NYU valuation expert warns Microsoft, Amazon, Meta, and Google lack clear AI revenue models despite record capital expenditures. Microsoft, Amazon, Meta, and Alphabet are projected to spend up to $745 billion on capital expenditures this year, with AI infrastructure drivin
The $10 billion alternatives-focused RIA expands its Northeast presence with a $700 million acquisition and new New Jersey office. AlphaCore Wealth Advisory, a La Jolla-based RIA managing over $10 billion in client assets, has acquired Brave Family Advisors, a boutique wea
The employment rate for prime-age native-born Americans fell to its lowest level in more than four years, despite the Trump administration's immigration crackdown, economist Joey Politano said, citing the latest U.S. labor market data. U.S. nonfarm payrolls declined by 23K
Earnings Call Insights: QuidelOrtho (QDEL) Q2 2026 Management View Seeking Alpha's Disclaimer: This article was automatically generated by an AI tool based on content available on the Seeking Alpha website, and has not been curated or reviewed by humans. Due to inherent li
Earnings Call Insights: Yelp (YELP) Q2 2026 Management view "Yelp continued to advance its AI transformation in the second quarter," said (Co-Founder, CEO & Director Jeremy Stoppelman), adding that the company "expanded the reach of our trusted content through new partnerships"...</strong
Earnings Call Insights: Puma Biotechnology (PBYI) Q2 2026 Management view "Today, Puma reported total revenue for the second quarter of 2026 of $56.5 million" (Founder, Chairman, President, CEO & Secretary Alan Auerbach), adding that "product revenue net was $53.6 million" and...
After a sell-off in chip stocks in July, a few artificial intelligence infrastructure names in the IBD 50 are recovering. Teradyne (TER) and Credo Technology (CRDO) are setting up in bases in the stock market Three other IBD 50 stocks near buy points include a netwo
The cannabis producer beat analyst estimates with a 13% year-over-year revenue increase and improved adjusted gross margins. Canopy Growth reported fiscal first-quarter net revenue of C$81.2 million, up 13% year-over-year and surpassing the C$58.89 million analyst consensu
Bill Ackman’s Pershing Square allocates 15% of its portfolio to Microsoft, citing long-term AI strategy and undervalued OpenAI stake. Bill Ackman’s Pershing Square holds a $2.4 billion stake in Microsoft, representing 15% of its portfolio. The position was built after Micr
Microsoft’s gross margins decline as Azure growth drives higher infrastructure costs, offsetting peak net margins and cloud revenue gains. Microsoft’s stock at $499.86 reflects peak net margins of 40%, the highest in five years, but gross margins are falling. The company’s
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