Quick Read - TSM trades at 27x forward earnings despite management guiding above 30% revenue growth for 2026 and eight consecutive earnings beats. - SOXX surged 97% year-to-date while TSM gained only 41%, making it the cheapest pure-play foundry seat in the semiconductor sector....</stron
Is ULTA a good stock to buy? We came across a bullish thesis on Ulta Beauty, Inc. on r/ValueInvesting by raytoei In this article, we will summarize the bulls' thesis on ULTA. Ulta Beauty, Inc.'s share was trading at $456.13 as of June 18th. ULTA's trailing and forwa
The Chief Risk Officer of Slide Insurance Holdings (NASDAQ:SLDE) sold out all his stock recently. The Tampa, Fla.-based insurer specializing in residential coverage has posted a negative one-year return after going public in 2025 Matthew Paul Larson, Slide's CRO, re
Alamos Gold lowers Q2 production guidance for Young-Davidson mine to 130,000-135,000 ounces due to operational disruptions and higher costs. Alamos Gold Inc (TSX:AGI, NYSE:AGI) reduced its second-quarter production guidance for the Young-Davidson mine to 130,000-135,000 ou
Study shows Medicare Advantage enrollees face significantly higher out-of-pocket costs during serious illness compared to Medigap plans. Medicare Advantage plans save enrollees approximately $2,200 per year in premiums during healthy periods but can expose them to up to $9
Amphenol reports $7.6 billion in sales, up 58% year-over-year Amphenol Corporation has seen significant growth in its role as a supplier for AI data centers. The company reported sales of $7.6 billion in the first quarter of 2026, a 58% increase from the previous year. Org
Dell reports record Q1 2027 revenue of $43.8 billion, driven by 757% growth in AI-optimized server sales to $16.1 billion. Dell Technologies became the first company to ship rack-scale AI systems built on NVIDIA's Vera Rubin platform, delivering PowerRack systems to CoreWe
NVIDIA reports $81.6 billion in Q1 2027 revenue, driven by 92% growth in data center sales to $75.2 billion. NVIDIA posted $81.6 billion in revenue for Q1 2027, an 85% year-over-year increase, fueled by strong demand for AI infrastructure. Data center revenue rose 92% to $
J.P. Morgan reiterates Overweight rating as LITE reports $808.4M Q3 revenue, driven by optical infrastructure for AI clusters. Lumentum Holdings Inc. (NASDAQ:LITE) reported fiscal third-quarter 2026 revenue of $808.4 million, a 90% increase from $425.2 million a year earli
SMCI secures $7.0 billion in financing to support a $39 billion backlog of AI server orders from over 20 customers. Super Micro Computer (NASDAQ:SMCI) priced $7.0 billion in equity and equity-linked financing on June 11, 2026, to fund component purchases tied to $39 billio
ادخل بحساب جوجل لمشاركة رأيك والتفاعل مع الأخبار — بلا كلمة مرور.
إيميلك يبقى موثّقاً وخصوصيتك محفوظة.