Seeking catalyst driven opportunity
Key Points Over the last 15 years, Apple reduced its share count by 43.2% under CEO Tim Cook. Apple could make more aggressive investments in expanding its hardware ecosystem under new CEO John Ternus. Nvidia is committed to returning half of its free cash flow …
Listen to the audio version of this article (generated by AI). Warsh’s hawkish Jackson Hole comments… why the AI trade may take it in stride… a new flareup in the Middle East… the Canada trade-war headlines to look past… and the plays underneath them Two …
Key Points Early last year, UPS began scaling back the amount of work it was doing for Amazon. Although the partnership generated plenty of revenue, it was also crimping profits. While there’s room for improvement, the tough decision looks like it was the right one. …
Key Points Speaking at Citi’s technology conference on Tuesday, Sept. 8, AMD’s chief financial officer said the company’s total addressable market could reach $2 trillion to $3 trillion by 2030. AMD had cited a figure of about $2 trillion since its Advancing AI event in …
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Monday (September 14) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$78,113.22, trading 2 …
Key Points The semiconductor giant is invested in a number of public companies as well as high-profile start-ups. Nvidia’s investments touch neoclouds, frontier labs, space exploration, photonics, and custom silicon. 10 stocks we like better than Nvidia › Most investors may not realize it, but …
A company’s quarterly 8-K filing is typically a pro-forma document. In other words, there’s nothing in it to get investors too excited one way or another. But there was something in the Q4 2026 8-K from Microsoft Corporation (NASDAQ: MSFT) that adds context to the stock’s powerful post-earnings rally. Specifically, the company …
Is Eastman Kodak Company (KODK) now at an operational inflection point? It has been a long road back from digital photography disintermediation, but Eastman Kodak Company (KODK) is showing green shoots. Image Source: Zacks Investment Research Major balance sheet repair, stabilization in the print …
Key Points Netflix’s ad-supported plan reached more than 250 million monthly active viewers in May, up from 190 million last November. Management expects advertising revenue to roughly double in 2026, to about $3 billion. The ad-supported plan is set to launch in 15 more countries …
Key Points Wall Street has long refused to give Ford a better valuation in the notoriously low-margin automotive industry. Ford is slowly changing its low-margin narrative with opportunities such as Ford Energy. Despite clear potential to add meaningful bottom-line earnings, Ford remains primarily an automaker …