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Citi Recommends Buying the Dip in Memory Stocks as AI Cycle Gains Momentum
InvestorsHub28d agobullish
Citi Recommends Buying the Dip in Memory Stocks as AI Cycle Gains Momentum

Citi believes the recent sell-off in memory chip stocks presents a buying opportunity, arguing that the artificial intelligence-driven memory cycle is still in its early phases and could ultimately exceed the industry’s previous boom between 2001 and 2007. The bank says the current environment shares many similarities with the long NAND expansion seen during the early 2000s, when products such as MP3 players and digital cameras transformed demand and flash memory steadily replaced older storage

Bloomberg28d agoneutral
Behind Bessent Moves, Wall Street Sees Sign of Bond-Market Angst

(Bloomberg) -- Wall Street traders and strategists say US Treasury Secretary Scott Bessent is sending fresh signals that he’s eager to keep bond yields from spiking higher.Most Read from BloombergTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaIran Says Hormuz Deal Close But Its Conditions Must Be MetOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300America’s Cyber Forces Grapple With Cluster of Deaths by SuicideWalmart Tests Fulfillment Cart Changes After Child Hit

SK Hynix’s $38 billion buildout has a name attached: Nvidia
TheStreet28d agoneutral
SK Hynix’s $38 billion buildout has a name attached: Nvidia

Every high-end NvidiaAI chip that ships this year comes bundled with someone else’s manufacturing bet. The stacked memory wrapped around each processor, the component that lets a GPU actually move data fast enough to be useful, comes almost entirely from one supplier. SK Hynix Inc. (SKHY) is that ...

Should Upgraded Momentum Scores and Earnings Estimates Require Action From TJX Companies (TJX) Investors?
Simply Wall St.28d agobullish
Should Upgraded Momentum Scores and Earnings Estimates Require Action From TJX Companies (TJX) Investors?

Recently, Zacks reported that TJX Companies received a Momentum Style Score of B and a Zacks Rank of #2 (Buy), alongside upward revisions to earnings estimates for both the current and next fiscal year. This combination of improving analyst expectations and favorable momentum metrics highlights growing confidence in TJX’s ability to convert its off-price model into stronger earnings power. Against this backdrop of higher earnings estimates, we’ll now examine how this development may...

Why MACOM (MTSI) Is Up 23.6% After Strong Q3 Results And Raised Q4 Guidance
Simply Wall St.28d agoneutral
Why MACOM (MTSI) Is Up 23.6% After Strong Q3 Results And Raised Q4 Guidance

MACOM Technology Solutions Holdings, Inc. reported past fiscal third-quarter 2026 results with sales of US$342.24 million and net income of US$100.71 million, and issued fiscal fourth-quarter revenue guidance of US$415 million to US$425 million. The quarter highlighted strong growth across Data Center, Industrial & Defense, and Telecom segments, with Data Center demand driving record orders and improved operating leverage. Next, we’ll examine how this Data Center-driven strength and raised...

Paramount Skydance (PSKY) Stock May Be Below Fair Value As Guidance Rises
Simply Wall St.28d agoneutral
Paramount Skydance (PSKY) Stock May Be Below Fair Value As Guidance Rises

Paramount Skydance stock has delivered a steep 73.6% decline over the past five years, yet its valuation checks now point to a company that screens as cheap on several fronts rather than stretched. Over the last five years the share price has fallen 73.6%, which means long term holders have taken a heavy hit even before looking at today’s valuation. Stronger momentum in streaming and expected cost savings from the Skydance tie up can support earnings. At the same time, the delayed Warner...

LunR Royalties (TSX:LUNR) Reports Earnings And Adds A Director, Is The Stock Overvalued?
Simply Wall St.28d agoneutral
LunR Royalties (TSX:LUNR) Reports Earnings And Adds A Director, Is The Stock Overvalued?

Earnings and Board Change Put LunR Royalties in Focus LunR Royalties (TSX:LUNR) drew attention on August 6, 2026 after reporting second quarter and six month earnings, alongside appointing Newmont executive Scott Langley to its Board of Directors. The company reported second quarter sales of US$4.61 million with a net loss of US$0.147 million. For the first half of 2026, sales were US$4.61 million and the net loss reached US$1.99 million, with basic and diluted loss per share from continuing...

Jim Cramer reveals where he'd put money for the rest of 2026
TheStreet28d agoneutral
Jim Cramer reveals where he'd put money for the rest of 2026

Picking individual stocks is hard, and it gets even harder when the market keeps setting records. The S&P 500 closed at an all-time high of 7,737 on August 4, and the Dow topped 54,000 points for the first time ever. That kind of run makes it tough to know what still has room to move ...

Oklo’s (OKLO) Groves Reactor Hits Criticality In Under A Year
Insider Monkey28d agoneutral
Oklo’s (OKLO) Groves Reactor Hits Criticality In Under A Year

Oklo Inc. (NYSE:OKLO) just proved it can build a nuclear reactor as fast as it promised. On August 6, the company announced its Groves Isotope Test Reactor in Lockhart, Texas, achieved first criticality, a controlled, self-sustaining nuclear chain reaction, less than a year after groundbreaking. It’s the first project under the US Department of Energy’s […]