This story was To receive daily news and insights, subscribe to our free daily QSR AM Jolt. In a preview of August's upcoming QSR 50, it was not Starbucks (as was the case in recent years), Chipotle, 7 Brew, Chick-fil-A, Taco Bell, Dutch Bros, or any other buzzing restaura
Independent research credits Meta’s rebuilt AI team for regaining competitiveness in large language models with its latest release. Meta Platforms (META) shares climbed 6% Friday morning after an independent report highlighted the company’s successful restructuring of its
ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its "SMID Cap Growth Strategy". A copy can be downloaded here Small and mid-cap (SMID) growth equities experienced the strongest quarter in recent memory, with th
NFLX shares decline 41% over the past year amid steep audience erosion, prompting a potential shift to live streaming. Netflix is considering a strategic pivot into live television and third-party streaming distribution, according to reports. The move follows a 41% drop in
Nvidia’s forward P/E ratio falls to 22.6 as market cap declines by $800 billion since May, nearing 2019 valuation levels. Nvidia’s market capitalization has plunged by $800 billion since its mid-May peak, reducing its valuation to levels last seen in 2019. The chipmaker, s
Micron’s $41.46 billion revenue and 84.6% gross margin contrast with SanDisk’s $5.95 billion and reliance on Kioxia for manufacturing. Micron Technology (NASDAQ:MU) reported Q3 FY2026 revenue of $41.46 billion, up 345.7% YoY, with GAAP gross margin at 84.6%. The company’s
Quick Read - JNJ notched its 64th consecutive dividend hike and raised full-year guidance, while AbbVie's 12% revenue growth was clouded by a $744 million pipeline charge. - Skyrizi and Rinvoq grew 31% and 23% respectively, already offsetting Humira's 39% decline and cementing...
It's hard to overstate the impact of Space Exploration Technologies and its record-setting IPO on the stock market. SpaceX raised nearly $86 billion in its IPO on June 12, making it the largest IPO in history and giving Elon Musk's company a $2 trillion valuation Sp
Intel’s revenue beats and $200 billion capital plan draw $5 billion from NVIDIA and Alphabet’s ASIC deal, lifting shares 450% in a year. Intel’s $200 billion turnaround plan is gaining traction after six consecutive revenue beats and a 450% stock surge over the past year.
DOW and Huntsman face dividend risks despite cuts, with negative $1.4 billion free cash flow and persistent losses. DOW and Huntsman (HUN) slashed dividends by 50% and 65%, respectively, yet remain unsustainable due to negative $1.4 billion in free cash flow and recurring
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