A blockbuster earnings season doesn’t make every technology giant a strong stock. Listen to the audio version of this article (generated by AI). South Korea’s stock market came to a screeching halt this morning. After the benchmark KOSPI index plunged more than 8%, a marketwide circuit breaker automatically halted trading for 20 minutes to prevent ...
BellRing Brands, Inc. BRBR has seen a sharp valuation reset in 2026 as investors weigh weaker guidance, falling margins and a less certain earnings recovery. The stock’s lower multiple now reflects a more cautious view of the business. The question is whether that discount adequately compensates investors for execution risks tied to promotions, input costs, ...
Key Points Alphabet, Amazon, Meta, and Microsoft plan combined 2026 capital spending of more than $700 billion, most of it for AI infrastructure. Apple spent $12.7 billion on capital expenditures in all of fiscal 2025. Apple reports fiscal third-quarter results on Thursday, July 30. 10 stocks we like better than Apple › There is a ...
Key Points Amazon’s first-quarter results demonstrated massive AI growth, and it’s investing to keep that cycle going. It’s building out the AI business with various parts like land, power, chips, and more. The vast capex spend has already been priced into the stock, giving Amazon stock room to run on positive news. 10 stocks we ...
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 Monday (July 27) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$65,210.56 , up by 1.3 percent over the past 24 hours. Bitcoin price ...
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 Friday (July 24) as of 11:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$64,148.47 , down by 0.6 percent over the past 24 hours. Simon-Peter Massabni, ...
Key Points Alphabet raised its 2026 capital spending forecast to as much as $205 billion this past week, while Amazon plans about $200 billion and Meta up to $145 billion. Nvidia’s data center revenue rose 92% year over year to $75.2 billion in its most recent quarter. The stock trades at about 32 times trailing ...
Listen to the audio version of this article (generated by AI). Luke got the earnings right, but the timing wrong … here’s what comes next… an AI event this Thursday… how to play the data center tsunami… readers sound off in the mailbag Last week, in the run-up to Alphabet’s (GOOG) earnings, we highlighted analysis ...
Listen to the audio version of this article (generated by AI). Last week was another volatile one on Wall Street, and no one felt it more than Elon Musk. Tesla Inc. (TSLA) fell nearly 15% last Thursday after it reported earnings after the close on Wednesday. Space Exploration Technologies Corp. (SPCX) has fallen 47% since ...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the JPMorgan Nasdaq Equity Premium Income ETF (Symbol: JEPQ) where we have detected an approximate $401.3 million dollar inflow — that’s a 1.8% increase week over week in outstanding units (from 431,425,000 to 439,200,000). Among the ...
