Key Points Space Exploration Technologies‘ (NASDAQ: SPCX) second-quarter earnings have come and gone, sparking much intrigue among investors. SpaceX posted strong revenue growth and a narrowing of its operating loss compared with past quarters. However, huge capital expenditures of roughly $18.4 billion in the quarter drove the stock down during the day following earnings. Missed ...
Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, August 11th: Pan American Silver Corp. PAAS: This mining company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing nearly 23% over the last 60 days. Pan American Silver Corp. ...
Key Points Apple Chief Executive Officer Tim Cook dropped a bombshell on investors during the company’s latest quarterlyearnings call noting a “100-year flood” in memory chip pricing, suggesting a major event had occurred that upended all the company’s usual analysis. This could be a major problem for Apple, as it has to raise prices just ...
Key Points Alphabet saw its backlog of contracted cloud computing services climb to $514 billion last quarter. It’s spending huge amounts of capital to build additional capacity. The long-term profit and cash-generation potential can’t be ignored. 10 stocks we like better than Alphabet › The amount of money being spent on AI compute was plainly ...
Super Micro Computer, Inc. SMCI is set to report its fourth-quarter fiscal 2026 results on Aug. 11, 2026, after market close. For the fourth quarter of fiscal 2026, SMCI expects net sales between $11 billion and $12.5 billion. The Zacks Consensus Estimate is pegged at $11 billion, indicating growth of 91% from the year-ago quarter’s ...
Key Points Moonshot AI recently released the full weights for its new Kimi K3 model, the first Chinese model to achieve frontier-level performance. Cloud providers benefit from increased compute demand, while frontier labs could face margin pressure from more affordable alternatives. 10 stocks we like better than Microsoft › On July 16, the Chinese AI ...
The artificial intelligence boom has created enormous wealth over the past three years, with NVIDIA NVDA emerging as the undisputed leader of the AI infrastructure revolution. But as the market matures, investors are asking a different question: where will the next wave of AI winners come from? The answer may lie beyond traditional AI infrastructure. ...
Key Points Paramount Skydance has agreed to buy Warner Bros. Discovery for $31 per share in cash, an equity value of $81 billion. A federal judge has the merger frozen while 12 states pursue an antitrust challenge, and the deal can now stay open as late as June 1, 2027. If closing slips past Sept. ...
Cummins Inc. CMI reported second-quarter 2026 adjusted earnings of $6.94 per share, which missed the Zacks Consensus Estimate of $7.33 by 5.3%. Higher incentive compensation, research and development spending, freight costs and product coverage expenses put pressure on profitability. Revenues increased 9.4% year over year to $9.46 billion and topped the consensus mark of $9.33 ...
Key Points Space Exploration Technologies (NASDAQ: SPCX) took off like one of its Falcon 9 rockets in the immediate days following its initial public offering on June 12, 2026. That IPO was one for the record books, ranking as the largest ever. Since then, though, SpaceX’s sizzle has fizzled. Actually, its performance looks almost identical ...
