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Investing.com4d agoneutral
How could open-weight models impact GenAI ROIC?

Investing.com -- The rise of lower-cost open-weight AI models could pressure pricing and returns for model developers, but hyperscalers should continue generating attractive returns from the computing infrastructure needed to run them, Morgan Stanley analysts said.

1 Growth Stock to Stash and 2 We Brush Off
StockStory4d agoneutral
1 Growth Stock to Stash and 2 We Brush Off

Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.

3 Reasons to Sell ROCK and 1 Stock to Buy Instead
StockStory4d agoneutral
3 Reasons to Sell ROCK and 1 Stock to Buy Instead

Over the past six months, Gibraltar’s stock price fell to $49.10. Shareholders have lost 10.3% of their capital, which is disappointing considering the S&P 500 has climbed by 13%. This may have investors wondering how to approach the situation.

3 Reasons to Avoid CCL and 1 Stock to Buy Instead
StockStory4d agobullish
3 Reasons to Avoid CCL and 1 Stock to Buy Instead

Over the past six months, Carnival’s stock price fell to $27.70. Shareholders have lost 12.8% of their capital, which is disappointing considering the S&P 500 has climbed by 13%. This may have investors wondering how to approach the situation.

Block’s (XYZ) EPS Surged 65%, So Why Did the Stock Drop?
Insider Monkey4d agoneutral
Block’s (XYZ) EPS Surged 65%, So Why Did the Stock Drop?

Block Inc. (NYSE:XYZ) posted one of its strongest quarters in years on August 5, then watched its shares fall roughly 6% the next day. Adjusted EPS came in at $1.02, well ahead of the $0.87 Wall Street expected, and the company raised its full-year guidance across the board. Investors, it turns out, cared more about […]

3 Reasons to Sell THG and 1 Stock to Buy Instead
StockStory4d agoneutral
3 Reasons to Sell THG and 1 Stock to Buy Instead

The Hanover Insurance Group has had an impressive run over the past six months as its shares have beaten the S&P 500 by 16.4%. The stock now trades at $222.32, marking a 29.4% gain. This run-up might have investors contemplating their next move.

Equity Residential (EQR) Stock Looks Reasonable Following Its 17% Three Year Return
Simply Wall St.4d agoneutral
Equity Residential (EQR) Stock Looks Reasonable Following Its 17% Three Year Return

Equity Residential stock has delivered a 17.0% total return over the past three years, while the latest Discounted Cash Flow (DCF) intrinsic value estimate points to the shares trading at a meaningful discount to that assessment even as broader valuation checks look more mixed. The 17.0% three year return suggests Equity Residential has rewarded patient holders, yet the current price still sits below the latest intrinsic value estimate. The approved merger with AvalonBay Communities to form...

Novo Nordisk (CPSE:NOVO B) Could Be 65% Undervalued Following Its Interim Dividend
Simply Wall St.4d agoneutral
Novo Nordisk (CPSE:NOVO B) Could Be 65% Undervalued Following Its Interim Dividend

Novo Nordisk (CPSE:NOVO B) just confirmed an interim cash dividend of DKK 3.75 per share for 2026, with the stock set to trade ex dividend on 14 August, placing shareholder returns in focus. See our latest analysis for Novo Nordisk. Recent earnings, fresh competition in GLP-1 obesity treatments and the confirmed interim dividend have all come against a weaker tape for Novo Nordisk, with the share price down 10.8% over the past month and the 1 year total shareholder return declining 5.3%. This...

3 Reasons DNUT is Risky and 1 Stock to Buy Instead
StockStory4d agobullish
3 Reasons DNUT is Risky and 1 Stock to Buy Instead

Krispy Kreme has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 11.9% to $3.30 per share while the index has gained 13%.

Brookfield (TSX:BN) Deepens Its Reach In Insurance And AI Infrastructure
Simply Wall St.4d agoneutral
Brookfield (TSX:BN) Deepens Its Reach In Insurance And AI Infrastructure

Brookfield Corporation (TSX:BN) expands its global insurance footprint through recently completed acquisitions that add scale to its life and annuity operations. The company announces a major partnership with NVIDIA and other financial institutions to finance large AI infrastructure projects worldwide. Both moves mark a significant broadening of Brookfield's operating scope across insurance and digital infrastructure financing. For readers interested in more ways to get exposure to hard...

How NuScale’s Advanced Fuel Recycling Collaboration At NuScale Power (SMR) Has Changed Its Investment Story
Simply Wall St.4d agoneutral
How NuScale’s Advanced Fuel Recycling Collaboration At NuScale Power (SMR) Has Changed Its Investment Story

In August 2026, Curio announced it had signed a Memorandum of Understanding with NuScale Power and Framatome to evaluate integrated nuclear fuel cycle solutions using Curio’s NuCycle recycling technology, aiming to support both U.S. and international next-generation nuclear deployments. This collaboration highlights NuScale’s potential role in a more sustainable and secure nuclear fuel supply chain by exploring ways to turn recovered materials from used fuel into advanced fuels and products...

3 Profitable Stocks We’re Skeptical Of
StockStory4d agoneutral
3 Profitable Stocks We’re Skeptical Of

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

MKS (MKSI) Just Posted 86% EPS Growth, So Why the Margin Warning?
Insider Monkey4d agoneutral
MKS (MKSI) Just Posted 86% EPS Growth, So Why the Margin Warning?

MKS Inc. (NASDAQ:MKSI) held its second-quarter earnings call on August 6, and the numbers described one of the company’s strongest quarters in years. Revenue jumped 28% year-over-year to $1.25 billion while profit grew three times faster than sales. Yet on that same call, the company’s own finance chief admitted growth is starting to cost something. […]

COHR Q2 Deep Dive: Data Center Demand and Capacity Expansion Define Outlook
StockStory4d agoneutral
COHR Q2 Deep Dive: Data Center Demand and Capacity Expansion Define Outlook

Materials and photonics company Coherent (NYSE:COHR) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 33.7% year on year to $2.05 billion. On top of that, next quarter’s revenue guidance ($2.3 billion at the midpoint) was surprisingly good and 7.4% above what analysts were expecting. Its non-GAAP profit of $1.74 per share was 7.6% above analysts’ consensus estimates.

MercadoLibre (MELI) Bets Big On Growth. Is The Payoff Worth The Wait?
Insider Monkey4d agoneutral
MercadoLibre (MELI) Bets Big On Growth. Is The Payoff Worth The Wait?

MercadoLibre (NASDAQ:MELI) just crossed $10 billion in quarterly revenue for the first time, yet the stock sits roughly 30% below its high. That gap between a record top line and a beaten-down share price is the whole story here. On the call covering the quarter ended June 30, held August 5, management laid out exactly […]