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Investing.com3d agoneutral
Street Calls of the Week

Monday - Apple What’s the full story? Jefferies downgrades Apple Inc (NASDAQ:AAPL) to Underperform with a $263.66 price target (16% downside) after supply-chain checks reveal the cancellation of the September 2027 all-glass "20th anniversary" iPhone due to poor production yield. This eliminates a projected $2,060 average selling price (ASP) flagship meant to anchor higher margins across future Pro models, flattening iPhone’s projected FY26–FY31 ASP growth from 9.0% to 6.8%. The growth narrative

3 Financials Stocks We Steer Clear Of
StockStory3d agoneutral
3 Financials Stocks We Steer Clear Of

Financial providers use their expertise in capital allocation and risk assessment to help facilitate economic growth while offering consumers and businesses essential financial services. Furthermore, supportive sentiment has created ideal market conditions, a trend that has enabled the industry to return 15.4% over the past six months. At the same time, the S&P 500 was up 13.1%.

Jim Cramer Breaks Down McDonald’s (MCD) Q2 Earnings and Execution Flaws
Insider Monkey3d agoneutral
Jim Cramer Breaks Down McDonald’s (MCD) Q2 Earnings and Execution Flaws

During the August 11 episode of CNBC’s Mad Money, host Jim Cramer discussed McDonald’s Corporation’s (NYSE:MCD) recent earnings report and said: Last week, we heard from both McDonald’s and Restaurant Brands International, the parent of Burger King… McDonald’s kicked things off last Tuesday morning, delivering a fairly tepid set of numbers. Their global same-store sales […]

Eli Lilly’s (LLY) Growth Story Keeps Adding Chapters
Insider Monkey3d agoneutral
Eli Lilly’s (LLY) Growth Story Keeps Adding Chapters

On August 5, Eli Lilly (NYSE:LLY) told investors its second quarter delivered 48% revenue growth, and the days since have brought even more good news. A UK regulatory approval, a new Medicare access program, and a pipeline addition have all landed in the same short stretch. For a stock that already dominates weight loss, the […]

Jim Cramer Backs NVIDIA (NVDA) Compute Bonds
Insider Monkey3d agoneutral
Jim Cramer Backs NVIDIA (NVDA) Compute Bonds

A massive structural shift is on the way in financial markets, where artificial intelligence hardware could increasingly become collateral for securitized credit. During the August 11 episode of CNBC’s Mad Money, host Jim Cramer detailed how major investment institutions are preparing to issue “compute bonds” backed by data center equipment, drawing direct parallels to established […]

Morgan Stanley’s Bigger Crypto ETF Bet Might Change The Case For Investing In Morgan Stanley (MS)
Simply Wall St.3d agoneutral
Morgan Stanley’s Bigger Crypto ETF Bet Might Change The Case For Investing In Morgan Stanley (MS)

Earlier this week, Morgan Stanley completed several fixed‑income offerings totaling about US$7.54 million in senior unsecured global medium‑term notes with fixed coupons ranging from 4.650% to 5.200%, and also declared regular dividends on multiple preferred stock series payable in September and October 2026. A key development was Morgan Stanley’s sizeable increase in holdings of Bitcoin, Ethereum and Solana exchange‑traded products, underscoring a deeper commitment to digital assets within...

2 Software Stocks for Long-Term Investors and 1 That Underwhelm
StockStory3d agoneutral
2 Software Stocks for Long-Term Investors and 1 That Underwhelm

Software is eating the world, and virtually no business is left untouched by it. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they’ve gained 48.1% over the past six months, outpacing the S&P 500’s 13.1% rise.

Jim Cramer Advises Ditching Stellantis (STLA) for General Motors (GM)
Insider Monkey3d agoneutral
Jim Cramer Advises Ditching Stellantis (STLA) for General Motors (GM)

Underperforming automotive holdings are forcing investors to re-examine dividend sustainability and executive leadership. On the Mad Money episode aired on August 11, Jim Cramer responded to a caller who purchased Stellantis N.V. (NYSE:STLA) two years ago for its dividend, only to suffer persistent capital depreciation and earnings misses. Cramer commented: Okay, you got to step […]

NiSource (NI): A Costly Quarter Masks A Bigger Bet
Insider Monkey3d agoneutral
NiSource (NI): A Costly Quarter Masks A Bigger Bet

On August 5, NiSource Inc. (NYSE:NI) held its second-quarter earnings call, and the numbers told two different stories at once. Adjusted EPS fell to $0.16 from $0.22 a year earlier, yet management walked away reaffirming every long-term target on the books. That gap between a rough quarter and an unshaken outlook is the story here, […]

Jim Cramer Discusses Restaurant Brands (QSR) Q2 Earnings and Burger King’s Resurgence
Insider Monkey3d agobullish
Jim Cramer Discusses Restaurant Brands (QSR) Q2 Earnings and Burger King’s Resurgence

On the August 11 episode of Mad Money, host Jim Cramer discussed the financial mechanics behind Restaurant Brands International Inc. (NYSE:QSR), and focused on the divergence between Burger King’s resurgence and the broader headwinds facing its parent company. He said: Apparently, the monarch is making a comeback because Burger King is running circles around the […]

What’s Really Behind Symbotic’s (SYM) Big Quarter?
Insider Monkey3d agoneutral
What’s Really Behind Symbotic’s (SYM) Big Quarter?

On August 5, Symbotic Inc. (NASDAQ:SYM) reported a quarter that looked almost too good, with revenue up 22% and profit swinging from a loss to tens of millions in the black. Yet a chunk of Wall Street is still betting against the stock. That gap between the fundamentals and the skepticism is the story here. […]

AMAT Q2 Deep Dive: AI Demand and Advanced Packaging Drive Guidance Upside, Market Reacts Cautiously
StockStory3d agoneutral
AMAT Q2 Deep Dive: AI Demand and Advanced Packaging Drive Guidance Upside, Market Reacts Cautiously

Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) announced better-than-expected revenue in Q2 CY2026, with sales up 24.8% year on year to $9.12 billion. On top of that, next quarter’s revenue guidance ($10.25 billion at the midpoint) was surprisingly good and 6.1% above what analysts were expecting. Its non-GAAP profit of $3.50 per share was 3.1% above analysts’ consensus estimates.