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Applied Materials (NASDAQ:AMAT) Posts Better-Than-Expected Sales In Q2
StockStory8d agoneutral
Applied Materials (NASDAQ:AMAT) Posts Better-Than-Expected Sales In Q2

Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 24.8% year on year to $9.12 billion. On top of that, next quarter’s revenue guidance ($10.25 billion at the midpoint) was surprisingly good and 6.1% above what analysts were expecting. Its non-GAAP profit of $4.02 per share was 18.4% above analysts’ consensus estimates.

Is Wayfair (W) Still A Bargain After Its Earnings Surge?
Simply Wall St.8d agobullish
Is Wayfair (W) Still A Bargain After Its Earnings Surge?

Wayfair stock has rebounded over the past few years, yet investors now face a split verdict on value, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model pointing to a large discount while market based multiples suggest the shares are not cheap. Wayfair shareholders have seen the stock decline 63.3% over the past 5 years, which keeps long term returns under pressure even after the more recent recovery. The recent lift in higher end brands and store expansion can support...

Costco (COST) Debuts Reusable Tote Trio In West Coast Stores And Online Soon
Simply Wall St.8d agoneutral
Costco (COST) Debuts Reusable Tote Trio In West Coast Stores And Online Soon

Costco Wholesale (NasdaqGS:COST) is rolling out Out Of The Woods LLC's XL Tote Trio reusable bag set in select West Coast warehouses, with online availability expected soon. The XL Tote Trio features environmentally focused materials and design, reflecting Costco's wider push into sustainable consumer lifestyle products. This launch adds a new category of eco-friendly, reusable totes to Costco's in-warehouse assortment, separate from recent supplement and snack product launches. Investors...

RTX (RTX) Stock May Be 3% Undervalued Despite Fresh Missile Defense Contract
Simply Wall St.8d agobearish
RTX (RTX) Stock May Be 3% Undervalued Despite Fresh Missile Defense Contract

RTX stock has almost tripled over the past five years, yet current valuation checks suggest it now sits closer to fair value than to a clear bargain, with the Discounted Cash Flow (DCF) intrinsic value estimate broadly in line with the market price. RTX has delivered a 190.9% total return over five years, which puts extra focus on whether the current share price still offers an attractive risk reward profile. Recent contracts in engines, missile defense and avionics modernization can support...

Freeport McMoRan (FCX) Stock Looks Stretched As Fresh Copper Discovery News Emerges
Simply Wall St.8d agoneutral
Freeport McMoRan (FCX) Stock Looks Stretched As Fresh Copper Discovery News Emerges

Freeport-McMoRan stock has delivered a strong 118.9% total return over the past five years, yet the current valuation checks and market multiples suggest the shares are not an obvious bargain at today's levels. Over the last 5 years Freeport-McMoRan has returned 118.9%, which puts extra focus on whether the recent share price reflects a full valuation for the business. Expectations around copper focused growth can support the current price, while any disappointment in project delivery or...

Merck (MRK) Stock Fair Value Edges Higher After Analysts Back Pipeline Progress
Simply Wall St.8d agoneutral
Merck (MRK) Stock Fair Value Edges Higher After Analysts Back Pipeline Progress

Price target commentary for Merck has shifted toward a US$140 to US$155 range, anchored by a modest uplift in fair value from US$132.78 to US$136.85. Analysts link these higher targets to research that highlights Merck’s pipeline progress, recent business development moves and continued focus on late stage therapeutics. As you read on, you will see how to track these moving pieces and what they could mean for the evolving Merck story in the coming years. Stay updated as the Fair Value for...

8-13-2026: Tight Ranges, Falling Yields + AI Compute Financing
NYSE8d agobearishVIDEO
8-13-2026: Tight Ranges, Falling Yields + AI Compute Financing

Eric Criscuolo, Market Strategist at the NYSE, reviews a quiet week on Wall Street marked by tight trading ranges, cooling inflation, and a major new AI financing development. The S&P 500 consolidated near all-time highs before breaking through 7,800 for the first time on Thursday, lifted in part by Nvidia's partnership with major Wall Street firms to launch a $500 billion compute financing platform. In-line CPI and a cooler-than-expected PPI pushed yields lower across the curve, with the long end finally joining the downtrend. Looking ahead, markets will turn their attention to FOMC meeting minutes, August Flash PMIs, and earnings from consumer and housing bellwethers including Walmart, Home Depot, and Deere.

Applied Materials forecasts quarterly revenue above estimates
Reuters8d agobearish
Applied Materials forecasts quarterly revenue above estimates

Applied Materials forecast ‌fourth-quarter revenue ‌above Wall Street expectations ​on Thursday, betting that unabated demand for ‌advanced AI ⁠chips will continue to ⁠fuel robust spending on ​its semiconductor ​manufacturing ​equipment. The company ‌forecast quarterly revenue of around $10.25 billion, plus or minus $500 million, compared ‌with ​analysts' average ​estimate ​of $9.54 ‌billion, according to data ​compiled ​by LSEG.

S&P 500 Rides AI Stock Rally to Fresh Record High
Barrons.com8d agobullish
S&P 500 Rides AI Stock Rally to Fresh Record High

The S&P 500 cruised through the latest round of earnings reports and inflation data to close at a record high on Thursday. The Nasdaq Composite was up 0.8%. Artificial intelligence stocks were once again at the vanguard, but a broad collection of S&P 500 stocks closed higher.

Gemini & Zocdoc launch AI doctor booking
Yahoo Finance Video8d agoneutralVIDEO
Gemini & Zocdoc launch AI doctor booking

Oliver Kharraz, Zocdoc Founder & CEO discusses teaming up with Google (GOOG) to integrate real-time healthcare appointment booking directly into the Gemini app, reducing patient wait times from 31 days to 72 hours.

Gemini & Zocdoc launch AI doctor booking
Yahoo Finance Video8d agoneutralVIDEO
Gemini & Zocdoc launch AI doctor booking

Oliver Kharraz, Zocdoc Founder & CEO discusses teaming up with Google (GOOG) to integrate real-time healthcare appointment booking directly into the Gemini app, reducing patient wait times from 31 days to 72 hours while maintaining data privacy.

Retail Investors Think This Under-$10 Drone Stock Can Double
Insider Monkey8d agoneutral
Retail Investors Think This Under-$10 Drone Stock Can Double

Retail investors are looking beyond Nvidia to find long-term investments that will pay off. To find the small names investors believe have potential, we scoured Reddit communities like r/investing and r/stockstobuytoday, where everyday traders swap ideas and dig into stocks Wall Street mostly ignores. One name kept coming up. Ondas Ondas Holdings (NASDAQ:ONDS) makes autonomous […]

These 3 companies just delivered a reality check on AI bubble fears
Yahoo Finance Video8d agoneutralVIDEO
These 3 companies just delivered a reality check on AI bubble fears

Yahoo Finance Tech Editor Dan Howley joins Market Domination to break down the state of the AI infrastructure race as fresh earnings from Nebius (NBIS), CoreWeave(CRWV), and Super Micro Computer (SMCI) signal that demand for AI computing power remains red-hot. The results are giving investors fresh confidence in the AI trade and helping ease concerns that the boom could be heading toward bubble territory.