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Cisco Stock Soars As 'Very Strong, Broad-Based Demand' Drives Q3 Earnings Beat
Benzinga111d agobullish
Cisco Stock Soars As 'Very Strong, Broad-Based Demand' Drives Q3 Earnings Beat

Cisco Systems Inc (NASDAQ:CSCO) reported financial results for the third quarter of fiscal 2026 after the market close on Wednesday. Here’s a look at the key details from the report. Cisco Systems stock is approaching key resistance levels. What’s driving CSCO to record levels? Cisco Q3 Earnings Highlights Cisco posted third-quarter revenue of $15.84 billion, beating analyst estimates of $15.56 billion. The networking equipment company reported adjusted earnings of $1.06 per share for the quarte

Is It Time To Reassess MicroStrategy (MSTR) After Its Recent Share Price Surge?
Simply Wall St.111d agobullish
Is It Time To Reassess MicroStrategy (MSTR) After Its Recent Share Price Surge?

If you are asking whether Strategy's current share price lines up with its underlying value, this article is designed to walk you through the key pieces you need to weigh. Strategy closed at US$184.42, with the stock down 1.3% over the last week, up 43.4% over the last month, up 17.3% year to date, down 56.3% over the last year, and showing a very large gain over 3 and 5 years. Recent coverage has focused on Strategy's sharp swings in investor sentiment and how that has influenced trading...

Cisco (NASDAQ:CSCO) Surprises With Q1 CY2026 Sales, Stock Jumps 12.3%
StockStory111d agobullish
Cisco (NASDAQ:CSCO) Surprises With Q1 CY2026 Sales, Stock Jumps 12.3%

Networking technology giant Cisco (NASDAQ:CSCO) reported Q1 CY2026 results topping the market’s revenue expectations, with sales up 12% year on year to $15.84 billion. On top of that, next quarter’s revenue guidance ($16.8 billion at the midpoint) was surprisingly good and 6.5% above what analysts were expecting. Its non-GAAP profit of $1.06 per share was 2.3% above analysts’ consensus estimates.

Is Vistra (VST) Still a Good AI Stock to Buy? Grok Says Yes
Insider Monkey111d agobullish
Is Vistra (VST) Still a Good AI Stock to Buy? Grok Says Yes

We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. Vistra Corp (NYSE:VST) ranks #3 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 102 Surging electricity demand amid the AI data center boom drives the bull case for Vistra […]

Stocks Rally While Inflation Takes 30-year Yield to 5%
Barrons.com111d agobullish
Stocks Rally While Inflation Takes 30-year Yield to 5%

Wall Street was split on Wednesday, with stocks charging higher while Treasuries sold off following another poor auction that saw the 30-year Treasury yield reach 5%. The Dow fell 0.1%. Stocks gained despite a high inflation reading: Wholesale energy prices climbed 7.8% in April from March.

Gold Slips as US Inflation Resurgence Raises Odds of Fed Hike
Bloomberg111d agobullish
Gold Slips as US Inflation Resurgence Raises Odds of Fed Hike

(Bloomberg) -- Gold fell as the latest US data showed a resurgence in inflation, reinforcing bets that the Federal Reserve will keep interest rates higher for an extended period of time.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueTrump Lands in China for Xi Trade Summit With Iran War in LimboBullion dropped as much as 1% Wednesday after

Grok AI Chatbot Says You Should Buy Micron Technology (MU)
Insider Monkey111d agobullish
Grok AI Chatbot Says You Should Buy Micron Technology (MU)

We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. Micron Technology (NASDAQ:MU) ranks #2 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 137 Micron Technology (NASDAQ:MU) is benefiting from surging demand for high-bandwidth memory (HBM), DRAM, and CPU-side […]

Sea Posts Q1 Beat On Record Shopee Revenue Growth
Benzinga111d agobullish
Sea Posts Q1 Beat On Record Shopee Revenue Growth

Shares of Sea Ltd (NYSE:SE) were trading lower on Wednesday, after rallying on Tuesday after the company reported upbeat first-quarter results. The company's strong quarterly results "shifted market perception toward a more balanced investment approach," according to Benchmark. The Sea Analyst: Analyst Fawne Jiang reiterated a Buy rating and price target of $140. The Sea Thesis: The company reported GAAP revenue of $7.1 billion, up 47% year-on-year, which topped consensus on broad-based strength

Accenture, Roper Technologies, and 8 More Beaten-Down Stocks Worth Considering
Barrons.com111d agobullish
Accenture, Roper Technologies, and 8 More Beaten-Down Stocks Worth Considering

The market has become sharply divided between winners and losers, offering an opportunity to pick stocks that have been beaten down more than they deserve. Consider this: The index’s gain stems from semiconductor stocks, which have surged on artificial-intelligence companies’ growing demand for data center products. Other manufacturers that sell to data center builders have benefited and seen their stocks lead the market higher.

Tesla capex outlook climbs as company deepens AI investments, UBS says
Proactive111d agobullish
Tesla capex outlook climbs as company deepens AI investments, UBS says

Tesla Inc (NASDAQ:TSLA) had its price target raised modestly by UBS to $364 from $352, as the bank said the electric vehicle maker’s first-quarter update further highlighted its transition toward becoming a “physical AI company,” while maintaining a ‘Neutral’ rating on the stock. Shares of...

Broadcom Inc. (AVGO): Chris Rokos Is Buying This Chip Stock
Insider Monkey111d agobullish
Broadcom Inc. (AVGO): Chris Rokos Is Buying This Chip Stock

We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and Broadcom Inc. (NASDAQ:AVGO) ranks 2nd on this list. Broadcom Inc. (NASDAQ:AVGO) has consistently featured in the 13F portfolio of Rokos Capital Management since the second quarter of 2024. Back then, this position comprised 1.4 million shares. By late 2024, the fund had […]

1 Financials Stock on Our Buy List and 2 We Question
StockStory111d agobullish
1 Financials Stock on Our Buy List and 2 We Question

Financial institutions play a critical role, offering everything from consumer banking to wealth management and specialized financial solutions. But uncertainty about fiscal and monetary policy has tempered enthusiasm, limiting the industry's gains to 1.3% over the past six months. This return lagged the S&P 500's 7.1% climb.

3 High-Flying Stocks on Our Buy List
StockStory111d agobullish
3 High-Flying Stocks on Our Buy List

Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.

Why Nokia Stock Jumped 12% Today
Motley Fool111d agobullish
Why Nokia Stock Jumped 12% Today

Nokia launched agentic AI tools for self-healing networks. The stock jumped 12%, but the valuation is getting stretched.

Nextpower Buys Zigor Assets To Expand Into Storage And Data Centers
Simply Wall St.111d agobullish
Nextpower Buys Zigor Assets To Expand Into Storage And Data Centers

Nextpower (NasdaqGS:NXT) has agreed to acquire Zigor's power conversion assets. The deal also includes Zigor's U.S. subsidiary, Apex Power, expanding Nextpower's footprint in the United States. The transaction opens access to battery storage, utility scale inverters, and data center power markets for Nextpower. For investors tracking Nextpower, the move comes with the stock at $125.37 and a value score of 5. The share price return is 1.6% over the past week, 6.3% over the past month, 35.1%...

Is Accenture plc (ACN) A Good Stock To Buy Now?
Insider Monkey111d agobullish
Is Accenture plc (ACN) A Good Stock To Buy Now?

Is ACN a good stock to buy? We came across a bearish thesis on Accenture plc on r/investing_discussion by Variant_Invest. In this article, we will summarize the bears’ thesis on ACN. Accenture plc’s share was trading at $174.57 as of May 6th. ACN’s trailing and forward P/E were 14.76 and 12.03 respectively according to Yahoo Finance. Accenture […]

Is Cheniere Energy, Inc. (LNG) A Good Stock To Buy Now?
Insider Monkey111d agobullish
Is Cheniere Energy, Inc. (LNG) A Good Stock To Buy Now?

Is LNG a good stock to buy? We came across a bullish thesis on Cheniere Energy, Inc. on Imran Almaleh’s Substack. In this article, we will summarize the bulls’ thesis on LNG. Cheniere Energy, Inc.’s share was trading at $261.42 as of May 6th. LNG’s trailing and forward P/E were 11.17 and 18.38 respectively according to Yahoo […]

Is Eli Lilly and Company (LLY) A Good Stock To Buy Now?
Insider Monkey111d agobullish
Is Eli Lilly and Company (LLY) A Good Stock To Buy Now?

Is LLY a good stock to buy? We came across a bullish thesis on Eli Lilly and Company on Value & Momentum Portfolio’s Substack. In this article, we will summarize the bulls’ thesis on LLY. Eli Lilly and Company’s share was trading at $987.05 as of May 6th. LLY’s trailing and forward P/E were 35.13 and 28.82 […]