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MACOM (MTSI): Buy, Sell, or Hold Post Q2 Earnings?
StockStory1h agoneutral
MACOM (MTSI): Buy, Sell, or Hold Post Q2 Earnings?

MACOM currently trades at $308.10 and has been a dream stock for shareholders. It’s returned 404% since August 2021, blowing past the S&P 500’s 72.8% gain. The company has also beaten the index over the past six months as its stock price is up 26.2% thanks to its solid quarterly results.

3 Reasons to Sell KBH and 1 Stock to Buy Instead
StockStory1h agoneutral
3 Reasons to Sell KBH and 1 Stock to Buy Instead

Over the last six months, KB Home’s shares have sunk to $55.88, producing a disappointing 15.8% loss - a stark contrast to the S&P 500’s 13% gain. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.

Universal Logistics (ULH): Buy, Sell, or Hold Post Q2 Earnings?
StockStory1h agoneutral
Universal Logistics (ULH): Buy, Sell, or Hold Post Q2 Earnings?

Universal Logistics’s 21.1% return over the past six months has outpaced the S&P 500 by 8%, and its stock price has climbed to $19.59 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Figs (FIGS): Buy, Sell, or Hold Post Q2 Earnings?
StockStory2h agoneutral
Figs (FIGS): Buy, Sell, or Hold Post Q2 Earnings?

What a fantastic six months it’s been for Figs. Shares of the company have skyrocketed 42.2%, hitting $14.58. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

3 Reasons CVLT is Risky and 1 Stock to Buy Instead
StockStory2h agobullish
3 Reasons CVLT is Risky and 1 Stock to Buy Instead

What a time it’s been for Commvault. In the past six months alone, the company’s stock price has increased by a massive 61.8%, reaching $141.82 per share. This run-up might have investors contemplating their next move.

Caterpillar (CAT) Is Gaining Attention For Long Term AI Infrastructure Demand
Simply Wall St.2h agoneutral
Caterpillar (CAT) Is Gaining Attention For Long Term AI Infrastructure Demand

Caterpillar (NYSE:CAT) is drawing fresh investor attention as a potential beneficiary of AI-related infrastructure build-out and associated equipment demand. Recent commentary highlights the company and its dealer Finning as key players in providing machinery, maintenance and mining support tied to global AI data center expansion. The focus centers on long-term demand for Caterpillar equipment and services through its dealer network rather than short-term corporate guidance. Consider...

Fortinet (FTNT) Stock Looks Above Fair Value As 180% Run Continues
Simply Wall St.2h agoneutral
Fortinet (FTNT) Stock Looks Above Fair Value As 180% Run Continues

Fortinet stock has delivered a very strong 179.9% return over the past three years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and traditional market multiples currently point to the shares trading at a premium to those valuation checks. Over the last 3 years Fortinet has returned 179.9%, which puts extra focus on whether recent gains leave enough margin of safety for new capital going into the stock. Investor interest has been supported by views that there is room for...

Apple (AAPL) Launches Ads On Maps While Pursuing Siri AI Content Deals
Simply Wall St.2h agoneutral
Apple (AAPL) Launches Ads On Maps While Pursuing Siri AI Content Deals

Apple (NasdaqGS:AAPL) has formally launched its 'Ads on Maps' platform, entering the local digital advertising market alongside Google and Meta. The new product allows businesses to buy promoted placements inside Apple Maps to reach nearby users searching for places and services. Apple is also negotiating content deals with news publishers to use their material in training its AI models that power Siri while addressing copyright and payment terms. These steps mark a material shift in Apple's...

American Eagle (AEO) Stock Trades At A Discount On Earnings While Cash Flow Points To Fair Value
Simply Wall St.2h agoneutral
American Eagle (AEO) Stock Trades At A Discount On Earnings While Cash Flow Points To Fair Value

American Eagle Outfitters stock is coming off a mixed five year stretch, with a steep decline over that window set against recent gains, while its current checks suggest the shares no longer look obviously cheap or clearly expensive. Over the past 5 years, American Eagle Outfitters has delivered a total return that is down 42.3%, which raises questions about how much of its recent recovery is already reflected in the price. Future cash flow expectations from the core apparel business may...

Major ice cream brand files Chapter 11 bankruptcy after lawsuit
TheStreet2h agobearish
Major ice cream brand files Chapter 11 bankruptcy after lawsuit

Enjoying a serving of frozen dessert on a hot summer day, or at any time for that matter, has grown in popularity as ice cream store industry growth rose by 5.8% to $7.4 billion in the five years through 2025, according to IBISWorld. The industry grew by 0.9% in 2025 alone. Ice cream company ...

Nvidia in talks to invest $3 billion in SB Energy as part of OpenAI data center deal, the Information reports
Reuters2h agoneutral
Nvidia in talks to invest $3 billion in SB Energy as part of OpenAI data center deal, the Information reports

Nvidia is in talks ‌to invest as ‌much as $3 billion in SB ​Energy, a subsidiary of SoftBank Group and developer of a massive ‌planned ⁠Ohio data center project for OpenAI, ⁠the Information reported on Saturday, citing people ​familiar with ​the ​discussions. The investment ‌is being discussed as part of Nvidia’s negotiations with OpenAI and SB Energy over the ‌chip company ​providing around $100 ​billion ​in credit support ‌for the planned ​Ohio ​data center campus, the report said.

Is Oscar Health (OSCR) Undervalued After Its Earnings Beat And Guidance Raise?
Simply Wall St.3h agobullish
Is Oscar Health (OSCR) Undervalued After Its Earnings Beat And Guidance Raise?

Oscar Health (OSCR) is back in focus after reporting second quarter 2026 results that swung from a loss to net income of $361.81 million and raising full year earnings guidance. See our latest analysis for Oscar Health. Oscar Health shares have been volatile around the earnings release, with an 11.9% drop reported after the outlook update. The stock still shows a 118.84% year to date share price return and a 109.46% 1 year total shareholder return, suggesting momentum remains strong despite...

Bill Ackman makes a bold move to answer investors biggest wish
TheStreet3h agoneutral
Bill Ackman makes a bold move to answer investors biggest wish

One of the most common frustrations I hear from everyday investors goes something like this: "I knew SpaceX was going to be huge. I just never got the chance to invest before the IPO." Bill Ackman heard the same thing and decided to do something. The billionaire hedge fund manager put it plainly on ...