Seeking catalyst driven opportunity
Key Points Like Tim Cook before him, Ternus takes over Apple at a time when its path forward is uncertain. Ternus will likely have to ease that uncertainty to revive interest in Apple stock. 10 stocks we like better than Apple › The Tim Cook …
Investors might want to bet on Montauk Renewables (MNTK), as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook. Analysts’ growing optimism on …
Microsoft‘s MSFT aggressive datacenter expansion strategy presents both promise and pressure for investors evaluating the tech giant’s trajectory. The company’s first-quarter fiscal 2026 results revealed capital expenditures reaching $34.9 billion, substantially exceeding prior guidance, as management committed to increasing AI capacity by 80% this fiscal …
Key Points AMD, Cisco and HUMAIN said Monday that Instinct MI355X-based AI infrastructure is live in Saudi Arabia and serving customers. The partners plan up to 250 megawatts more beginning in 2027, on the way to as much as 1 gigawatt by 2030. AMD’s data …
Key Points Last quarter, Nvidia doubled its revenue year over year to nearly $100 billion. Amazon Web Services is adding 2 million graphics processing units (GPUs), and sales of Vera Rubin are ramping up faster than any platform before it. Nvidia is securing land, power, …
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 Wednesday (September 2) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$76,706.03, trading 1.7 …
International Business Machines Corporation IBM has declined 21% year to date against the industry’s growth of 100.3% due to macroeconomic challenges and the evolving dynamics in the artificial intelligence (AI) ecosystem that threaten its core legacy businesses. The stock has lagged peers like Microsoft Corporation MSFT …
Disney DIS faces a critical juncture as its streaming segment’s profitability is accelerating while theme park operations demonstrate resilience despite industry headwinds. The company’s fourth-quarter fiscal 2025 results revealed streaming’s transformation, with direct-to-consumer operating income reaching $352 million, up 39% year over year. Full-year streaming …
Listen to the audio version of this article (generated by AI). Checking in on the bond market… Washington’s $4 billion bandaid… why the vigilantes are furious at Warsh… Luke Lango’s 5% line in the sand… the number Yardeni is watching As I write on Wednesday, …
Archer Daniels Midland (ADM) could be a solid choice for investors given the company’s remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company. The rising trend …