Space Exploration Technologies SPCX, better known as SpaceX, will report second-quarter earnings tomorrow after the market closes. While Wall Street expects another quarter of strong revenue growth, investors will be looking beyond the headline numbers. The bigger question is whether Starlink’s growing cash flows can continue funding the company’s ambitious investments in AI infrastructure and … Read more
15% Of Israel Englander's $240 Billion Millennium Portfolio Sits in Just 10 Stocks
Russ Cohen
Key Points Warren Buffett once said, “Diversification is protection against ignorance. It makes little sense if you know what you are doing.” I suspect that one of his fellow billionaires might disagree. Israel “Izzy” Englander runs Millennium Management. The hedge fund’s portfolio includes a staggering 5,622 holdings. But that large number could be somewhat misleading. … Read more
Pre-Q2 Earnings: Is Shopify Stock a Portfolio Must-Have?
Russ Cohen
Shopify SHOP is set to report second-quarter 2026 results on Aug. 5. For the to-be-reported quarter, Shopify expects revenue growth in the high-20% range year over year. The Zacks Consensus Estimate for revenues is currently pegged at $3.43 billion, suggesting growth of 28.11% from the year-ago quarter’s reported figure. The consensus mark for earnings is … Read more
Netflix's Live Content Push: Can it Sustain Subscriber Growth?
Netflix‘s NFLX expanding investment in live programming is emerging as a key driver of its long-term subscriber growth strategy. Rather than pursuing an expensive portfolio of premium sports rights, the company has adopted a selective approach by adding live sports, entertainment specials and marquee events that complement its on-demand library. Recent initiatives, including the MLB … Read more
Ford Q2 Earnings Beat on Pricing & Mix, 2026 EBIT & FCF View Raised
Ford F reported second-quarter 2026 adjusted earnings of 42 cents per share, beating the Zacks Consensus Estimate of 33 cents by 27.27%. Earnings rose 13.5% from 37 cents a year ago. Favorable mix and net pricing helped lift adjusted EBIT by 17% to $2.5 billion, while adjusted EBIT margin expanded to 5.2% from 4.3%. Automotive … Read more
David Tepper Has 5% of His Portfolio in This Little-Known Energy Stock. Here's Why.
Key Points Appaloosa Management’s top seven holdings are all tech companies, except for Vistra. Vistra has signed long-term power supply deals with big tech companies like Meta Platforms. Vistra finished the first quarter with net income of around $1.03 billion, after operating in the negative last year. 10 stocks we like better than Vistra › … Read more