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Microsoft’s Azure Reporting Shift Adds Clarity, But the Bull Case Came First

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 …

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Is Kodak having a “Kodak moment?” 2 watchlist stocks.

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 …

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Prediction: Netflix’s Advertising Business Passes $6 Billion in 2027

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 …

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Ford Finally Sparked Wall Street Interest. But Is It All Hype?

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 …

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Crypto Market Update: Revised Clarity Act Unveiled Ahead of Vote

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 Friday (September 11) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$77,020.85, trading 0.5 …

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AVEM, BABA, AU, NTES: ETF Inflow Alert

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Avantis Emerging Markets Equity ETF (Symbol: AVEM) where we have detected an approximate $444.6 million dollar inflow — that’s a 1.6% increase week over week …

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Can Ford Overcome Tariff and Commodity Cost Headwinds in 2026?

Ford Motor Company F is facing several potential headwinds as it enters the second half of 2026. The company will not benefit from the repeat of the $1.3 billion IEEPA tariff-related EBIT benefit recorded in the first quarter. Commodity costs also remain a factor, with …

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Apple Just Raised iPhone Pro Starting Prices by $100. Its Memory Costs Are Rising Even Faster.

Key Points iPhone 18 Pro starts at $1,199, a $100 increase from last year’s model. Apple says it expects to pay even higher memory costs in the September quarter. Management expects gross margin to land between 47% and 48%, down from 50.1% in the June …

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These 2 Hardware Leaders Will Cash In on the Next Data Center Memory Crunch

Key Points The supply crunch in the memory chip industry is becoming quite annoying. Whether you’re a consumer looking to buy a new laptop or phone, or a business that wants to obtain cloud computing hardware, it has caused prices on these units to skyrocket. …

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Crypto Market Update: Hunter Biden’s LAPTOP Token Flops on Debut

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 9) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$78,212.77, trading 0.3 …

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