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Disney's flat revenue masks a 22% operating margin, while Roku's steady growth comes at just 11% — a profitability gap that reframes the growth story.
Bristol Myers wins FDA accelerated approval for Zenbexus, the first CELMoD therapy, as data show it doubles MRD-negative complete response rates.
Despite its plummeting share price in recent years, this stock has delivered annualized total returns of 16% since 2015.
Shares of semiconductor testing company FormFactor (NASDAQ:FORM) jumped 6.1% in the afternoon session after sentiment improved as peer, Aehr Test Systems, which provides similar semiconductor testing solutions announced it had received a $22 million follow-on production order from a major AI processor customer.
West Pharmaceutical Services has surged 38.1% since March-end as HVP demand, GLP-1 growth and productivity gains fuel the rally.
Alphabet's early SpaceX investment has become a significant financial asset, although its value remains exposed to the recently listed company's volatile shares.
Tesla's chief designer indicated that the repeatedly delayed electric sports car could finally be approaching its production-form debut.
Meta removed hundreds of thousands of suspected teen accounts, but regulators say platform compliance remains inadequate.
The fund is Robinhood’s second to offer everyday investors the ability to invest in private companies.
Jefferies sees pressure from rising component costs and fewer opportunities to lift iPhone pricing through radically differentiated hardware.
Shares of aerospace and defense technology solutions provider Astronics Corporation (NASDAQ:ATRO) jumped 16.5% in the afternoon session after the company reported record second-quarter results that beat analyst expectations across the board and raised its full-year revenue forecast.
The billionaire investor’s hedge fund also established a sizable position in CME Group while trimming Restaurant Brands International.
AMD's four-part bond offering gives the chipmaker additional financial flexibility as it expands its artificial-intelligence infrastructure business.
Rising DRAM and NAND prices could amplify the earnings effect of Micron's rapidly expanding data-center demand.
When a Wendy’s paycheck wasn’t enough to cover college, his bosses cooked up an offer he couldn’t refuse.
A stronger outlook and expanding semiconductor margins were insufficient to satisfy expectations surrounding artificial-intelligence equipment demand.
Micron Technology (MU) broke ground on a new memory fab in July 2026 that will cost $9.3 billion and still not produce a single chip until 2028. That gap, years between shovel and shipment, is the real story behind every headline about the AI memory shortage. No amount of capital spending shortens ...
Today's move appears linked to President Donald Trump's late-Thursday announcement of tariffs on drone imports and components. Drones are becoming a significant source of demand for rare earth magnets. Sentiment has been turning positive for rare earth stocks, driven by Trump administration support, corporate milestones, and agreements to supply defense contractors.
Snowflake (NYSE:SNOW) added OptionMetrics data to its private cloud marketplace, giving users direct access to options datasets across multiple regions. The integration includes historical and intraday options data for the US, Europe, Asia, and Canada, aimed at institutional and quantitative users. This move expands Snowflake's role as a data hub for investment research, trading, and risk management workflows. For readers looking to explore more companies building the data and compute...
Rockwell Automation stock has delivered a strong 60.1% return over the past three years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and the market multiple checks currently point to the shares trading at a premium. Over the past three years Rockwell Automation has returned 60.1%, which sets a high bar for any further upside to be supported by fundamentals. Recent focus on AI driven quality and automation, including new integrations in its software suite, can support...
Bristol Myers Squibb (BMY) is back in focus after the FDA granted accelerated approval for ZENBEXUS in a multiple myeloma combination regimen, introducing the first approved CELMoD therapy in this disease setting. See our latest analysis for Bristol-Myers Squibb. The ZENBEXUS approval lands at a time when Bristol-Myers Squibb’s momentum has picked up, with the share price at US$64.65 and a 30 day share price return of 13.52%. That builds on a 20.93% year to date share price return and a...
SoFi Technologies (NasdaqGS:SOFI) has introduced three new private market funds for SoFi Invest members through partnerships with CAZ Investments and AngelList Asset Management. The funds provide access to private market opportunities that include exposure to sectors such as AI, fintech, healthcare, and defense. The new offerings are structured for SoFi users with lower minimum investment requirements and liquidity features compared with many traditional private market products. For readers...
A historically expensive trade suddenly looks much less crowded
Microchip Technology stock has delivered a 20.9% gain over the past year, yet the latest valuation work suggests the shares now trade at a premium, with both the market multiple checks and a Discounted Cash Flow (DCF) intrinsic value estimate pointing to an overvalued picture. Over the last 12 months, Microchip Technology is up 20.9%, which puts recent buyers in profit while raising the question of how much upside is already reflected in the price. Recent demand for chips used in AI data...
Ondas (ONDS) drew fresh attention after reporting second quarter 2026 results that combined very large year on year sales growth with a wider quarterly net loss, giving investors mixed signals on the stock. See our latest analysis for Ondas. Ondas shares closed at US$8.91, with the stock falling 8.8% on the day. However, the 30 day share price return of 21.1% points to building short term momentum on top of a very large 3 year total shareholder return of about 8x. If you are looking beyond...
Shares of materials and photonics company Coherent (NYSE:COHR) jumped 8.8% in the afternoon session after a strong earnings report and positive outlook from rival Lumentum Holdings boosted sentiment for the optical networking equipment sector. Lumentum, a key player in the photonics industry, delivered fiscal fourth-quarter revenue and earnings that surpassed Wall Street's forecasts and issued a stronger-than-expected sales forecast for the upcoming quarter. The upbeat results reinforced expecta
Cisco's AI infrastructure orders are exploding, but lower product margins are testing how profitably it can convert that demand.
Johnson & Johnson has delivered a 68.9% total return over the past 5 years, yet its valuation picture is split, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while market multiples lean the other way. Over 5 years, Johnson & Johnson has returned 68.9%, which puts the recent share price near the upper end of its longer term journey. Pipeline progress in areas such as major depressive disorder therapies and new medical technologies like surgical robotics can...
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