Seeking catalyst driven opportunity
Marvell Technology MRVL has been an important benefactor of AI infrastructure capex buildout. Marvell Technology has been transforming itself into a key contributor to the connectivity hardware solutions for AI infrastructure and data centers. Marvell Technology now expects its interconnect business to grow more than …
A story from the Australian bush holds a big lesson for investors looking for the next wave of AI winners. Editor’s Note: Today’s guest essayist, Joe Austin, spent four decades on Wall Street as a tech-sector research analyst, a senior portfolio manager overseeing more than …
Shares of Elite Pharmaceuticals, Inc. ELTP have lost 13.7% since the company reported earnings for the fiscal year ended March 31, 2026, underperforming the S&P 500 Index, which gained 1.8% over the same period. The stock has also trailed the broader market over the past …
Key Points Nvidia trades at about 22 times forward earnings, while Coca-Cola trades at about 26 times. Nvidia’s revenue rose 85% year over year in its most recent quarter. Coca-Cola just closed at a record high, while Nvidia sits about 18% below its 52-week high. …
Key Points While the artificial intelligence (AI) boom has been great for stock market investors over the past few years, there are a few signs that the rally might be getting exhausted. The “Magnificent Seven” stocks, which had been pushing the major averages consistently higher, …
Key Points Fox paid a steep premium, and investors immediately punished the leverage risk. Roku gives Fox massive streaming distribution, but synergies remain years away. Netflix’s reported interest highlights accelerating streaming consolidation and rising acquisition costs. 10 stocks we like better than Netflix › Fox …
Key Points Last year, Ford wrote down its EV program by $19.5 billion as part of a massive corporate restructuring charge. It is pivoting from EV batteries to manufacturing battery energy storage systems to meet data center needs. Data center operators are facing power shortages …
Key Points Space Exploration Technologies (NASDAQ: SPCX) offered investors a historic moment this month. The company, more often known as SpaceX, completed the world’s biggest initial public offering and made it a key event for retail investors, earmarking about 20% of the shares for them …
After earning $1.91 per share last year, analysts expected Micron Technology Inc. () to grow earnings by nearly 11X year-over-year (YoY) to $20.83 for fiscal Q3 2026, a tall order to say the least. Micron blew past estimates after $25.00 per share. This sent the …
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock’s price. Do they really matter, though? Let’s take …