Key Points Revenue is surging as tech companies scramble to buy Nvidia chips. Higher capital expenditure suggests the chipmaker’s results will continue to improve. Dan Ives suggests a 12-to-1 chip shortage before accounting for physical AI. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) is only up by 4% year to date, ...
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 ...
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 ...
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 › ...
LKQ Corporation LKQ reported second-quarter 2026 adjusted earnings of 67 cents per share, missing the Zacks Consensus Estimate of 73 cents by 8.2%. The bottom line declined 20.2% from 87 cents reported in the year-ago quarter. Quarterly revenues fell 3% year over year to $3.41 billion and missed the consensus mark of $3.50 billion by ...
Apple’s board of directors has declared a cash dividend of $0.27 per share of the Company’s common stock. The dividend is payable on August 13, 2026, to shareholders of record as of the close of business on August 10, 2026. Amgen today announced that its Board of Directors declared a $2.52 per share dividend for ...
Key Points Micron Technology (NASDAQ: MU) stock began the day up, rising as much as 6.4%, before reversing course. Shares are now down 4.1% from the opening bell as of 3:05 p.m. ET on Friday. The S&P 500 was up 0.6% while the Nasdaq Composite gained 1%. Micron’s early jump was driven by fresh earnings ...
Listen to the audio version of this article (generated by AI). Investors are chasing yesterday’s winners, but a new chapter has begun This morning (Friday), when the alarm buzzed, my first instinct wasn’t to get out of bed. It was to hit snooze. Outside, it was still dark. The bed was warm. There wasn’t a ...
Key Points AMD (NASDAQ: AMD) has been a great stock pick in 2026. Although it has sold off over the past few days, it’s still up over 160% for the year. However, many investors are wondering if it can claw some of those losses back and get to the $600-per-share level. Let’s take a look ...
Listen to the audio version of this article (generated by AI). For the past few years, Big Tech has been ordering everything on the AI menu: more chips, more data centers, more power, more servers and more advanced models. These firms are pouring hundreds of billions of dollars into the infrastructure needed to power artificial ...
