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27,214 signal articles · 163 in last 24h · 131,554 total before filter · latest 1h ago
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Jim Cramer on United Parcel: “I Don’t Buy Stocks for Yield. I Buy Stocks for Growth”
Insider Monkey111d agobullish
Jim Cramer on United Parcel: “I Don’t Buy Stocks for Yield. I Buy Stocks for Growth”

United Parcel Service, Inc. (NYSE:UPS) was among Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher. Inquiring about the stock, a caller noted its 20% year-to-date decline and called the company’s Q1 earnings per share “not pretty.” Cramer replied: I don’t, you know, […]

Bloomberg111d agobullish
Nebius Reports 684% Sales Jump on AI Data Center Growth

(Bloomberg) -- Cloud computing provider Nebius Group NV reported a 684% jump in first quarter sales on increased demand for its data centers. 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 RevenueInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyRevenues reached $399 million for the quarter, the Amsterdam-based company said in a st

How Record Backlog and Upgraded Guidance At Karman Holdings (KRMN) Has Changed Its Investment Story
Simply Wall St.111d agobullish
How Record Backlog and Upgraded Guidance At Karman Holdings (KRMN) Has Changed Its Investment Story

Karman Holdings recently reported record quarterly results for early 2026, lifting full-year revenue and EBITDA guidance on the back of strong defense and space demand and a backlog exceeding US$1 billion. The company also highlighted contingent multi-year demand commitments of more than US$1 billion from key space and defense customers, reinforcing visibility into future program volumes. Now, we will examine how these record results and higher guidance may influence Karman Holdings’...

Assessing KLA (KLAC) Valuation After Strong Quarter Dividend Hike And New US$7b Buyback Program
Simply Wall St.111d agobullish
Assessing KLA (KLAC) Valuation After Strong Quarter Dividend Hike And New US$7b Buyback Program

Dividend increase and buyback highlight KLA’s latest shareholder update KLA (KLAC) has paired its latest quarterly results with a higher dividend and a fresh US$7b buyback authorization, moves that directly affect how current and prospective investors might think about the stock. The company declared a quarterly dividend of US$2.30 per share, payable on June 2, 2026, with both the ex dividend and record dates set for May 18, 2026. For income focused investors, those dates determine who...

Optics Stock Rally Continues: Applied Optoelectronics Surges 8%, Lumentum and Coherent Rise 4%
24/7 Wall St.111d agobullish
Optics Stock Rally Continues: Applied Optoelectronics Surges 8%, Lumentum and Coherent Rise 4%

The optical components complex is extending its powerful run again in early trading Wednesday, with three of the group’s bellwethers building on Monday’s massive rip. Applied Optoelectronics (NASDAQ:AAOI) shares are up 8% intraday, trading near $203, while Coherent (NYSE:COHR) stock has climbed 4% to around $390. Lumentum Holdings (NASDAQ:LITE) is also participating, with LITE shares ... Optics Stock Rally Continues: Applied Optoelectronics Surges 8%, Lumentum and Coherent Rise 4%

China's Alibaba reports 38% jump in AI and cloud revenue as it races to grow
Associated Press111d agobullish
China's Alibaba reports 38% jump in AI and cloud revenue as it races to grow

China’s Alibaba said that growth accelerated for both its artificial intelligence and cloud businesses in the latest quarter, driven by the AI boom, even though overall revenue rose just 3% to to 243 billion yuan ($36 billion). Revenue from its Cloud Intelligence Group, which focuses on cloud computing and AI developments, jumped 38% in the January-March quarter from a year ago.

One Reason I Can’t Stop Buying Broadcom Stock
24/7 Wall St.111d agobullish
One Reason I Can’t Stop Buying Broadcom Stock

I keep hitting the buy button on Broadcom (NASDAQ:AVGO) because I have never watched a company sit this squarely on the single biggest capital cycle of my lifetime while acting like a cash-return machine for shareholders. Custom AI silicon for the handful of companies building frontier models, paired with a software business that prints money, ... One Reason I Can’t Stop Buying Broadcom Stock

Wolfspeed shares extend rally after Citrini spotlights AI infrastructure potential (WOLF)
InvestorsHub111d agobullish
Wolfspeed shares extend rally after Citrini spotlights AI infrastructure potential (WOLF)

Shares of Wolfspeed (NYSE:WOLF) surged 20% on Wednesday morning, marking a seventh consecutive session of gains after thematic research firm Citrini highlighted the chipmaker in a report focused on artificial intelligence infrastructure opportunities. The rally followed a research note published Tuesday in which Citrini described Wolfspeed as its “single-stock highlight” within the AI infrastructure sector, pointing to the company’s positioning following its bankruptcy restructuring.

Monolithic Power Systems (MPWR) Surged on Robust Quarterly Results
Insider Monkey111d agobullish
Monolithic Power Systems (MPWR) Surged on Robust Quarterly Results

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here. In Q1 2026, Baron Durable Advantage Fund (the Fund) declined 9.0% (Institutional Shares) compared to the 4.3% decline for the S&P 500 Index (the Index), the Fund’s benchmark. The […]

Wall Street Analysts See Vertiv (VRT) as a Buy: Should You Invest?
Zacks111d agobullish
Wall Street Analysts See Vertiv (VRT) as a Buy: Should You Invest?

According to the average brokerage recommendation (ABR), one should invest in Vertiv (VRT). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?