too. “You can look at the S&P 500 right now ... The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.
Consider the potential risk and reward of SpaceX stock heading into earnings season.
Dell Technologies Inc. (NYSE:DELL) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 19 upward EPS revisions and no downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 17 upward revisions and none downward. The clean revision profile fits a company whose […]
My Coca-Cola (NYSE:KO) call is straightforward. After a 21.97% year-to-date run that has pushed shares to their 52-week high of $84.14, momentum, fundamentals, and defensive positioning all point higher. Our 24/7 Wall St. price target for Coca-Cola is $91.13, implying 8.31% upside over the next 12 months. The recommendation is buy with high confidence at ... Price Prediction: Coca-Cola’s Fourth Consecutive Earnings Beat Sets Up a Run Toward a New High
Micron just reported blowout earnings, but there's one detail from the report investors should not overlook.
The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21% year to date and roughly 39% over the past year, but holders should treat that pullback as the market beginning to question the ... VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026
The footwear giant surprised investors with a 5% pop on Wednesday.
Micron's earnings confirm Sandisk's tailwinds will get even stronger.
It did crush analyst estimates with triple-digit growth in key fundamentals, after all.
One number due in the first few days of July matters more than any robotaxi update right now.
With demand for its memory and storage products driven by AI, Micron's stock price keeps climbing, and shareholders anxiously anticipate a stock split.