Seeking catalyst driven opportunity
Key Points Netflix’s revenue growth in the future won’t come close to what was achieved in the past. Competition is likely pressuring engagement, and the business is spending more on content. Based on shares trading at a cheaper valuation, the market is coming to terms …
Celsius Holdings, Inc. CELH is still expanding rapidly, but growth is no longer translating cleanly into stronger earnings. Second-quarter revenues rose 10.6% year over year to $817.9 million, while adjusted earnings fell 23% to 36 cents per share. That divergence makes the investment case more …
Rivian Automotive, Inc. RIVN reported a second-quarter 2026 loss of 47 cents per share, narrower than the Zacks Consensus Estimate of a loss of 65 cents. Revenues rose 27% year over year to $1.66 billion and surpassed the consensus estimate of $1.59 billion by 4.3%. …
Key Points Space Exploration Technologies (NASDAQ: SPCX) took off like one of its Falcon 9 rockets in the immediate days following its initial public offering on June 12, 2026. That IPO was one for the record books, ranking as the largest ever. Since then, though, …
Ouster, Inc. OUST reported second-quarter 2026 loss of 26 cents per share, narrower than the Zacks Consensus Estimate of a loss of 31 cents. Revenues of $55 million rose 56% year over year and surpassed the consensus estimate of $51 million by 7.6%. Growth was …
Key Points Had you invested in an S&P 500 (SNPINDEX: ^GSPC) index fund at the beginning of 2026, you would have had a 9.5% gain during the first half of the year. But had you parked your money in the Vanguard S&P 500 Growth ETF …
Key Points Amazon (NASDAQ: AMZN) stock soared 15% after it reported second quarter earnings. That’s an impressive gain in one day, but I think that was just the beginning. The reality is that Amazon is a fantastic investment, and the news that it provided during …
Key Points When reviewing the most recently reported historical data, Sandisk currently displays a steeper upward trajectory in overall reported revenue compared to Advanced Micro Devices. Both Advanced Micro Devices and Sandisk posted positive quarter-over-quarter revenue increases for most of the last eight reported periods, …
Key Points Some investors made a boatload of money throughout much of 2026 by focusing on semiconductors and memory chips. It’s no coincidence that the biggest year-to-date winner in the S&P 500 (SNPINDEX: ^GSPC), as well as three of the five top-performing stocks in the …
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 …