Comcast (NASDAQ:) dipped into a familiar playbook this week. But after an initial pop, CMCSA is drifting back to its pre-announcement levels. This isn’t a sell-the-news moment. It’s traders doing what they do, which is making a quick profit on news that doesn’t really do much for Comcast’s business. The announcement was a spinoff of its NBCUniversal, Peacock, Universal Studios, and Sky business units into a second ...
Meta Platforms META is focusing on strengthening privacy across its platforms, including Facebook, WhatsApp and Instagram. The latest announcement of introducing WhatsApp usernames strengthens META’s long-term strategy of making its messaging ecosystem more privacy-centric while lowering one of the biggest barriers to user adoption, sharing personal phone numbers. The feature allows users to connect through ...
Wall Street analysts have one job: predict where companies’ earnings are going in the coming quarter. Sounds simple enough, except said suits aren’t so good at it! For the most recent earnings season, these forecasting fruit flies buzzed around modeling 12% earnings growth for the quarter. The ’s companies showed 27% profit growth—more than double ...
After earning $1.91 per share last year, analysts expected Micron Technology Inc. () to grow earnings by nearly 11X year-over-year (YoY) to $20.83 for fiscal Q3 2026, a tall order to say the least. Micron blew past estimates after $25.00 per share. This sent the stock surging 17% higher the following morning, reaching new all-time ...
Key Points Oracle has massive contracts with OpenAI, Meta Platforms, and other tech giants. It is investing heavily to meet its obligations, burning through its cash flow, and adding debt. Oracle is trading at its lowest valuation since 2024, and could be a bargain if things go smoothly. 10 stocks we like better than Oracle ...
Public Citizen’s analysis of FEC disclosures from July 1, 2026, shows spent $35.2M in the 2026 midterm cycle, ranking fourth among corporate contributors and third in the crypto sector, following Ripple at $49.6M and Crypto.com at $38.6M. The total crypto-sector contributions amounted to $189M, which is 37% of the $517M in disclosed corporate political spending ...
Key Points Microsoft’s stock has been selling off for nearly a whole year and trades at an attractive valuation. Meta Platforms is delivering solid growth, but that’s not what the market is focused on. Nvidia’s shares may not be down this year, but the market isn’t pricing in its expected growth. 10 stocks we like ...
Listen to the audio version of this article (generated by AI). Whenever something dramatic happens, a lot of folks like to go on TV and play the “blame game.” It can get very philosophical. But I’ll let you in on a secret: At the end of the day, the culprit is almost always the same… ...
Mega-cap technology sector leaders are fundamentally altering the landscape of artificial intelligence (AI) infrastructure by transforming internal compute clusters into highly scalable revenue channels. When builds an internal compute cluster for research and development, the enterprise eventually hits a point where physical infrastructure outpaces immediate internal utilization. Wall Street traditionally hates this dynamic. Analysts view ...
Organizations today face an unprecedented combination of cyber threats, climate-related disasters, geopolitical tensions and operational disruptions, leaving little room for delayed decision-making or fragmented communication. Recognizing this need, BlackBerry Limited BB recently upgraded its BlackBerry AtHoc mission orchestration platform, further strengthening its position in secure communications for enterprises, governments and critical infrastructure operators. The augmented ...
