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Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance
24/7 Wall St.14d agobullish
Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance

Shares of Super Micro Computer (NASDAQ:SMCI) are up 4% to $32.48 in Monday morning trading, leading a broad bid across AI server names heading into the company’s fiscal Q4 2026 earnings report. Hewlett Packard Enterprise (NYSE:HPE) stock is climbing 4% to $55.20, and Dell Technologies (NYSE:DELL) shares are advancing 3% to $468.67. The action is ... Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance

Coca-Cola (KO) Stock Looks Near Fair Value While Earnings Sit Above Fair Value
Simply Wall St.14d agoneutral
Coca-Cola (KO) Stock Looks Near Fair Value While Earnings Sit Above Fair Value

Coca-Cola stock has delivered a 75.6% total return over the past 5 years, yet current valuation checks suggest it no longer looks like a clear bargain. The latest Discounted Cash Flow (DCF) intrinsic value estimate sits close to the share price, while the broader metrics lean slightly expensive. Coca-Cola has returned 75.6% over 5 years, which puts extra focus on whether today’s price already reflects investors’ optimism. The company’s role as a long term holding for large institutional...

Vertex Pharmaceuticals (VRTX) Is Up 5.4% After Raising 2026 Revenue Guidance And Expanding Its Pipeline - Has The Bull Case Changed?
Simply Wall St.14d agoneutral
Vertex Pharmaceuticals (VRTX) Is Up 5.4% After Raising 2026 Revenue Guidance And Expanding Its Pipeline - Has The Bull Case Changed?

Vertex Pharmaceuticals recently reported second-quarter 2026 results, with revenue rising to US$3,333.9 million and net income reaching US$1,099.8 million, and raised its full-year 2026 revenue guidance to US$13.10–US$13.20 billion. At the same time, a new collaboration with AbCellera on multispecific T‑cell engagers and a setback for a key cystic fibrosis competitor together highlight Vertex’s efforts to broaden its pipeline while easing pressure on its core franchise. We’ll now examine how...

CrowdStrike Holdings (CRWD) Fal.Con 2026 Sells Out With 10,000 Attendees
Simply Wall St.14d agobearish
CrowdStrike Holdings (CRWD) Fal.Con 2026 Sells Out With 10,000 Attendees

CrowdStrike Holdings (NasdaqGS:CRWD) reports its Fal.Con 2026 conference has sold out at record speed, drawing more than 10,000 attendees from 71 countries. The event introduces a new Day Zero Threat Research Summit focused on AI driven threats, alongside expanded AI focused security sessions and sector specific programming. CrowdStrike highlights customer led threat research and original AI threat intelligence as part of a broader push to influence how the industry secures AI systems. Major...

Microsoft (MSFT) Stock Looks Fully Valued Despite Strong AI Optimism
Simply Wall St.14d agoneutral
Microsoft (MSFT) Stock Looks Fully Valued Despite Strong AI Optimism

Microsoft stock has delivered a 76.8% return over the past 5 years, yet the latest valuation checks suggest it no longer looks obviously cheap, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model that sits close to the current share price and mixed signals from other metrics. After a sharp move in the tech sector and fresh optimism around Microsoft’s cloud and AI businesses, investors are weighing that strong track record against a relatively low overall value score. A...

Cerebras Systems (CBRS) Partners With Lovable, Is The Stock Still A Bargain?
Simply Wall St.14d agoneutral
Cerebras Systems (CBRS) Partners With Lovable, Is The Stock Still A Bargain?

Cerebras Systems (CBRS) is back in focus after announcing a partnership with Lovable to power its software creation platform using Cerebras hardware tailored for low latency AI inference. See our latest analysis for Cerebras Systems. The partnership news landed alongside a sharp 1-day share price return of 7.30%, yet Cerebras Systems still has a year to date share price return that is down 27.11%. Together with earlier data center agreements, the recent 30-day share price return of 5.42%...

Bitcoin ETF News: BlackRock Captured 81% of ETF Inflows in August Surge
99bitcoins14d agobullish
Bitcoin ETF News: BlackRock Captured 81% of ETF Inflows in August Surge

In Thailand crypto news today, the Southeast Asian nation has adopted a 0% personal income tax rate on capital gains from cryptocurrency trades conducted through Securities and Exchange Commission of Thailand-licensed exchanges, brokers, and dealers. Published in the Royal Gazette under Ministerial Regulation No. 399, the exemption applies to qualifying ...

Michael Burry Is Buying Lululemon (LULU) and MercadoLibre (MELI). Should You?
Insider Monkey14d agobullish
Michael Burry Is Buying Lululemon (LULU) and MercadoLibre (MELI). Should You?

Michael Burry’s latest stock moves are out and Wall Street is paying attention. According to media reports, Burry has piled into (NASDAQ:LULU) and MercadoLibre (NASDAQ:MELI). Lululemon: Down 40% This Year Lululemon (NASDAQ:LULU) sells yoga wear, running clothes, and athleisure. The stock has lost more than 40% year to date. Fiscal Q1 revenue was up just […]

2 Services Stocks for Long-Term Investors and 1 We Find Risky
StockStory14d agoneutral
2 Services Stocks for Long-Term Investors and 1 We Find Risky

Business services providers use their specialized expertise to help enterprises streamline operations and cut costs. Furthermore, the demand for their offerings is rising as more clients outsource non-core functions, a trend that has enabled the industry to return 16.8% over the past six months. At the same time, the S&P 500 was up 10.9%.

SpaceX Stock Touches IPO Price
Investopedia14d agoneutral
SpaceX Stock Touches IPO Price

Shares of SpaceX on Monday rose above $135, the price at which the company sold shares to the public in mid-June, for the first time since July 16.