Seeking catalyst driven opportunity
Tenable Holdings TENB has rebounded sharply, making valuation the key issue for investors. The stock’s strong move reflects improving fundamentals, but it also reduces the margin of safety.The better question now is not whether Tenable is a stronger company. It is whether the stock still …
Key Points In the first wave of the artificial intelligence (AI) boom, everyone was talking about Nvidia, the world’s biggest AI chip designer, and cloud companies such as Amazon and Microsoft. And those companies continue to be key AI players. But in recent times, investors …
Key Points Netflix posted respectable gains in sales and profit in the second quarter. Yet shareholders are questioning management’s reasoning for sharing engagement data less frequently. 10 stocks we like better than Netflix › Shares of Netflix (NASDAQ: NFLX) sank last week on concerns that …
Key Points Long-term supply agreements with automakers like General Motors and Ford Motor Company suggest Micron is locking in future demand instead of relying solely on the volatile spot memory market. More agreements could mean fewer surprises. If Micron continues announcing new strategic customer agreements, …
Key Points SK Hynix priced 177.9 million American depositary shares at $149 each, raising about $26.5 billion. The offering was reportedly more than seven times oversubscribed. Micron guided for about $50 billion of fiscal fourth-quarter revenue, up from $41.5 billion in fiscal Q3. 10 stocks …
Jonathan Rose found all of them in 14 major stocks. Here’s what to avoid – and where the money is going instead. Listen to the audio version of this article (generated by AI). Editor’s Note: One thing I’ve learned over the years is that markets …
Home furnishings companies continue to operate in an evolving market shaped by consumer spending patterns, housing activity and demand for home-related products. Against this backdrop, Crown Crafts, Inc. CRWS and Culp, Inc. CULP are two companies serving different segments of the broader home furnishings industry. …
Key Points Tesla’s pullback may look tempting, but its valuation still depends heavily on robotaxis and autonomous driving succeeding. Cava is growing for the right reasons, with strong customer traffic, profitable expansion, and plenty of room to open new restaurants. Cava stock isn’t cheap, but …
Key Points Technical breakthroughs and a revived CPU market have improved Intel’s prospects. It will likely take more time for such improvements to meaningfully appear in Intel’s financial metrics. 10 stocks we like better than Intel › After years of decline, Intel (NASDAQ: INTC) has …
Key Points What goes up can come down. We’re seeing that axiom play out with Space Exploration Technologies (NASDAQ: SPCX), better known as SpaceX. Shares of the space technology company skyrocketed immediately after its record-setting IPO. In recent weeks, though, SpaceX stock has plunged more …