Arista Networks stock has delivered a very large 5 year return, yet current valuation checks show a mixed picture with the intrinsic value estimate sitting close to the market price while market multiples lean more expensive. Arista Networks has returned roughly 7x over the past 5 years, which puts extra focus on whether today’s price still reflects a reasonable long term expectation. Heavy investor attention on Arista Networks as a key supplier to AI infrastructure can support higher growth...
Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Pinterest reported second-quarter 2026 results with revenue rising to US$1,179.65 million but swinging from net income to a US$46.67 million loss, and also issued third-quarter revenue guidance of US$1,190 million to US$1,210 million. In parallel, Pinterest appointed Renee Jewell, currently Controller at Airbnb and CFO of Airbnb Payments, as Chief Accounting Officer, signaling a focus on experienced financial leadership during a period of higher sales but renewed losses. We’ll now examine...
Enphase Energy stock has delivered a steep 76.1% decline over the past five years, yet current valuation checks now suggest the shares trade at a premium, with both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples pointing in the same direction. The share price is down 76.1% over five years, which puts extra focus on whether the recent recovery phase is supported by the underlying valuation. Recent work on U.S. based manufacturing and the Kestrel ASIC platform can...
NextEra Energy (NYSE:NEE) faces added political scrutiny as Virginia Governor Abigail Spanberger formally intervenes in the state review of its proposed US$67b acquisition of Dominion Energy. The governor’s filing with the state commission highlights concerns about consumer energy costs, job impacts and renewable energy commitments tied to the deal. Her involvement introduces additional complexity for the regulatory process that oversees whether and how the merger can proceed. This level of...
Sparked by new catalysts, XRP could be ready to soar by more than 275% next year.
AMD's data center revenue is soaring on strong demand from the artificial intelligence industry.
Hecla Mining (NYSE:HL) reported second-quarter results marked by strong cash generation, record site-level free cash flow at Greens Creek and Lucky Friday, and a balance sheet that President and Chief Executive Officer Rob Krcmarov called the strongest in the company’s history. Revenue from continu
Howard Hughes (NYSE:HHH) used its second-quarter earnings call to outline its transition toward a diversified holding company following the June acquisition of Vantage Group Holdings, while reporting continued land-sale demand, condominium cash proceeds and growth in its master-planned communities b
The Pentagon Is Betting on a Rocket That Hasn’t Flown Yet Rocket Lab Corporation (NASDAQ:RKLB) continues to strengthen its presence in the defense sector. On August 4, the company won a $397 million U.S. Space Force contract to develop and operate satellites for a next-generation airborne target-tracking system. The award further strengthens Rocket Lab’s position […]
KLA Corporation just delivered a clean earnings beat and bullish forward guidance, yet the stock plunged double digits anyway. One top Wall Street analyst sees that panic as the setup of the year in semiconductor equipment.
Steelmaker Nucor and chip-gear giant ASML are among five stocks near buy points with earnings in the rearview mirror.
ON Semiconductor Corp (NASDAQ:ON) gave investors plenty of reasons for optimism after delivering stronger-than-expected second-quarter earnings, issuing third-quarter guidance above Wall Street’s expectations, and reaffirming that its AI data center revenue is on track to more than double in 2026. Robert W. Baird analyst Tristan Gerra grew more constructive on the fundamentals, raising his price […]
SpaceX will exclusviely be using Nvidia chips moving forward.
Palantir Technologies Inc. (NASDAQ:PLTR) delivered the strongest revenue growth in its history on its Aug 3 earnings, surpassing guidance across every key metric, and fueling a double-digit rally the next day. Results like these would normally be enough to win over even the stock’s biggest skeptics. Yet those results were not enough to change Jefferies […]
Canopy Growth is a marijuana stock, but U.S. regulations aren't the main driver of its business.
Alibaba is pioneering a revenue-share model on open-weight Qwen3.8, the first Chinese lab to formalize monetization beyond API pricing. Tests whether Max-class performance can command deployment royalties.
Here's why he thinks the economy is headed for trouble and what to invest in instead.
Although the S&P 500 index is at a record high, investors can't help but think about a possible downside scenario.
JPMorgan Chase has been firing on all cylinders.
Every flight to the moon has to come back eventually.
Sea (SE) is back in focus after its latest trading session and ahead of a closely watched earnings report on 11 August 2026. Here is what recent pricing signals suggest. See our latest analysis for Sea. Over the past year, Sea’s share price return has been mixed, with a 30.79% gain over 90 days but a year-to-date share price return that is down 13.73%. The 1-year total shareholder return is down 23.16%, while the 3-year total shareholder return is up 96.86%. Together, these figures indicate...
Intuitive Surgical has shed a third of its value while its robotic surgery peers barely flinched, and Wall Street's most bullish analyst sees an outcome that would leave anyone who sold near the bottom regretting it.
Elon Musk says that memory prices will continue to rise.
It's simpler than you might think to build life-changing wealth in the stock market.
The technology that was supposed to replace this e-commerce platform is feeding it buyers instead.
The market never telegraphs when its best and worst days are coming -- and managing your portfolio as if it does usually ends up doing more harm than good.
Investing.com -- The U.S. Senate approved a short-term spending bill intended to prevent a government shutdown before November’s midterm elections, leaving out President Donald Trump’s requests for Iran war funding and new voter identification measures, Bloomberg reported.
Over the long term, this company has a solid chance of delivering growing dividend income while also appreciating in value.
A lot of AMD's success has already been priced into the stock.
In early August 2026, Novavax reported Q2 2026 revenue of US$56.7 million, sharply lower than the prior year, and moved from net income to a net loss of US$53.39 million, translating into basic and diluted losses of US$0.32 per share from continuing operations. Alongside the weak year-on-year comparisons, Novavax beat analyst expectations for both revenue and earnings and highlighted progress on high-profile partnerships, including Sanofi and Pfizer, while also filing an US$82.47 million...