Seeking catalyst driven opportunity
Key Points Stellantis signaled that its turnaround is starting, with Q2 swinging to a profit from a large loss last year. The carmaker expects more profitability in the second half of the year, driven by its Ram truck brand. After shedding 70% of its value, …
Key Points Shares of Apple (NASDAQ: AAPL) climbed to near record highs on Friday, as investors applauded the iPhone maker’s relatively modest artificial intelligence (AI) investments. Image source: The Motley Fool. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double …
Magna International Inc. MGA reported second-quarter 2026 adjusted earnings of $1.86 per share, up 29% year over year. The figure surpassed the Zacks Consensus Estimate of $1.53 by 21.57%. Results benefited from productivity gains, operational improvements and tariff recoveries. Sales increased 3% to $10.98 billion …
Key Points Apple’s fiscal third-quarter revenue rose 16% year over year to a June-quarter record of $109.4 billion. Services revenue of $30.7 billion grew about 12%, the slowest of the company’s three biggest revenue categories. Tim Cook hands the CEO job to John Ternus on …
CF Industries Holdings, Inc. CF used its second-quarter 2026earnings callto emphasize a higher structural earnings base as rising construction costs raise the price needed to justify new nitrogen capacity.Management also highlighted tight nitrogen fundamentals, stronger second-half order visibility and Blue Point progress. CF Raises Mid-Cycle …
Key Points Anthropic, one of the world’s fastest-growing AI companies, plans to go public in October. It was valued at $965 billion after its latest funding round in May, and it’s reportedly targeting an IPO valuation of at least $1 trillion. That means Amazon‘s (NASDAQ: …
Contrarian as it may sound, Advanced Micro Devices’ (NASDAQ: AMD) August price pullback looks like a strong signal to buy. The pullback was triggered by a typically understated earnings report and lofty expectations; however, nothing in the release warranted closing out positions or shorting the …
Key Points Despite strong performances in recent quarters, Nvidia’s shares have moved lower post-earnings. The same thing could happen when it releases its next quarterly update on Aug. 26. Nvidia’s shares are a buy regardless of what happens after its next earnings report. 10 stocks …
Palantir Technologies Inc. PLTR shares have advanced 21.6% in the past month, beating the sub-industry’s 5.1% gain, extending a rally backed by faster AI adoption and sharply improved financial execution. …
Key Points Netflix management has decided to publish its “What We Watched” engagement report only once a year. The company’s operating strategy has evolved dramatically in recent years. Slower revenue gains should warrant a lower valuation multiple. 10 stocks we like better than Netflix › …