Quick Read - When hyperscalers cut costs, custom ASICs beat GPUs on efficiency, a dynamic that benefits Broadcom, which controls over 60% of the high-end AI silicon market. - AVGO trades at a 20x forward P/E with 15 consecutive years of dividend growth, versus AMD's 175x... <
A broader AI correction has gripped the stock market, resulting in high-growth companies trading at compelling valuations. Broadcom (NASDAQ: AVGO) was approaching $500 per share earlier in the year, but has now dropped by more than 20% from its all-time high The AI
Turnium Technology on Monday said it expects preliminary fiscal third-quarter revenue of C$7.2M to C$7.4M, in line with its guidance and near analysts' estimate of C$7.3M. - The company expects an adjusted EBITDA loss of C$1.2M to C$1.4M, narrower than analysts' estimate of a...<
TMX Group (X:CA) (TMXXF) stock rose 1.8% Monday morning in Toronto trading after the operator of the Toronto Stock and Venture exchanges was upgraded to Outperform from Sector Perform at the National Bank of Canada. Analyst Jaeme Gloyn likes the To ensure this doesnât happ
Quick Read - D-Wave (QBTS) surged 7% on an AT&T deal delivering a 240x network speedup, lifting IonQ (IONQ) 12% in a sympathy move. - After today's bounce, QTUM is up 29% year to date, while pure-play quantum names remain down anywhere from 16% to 29%. - D-Wave trades at a...
Wasatch Global Investors, an asset management company, released its "Small Cap Growth Strategy" Q2 2026 investor letter. A copy of the letter can be downloaded here Small-cap equities experienced strong gains in the second quarter, primarily driven by companies asso
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) is in talks to provide a roughly $250 billion financial guarantee to support OpenAI's planned data center project in Ohio, according to a Wall Street Journal exclusive report citing people familiar with the matter. The report said the p
Financial companies delivered a broadly positive and resilient set of earnings last week, helped by high trading activity and investment banking fees from IPOs. Out of 18 financial names that reported earnings last week, only two companies, Globe Life and MSCI Inc., missed
Wasatch Global Investors, an asset management company, released its "Small Cap Growth Strategy" Q2 2026 investor letter. A copy of the letter can be downloaded here Small-cap equities experienced strong gains in the second quarter, primarily driven by companies asso
Wasatch Global Investors, an asset management company, released its "Small Cap Growth Strategy" Q2 2026 investor letter. A copy of the letter can be downloaded here Small-cap equities experienced strong gains in the second quarter, primarily driven by companies asso
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