Seeking catalyst driven opportunity
Key Points Ackman is betting that the market is still underestimating its AI future, including the value of its stake in OpenAI. If you believe Microsoft’s AI investments will pay off over the next decade, the recent rally may be just one chapter. 10 stocks …
Netflix NFLX and Roku ROKU sit on opposite ends of streaming, yet chase the same ad dollar. Netflix has built an ad tier and live events, while Roku, the top U.S. platform by hours, monetizes viewing via its Home Screen and Roku Channel. Both firms’ …
The biggest AI fortunes may be made before a company ever goes public. Listen to the audio version of this article (generated by AI). Editor’s Note: Most people think the biggest fortunes in technology are made after a company goes public. My InvestorPlace colleague Luke …
Key Points Stellantis signaled that its turnaround is starting, with Q2 swinging to a profit from a large loss last year. The carmaker expects more profitability in the second half of the year, driven by its Ram truck brand. After shedding 70% of its value, …
Key Points Shares of Apple (NASDAQ: AAPL) climbed to near record highs on Friday, as investors applauded the iPhone maker’s relatively modest artificial intelligence (AI) investments. Image source: The Motley Fool. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double …
Magna International Inc. MGA reported second-quarter 2026 adjusted earnings of $1.86 per share, up 29% year over year. The figure surpassed the Zacks Consensus Estimate of $1.53 by 21.57%. Results benefited from productivity gains, operational improvements and tariff recoveries. Sales increased 3% to $10.98 billion …
Key Points Apple’s fiscal third-quarter revenue rose 16% year over year to a June-quarter record of $109.4 billion. Services revenue of $30.7 billion grew about 12%, the slowest of the company’s three biggest revenue categories. Tim Cook hands the CEO job to John Ternus on …
CF Industries Holdings, Inc. CF used its second-quarter 2026earnings callto emphasize a higher structural earnings base as rising construction costs raise the price needed to justify new nitrogen capacity.Management also highlighted tight nitrogen fundamentals, stronger second-half order visibility and Blue Point progress. CF Raises Mid-Cycle …
Key Points Anthropic, one of the world’s fastest-growing AI companies, plans to go public in October. It was valued at $965 billion after its latest funding round in May, and it’s reportedly targeting an IPO valuation of at least $1 trillion. That means Amazon‘s (NASDAQ: …
Contrarian as it may sound, Advanced Micro Devices’ (NASDAQ: AMD) August price pullback looks like a strong signal to buy. The pullback was triggered by a typically understated earnings report and lofty expectations; however, nothing in the release warranted closing out positions or shorting the …