Seeking catalyst driven opportunity
NVIDIA Corporation’s NVDA increase in supply and capacity commitments signals confidence in sustained artificial intelligence (AI) infrastructure demand. At the end of the second quarter of fiscal 2027, the company had committed $279 billion to secure supply and production capacity, up from $119 billion in …
Key Points The AI supercycle needs more than just Nvidia’s GPUs, as AI agents utilize CPUs for quick tasks. AMD’s management believes its data center CPU total addressable market will be $220 billion by 2030. AMD’s data center revenue doubled in the second quarter. 10 …
Costco Wholesale Corporation COST closed fiscal 2026 with management emphasizing warehouse expansion, deeper member engagement and digital growth as key priorities for the year ahead. The company plans to accelerate openings while continuing investments in supply chain capacity and member value. The company reported fiscal …
AI increasingly requires more than computing power, with high-quality proprietary data becoming equally critical in specialized fields such as biotechnology, healthcare and scientific research. CoreWeave, Inc.’s CRWV recent partnership with Harell Data highlights this shift and could create another avenue for growth for the AI-focused …
Key Points Netflix bought back a record $4.7 billion of stock in the second quarter and ended it with $27.1 billion of authorization left. A $2.8 billion termination fee from Netflix’s collapsed Warner Bros. deal is helping to finance the buying. Netflix’s fully diluted share …
Ford Motor Company F and Honda Motor Co., Ltd. HMC are prominent names in the global mobility industry. Both automakers have built long-standing legacies through mass-market vehicle production, engineering innovation and expanding global operations. Both companies have diversified their revenue streams to adapt to the …
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 (September 23) as of 11:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$85,904.75, trading 0.9 …
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Avantis Emerging Markets Equity ETF (Symbol: AVEM) where we have detected an approximate $276.5 million dollar inflow — that’s a 1.0% increase week over week …
Listen to the audio version of this article (generated by AI). Why $6 billion couldn’t calm the bond market… the 10-year’s 5% line in the sand … a “Forever Stock” for a jittery market … how Jonathan Rose’s subscribers just made 65% in two weeks …
The J.M. Smucker Co. SJM entered fiscal 2027 with stronger earnings momentum after first-quarter results exceeded expectations and management raised its full-year sales, adjusted earnings and free cash flow outlooks. The next test is durability. Better profitability, lower coffee costs and expanding brands support the …