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Applied Materials shares drop despite earnings beat, bullish outlook
Proactive7d agoneutral
Applied Materials shares drop despite earnings beat, bullish outlook

Applied Materials Inc (NASDAQ:AMAT, XETRA:AP2) shares fell about 4% on Friday even after the chipmaking equipment supplier beat Wall Street estimates on both revenue and profit for its fiscal third quarter and issued fourth-quarter guidance above expectations. The Santa Clara,...

Re-evaluating Moody’s Corporation (MCO) Long-Term Growth Strategy
Insider Monkey7d agoneutral
Re-evaluating Moody’s Corporation (MCO) Long-Term Growth Strategy

Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the […]

Aoris International Fund Admits Multi-Year Stock Holdings in Accenture (ACN) Were a “Costly Mistake”
Insider Monkey7d agoneutral
Aoris International Fund Admits Multi-Year Stock Holdings in Accenture (ACN) Were a “Costly Mistake”

Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the […]

Kyndryl’s Q2 Earnings Call: Our Top 5 Analyst Questions
StockStory7d agoneutral
Kyndryl’s Q2 Earnings Call: Our Top 5 Analyst Questions

Kyndryl’s second quarter results saw a negative market reaction, as sales declined and missed Wall Street’s revenue expectations. Management attributed the revenue shortfall to ongoing headwinds in its legacy focus accounts and customers increasingly procuring IBM hardware and software directly. CEO Martin Schroeter cited positive momentum in Kyndryl Consult and hyperscaler partnerships, but acknowledged that lengthening sales cycles and workforce rebalancing charges weighed on profitability. He

AI Could Push Apple Into a New Era Analysts Haven’t Modeled Yet
24/7 Wall St.7d agoneutral
AI Could Push Apple Into a New Era Analysts Haven’t Modeled Yet

Jefferies just slapped a sell rating on Apple right before what could be its most consequential product era in two decades. The case for staying in the stock rests on a consumer AI opportunity that most bearish analysts appear to be pricing at exactly zero.

Why Did Oscar Health (OSCR) Fall After Record Profit and a Guidance Hike?
Insider Monkey7d agobearish
Why Did Oscar Health (OSCR) Fall After Record Profit and a Guidance Hike?

Oscar Health, Inc. (NYSE:OSCR) shares closed 11.9% lower at $26.54 on August 6, even after the insurer reported its most profitable first half and raised its full-year outlook. Second-quarter revenue rose 70% year over year to $4.88 billion, while the company swung to net income of $361.8 million from a $228.4 million loss. The stock […]

5 Revealing Analyst Questions From Taboola’s Q2 Earnings Call
StockStory7d agoneutral
5 Revealing Analyst Questions From Taboola’s Q2 Earnings Call

Taboola’s second quarter was met with a negative market response as revenue fell short of Wall Street expectations. Management attributed the shortfall primarily to two factors: a Google policy change that discontinued the “Explore More” product and a deliberate effort to remove low-performing international publishers, particularly in Greater China. CEO Adam Singolda acknowledged the impact of these actions, noting, “Despite these two headwinds, I’m happy with our ability to accelerate growth an

Is JD.com (JD) a Buy as Wall Street Analysts Look Optimistic?
Zacks7d agobullish
Is JD.com (JD) a Buy as Wall Street Analysts Look Optimistic?

According to the average brokerage recommendation (ABR), one should invest in JD.com (JD). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Is Celestica (CLS) a Buy as Wall Street Analysts Look Optimistic?
Zacks7d agobullish
Is Celestica (CLS) a Buy as Wall Street Analysts Look Optimistic?

According to the average brokerage recommendation (ABR), one should invest in Celestica (CLS). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?