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27-year-old chip stock sees price target slashed despite sales, profit surge
TheStreet23d agobullish
27-year-old chip stock sees price target slashed despite sales, profit surge

Onsemi has spent several years working through weakness in its core automotive and industrial markets, and its latest quarter gave Wall Street a clearer look at where the next leg of growth could come from. The chipmaker reported second-quarter results on Aug. 3 that showed improving revenue, ...

Will Hims & Hers’ Higher 2026 Revenue Guidance Amid Rising Losses Change HIMS’s Investment Narrative?
Simply Wall St.23d agoneutral
Will Hims & Hers’ Higher 2026 Revenue Guidance Amid Rising Losses Change HIMS’s Investment Narrative?

Hims & Hers Health, Inc. reported second-quarter 2026 sales of US$753.21 million, up from US$544.83 million a year earlier, but moved from net income of US$42.51 million to a net loss of US$86.29 million, while also raising full-year 2026 revenue guidance to between US$3.10 billion and US$3.30 billion and issuing higher third-quarter revenue expectations. Alongside this growth outlook, the company is rolling out an AI-powered, personalized weight loss experience on the Hers app, supported by...

Jim Cramer Weighs In on SoFi’s (SOFI) $16–$19 Range
Insider Monkey23d agoneutral
Jim Cramer Weighs In on SoFi’s (SOFI) $16–$19 Range

During CNBC’s Mad Money episode on August 5, a caller questioned the near-term trajectory of SoFi Technologies, Inc. (NASDAQ:SOFI), pointing out that the stock has remained stuck in a tight trading band between $16 and $19 over the past six months. The long-term shareholder asked whether host Jim Cramer maintains a positive outlook on the […]

Can Comcast’s New Network Builds and Ad Tech Partnerships Reframe Its Enterprise Story (CMCSA)?
Simply Wall St.23d agobullish
Can Comcast’s New Network Builds and Ad Tech Partnerships Reframe Its Enterprise Story (CMCSA)?

In recent weeks Comcast has expanded Xfinity and Comcast Business high-speed Internet to more than 2,400 homes and businesses in Putnam County, Florida, completed a network build for hundreds of businesses in downtown Waterbury, and begun connecting over 3,200 locations in Northwood, New Hampshire. Alongside these physical network builds, Comcast and its Universal Ads platform are deepening partnerships that extend digital-style audience targeting and mobile measurement into premium TV,...

Agnico Eagle Mines (AEM) Stock Looks Fairly Priced On Cash Flow But Cheap On Earnings
Simply Wall St.23d agoneutral
Agnico Eagle Mines (AEM) Stock Looks Fairly Priced On Cash Flow But Cheap On Earnings

Agnico Eagle Mines stock has delivered a very large 3 year return, while current valuation checks suggest it is closer to fairly valued than clearly cheap. The Discounted Cash Flow (DCF) estimate and earnings multiples point to only a modest valuation gap rather than an obvious mispricing. Agnico Eagle Mines has returned about 3x over the last 3 years, which puts extra focus on whether recent gains are already reflected in the current share price. Recent higher earnings and a maintained...

Lake Victoria Gold Unveils Maiden 580,000-Ounce Resource at Tembo Project in Tanzania
Insider Monkey23d agoneutral
Lake Victoria Gold Unveils Maiden 580,000-Ounce Resource at Tembo Project in Tanzania

Lake Victoria Gold Ltd. (TSXV:LVG) (OTCQB:LVGLF) (FSE:E1K) has released the maiden National Instrument 43-101 (NI 43-101) Mineral Resource Estimate for its wholly owned Tembo Gold Project in northwestern Tanzania, outlining an initial resource of nearly 580,000 ounces of gold across three deposits. Lake Victoria Gold Ltd. has outlined its first NI 43-101 compliant mineral resource […]

BlackRock (BLK) Stock May Be Reasonable On AI Infrastructure Push
Simply Wall St.23d agoneutral
BlackRock (BLK) Stock May Be Reasonable On AI Infrastructure Push

BlackRock stock has delivered a strong 74.9% return over the past 3 years. However, the current checks suggest the share price is no obvious bargain, with the intrinsic value estimate from the Excess Returns model sitting close to the market price while earnings based multiples lean expensive. Over the last 3 years BlackRock has returned 74.9%, which puts more focus on whether today’s price still leaves enough room for future gains. Recent moves to finance large scale AI and digital...

Intel's huge rally is helping pay for its AI comeback
Yahoo Finance Video23d agobullishVIDEO
Intel's huge rally is helping pay for its AI comeback

In today's Chart of the Day, Yahoo Finance Markets & Data Editor Jared Blikre dives into Intel's (INTC) rally and how the chipmaker’s surging stock price saved the company millions as it prepares to issue $20 billion in new common stock.

Bloomberg23d agoneutral
Nvidia Credit Risk Eases After CEO Clarifies $500 Billion Plan

(Bloomberg) -- Bond traders dialed back measures of credit risk associated with Nvidia Corp. on Tuesday after the company said it would limit its exposure in a $500 billion plan to finance the type of artificial-intelligence investments that are driving demand for its computer chips. Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump M

Krispy Kreme’s Turnaround Sees Many Wins
QSR23d agobullish
Krispy Kreme’s Turnaround Sees Many Wins

Krispy Kreme is beginning to show what its business is capable of. The doughnut chain spent much of 2025 unwinding costly expansion, closing thousands of underperforming fresh-delivery points, and ending its nationwide McDonald’s partnership. Now, CEO Josh Charlesworth sees evidence that the work is producing a healthier growth engine. Krispy Kreme’s second-quarter net revenue fell […]

Earnings Are Beating Wall Street’s Boldest Expectations. What Comes Next.
Barrons.com23d agobullish
Earnings Are Beating Wall Street’s Boldest Expectations. What Comes Next.

There’s an elegant simplicity to one of the central tenets in gauging the health of the stock market and the companies that comprise its benchmark indexes: figuring out what’s in the till at the end of the day. Profit remains the most important measure of stock market health—and Corporate America is raking it in. “The greatest force behind stock markets right now is earnings, which is helping to overshadow concerns about Iran, inflation and AI [capital expenditure] spending viability,” said Dennis Follmer, chief investment officer, at Montis Financial in Waltham, Mass., to Barron’s. “Earnings have been an absolute freight train driving this market higher.”

This Is Where Nvidia Beats Broadcom
24/7 Wall St.23d agobullish
This Is Where Nvidia Beats Broadcom

Nvidia and Broadcom both posted staggering AI revenue this quarter, but one strategy bets on a handful of hyperscalers while the other bets on every model builder alive. The divergence between those bets reveals a quiet but widening competitive gap.