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Coach handbags are flying off shelves, margins are expanding, and Tapestry just topped earnings estimates, yet the stock cratered 16% in a single session. Whether that brutal selloff signals a buying opportunity or a warning worth heeding depends on two conditions management has yet to prove.
A Pennsylvania caller pitched Jim Cramer a midstream stock his son had been tracking, citing a dividend streak that stretches back 37 consecutive quarters without a single cut or flat payment. Cramer had a verdict, but the caller's own portfolio buried a complication nobody addressed on air.
Applied Materials just posted record revenue and its fifth straight earnings beat, yet the stock fell anyway. Three metrics from the next few quarters will separate a temporary pullback from something more telling about the AI capex cycle.
Warner Bros. Discovery (WBD) is back in focus after reporting second quarter 2026 earnings, with revenue of US$8.7b and net income of US$149 million, alongside a wider loss over the first half. See our latest analysis for Warner Bros. Discovery. At a share price of US$27.75, Warner Bros. Discovery has seen a 7 day share price return of 5.11%, while the 1 year total shareholder return of 135.57% and 3 year total shareholder return of 117.48% point to strong momentum over a longer period. If...
Cheniere Energy, Inc. (NYSE:LNG) was held by 74 hedge funds at the end of Q1 2026 in the Insider Monkey database, down from 81 in the previous quarter. That said, while the number of hedge fund holders decreased, their cumulative investment value increased from $2.44 billion in Q4 2025 to $3.28 billion in Q1 2026. […]
York Space Systems stock sinks after the satellite technology company slashed full-year revenue guidance on changes to how the government is awarding contracts.
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Asset Fund”. A copy of the letter can be downloaded here. U.S. equities reached new highs in Q2, mainly driven by a narrow group of stocks benefiting from AI advancements, particularly in the Information Technology sector, with semiconductor stocks showing […]
Tim Cook chose Houston for his final major act as Apple CEO, standing beside a cabinet secretary while his company quietly evaluated a supplier that same official could move to restrict. The $60 billion headline hides a more complicated story about who actually owns what gets built.
Index funds may be forced to buy nearly three times Reddit's average daily trading volume after its S&P 500 announcement, but a look at the last twelve additions to the benchmark tells a very different story about what happens next.
Bill Ackman once torched $400 million exiting Netflix, then swore off the stock entirely. Now he's building a new position while his fund trails the market badly, and his reasoning this time sounds nothing like 2022.
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Asset Fund”. A copy of the letter can be downloaded here. U.S. equities reached new highs in Q2, mainly driven by a narrow group of stocks benefiting from AI advancements, particularly in the Information Technology sector, with semiconductor stocks showing […]
Shares of Sandisk (NASDAQ:SNDK) are up 7% to $1,630 in early Friday trading, extending Thursday’s blowout session. The rally spans the memory complex, with Western Digital (NASDAQ:WDC) stock up 4% to $505 and Micron Technology (NASDAQ:MU) shares up 3% to $978. SK Hynix (NASDAQ:SKHY) is up 2% to $169, Seagate Technology (NASDAQ:STX) shares are up ... Sandisk Jumps 7%, Western Digital Gains 4%, Micron Climbs 3% as the Kospi Returns to a Bull Market
Bank of America's Michael Hartnett predicts the debt will reach $50 trillion by July 2029, reinforcing his "Anything But Bonds" strategy
While Otis Worldwide has underperformed the broader market over the past year, Wall Street analysts are moderately optimistic about the stock’s prospects.
JD frames Q2 as a profitability inflection, with retail revenues expected to return to growth in Q3 on easier comparisons and supply-chain execution.
The move followed SanDisk's investor day, where the company outlined new financial targets for the next three years.
Stifel upgraded Intuitive Machines to ‘Buy’ from ‘Hold,’ highlighting the importance of the company’s backlog growth.
Stock Market Today: The Dow Jones index falls Friday after surprise retail sales data. AI chip giant Applied Materials dives on earnings.
Occidental Petroleum Corporation (NYSE:OXY) was held by 78 hedge funds at the end of Q1 2026 in the Insider Monkey database, with a cumulative stake value of almost $20.8 billion. This compares to 67 hedge fund investors with a total investment value of approximately $12 billion in the prior quarter. Jeremy Hosking’s Hosking Partners held […]
NVIDIA's $2 billion bet on Marvell sent shares surging overnight, but the real question for investors is which company walks away with the stronger long-term position as their AI partnership deepens.
While flashier AI names grabbed headlines, Cisco quietly rewired itself for the infrastructure boom and just delivered numbers that stopped Wall Street's skeptics cold. The question now is whether the market has actually caught up to what the business has become.
ALB's 28% slide reflects weak lithium prices and near-term margin pressure, but project ramp-ups and cost savings offer support.
Apple is coming for media budgets from advertisers, and in return the iPhone maker is giving them an incentive to start placing ads.
BofA hikes Nebius price target to $310 on AI Growth
Meta shares are under pressure amid fears about heavy AI spending. Roger McNamee, co-founder of Elevation Partners, recently said in a program on CNBC that Zuckerberg is trying to create an “illusion” that the company is positioned well in the AI race. He thinks the company is losing the race and criticized Zuckerberg’s latest manifesto […]
The disclosure carries weight given Intel's simultaneous moves: a $20 billion common stock offering completed August 10 and the June 18 appointment of Seok-Hee Lee, former CEO of SK Hynix, as executive vice president of Intel Foundry.
SanDisk is up more than 20% across two sessions as Wall Street scrambles to reprice a memory stock that may have just rewritten the rules on cyclicality, and the gap between analyst targets and current share price tells a story worth reading.
Payward's revenue rose 17% while Coinbase's fell 18%. So why did the Kraken parent's profit still collapse 71%?
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