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The 5 Most Interesting Analyst Questions From AMD’s Q2 Earnings Call
StockStory10d agoneutral
The 5 Most Interesting Analyst Questions From AMD’s Q2 Earnings Call

AMD’s second quarter saw revenue and non-GAAP profit both exceed Wall Street expectations, yet the market reacted negatively. Management attributed the quarter’s results to robust adoption of its EPYC server CPUs and Instinct accelerators, particularly within the data center segment, which now makes up nearly 60% of total revenue. CEO Lisa Su highlighted “record server CPU revenue” and noted that sales were powered by cloud and enterprise demand, as well as broader adoption across industries ran

Where is Coca-Cola’s headquarters? All about its Atlanta base
TheStreet10d agoneutral
Where is Coca-Cola’s headquarters? All about its Atlanta base

Most corporations have headquarters; few have museums devoted to the cultural impact their products have had around the world. But then again, few corporations are Coca-Cola, the world’s largest beverage company. The company has had its home base in Atlanta, Georgia, ever since it was founded in ...

Are SpaceX Shares at the Beginning of a Trillion-Dollar Short Squeeze?
24/7 Wall St.10d agoneutral
Are SpaceX Shares at the Beginning of a Trillion-Dollar Short Squeeze?

Short interest in SpaceX just cratered from 34% to 11% while the stock surged nearly 35% in weeks, and with a $60 billion acquisition looming and the next share unlock approaching, the pressure building in the order book could dwarf anything the market has seen before.

Is KKR (KKR) Stock Reasonable After Its AI Infrastructure Push?
Simply Wall St.10d agoneutral
Is KKR (KKR) Stock Reasonable After Its AI Infrastructure Push?

KRR stock has delivered a strong 91.3% return over the past three years, yet its current checks send mixed signals, with an intrinsic value estimate from the Excess Returns model pointing to upside while market multiples lean the other way. The 91.3% three year return highlights how strongly KKR has rewarded long term holders, which makes today’s entry price more important for new investors. Participation in large scale infrastructure and AI related financing can support long term cash flow...

Coupang (CPNG) Posted US$8.9 Billion In Q2 Revenue
Simply Wall St.10d agoneutral
Coupang (CPNG) Posted US$8.9 Billion In Q2 Revenue

Coupang (NYSE: CPNG) reported Q2 2026 results that show revenue growth alongside continued operating losses and margin pressure. Results were affected by regulatory fines, prior data incidents and higher integration costs linked to recent acquisitions. Developing Offerings, including expansion in Taiwan and the Coupang Eats platform, is gaining traction but is expected to keep EBITDA in loss territory for now. Coupang is far from the only company investing heavily for future growth while...

Is Wells Fargo’s Tokenized Deposit Push Reshaping Its Post‑Cap Investment Story (WFC)?
Simply Wall St.10d agoneutral
Is Wells Fargo’s Tokenized Deposit Push Reshaping Its Post‑Cap Investment Story (WFC)?

In August 2026, Wells Fargo & Company issued a series of callable, unsecured senior notes across maturities from 2029 to 2051 and announced new perpetual, non‑cumulative depositary shares, alongside launching tokenized deposits for corporate and commercial clients to enable around‑the‑clock, blockchain‑based settlement within the insured banking system. This combination of traditional debt issuance and blockchain‑enabled tokenized deposits signals Wells Fargo’s push to pair balance sheet...

Joby Aviation (JOBY) Makes A $500 Million Defense Bet With New Division
Simply Wall St.10d agoneutral
Joby Aviation (JOBY) Makes A $500 Million Defense Bet With New Division

Joby Aviation (NYSE: JOBY) agreed to acquire defense technology firm Resonant Sciences for US$500 million to create a dedicated defense division. The deal is structured around integrating Resonant's technologies with Joby's existing eVTOL and autonomy platforms. Joby plans to use the acquisition to expand beyond commercial air taxi and hybrid aircraft into dual use defense applications. The transaction highlights Joby's push to tap into defense sector spending as an additional revenue...

Has FactSet Research Systems (FDS) Fallen Far Enough to Trade at a Discount?
Simply Wall St.10d agobearish
Has FactSet Research Systems (FDS) Fallen Far Enough to Trade at a Discount?

FactSet Research Systems has seen its share price fall 32.3% over the past three years, yet the current valuation picture is mixed, with the intrinsic value estimate from the Excess Returns model pointing to meaningful upside while earnings-based multiples look closer to fair. The stock has declined 32.3% over three years, which puts more focus on whether today’s price already reflects weaker sentiment around the business. In a period when broader S&P 500 companies have reported strong...

Ciena (CIEN) Wins Next Generation DWDM Network Build In UAE
Simply Wall St.10d agobullish
Ciena (CIEN) Wins Next Generation DWDM Network Build In UAE

Ciena (NYSE:CIEN) has been selected by e& UAE to supply technology for a next generation, high capacity DWDM network build in the country. The company reported a successful quantum safe networking trial with Quantum Corridor and Toshiba using Ciena optical and secure transport systems. Both developments highlight Ciena's role in large scale digital infrastructure projects and in addressing future data security needs. For readers looking to find more companies exposed to similar digital and...

Does Lumen Technologies (LUMN) Gain An Edge With John Hinshaw Joining Its Board?
Simply Wall St.10d agoneutral
Does Lumen Technologies (LUMN) Gain An Edge With John Hinshaw Joining Its Board?

Lumen Technologies (NYSE:LUMN) appointed John M. Hinshaw to its Board of Directors. Hinshaw brings experience leading global operations and transformation initiatives at HSBC. His career includes executive roles at Hewlett-Packard, Hewlett Packard Enterprise, Boeing, and Verizon Wireless. For a broader view on how experienced leadership can shape corporate direction, it is worth exploring companies in the same theme through 19 top founder-led companies. NYSE:LUMN 1-Year Stock Price...

Carvana (CVNA) Stock Sees Modest Fair Value Cut After Cautious Q2 Analyst Revisions
Simply Wall St.10d agoneutral
Carvana (CVNA) Stock Sees Modest Fair Value Cut After Cautious Q2 Analyst Revisions

Carvana’s updated analyst fair value estimate has shifted from about US$89.83 to US$82.83, landing within a tighter band that now clusters many targets between US$70 and US$100. Analysts describe this as a more cautious stance on valuation that still assumes Carvana can execute on its long term growth plans, with most firms fine tuning models rather than abandoning their core thesis. As you read on, you will see how these price target moves fit into the broader Carvana story and what to watch...

Valero Energy (VLO) Is Up 9.2% After Robust Q2 Earnings And US$8.4 Billion Buyback Completion
Simply Wall St.10d agobullish
Valero Energy (VLO) Is Up 9.2% After Robust Q2 Earnings And US$8.4 Billion Buyback Completion

In the second quarter and first half of 2026, Valero Energy reported sharply higher sales and net income year over year, while completing a large share repurchase program totaling 48,114,319 shares for about US$8.42 billion. This combination of strong earnings and substantial buybacks materially reshapes Valero’s capital structure and highlights management’s focus on returning cash to shareholders. Next, we’ll examine how Valero’s powerful earnings rebound and completed US$2.26 billion...

Inovio Pharmaceuticals Q2 Earnings Call Highlights
MarketBeat10d agoneutral
Inovio Pharmaceuticals Q2 Earnings Call Highlights

Inovio Pharmaceuticals (NASDAQ:INO) said the U.S. Food and Drug Administration has completed several key steps in its review of the company’s biologics license application for INO-3107, an investigational treatment for recurrent respiratory papillomatosis, or RRP, while the company continues prepara

Grocery Outlet Q2 Earnings Call Highlights
MarketBeat10d agoneutral
Grocery Outlet Q2 Earnings Call Highlights

Grocery Outlet (NASDAQ:GO) reported second-quarter results that exceeded its outlook as the retailer said efforts to strengthen its opportunistic assortment, sharpen value messaging and improve store execution gained traction. Net sales rose 1% year over year to $1.19 billion for the quarter ended

Oracle sends another shocking message to employees
TheStreet10d agoneutral
Oracle sends another shocking message to employees

2026 has been a hard year to work in tech, even at companies posting record revenue. Salesforce trimmed its support division nearly in half earlier this year, then quietly cut more jobs in an AI-related shakeup in February. The justification each time is the same: Artificial intelligence made the ...