Seeking catalyst driven opportunity
Key Points Berkshire Hathaway is in uncharted territory following the retirement of Warren Buffett as CEO on Dec. 31. Although Coca-Cola remains a foundational puzzle piece for Berkshire, the same can’t be said of Bank of America. Abel has been purchasing shares of a virtual …
Workday, Inc. WDAY reported second-quarter fiscal 2027 non-GAAP earnings of $2.75 per share, which increased 24.4% from $2.21 a year ago. The bottom line beat the Zacks Consensus Estimate of $2.62 by 4.96%. Revenues rose 12.8% to $2.65 billion, beating the consensus estimate of $2.63 …
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 (August 26) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$78,451.20, down by …
The artificial intelligence (AI) infrastructure trade has shifted from pure-play generative AI-based semiconductors to other AI-powered data center infrastructures. Moreover, the explosion of agentic AI is expanding the scope of AI infrastructure providers in the physical layer across industries. In line with this trend, Advanced …
Tech behemoths Broadcom Inc AVGO and Advanced Micro Devices, Inc. AMD have benefited immensely from strong artificial intelligence (AI)-driven growth, as reflected in their latest quarterly results. However, the two companies differ in their growth prospects, competitive positioning and valuation. So, which stock offers the …
Marvell Technology MRVL) shares fell 10% in Friday’s trading session despite the AI chip leader posting record Q2 results yesterday evening and raising its longer-term outlook. The sharp sell-off suggests investors wanted an even bigger beat following MRVL’s tremendous AI-fueled rally rather than signaling a …
Key Points SpaceX rewrote Wall Street’s record books by raising $85.7 billion from its public debut, including the underwriters’ overallotment. Polymarket traders give Anthropic a 63% chance of topping Space Exploration Technologies as this year’s largest IPO. However, chasing after Wall Street’s hottest IPOs rarely …
Key Points The giant streaming service continued to grow its business in the latest quarter. Still, as it’s become a much larger company, its old growth rates are harder to sustain. A 40% decline doesn’t automatically make a stock cheap, but it does improve the …
Key Points Ford’s cumulative capital expenditures were $81 billion from 2015 through 2025, but it only added an incremental $33 billion in automotive revenue during that time. Despite the optimism surrounding Ford’s new energy segment, this business line won’t contribute much to the overall financial …
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 Monday (August 24) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$78,729, up 2.2 …