Quick Read - NVDA's fabless model converted hyperscaler AI spending into free cash flow that tripled from $27B to $97B in just two years. - NVDA's 55.6% net margin and 92.2% ROIC reflect full-stack pricing power that AMD and AVGO have not replicated at scale. - Despite absorbing...</stron
The Coca-Cola Company (NYSE:KO) reported better-than-expected second quarter results on Tuesday and raised its full-year guidance, sending shares up almost 7% in early trading on Tuesday. The beverage maker posted adjusted earnings of $0.97 per share for the quarter, ahead
Quick Read - Apple's 24% year-to-date rally pushed shares past the 47-analyst consensus target of $319, meaning the stock has already outrun Wall Street. - AAPL trades at 40x earnings on just 6% revenue growth, a PEG of 2.68 that prices a mature hardware company like a...
Quick Read - Halvorsen's Viking Global 13F reveals FTV and TSM both carry BUY ratings, with 21% and 24% base-case upside respectively. - Schwab's deposit costs collapsed from 0.72% to 0.20%, driving net interest margin to 2.88% and a 91% Polymarket earnings-beat probability. -...
In its second-quarter 2026 investor letter, Columbia Seligman Global Technology Fund highlighted Lam Research Corporation (NASDAQ:LRCX). Lam Research Corporation (NASDAQ:LRCX) designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used
Quick Read - Piper Sandler upgraded Rivian to Overweight with a $20 target while double-downgrading Stellantis to Underweight with a slashed $4 target. - Stellantis holds $37 billion in cash, trades near one-tenth of sales, and consensus targets imply 58% upside versus Rivian's...</strong
Microsoft (MSFT) is set to post its fourth quarter earnings on Wednesday, with investors keeping an eye on the software giantâs forecast for Azure cloud business as well as capital spending for the year. Wall Street expects the company to Microsoft (MSFT) is set to post it
Advanced Micro Devices (AMD) dropped through its 50-day moving average on Monday as talk of the artificial intelligence bubble bursting starts to get louder. With that in mind, AMD stock is setting up as an interesting bearish candidate when looking for new option trades</
Reddit (NYSE: RDDT) isn't sure that its current agreement with Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) makes sense anymore. According to a report from the Wall Street Journal, the social media giant is contemplating a significant move: not making its content available for c
Quick Read - ISRG beat Q2 estimates for the fifth straight quarter, posting 19% revenue growth, yet shares still fell 11% after management cut full-year procedure growth guidance. - MDT fell just 11% and SYK dropped 4% YTD, making ISRG's 37% decline a single-name reset with the...</strong
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