The iShares Semiconductor ETF offers exposure to multiple companies positioned to benefit from increased spending on advanced memory.
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Oklo stock might be on the rise.
Microsoft shares sit nearly 25% below their 52-week high even as Azure accelerates and its AI business explodes, which raises a pointed question about whether Wall Street has mispriced one of the most dominant growth stories in tech ahead of its July 29 earnings report.
Meta's stock has shed nearly 10% while its business keeps accelerating, creating a tension that puts investors in a tough spot ahead of the July 29 earnings report. Whether the pullback is an opportunity or a warning depends on one question Wall Street is still debating.
One company produces oil; the other moves it. Which is the better choice as oil prices start to rise again?
Vertiv enters its July 29 earnings report with a $15 billion backlog and a stock price sitting well below analyst targets, but one regional blind spot could complicate the bull case entirely.
Applying the Dogs of the Dow logic across the entire S&P 500 sounds like a recipe for chasing troubled dividends, but a holding-by-holding look at SDOG reveals a more complicated picture, with two positions that deserve serious scrutiny before you commit capital.
XLE charges just 0.08% annually versus TAN's 0.7%, but TAN delivered stronger 10-year returns despite far steeper drawdowns.
Goldman Sachs Group (NYSE:GS) has launched a new private markets platform aimed at wealthy clients, expanding access to alternative investments. Goldman Sachs Alternatives has agreed to acquire AEGIS Hedging Solutions, a provider of risk management and hedging services. For investors watching how Goldman Sachs Group positions itself beyond traditional investment banking, these two moves sit squarely in its asset and wealth management efforts. A broader private markets platform for high net...
SoFi's stock has cratered while its profits soared, creating a rare gap between price and performance heading into July 29 earnings. Whether that gap is a trap or a generational buying opportunity depends on two numbers the market will see that day.
Teradyne has nearly doubled in 2026 by placing one very concentrated bet, and its July 29 earnings report will reveal whether that bet still has room to run or has already priced in perfection.
Seth Klarman's Baupost Group just revealed its five largest stock positions, and the list includes a little-known industrial distributor posting explosive earnings growth alongside household names bleeding on the front page. Reverse-engineering his logic reveals a portfolio built for a very specific payoff.
Bloom Energy is becoming the Nvidia of data center power.
Space Exploration Technologies stock is down big: Time to buy the dip?
The next key catalyst for this cannabis stock lies in the hands of a U.S. Federal Government agency.
Bloom Energy just shed 43% in a single month while its contracted backlog and cash position kept climbing. Before the July 28 earnings call, there are a few things retirement investors need to weigh carefully.
In the past quarter, Chubb reported Q2 2026 results that exceeded expectations, supported by higher underwriting and investment income and 3.6% growth in net premiums written across its P&C and Life Insurance businesses, while also advancing leadership changes at its Tempest Re reinsurance unit and completing a large share repurchase program initiated in May 2025. An interesting angle for investors is how the combination of earnings outperformance and capital returns via buybacks may...
Any time Micron trades under $1,000 per share, it could be a buying opportunity for investors with the right expectations.
Alphabet's AI spending spree could hand Lumentum and Celestica another tailwind as demand outpaces infrastructure supply.
Walmart workers rank high in terms of employees on Medicaid and SNAP benefits, according to new government data released in July.
Enphase Energy has shed half its value from its 52-week high, insiders have been buying shares at prices well above today's quote, and a catalyst covering 30 million customer accounts is still in its early stages. Here is what to watch before Q2 earnings land on July 28.
Investors should pay attention to its advertising business.
Morgan Stanley believes the recent decline in U. S.
Berkshire Hathaway has traded both stocks extensively over the last year.
Coca-Cola just raised its dividend for the 64th consecutive year and has beaten earnings estimates four quarters in a row, yet most retirement investors are still sleeping on a major catalyst arriving July 28.
Corning maintains a 6x revenue advantage, but Littelfuse is closing the gap with stronger recent momentum.
Multifamily supply is falling off a cliff, and three apartment REITs are paying dividends this month before most investors notice the setup has changed.
Nvidia looks like the much better buy.
Investing.com - South Korean memory chipmakers are facing unjustified stock pullbacks over unfounded fears of a cyclical downturn, as supply chains remain severely tight and artificial intelligence infrastructure drives unprecedented demand, according to a report by Citi Research.