Seeking catalyst driven opportunity
Shopify Inc. SHOP entered 2026 with a payments ecosystem that is becoming more important to its monetization profile. While artificial intelligence remains a key part of the SHOP investment narrative, the company’s first-quarter 2026 results highlighted another meaningful growth lever: the rising share of gross …
The finished the day lower by about 65 bps and closed below its 10-day exponential moving average. It is not a deal-breaker for the bulls, but it is notable, given that this level acted as strong resistance in May and solid support in April. One …
Shares of Stratus Properties Inc. STRS have declined 0.9% since the company reported results for the quarter ended March 31, 2026, underperforming the S&P 500 index’s 0.1% growth over the same period. Over the past month, Stratus shares have declined 2.1% compared with a 4.9% …
Key Points A lot of the biggest gains with AI stocks may seem to have already been made. There are still long-term opportunities out there. SoundHound AI and Aurora Innovation are both leveraging AI in different ways. 10 stocks we like better than SoundHound AI …
Key Points Nvidia heads into Wednesday’s report after a 10% surge over the past month, sitting not far from an all-time high. The stock has fallen after three of its last four quarterly updates, even with record results in each. At about 45 times earnings, …
Key Points Analysts are expecting Nvidia to report revenue of $79.17 billion and earnings of $1.78 per share. The company gets more than 90% of its revenue from data center sales. 10 stocks we like better than Nvidia › As the largest company in the …
Key Points Shares of Amazon (NASDAQ: AMZN) have staged a sharp recovery, recently touching fresh all-time highs after the e-commerce and cloud computing giant reported its first-quarter results last week. Most of the chatter since has centered on Amazon Web Services (AWS), which grew 28% …
Shares of EVI Industries, Inc. EVI have declined 15.8% since the company reported results for the quarter ended March 31, 2026, underperforming the S&P 500 Index, which was essentially flat over the same period. Over the past month, EVI shares have fallen 20.8% compared to …
Key Points Full-size trucks and SUVs helped power Ford’s first-quarter earnings beat. For a second consecutive year, Ford is unleashing an employee pricing promotional strategy. Inventory is tighter than normal on F-Series trucks due to a supplier fire. 10 stocks we like better than Ford …
Alibaba Group BABA reported non-GAAP earnings of 9 cents per ADS for the fourth quarter of fiscal 2026, which missed the Zacks Consensus Estimate by 92.62%. In domestic currency, the company reported non-GAAP earnings of RMB 0.62, down 95% year over year. The company posted …