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AI Data Centers Are Running Out of Water. This $6 Stock Has a Fix
Insider Monkey8d agoneutral
AI Data Centers Are Running Out of Water. This $6 Stock Has a Fix

Major AI stocks are getting expensive and everyday investors are in search of low-priced names that have the potential to return huge profits in the long term. To find where smart retail investors are putting their money, we scoured Reddit’s investing communities and zeroed in on low-priced stocks with real growth potential. One name kept […]

Could AbbVie Inc. (ABBV) Win as Genmab A/S (GMAB) Faces a New Regulatory Test for Epcoritamab?
Insider Monkey8d agoneutral
Could AbbVie Inc. (ABBV) Win as Genmab A/S (GMAB) Faces a New Regulatory Test for Epcoritamab?

On July 23, Genmab A/S (NASDAQ:GMAB) and AbbVie Inc. (NYSE:ABBV) clarified a key clinical setback regarding their jointly developed T-cell engaging bispecific antibody, epcoritamab (DuoBody-CD3xCD20). The Phase 3 EPCORE DLBCL-1 study evaluated epcoritamab monotherapy against investigator’s choice of chemoimmunotherapy in transplant-ineligible adults with relapsed/refractory diffuse large B-cell lymphoma. The clarification confirmed that in the United […]

e.l.f Beauty, Inc. (ELF) Crushes Q1 2027 Estimates as Rhode Fuels a Major Growth Acceleration
Insider Monkey8d agobullish
e.l.f Beauty, Inc. (ELF) Crushes Q1 2027 Estimates as Rhode Fuels a Major Growth Acceleration

Pre-earnings options volume in e.l.f Beauty, Inc. (NYSE:ELF) traded at 1.2x normal levels on August 5, with calls leading puts 8:7. Implied volatility suggested traders were anticipating a post-earnings price swing of roughly 11.8%, or $10.53 per share, close to the stock’s median post-earnings move of 12.9% over the past eight quarters. e.l.f Beauty, Inc. […]

RKLB Q2 Deep Dive: Iridium Acquisition, Neutron Progress, and Margin Pressures Shape Outlook
StockStory8d agoneutral
RKLB Q2 Deep Dive: Iridium Acquisition, Neutron Progress, and Margin Pressures Shape Outlook

Aerospace and defense company Rocket Lab (NASDAQ:RKLB) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 62% year on year to $234.1 million. On top of that, next quarter’s revenue guidance ($257.5 million at the midpoint) was surprisingly good and 7% above what analysts were expecting. Its non-GAAP loss of $0.02 per share was 64.4% above analysts’ consensus estimates.

Delta Air Lines has a reliability problem that may get worse
TheStreet8d agoneutral
Delta Air Lines has a reliability problem that may get worse

If you fly regularly, you understand that delays happen, and as a frequent flyer myself, I'll say that they're forgivable, as long as the airline gets me to my intended destination eventually. Airlines, however, have been bragging about their ability to get you there on time. Cirium has published ...

Coca-Cola’s Raised Guidance And Margin Gains Might Change The Case For Investing In Coca-Cola (KO)
Simply Wall St.8d agoneutral
Coca-Cola’s Raised Guidance And Margin Gains Might Change The Case For Investing In Coca-Cola (KO)

Coca-Cola recently posted a strong second quarter, with healthy global demand, improving margins, broad-based volume growth, and management raising full-year revenue and earnings guidance. This upgraded outlook, alongside ongoing market-share gains and disciplined cost control, has reinforced investor confidence in the company’s ability to sustain its operating performance. We’ll now explore how Coca-Cola’s raised full-year guidance and margin improvement shape the company’s broader...

S&P Global (SPGI) Stock Looks Fairly Valued Following a 20% Fall
Simply Wall St.8d agobearish
S&P Global (SPGI) Stock Looks Fairly Valued Following a 20% Fall

S&P Global stock has fallen 20.1% over the past year, yet the current Excess Returns intrinsic value estimate sits close to the market price while earnings multiples still point to an expensive stock. That combination leaves S&P Global looking roughly fairly valued on one framework, but priced at a premium on another. The 20.1% share price decline over the last year raises the question of whether recent weakness has already reset expectations or if investors are still paying up for S&P...

S&P 500 notches record-high close as rate-hike worries ease
Reuters Videos8d agoneutralVIDEO
S&P 500 notches record-high close as rate-hike worries ease

<body><p>VIDEO SHOWS: N/A</p><p>STORY: Wall Street's main indexes ended higher on Thursday, with the Dow ticking up marginally, the S&P 500 adding nearly two-thirds of a percent to close at a record high, and the tech-heavy Nasdaq climbing more than eight-tenths of a percent.</p><p>Several chip stocks led the way, with shares of Sandisk surging nearly 14% after the memory chip maker said it expects revenue to grow at a mid-to-high-teens percentage rate from fiscal years 2028 to 2030, encouraged by strong demand amid rapid AI infrastructure buildout.&nbsp;</p><p>On the flip side, shares of Cisco fell more than 8% despite the AI infrastructure company a day earlier forecasting fiscal 2027 revenue above Wall Street expectations.</p><p>Eric Diton is president and managing director of The Wealth Alliance.</p><p>"Sandisk up double digits with just great numbers, great expectations for future revenue for margins, which by the way is what took Cisco down today. Cisco beat on earnings, beat on revenue, but the street focused on a little over a 2% drop in margin, and they beat up the stock pretty well. But generally speaking, the Nasdaq's having a great day, up roughly three quarters of a percent, led by the chips."</p><p>Elsewhere in the market, shares of Netflix climbed more than 5% after billionaire investor Bill Ackman unveiled a new holding in the streaming company as part of Pershing Square's biggest portfolio overhaul in years.</p><p>And shares of Tapestry plunged more than 16% after the Coach owner forecast muted annual revenue growth.</p><p>Meanwhile, fresh data showed U.S. producer prices were unchanged in July, while the number of Americans filing claims for unemployment benefits increased moderately last week, pointing to a stable jobs market.</p><p>Traders are pricing in a more than 60% chance that the Federal Reserve will keep interest rates unchanged at its meeting next month, according to CME's FedWatch tool.</p></body>

Is Freeport-McMoRan (FCX) Undervalued As Insider Selling Meets A Premium P/E?
Simply Wall St.8d agobearish
Is Freeport-McMoRan (FCX) Undervalued As Insider Selling Meets A Premium P/E?

Freeport-McMoRan (FCX) is back on investor watch after Chief Accounting Officer Ellie L. Mikes sold 4,773 shares on 5 August at US$70.00, trimming her direct stake by 12%. See our latest analysis for Freeport-McMoRan. Freeport-McMoRan shares have eased back in the short term, with the 1-day share price return down 3.45% and the 7-day share price return down 1.98%. However, the 30-day share price return of 7.88% and year to date share price return of 28.69% sit alongside a 1-year total...

DLocal (DLO) Stock Could Be Cheap on Fair Value but Pricey on Earnings
Simply Wall St.8d agoneutral
DLocal (DLO) Stock Could Be Cheap on Fair Value but Pricey on Earnings

DLocal’s share price is still down 74.8% over the past five years, yet the latest valuation work paints a split picture, with the intrinsic value estimate pointing to upside while traditional earnings based multiples lean the other way. The stock has declined 74.8% over five years, which means long term holders have seen a heavy drawdown that now frames any debate about upside. Strong growth in payment volumes and profits can support higher earnings expectations. However, any setback in...

FuelCell Energy (FCEL) Pushes Carbon Capture, Is The Stock Fully Valued?
Simply Wall St.8d agoneutral
FuelCell Energy (FCEL) Pushes Carbon Capture, Is The Stock Fully Valued?

Recent attention on FuelCell Energy (FCEL) centers on its carbon capture platform, which captures emissions from existing fossil fuel plants while generating extra electricity. The platform uses a modular setup that can scale across different project sizes. See our latest analysis for FuelCell Energy. The recent focus on FuelCell Energy's carbon capture platform comes alongside sharp share price moves, with the 1 year total shareholder return of very large magnitude and the 3 year and 5 year...

Marvell (MRVL) Stock Trades At A Premium After A 290% Run
Simply Wall St.8d agoneutral
Marvell (MRVL) Stock Trades At A Premium After A 290% Run

Marvell Technology stock has delivered a very strong 289.6% return over the past three years, yet current valuation checks suggest the shares are priced at a premium rather than standing out as a clear bargain. The 289.6% three year return highlights how strongly sentiment has shifted in favor of Marvell Technology and raises the bar for what future fundamentals may need to justify. Investor focus on Marvell’s role in AI data center and memory infrastructure can support high expectations,...

TeraWulf (WULF) Stock Looks Stretched With Cash Flow And Sales In Focus
Simply Wall St.8d agoneutral
TeraWulf (WULF) Stock Looks Stretched With Cash Flow And Sales In Focus

TeraWulf stock has delivered a very large 3 year gain of about 7x, yet the current checks point to an expensive setup, with both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples indicating the shares trade at a premium. Over the past 3 years, TeraWulf has returned 715.8%, which sets a high bar for any further upside to be justified by fundamentals. Long term high performance computing and AI infrastructure leases can support expectations for future cash flows,...

Blaize Q2 Earnings Call Highlights
MarketBeat8d agoneutral
Blaize Q2 Earnings Call Highlights

Blaize (NASDAQ:BZAI) lowered its full-year 2026 revenue outlook to $40 million to $43 million, from prior guidance of $130 million, citing delayed customer deployments, commercial opportunities that did not convert as expected, higher memory costs and a provision tied to an outstanding Starshine rec