Seeking catalyst driven opportunity
Key Points After the market close on July 20, Space Exploration Technologies (NASDAQ: SPCX) said it will release second-quarter earnings on Aug. 4. The report will coincide with SpaceX’s firstearnings callwith analysts as a public company and comes at a pivotal time, with the stock …
Key Points Apple’s stock appears to be benefiting from a rotation out of memory and storage stocks. The tech giant’s robust financials and stability make it a popular safe-haven investment. Its valuation, however, isn’t exactly modest. 10 stocks we like better than Apple › Shares …
If you want to become a millionaire in the stock market, look no further than the technology sector. With shares up by a whopping 1,154% over the past 12 months, D-Wave Quantum (NYSE: QBTS) is an excellent example of this sector’s wealth-creating potential. That said, …
Key Points Intel currently generates higher overall revenue than Advanced Micro Devices, though the gap has steadily narrowed over recent quarters. Advanced Micro Devices generally demonstrates more consistent quarter-over-quarter revenue growth, while Intel experiences a much more volatile top-line trajectory across the tracked periods. Investors …
Broadcom’s AVGO VMware Cloud Foundation (VCF) is becoming a major growth engine for the Infrastructure Software business. Demand for VCF 9.1 remains strong as enterprises increasingly deploy on-premises private clouds to support AI inference, Kubernetes and traditional virtualized workloads on a common platform. This momentum …
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 …