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Intel executive drops unexpected message on explosive chip demand
TheStreet76d agobearish
Intel executive drops unexpected message on explosive chip demand

Most CFOs at major investor conferences speak carefully. They manage expectations. They hedge. They say "we feel good about the trajectory" and just leave it there. Intel's CFO did not do that at the Bank of America 2026 Global Technology Conference on June 2, 2026. The CPU market is going to have ...

Assessing Sterling Infrastructure (STRL) Valuation After A Sharp Single Day Share Price Drop
Simply Wall St.76d agobearish
Assessing Sterling Infrastructure (STRL) Valuation After A Sharp Single Day Share Price Drop

Recent share performance and business mix Sterling Infrastructure (STRL) has drawn investor attention after a sharp single day decline of about 11%, contrasting with gains over the past week and past 3 months, and a strong total return over longer periods. At a recent share price of about $882.43 and a market value of roughly $30.49b, Sterling Infrastructure sits at the intersection of e-infrastructure, transportation and building services, providing exposure to several parts of the US...

How Zacks’ Strong Sell Rating and Valuation Concerns Could Reshape Royal Caribbean’s (RCL) Investment Narrative
Simply Wall St.76d agobearish
How Zacks’ Strong Sell Rating and Valuation Concerns Could Reshape Royal Caribbean’s (RCL) Investment Narrative

In recent days, Royal Caribbean Cruises has drawn heightened attention after Zacks assigned it a Rank #5 (Strong Sell), reflecting downward earnings estimate revisions and concerns about its current valuation relative to peers despite revenue growth and a solid net margin. At the same time, the company continues to run nearly 70 ships worldwide, leveraging newer, experience-focused vessels and strong margins to support its longer-term business ambitions even as near-term analyst sentiment...

How Surging Earnings Expectations and Insider Selling May Shape Valero Energy’s (VLO) Valuation Debate
Simply Wall St.76d agobearish
How Surging Earnings Expectations and Insider Selling May Shape Valero Energy’s (VLO) Valuation Debate

In recent days, Valero Energy has drawn attention as analysts project very large year-over-year earnings growth and the company prepares to discuss its second-quarter 2026 results on a July 30 conference call. At the same time, concerns have emerged over an apparently rich valuation and recent insider selling, creating a tension between optimism about near-term earnings and caution over the price being paid for that potential. With expectations for very large earnings growth and a strong buy...

T-Mobile’s hiring efforts take an unexpected turn after layoffs
TheStreet76d agobearish
T-Mobile’s hiring efforts take an unexpected turn after layoffs

T-Mobile is ramping up hiring even after carrying out multiple rounds of layoffs tied to its shift toward becoming a digital-first company. After Sirini Gopalan became CEO of T-Mobile in November, the company quietly laid off an unknown number of employees the following month, impacting sales ...

Target Baby Wipes Recall And What It Could Mean For TGT Stock
Simply Wall St.76d agobearish
Target Baby Wipes Recall And What It Could Mean For TGT Stock

Target has issued a voluntary nationwide recall of select Up & Up baby wipes after FDA testing found contamination with Burkholderia cepacia complex and Burkholderia gladioli bacteria. The recall affects multiple lots of a popular store brand product used primarily by infants and young children. Target is advising customers to stop using the affected wipes and return them to stores for a refund. For investors watching NYSE:TGT, this recall lands at a time when the stock is trading around...

Is Ares Management (ARES) Worth Another Look After A 25% Share Price Slump?
Simply Wall St.76d agobearish
Is Ares Management (ARES) Worth Another Look After A 25% Share Price Slump?

Wondering if Ares Management at around US$125 per share is a bargain or a warning sign? This article breaks down what that price may really be saying about value. The stock is down about 24.5% year to date and 25.3% over the past year, even though the 3 year and 5 year returns of 48.8% and 147.3% tell a very different long term story, so recent moves may look confusing if you only glance at the chart. Recent coverage has focused on how Ares Management fits into broader discussions about...

JPMorgan sets jaw-dropping Tesla stock price target
TheStreet76d agobearish
JPMorgan sets jaw-dropping Tesla stock price target

For the better part of a decade, JPMorgan was one of Tesla's most reliable institutional bears. Ryan Brinkman, who covered the stock for the bank since 2015, told investors to sell through earnings beats, record highs, and multiple cycles of Wall Street enthusiasm. His final target of $145, ...

Jim Cramer on Axon: “It Sells at a Very High Price to Earnings Multiple”
Insider Monkey76d agobearish
Jim Cramer on Axon: “It Sells at a Very High Price to Earnings Multiple”

Axon Enterprise, Inc. (NASDAQ:AXON) was among the stocks on which Jim Cramer gave his opinion, as he warned that increased AI-related spending might cause near-term headwind for stocks. Mentioning that they own shares of the stock, a caller asked if they should buy more, sell, or hold. In response, Cramer said: No, I want you […]

Investing.com77d agobearish
Paramount Skydance weighs selling kids networks to clear EU fears - Bloomberg

Investing.com -- Paramount Skydance Corp (NASDAQ:PSKY) is prepared to divest some of its children’s television network assets in an effort to secure European Union approval for its $110 billion acquisition of Warner Bros Discovery Inc (NASDAQ:WBD). The media conglomerate is hoping to avoid any asset sales but remains open to sacrificing specific kids channels if European regulators flag antitrust concerns, according to reporting from Bloomberg, citing people familiar with the matter.

Nvidia Wants to Sell AI Factories, Not Chips
Motley Fool77d agobearish
Nvidia Wants to Sell AI Factories, Not Chips

The chipmaker made its name selling the world's top AI processors, and its GPUs still lead the market. But more recently, a much bigger story has been unfolding behind the scenes.

Paramount Open to Selling Kids Channels to Quell EU Fears Over $110 Billion Warner Deal
Bloomberg77d agobearish
Paramount Open to Selling Kids Channels to Quell EU Fears Over $110 Billion Warner Deal

(Bloomberg) -- Paramount Skydance Corp. is prepared — if necessary — to divest some children’s TV network assets to help win European Union approval of its $110 billion bid for Warner Bros. Discovery Inc.Most Read from BloombergBecerra Advances for California Governor as Hilton Fights SteyerNasdaq 100 Sinks 5% in AI-Led Rout as Yields Climb: Markets WrapSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSpaceX Inks $30 Billion Computing Power Deal With GoogleTrump Says He, Not Congress, Is in

A Look At SolarEdge Technologies (SEDG) Valuation After A Sharp Single Day Share Price Drop
Simply Wall St.77d agobearish
A Look At SolarEdge Technologies (SEDG) Valuation After A Sharp Single Day Share Price Drop

Key recent performance signals SolarEdge Technologies (SEDG) has drawn fresh attention after a sharp single day decline of about 14%, capping a volatile period that includes gains over the past month and past 3 months. See our latest analysis for SolarEdge Technologies. That sharp 1 day share price drop sits against a backdrop of strong recent momentum, with a 30 day share price return of 55.55% and year to date share price return of 101.43%, while the 1 year total shareholder return of...

A Look At Aeluma (ALMU) Valuation After A Sharp 17% Single Day Share Price Drop
Simply Wall St.77d agobearish
A Look At Aeluma (ALMU) Valuation After A Sharp 17% Single Day Share Price Drop

Recent share performance and business snapshot Aeluma (ALMU) has drawn fresh investor attention after a sharp 17% decline in the latest trading session, set against a mixed pattern of short term and longer term share performance. Over the past week the stock is up 4.7%, while over the past month it is down 20.5%. Looking at a longer window, the share price is up 50.4% over the past 3 months and 26.9% year to date. The company, valued at about US$498.1m, reported annual revenue of US$5.2m from...

CVS Health Balances 340B Lawsuits With GLP 1 Growth Prospects
Simply Wall St.77d agobearish
CVS Health Balances 340B Lawsuits With GLP 1 Growth Prospects

CVS Health (NYSE:CVS) is facing lawsuits from multiple health systems that allege the company diverted hundreds of millions of dollars in savings tied to the federal 340B drug discount program. At the same time, CVS Health is expanding access to GLP-1 weight management drugs through new formulary decisions, including the reintroduction of Zepbound and removal of barriers for Foundayo. These developments come as pharmacy benefit manager practices receive increased attention from regulators...

Vertiv, Atkore, and Kimball Electronics Shares Are Falling, What You Need To Know
StockStory77d agobearish
Vertiv, Atkore, and Kimball Electronics Shares Are Falling, What You Need To Know

A number of stocks fell in the afternoon session after the May jobs report sent the 30-year Treasury yield above 5%, a threshold that directly increases the cost of financing the large-scale grid infrastructure, data centre power distribution, and industrial electrification projects underpinning the sector's growth story.