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 ...
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. ...
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 ...
Key Points The AI industry is running into yet another bottleneck, in addition to shortages of memory chips and electricity. Private funding is capitalizing on the subsequent opportunity. Even if CuspAI never goes public, investors will want to put its technology on their radar. These 10 stocks could mint the next wave of millionaires › ...
Key Points Micron Technology is one of the world’s top suppliers of high-bandwidth memory for data centers, which is a critical part of the artificial intelligence (AI) hardware stack. But memory prices are soaring, which is driving up the cost of serving AI software, causing many companies to restrict their usage. Micron stock is inexpensive ...
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 ...
