4 mins. ago
High Tide Inc. (NASDAQ:HITI) reported record fiscal third-quarter revenue of C$198.8 million on September 14, up 33% year over year. Operating income increased 133% to C$8.7 million for the quarter ended July 31, 2026, yet net cash provided by operating activities slipped to C$10.1 million from C$10.7 million.
High Tide Inc. (NASDAQ:HITI) generated C$11.9 million of operating cash flow before changes in non-cash working capital, up 44%. Working capital then absorbed C$1.8 million, compared with a C$2.4 million release a year earlier. That approximately C$4.2 million unfavorable swing outweighed the improvement before working-capital movements. The question is whether expansion will keep requiring a larger cash commitment.
High Tide Inc. (NASDAQ:HITI) is translating sales growth into stronger operating profitability. Operating income represented approximately 4.4% of revenue, compared with 2.5% a year earlier. That improvement gives the business more room to absorb the costs of expansion.
High Tide Inc. (NASDAQ:HITI) opened four Canadian stores and acquired four more during the quarter. Its German medical-cannabis subsidiary, Remexian, generated C$38.2 million in revenue, up from C$31.6 million sequentially. Remexian distributed 10.2 tonnes, a 35% sequential increase. Both markets offer opportunities to build sales across a larger operating base.
High Tide Inc. (NASDAQ:HITI) also improved operating cash flow to C$4.4 million in the second quarter. For the first nine months, operating cash flow reached C$20.4 million versus C$19.6 million a year earlier. Those comparisons show that the quarterly year-over-year decline sits alongside improving cash generation over other periods.
#high
High Tide Inc. (NASDAQ:HITI) generated C$11.9 million of operating cash flow before changes in non-cash working capital, up 44%. Working capital then absorbed C$1.8 million, compared with a C$2.4 million release a year earlier. That approximately C$4.2 million unfavorable swing outweighed the improvement before working-capital movements. The question is whether expansion will keep requiring a larger cash commitment.
High Tide Inc. (NASDAQ:HITI) is translating sales growth into stronger operating profitability. Operating income represented approximately 4.4% of revenue, compared with 2.5% a year earlier. That improvement gives the business more room to absorb the costs of expansion.
High Tide Inc. (NASDAQ:HITI) opened four Canadian stores and acquired four more during the quarter. Its German medical-cannabis subsidiary, Remexian, generated C$38.2 million in revenue, up from C$31.6 million sequentially. Remexian distributed 10.2 tonnes, a 35% sequential increase. Both markets offer opportunities to build sales across a larger operating base.
High Tide Inc. (NASDAQ:HITI) also improved operating cash flow to C$4.4 million in the second quarter. For the first nine months, operating cash flow reached C$20.4 million versus C$19.6 million a year earlier. Those comparisons show that the quarterly year-over-year decline sits alongside improving cash generation over other periods.
#high
23 hours ago
Corning Incorporated (GLW), the 175-year-old materials science giant based in Corning, New York, has become one of the more surprising beneficiaries of the artificial intelligence infrastructure buildout. Best known for its glass, ceramics, and optical technology innovations, Corning now plays a critical behind-the-scenes role as the dominant supplier of optical fiber powering hyperscale data centers and AI networks. The company has locked in major long-term supply agreements with tech heavyweights including Apple (AAPL), Meta (META), Nvidia (NVDA), Amazon (AMZN), and Verizon (VZ).
Corning stock has swung wildly of late, recently trading near $144 after plunging more than 13% in a single session following news of a $2 billion at-the-market equity offering arranged with Goldman Sachs, a move that reignited investor concerns over shareholder dilution. Shares now sit roughly in the middle of a wide 52-week range spanning $75.77 to $271.78, capturing a dramatic round trip. Corning suffered its worst monthly drop in 24 years this past July, only to rebound 8% in early September after unveiling a multibillion-dollar, 80-million-mile fiber supply deal with Verizon.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
Why It's Time to Load Up on Nvidia Stock
The Case for Selling CrowdStrike Stock
#meta #fiber
Corning stock has swung wildly of late, recently trading near $144 after plunging more than 13% in a single session following news of a $2 billion at-the-market equity offering arranged with Goldman Sachs, a move that reignited investor concerns over shareholder dilution. Shares now sit roughly in the middle of a wide 52-week range spanning $75.77 to $271.78, capturing a dramatic round trip. Corning suffered its worst monthly drop in 24 years this past July, only to rebound 8% in early September after unveiling a multibillion-dollar, 80-million-mile fiber supply deal with Verizon.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
Why It's Time to Load Up on Nvidia Stock
The Case for Selling CrowdStrike Stock
#meta #fiber
2 days ago
GameStop (GME) is a Grapevine, Texas-based specialty retailer operating stores and e-commerce platforms under the GameStop, EB Games, and Micromania banners across the U.S., Canada, Australia, and Europe. Once known primarily as a video game and electronics retailer, GameStop has diversified aggressively under Executive Chairman Ryan Cohen, expanding into collectibles, trading cards, pop culture merchandise, and even cryptocurrency and equity investments. The company has become a prominent "meme stock," attracting substantial retail investor attention while pursuing an unconventional capital allocation strategy that includes bitcoin holdings and a sizable equity stake in eBay (EBAY), positioning GameStop as much an investment vehicle as a traditional retailer.
GameStop stock recently traded around $21.15, near the bottom of its 52-week range of $17.79 to $28.10 and below its 200-day moving average. Shares have pulled back significantly from their 2025 meme-stock highs, weighed down by declining video game sales, ongoing store closures, and investor skepticism toward the company's diversification into digital **** ets and equity investments. The stock did see brief bursts of retail-trader enthusiasm this year, including renewed meme-stock speculation tied to its proposed eBay acquisition, though shares have remained volatile and range-bound as GameStop's core retail business continues shrinking alongside its growing collectibles and investment segments.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#Equity
GameStop stock recently traded around $21.15, near the bottom of its 52-week range of $17.79 to $28.10 and below its 200-day moving average. Shares have pulled back significantly from their 2025 meme-stock highs, weighed down by declining video game sales, ongoing store closures, and investor skepticism toward the company's diversification into digital **** ets and equity investments. The stock did see brief bursts of retail-trader enthusiasm this year, including renewed meme-stock speculation tied to its proposed eBay acquisition, though shares have remained volatile and range-bound as GameStop's core retail business continues shrinking alongside its growing collectibles and investment segments.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#Equity
7 days ago
Uber Technologies (UBER) shares ended higher on Thursday even though a senior Arete Research ***** yst downgraded the ride-hailing and delivery giant to "Neutral." In his research note, Oliver Lester also reduced his price objective to $74, indicating a lack of meaningful upside in UBER from current levels.
Note that Uber stock has been a disappointment for investors in 2026, currently down about 20% versus its year-to-date high.
Why It's Time to Load Up on Intel Stock
Nvidia CEO Jensen Huang Just Called CrowdStrike Its Top Security Partner. How to Play CRWD Stock Here.
Google Plans to Build Mammoth Solar Farm on an Abandoned Coal Mine. This Penny Stock Just Won the Deal.
#note #thursday #arete
Note that Uber stock has been a disappointment for investors in 2026, currently down about 20% versus its year-to-date high.
Why It's Time to Load Up on Intel Stock
Nvidia CEO Jensen Huang Just Called CrowdStrike Its Top Security Partner. How to Play CRWD Stock Here.
Google Plans to Build Mammoth Solar Farm on an Abandoned Coal Mine. This Penny Stock Just Won the Deal.
#note #thursday #arete
8 days ago
Artificial intelligence (AI) has created trillions of dollars' worth of value for some of America's largest organizations over the last few years, but not every company in this booming industry has been a winner. C3.ai (NYSE: AI) stock, for instance, is down 22% in 2026 (as of the market close last Friday, Sept. 4), as investors abandon ship over the company's declining revenue and steep losses.
Last September, C3.ai's founder, Thomas Siebel, stepped down from his role as CEO to focus on his health issues. Since he played a central role in the sales and customer relationship management processes, his departure led to a sharp decline in the company's revenue.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Fortunately, Siebel returned to lead C3.ai in May, and he is determined to get things back on track. Is it time for investors to start buying the stock?
Developing AI software applications from scratch can be extremely expensive, and it requires specialized technical expertise. Not every business has those resources, so they rely on service providers like C3.ai that can deliver turnkey solutions. But C3.ai's business model is changing -- it still has a portfolio of ready-made AI apps, but it's also becoming a platform provider.
#signal #every #company #Stock
Last September, C3.ai's founder, Thomas Siebel, stepped down from his role as CEO to focus on his health issues. Since he played a central role in the sales and customer relationship management processes, his departure led to a sharp decline in the company's revenue.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Fortunately, Siebel returned to lead C3.ai in May, and he is determined to get things back on track. Is it time for investors to start buying the stock?
Developing AI software applications from scratch can be extremely expensive, and it requires specialized technical expertise. Not every business has those resources, so they rely on service providers like C3.ai that can deliver turnkey solutions. But C3.ai's business model is changing -- it still has a portfolio of ready-made AI apps, but it's also becoming a platform provider.
#signal #every #company #Stock
0.00$ raised of 0.00$ goal
0 donations
0.00$
to go
11 days ago
If you are old enough, you remember a time before the internet. And you also remember Yahoo! and America Online being two of the most dominant internet companies early in the internet's development. The stocks were hot way back then, but today, both have basically flamed out and been swallowed up by other companies. Other internet companies became more dominant.
This isn't unusual in the tech sector, and investors piling into artificial intelligence (AI) stocks should keep that in mind. Sure, you could make a big bet on an AI stock that you think has winning tech, like a high-powered chip or a specialized application, or you could go with a picks-and-shovels play like Brookfield Renewable (NYSE: BEP)(NYSE: BEPC). Here's why this clean energy company could be the better bet.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Right now, artificial intelligence is a hot sector. Too many investors see it as a way to get rich quickly. And that has had pretty predictable consequences. For example, SoundHound (NASDAQ: SOUN) provides AI voice services. That's exciting, but probably not unique enough to build a business around. Still, its stock skyrocketed as investors jumped on the next hot thing. The shares have since plunged back to earth, down 70% from their 2024 peak.
The same could be happening now with Western Digital (NASDAQ: WDC), a maker of data storage devices. Huge demand from the AI build got investors excited about the stock, but that excitement has begun to fade. The stock has fallen roughly 40% from its recent highs. That's actually the second huge drawdown over the last three years. Even AI poster-child Nvidia (NASDAQ: NVDA) has proven to be a highly volatile stock.
#NASDAQ #internet #NYSE
This isn't unusual in the tech sector, and investors piling into artificial intelligence (AI) stocks should keep that in mind. Sure, you could make a big bet on an AI stock that you think has winning tech, like a high-powered chip or a specialized application, or you could go with a picks-and-shovels play like Brookfield Renewable (NYSE: BEP)(NYSE: BEPC). Here's why this clean energy company could be the better bet.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Right now, artificial intelligence is a hot sector. Too many investors see it as a way to get rich quickly. And that has had pretty predictable consequences. For example, SoundHound (NASDAQ: SOUN) provides AI voice services. That's exciting, but probably not unique enough to build a business around. Still, its stock skyrocketed as investors jumped on the next hot thing. The shares have since plunged back to earth, down 70% from their 2024 peak.
The same could be happening now with Western Digital (NASDAQ: WDC), a maker of data storage devices. Huge demand from the AI build got investors excited about the stock, but that excitement has begun to fade. The stock has fallen roughly 40% from its recent highs. That's actually the second huge drawdown over the last three years. Even AI poster-child Nvidia (NASDAQ: NVDA) has proven to be a highly volatile stock.
#NASDAQ #internet #NYSE
14 days ago
This story was originally published on Utility Dive. To receive daily news and insights, subscribe to our free daily Utility Dive newsletter.
South Carolina's public power and water utility Santee Cooper announced Thursday that it is working with Google to modernize its financial planning and load forecasting with artificial intelligence tools.
Google's WeatherNext 2 is designed to provide more accurate medium-range weather forecasts, which is expected to improve Santee Cooper's load forecasting, the utility's CFO, Tami Wilson, said during a Wednesday press teleconference. The utility is also using Google's Gemini Enterprise Agent Platform to speed up financial forecasting, she said.
Wilson said the utility is undergoing a "major digital transformation" by "shifting away from legacy, clunky, **** bersome processes," and wants to "automate the routine" without automating accountability or risk management, which she said will remain with human operators.
Wilson said the utility plans to use different approaches with generative AI versus agentic AI. Generative AI will be used to perform "low-cost initial drafting," while Santee Cooper will use agentic AI to "execute multi-step processes autonomously."
#generative
South Carolina's public power and water utility Santee Cooper announced Thursday that it is working with Google to modernize its financial planning and load forecasting with artificial intelligence tools.
Google's WeatherNext 2 is designed to provide more accurate medium-range weather forecasts, which is expected to improve Santee Cooper's load forecasting, the utility's CFO, Tami Wilson, said during a Wednesday press teleconference. The utility is also using Google's Gemini Enterprise Agent Platform to speed up financial forecasting, she said.
Wilson said the utility is undergoing a "major digital transformation" by "shifting away from legacy, clunky, **** bersome processes," and wants to "automate the routine" without automating accountability or risk management, which she said will remain with human operators.
Wilson said the utility plans to use different approaches with generative AI versus agentic AI. Generative AI will be used to perform "low-cost initial drafting," while Santee Cooper will use agentic AI to "execute multi-step processes autonomously."
#generative
15 days ago
What happened: Dell Technologies (DELL) stock surged as much as 10% before trimming gains on Wednesday.
What's behind the move: The maker of laptops and servers raised guidance and posted record revenue and adjusted earnings for its fiscal 2027 second quarter amid a booming AI server business.
The company said it booked a record $60.9 billion in AI server orders and exited the quarter with a record $95 billion backlog.
Dell Technologies said it also saw growth in its traditional servers, networking, and storage businesses.
The company posted record revenue of $47 billion, up 58% year over year. Earnings per share came in at $6.34, up 273% from a year ago. Adjusted earnings rose 203% to $7.04 per share.
#record #servers
What's behind the move: The maker of laptops and servers raised guidance and posted record revenue and adjusted earnings for its fiscal 2027 second quarter amid a booming AI server business.
The company said it booked a record $60.9 billion in AI server orders and exited the quarter with a record $95 billion backlog.
Dell Technologies said it also saw growth in its traditional servers, networking, and storage businesses.
The company posted record revenue of $47 billion, up 58% year over year. Earnings per share came in at $6.34, up 273% from a year ago. Adjusted earnings rose 203% to $7.04 per share.
#record #servers
16 days ago
U.S.-Iran strikes reignite fears of a prolonged Middle East conflict as Hormuz tensions push regional oil benchmarks above $100.
Rising Bond Yields Turn Oil's Rally Into a Demand Risk
- Global bond yields have surged to their highest since 2008, as rising oil prices perpetuate fears of longer-than-assumed inflation, in turn creating a cycle of lower demand further down the road.
- The rally in bond yields started in earnest after new Federal Reserve chairman Kevin Walsh vowed to finally tame US inflation, currently at 3.4%, sending yields on the 10-Year Treasury bonds to 4.76%.
- The bond spiral extended into other developed economies, with rates on 10-year ***** anese bonds touching a 30-year high and moved above 3%, whilst 10-year UK bonds surged to 5.2%.
#yields
Rising Bond Yields Turn Oil's Rally Into a Demand Risk
- Global bond yields have surged to their highest since 2008, as rising oil prices perpetuate fears of longer-than-assumed inflation, in turn creating a cycle of lower demand further down the road.
- The rally in bond yields started in earnest after new Federal Reserve chairman Kevin Walsh vowed to finally tame US inflation, currently at 3.4%, sending yields on the 10-Year Treasury bonds to 4.76%.
- The bond spiral extended into other developed economies, with rates on 10-year ***** anese bonds touching a 30-year high and moved above 3%, whilst 10-year UK bonds surged to 5.2%.
#yields
22 days ago
Our ******* ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Achieved record second-quarter performance driven by exceptionally strong freight markets resulting from heightened geopolitical tensions in the Middle East and global trade flow disruptions.
Leveraged the 'One TORM' integrated operating model to optimize fleet deployment and capture market opportunities, resulting in MR fleet earnings that outperformed the peer average by over USD 200 million from 2023-2025.
Shifted fleet renewal strategy toward newbuildings and resales as secondhand vessel prices increased, securing a phased delivery pipeline from 2027 through 2029 to maintain a modern fleet profile.
Capitalized on significant market inefficiencies, such as the closure of the Strait of Hormuz, which increased voyage distances and reduced effective fleet availability despite lower overall oil volumes.
#market #increased #east #leveraged
Achieved record second-quarter performance driven by exceptionally strong freight markets resulting from heightened geopolitical tensions in the Middle East and global trade flow disruptions.
Leveraged the 'One TORM' integrated operating model to optimize fleet deployment and capture market opportunities, resulting in MR fleet earnings that outperformed the peer average by over USD 200 million from 2023-2025.
Shifted fleet renewal strategy toward newbuildings and resales as secondhand vessel prices increased, securing a phased delivery pipeline from 2027 through 2029 to maintain a modern fleet profile.
Capitalized on significant market inefficiencies, such as the closure of the Strait of Hormuz, which increased voyage distances and reduced effective fleet availability despite lower overall oil volumes.
#market #increased #east #leveraged
22 days ago
Genius Group (NYSE: $GNS), an education technology company based in Singapore, plans to raise capital to expand its AI and Bitcoin (CRYPTO: $BTC) treasuries.
The company said Thursday it is considering issuing perpetual preferred securities as part of a broader $1.2 billion capital plan. Genius Group has set a target of $800 million for its AI Treasury and $827 million for its Bitcoin Treasury, with a longer-term goal of reaching $2 billion in total **** ets by 2031.
The company plans to initially raise $12.5 million through the proposed preferred securities offering. The securities are expected to be non-convertible and carry a variable dividend paid monthly. Genius Group said proceeds would be divided between its AI investments, Bitcoin holdings, and a U.S. dollar reserve intended to cover about 18 months of preferred dividends.
More From Cryptoprowl:
Bernstein Forecasts Bitcoin Will Reach $150,000 By Mid-2027
#genius #million #plans #raise
The company said Thursday it is considering issuing perpetual preferred securities as part of a broader $1.2 billion capital plan. Genius Group has set a target of $800 million for its AI Treasury and $827 million for its Bitcoin Treasury, with a longer-term goal of reaching $2 billion in total **** ets by 2031.
The company plans to initially raise $12.5 million through the proposed preferred securities offering. The securities are expected to be non-convertible and carry a variable dividend paid monthly. Genius Group said proceeds would be divided between its AI investments, Bitcoin holdings, and a U.S. dollar reserve intended to cover about 18 months of preferred dividends.
More From Cryptoprowl:
Bernstein Forecasts Bitcoin Will Reach $150,000 By Mid-2027
#genius #million #plans #raise
26 days ago
It's nearly here. The moment Wall Street waits for every quarter since the AI trade kicked off: Nvidia's (NVDA) second quarter earnings.
Yes, while its Big Tech peers reported their results nearly a month ago, Nvidia is finally giving us the lowdown on its latest quarter.
The announcement also comes as chip stocks more broadly struggle to hang on to gains over the last month following July's steep declines over fresh fears about whether companies will see returns on their vast AI investments.
Microsoft (MSFT), Amazon (AMZN), and Google (GOOG, GOOGL) helped allay at least some of those fears thanks to strong growth numbers in their respective cloud businesses, though Google, along with Meta, spooked investors on increased spending.
For the quarter, Nvidia is expected to report second quarter adjusted earnings per share (EPS) of $2.09 on revenue of $92 billion, according to Bloomberg **** yst consensus estimates. That would mark a 96% year-over-year jump in overall revenue, and a continued quarter-over-quarter acceleration.
#quarter #fears
Yes, while its Big Tech peers reported their results nearly a month ago, Nvidia is finally giving us the lowdown on its latest quarter.
The announcement also comes as chip stocks more broadly struggle to hang on to gains over the last month following July's steep declines over fresh fears about whether companies will see returns on their vast AI investments.
Microsoft (MSFT), Amazon (AMZN), and Google (GOOG, GOOGL) helped allay at least some of those fears thanks to strong growth numbers in their respective cloud businesses, though Google, along with Meta, spooked investors on increased spending.
For the quarter, Nvidia is expected to report second quarter adjusted earnings per share (EPS) of $2.09 on revenue of $92 billion, according to Bloomberg **** yst consensus estimates. That would mark a 96% year-over-year jump in overall revenue, and a continued quarter-over-quarter acceleration.
#quarter #fears
1 month ago
For a while now, the biggest debate around Rocket Lab (RKLB) has been about when its new Neutron rocket will finally fly. The bull case, though, was that the company was much broader than that. They argued that Rocket Lab had quietly become a full-stack company, one that earns across launch, satellites, and defense. In their opinion, this made Rocket Lab meaningfully different from a startup betting everything on a single rocket. This quarter backed that view up.
Revenue hit a record, climbing 62% from a year ago, and the backlog also increased to an all-time high of $2.36 billion. But what's interesting is that Neutron wasn't behind this performance, since it hasn't even launched yet. The growth came from the ******* e Systems business and new defense and government contracts.
CoreWeave vs Nebius: Both Companies Reported Strong Earnings, But Here's the Stock You Should Buy
A $210 Billion Reason to Buy AMD Stock Here
As Oracle Deepens Its Partnership with AWS, Here's How You Should Play ORCL Stock
#revenue
Revenue hit a record, climbing 62% from a year ago, and the backlog also increased to an all-time high of $2.36 billion. But what's interesting is that Neutron wasn't behind this performance, since it hasn't even launched yet. The growth came from the ******* e Systems business and new defense and government contracts.
CoreWeave vs Nebius: Both Companies Reported Strong Earnings, But Here's the Stock You Should Buy
A $210 Billion Reason to Buy AMD Stock Here
As Oracle Deepens Its Partnership with AWS, Here's How You Should Play ORCL Stock
#revenue
1 month ago
By
Aug. 16, 2026 12:16 pm ET
Listen
(1 min)
Open a Roth IRA. Buy this stock before it pops. Make $100,000 a month by starting your own side hustle.
#open
Aug. 16, 2026 12:16 pm ET
Listen
(1 min)
Open a Roth IRA. Buy this stock before it pops. Make $100,000 a month by starting your own side hustle.
#open
1 month ago
All eyes were on ***** e Exploration Technologies (NASDAQ: SPCX) stock this week as it reported its first results since going public.
For the 2026 second quarter, ***** eX trounced Wall Street expectations on both the top and bottom lines. ***** ysts were looking for a $0.26 loss per share on $6.9 billion in revenue, and the company reported a $0.09 loss per share on $7.8 billion in revenue, a 92% year-over-year increase.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Despite what appears to be positive financials, the stock fell 12% after the report. The number that stood out to the market was $18.4 billion. That was the capital expenditures (capex) in the quarter, and the market was none too pleased with it.
SpaceX investors think the company is going to the moon, and they want to be a part of it. However, if you dig deeper, the company sees its main opportunities in artificial intelligence (AI), and that's what investors are really getting. Management was clear about this in its investing prospectus, citing a $28.5 trillion market opportunity, with $26.5 trillion of it in AI. This is what came out of the first earnings report, as well.
#first #billion #reported
For the 2026 second quarter, ***** eX trounced Wall Street expectations on both the top and bottom lines. ***** ysts were looking for a $0.26 loss per share on $6.9 billion in revenue, and the company reported a $0.09 loss per share on $7.8 billion in revenue, a 92% year-over-year increase.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Despite what appears to be positive financials, the stock fell 12% after the report. The number that stood out to the market was $18.4 billion. That was the capital expenditures (capex) in the quarter, and the market was none too pleased with it.
SpaceX investors think the company is going to the moon, and they want to be a part of it. However, if you dig deeper, the company sees its main opportunities in artificial intelligence (AI), and that's what investors are really getting. Management was clear about this in its investing prospectus, citing a $28.5 trillion market opportunity, with $26.5 trillion of it in AI. This is what came out of the first earnings report, as well.
#first #billion #reported
1 month ago
Western Digital (NASDAQ: WDC) stock plunged 11.7% through 10:30 a.m. ET Thursday despite beating on both sales and earnings last night.
In its fiscal Q4 2026 update, ****** ysts had expected Western Digital to report only $3.29 per share on sales of less than $3.7 billion. In fact, WD earned $3.56 per share on sales of $3.75 billion.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
What's wrong with that? Not a lot!
Growing demand for computer memory of all types to support the artificial intelligence revolution drove Western Digital's sales up 44% year over year, and produced GAAP earnings of $8.21 per share -- up 1,125% year over year. (The "$3.56" per share profit was only a non-GAAP number -- but even non-GAAP earnings more than doubled.)
#gaap #earnings
In its fiscal Q4 2026 update, ****** ysts had expected Western Digital to report only $3.29 per share on sales of less than $3.7 billion. In fact, WD earned $3.56 per share on sales of $3.75 billion.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
What's wrong with that? Not a lot!
Growing demand for computer memory of all types to support the artificial intelligence revolution drove Western Digital's sales up 44% year over year, and produced GAAP earnings of $8.21 per share -- up 1,125% year over year. (The "$3.56" per share profit was only a non-GAAP number -- but even non-GAAP earnings more than doubled.)
#gaap #earnings
1 month ago
The global healthcare ecosystem in 2026 is leading to a strong recovery in clinical research, with global pharma R&D investment topping $250 billion and the clinical research organization (CRO) market rising to $72 billion at roughly a 9% annual pace. As biopharma companies move capital into complex biologic pipelines, AI-powered trial improvement, and practical data ******* ysis, outsourcing fervor grows. For industry leaders such as IQVIA Holdings Inc. (NYSE:IQV), this macro environment provides structural tailwinds, allowing scaled global operators to grab high-margin clinical trial operations and lock in multi-year backlog visibility.
IQVIA Holdings Inc. (NYSE:IQV) proved the extent of its operational recovery in its second-quarter 2026 results on July 29, exceeding the upper end of its internal guidance across all main financial indicators and driving an 8.8% pre-market share jump. Total revenue was $4.368 billion, increasing 8.7% year-over-year, exceeding ******* yst estimates, while adjusted diluted earnings per share increased 12.1% year-over-year to $3.15, beating consensus projections of $3.02 to $3.06 by a significant margin. At the same time, adjusted EBITDA increased by 9.2% to $994 million, sustaining a 22.8% margin.
While headline earnings and revenue were solid, the true source of the market's optimism was an impressive spike in clinical bookings. IQVIA's core Research & Development Solutions division recorded record net new bookings of $3.15 billion, up 19% year-over-year, with a strong book-to-bill ratio of 1.22x. Trailing-twelve-month bookings increased 13% to $11.3 billion, bringing the total contracted backlog to a record $34.2 billion. Management anticipates that $9.2 billion of this backlog will be converted into recognized revenue during the coming twelve months.
IQVIA Holdings Inc. (NYSE:IQV) raised its full-year financial guidance for 2026 in response to record backlog visibility. Full-year sales are now expected to range between $17.275 billion and $17.475 billion, with adjusted EBITDA rising to $4.0-$4.05 billion and adjusted EPS targeting $12.80-$13. The new projection includes a 100 basis point improvement in organic growth estimates, as well as M&A contributions, while full-year EBITDA margins are expected to remain unchanged at around 23.2% as internal efficiency measures absorb pass-through cost friction. Operating cash flow also increased 26% year-over-year to $558 million, while free cash flow grew 23.3% to $360 million during the quarter.
#holdings #increased
IQVIA Holdings Inc. (NYSE:IQV) proved the extent of its operational recovery in its second-quarter 2026 results on July 29, exceeding the upper end of its internal guidance across all main financial indicators and driving an 8.8% pre-market share jump. Total revenue was $4.368 billion, increasing 8.7% year-over-year, exceeding ******* yst estimates, while adjusted diluted earnings per share increased 12.1% year-over-year to $3.15, beating consensus projections of $3.02 to $3.06 by a significant margin. At the same time, adjusted EBITDA increased by 9.2% to $994 million, sustaining a 22.8% margin.
While headline earnings and revenue were solid, the true source of the market's optimism was an impressive spike in clinical bookings. IQVIA's core Research & Development Solutions division recorded record net new bookings of $3.15 billion, up 19% year-over-year, with a strong book-to-bill ratio of 1.22x. Trailing-twelve-month bookings increased 13% to $11.3 billion, bringing the total contracted backlog to a record $34.2 billion. Management anticipates that $9.2 billion of this backlog will be converted into recognized revenue during the coming twelve months.
IQVIA Holdings Inc. (NYSE:IQV) raised its full-year financial guidance for 2026 in response to record backlog visibility. Full-year sales are now expected to range between $17.275 billion and $17.475 billion, with adjusted EBITDA rising to $4.0-$4.05 billion and adjusted EPS targeting $12.80-$13. The new projection includes a 100 basis point improvement in organic growth estimates, as well as M&A contributions, while full-year EBITDA margins are expected to remain unchanged at around 23.2% as internal efficiency measures absorb pass-through cost friction. Operating cash flow also increased 26% year-over-year to $558 million, while free cash flow grew 23.3% to $360 million during the quarter.
#holdings #increased
2 months ago
TSMC adopting an EMIB-like technology validates Intel's packaging approach, though packaging represents only about 10 to 15 percent of TSMC's $120 billion in revenue.
Intel's EMIB targets cost-sensitive AI ASICs for hyperscalers like Google and AWS, while CoWoS dominates high-bandwidth GPU training workloads.
TSMC is expanding CoWoS capacity over 80% annually, and rising competition should grow the overall packaging market rather than redistribute share.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut. Grab the names FREE today.
The artificial intelligence boom has reshaped the semiconductor industry in an unexpected way. Manufacturing the world's most advanced chips is no longer the biggest bottleneck. Packaging them has become just as important.
#emib #Manufacturing #NVIDIA
Intel's EMIB targets cost-sensitive AI ASICs for hyperscalers like Google and AWS, while CoWoS dominates high-bandwidth GPU training workloads.
TSMC is expanding CoWoS capacity over 80% annually, and rising competition should grow the overall packaging market rather than redistribute share.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut. Grab the names FREE today.
The artificial intelligence boom has reshaped the semiconductor industry in an unexpected way. Manufacturing the world's most advanced chips is no longer the biggest bottleneck. Packaging them has become just as important.
#emib #Manufacturing #NVIDIA
2 months ago
Microsoft, Meta, and Qualcomm will kick off a parade of tech earnings after the bell on Wednesday, as Wall Street continues to question the validity of the broader AI trade that is sending chip stocks south.
Memory chip maker SK Hynix reported its results late Tuesday evening, with operating profit climbing a wild 557%. But even that wasn't enough to satisfy investors.
All eyes will be on capital expenditures numbers from Microsoft, Meta, and Amazon, which reports Thursday, after Alphabet's (GOOG, GOOGL) increased capex guidance spooked investors.
Meta, meanwhile, announced that it is entering into a $14 billion agreement with BlackRock to build a 1-gigawatt data center in Texas.
Apple, which has benefited thanks to its more restrained spending, saw its market capitalization briefly surpass the $5 trillion mark on Tuesday, making it just the second company to do so.
#Microsoft #tuesday
Memory chip maker SK Hynix reported its results late Tuesday evening, with operating profit climbing a wild 557%. But even that wasn't enough to satisfy investors.
All eyes will be on capital expenditures numbers from Microsoft, Meta, and Amazon, which reports Thursday, after Alphabet's (GOOG, GOOGL) increased capex guidance spooked investors.
Meta, meanwhile, announced that it is entering into a $14 billion agreement with BlackRock to build a 1-gigawatt data center in Texas.
Apple, which has benefited thanks to its more restrained spending, saw its market capitalization briefly surpass the $5 trillion mark on Tuesday, making it just the second company to do so.
#Microsoft #tuesday
2 months ago
Two Detroit automakers jumped Monday morning on positive ****** yst news. Jefferies upgraded both General Motors and Ford to buy ratings, from hold.
The investment firm raised General Motors' price target to $99 from $90; and Ford to $17.50, up from $14.50, according to theFly.com. The price targets imply a 12-month upside of 17% for GM and 21% for Ford, relative to where shares traded Monday morning.
The ****** yst action for both companies follows an extended period of hold ratings, and comes after both automakers in December incurred huge, multibillion write-offs related to a series of electric vehicle investments that didn't pan out.
Ford stock rose as much as 3% on Monday's news as it continues to hug its 50-day line, according to MarketSurge. Meanwhile, General Motors' 3.5% gain pushed it briefly above a buy point of 85.41 as it tinkers with a breakout from a flat base. Over the last 12 months, General Motors (GM) is up just under 60%. Ford (F) advanced roughly 28%.
#ford #automakers
The investment firm raised General Motors' price target to $99 from $90; and Ford to $17.50, up from $14.50, according to theFly.com. The price targets imply a 12-month upside of 17% for GM and 21% for Ford, relative to where shares traded Monday morning.
The ****** yst action for both companies follows an extended period of hold ratings, and comes after both automakers in December incurred huge, multibillion write-offs related to a series of electric vehicle investments that didn't pan out.
Ford stock rose as much as 3% on Monday's news as it continues to hug its 50-day line, according to MarketSurge. Meanwhile, General Motors' 3.5% gain pushed it briefly above a buy point of 85.41 as it tinkers with a breakout from a flat base. Over the last 12 months, General Motors (GM) is up just under 60%. Ford (F) advanced roughly 28%.
#ford #automakers
2 months ago
By Sanskriti Shekhar
July 28 (Reuters) - Royal Caribbean raised its annual profit forecast on Tuesday after beating quarterly estimates, sending its shares up 5%, even as it factored in a modest hit to bookings due to the travel disruptions caused by the Middle East conflict.
Geopolitical uncertainty linked to the U.S.-Iran conflict has made some travelers wary of booking cruises, hurting demand for certain itineraries and adding to fuel-cost pressures for operators.
Royal Caribbean said bookings for some sailings, including Mediterranean itineraries, have been modestly hit, primarily in the third quarter.
"When you include a cruise plus the airfare (to get to the ports), it's a little bit more costly (for American consumers)," CEO Jason Liberty said, adding travelers are either putting off their trips to next year or opting for the Caribbean instead of Europe.
#caribbean #bookings #july
July 28 (Reuters) - Royal Caribbean raised its annual profit forecast on Tuesday after beating quarterly estimates, sending its shares up 5%, even as it factored in a modest hit to bookings due to the travel disruptions caused by the Middle East conflict.
Geopolitical uncertainty linked to the U.S.-Iran conflict has made some travelers wary of booking cruises, hurting demand for certain itineraries and adding to fuel-cost pressures for operators.
Royal Caribbean said bookings for some sailings, including Mediterranean itineraries, have been modestly hit, primarily in the third quarter.
"When you include a cruise plus the airfare (to get to the ports), it's a little bit more costly (for American consumers)," CEO Jason Liberty said, adding travelers are either putting off their trips to next year or opting for the Caribbean instead of Europe.
#caribbean #bookings #july
2 months ago
The recent entry of Elon Musk's ******* eX (SPCX) into public markets has garnered investment interest on Capitol Hill, with half a dozen lawmakers taking stakes in the company, according to recently disclosed transactions.
The first apparent purchase came from Rep. Lisa McClain, a Republican and member of House Speaker Mike Johnson's leadership team. Her husband purchased between $100,000 and $250,000 in Musk's xAI in December 2025, before it was folded into ******* eX in February, giving the lawmaker and her family early exposure to the public debut on June 12.
SpaceX's initial public offering then saw five more lawmakers make purchases, according to the disclosures.
Rep. John James, a Michigan Republican, was first in as his wife bought between $15,000 and $50,000 worth of stock on the day of the IPO.
Three more GOP lawmakers — Rep. Daniel Meuser of Pennsylvania, William Timmons of South Carolina, and John McGuire of Virginia — obtained shares three days later.
#SpaceX #john #first #elon
The first apparent purchase came from Rep. Lisa McClain, a Republican and member of House Speaker Mike Johnson's leadership team. Her husband purchased between $100,000 and $250,000 in Musk's xAI in December 2025, before it was folded into ******* eX in February, giving the lawmaker and her family early exposure to the public debut on June 12.
SpaceX's initial public offering then saw five more lawmakers make purchases, according to the disclosures.
Rep. John James, a Michigan Republican, was first in as his wife bought between $15,000 and $50,000 worth of stock on the day of the IPO.
Three more GOP lawmakers — Rep. Daniel Meuser of Pennsylvania, William Timmons of South Carolina, and John McGuire of Virginia — obtained shares three days later.
#SpaceX #john #first #elon
2 months ago
This story was originally published on CRE Daily. Join 70,000+ commercial real estate professionals getting daily news, market insights, and industry **** ysis delivered straight to their inbox with the free CRE Daily newsletter.
Lenders have tightened credit spreads on 60–65% LTV retail CRE loans by 16 basis points over the past year, per Trepp.
The cost of incremental debt in the 50–59% LTV tier is nearly unchanged in the same period, underscoring a shift in lender competition.
Lenders prioritizing pricing competitiveness in the middle of the capital stack could alter borrower decisions and reshape risk distribution in retail loan origination.
Retail commercial real estate lenders are shifting their focus toward moderate leverage. Trepp data shows the most aggressive pricing now sits in the middle of the debt stack.
#estate #debt #middle
Lenders have tightened credit spreads on 60–65% LTV retail CRE loans by 16 basis points over the past year, per Trepp.
The cost of incremental debt in the 50–59% LTV tier is nearly unchanged in the same period, underscoring a shift in lender competition.
Lenders prioritizing pricing competitiveness in the middle of the capital stack could alter borrower decisions and reshape risk distribution in retail loan origination.
Retail commercial real estate lenders are shifting their focus toward moderate leverage. Trepp data shows the most aggressive pricing now sits in the middle of the debt stack.
#estate #debt #middle
2 months ago
For Anne-Laure Descours, the question fashion observers should be asking isn't why so many brands destroy unsold merchandise but why they produce enough overstock to make it necessary in the first place.
"If you plan better and produce the right amounts of goods, you'd be less exposed to mass destruction," the Hong Kong-based supply chain veteran said.
More from WWD
Europe's Tech Fine Could Trigger New Tariffs, Undermining US Trade Deal
Chanel Expands Les Extraits Line With Limited Distribution
#anne #laure #Tech #tariffs
"If you plan better and produce the right amounts of goods, you'd be less exposed to mass destruction," the Hong Kong-based supply chain veteran said.
More from WWD
Europe's Tech Fine Could Trigger New Tariffs, Undermining US Trade Deal
Chanel Expands Les Extraits Line With Limited Distribution
#anne #laure #Tech #tariffs
2 months ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
With the SAVE program ending and major changes for federal student loan borrowers this year, now could be a good time to review your repayment plan — which may also include refinancing.
Refinancing your student loans can help you score a lower interest rate or consolidate multiple monthly payments into one. But if you're refinancing federal student loans, you could also lose some valuable protections and forgiveness opportunities.
The first step is finding a student loan refinance lender that works with your budget and timeline. To help you get started, here are some top options today.
Read more: How to refinance your student loans
#loans
With the SAVE program ending and major changes for federal student loan borrowers this year, now could be a good time to review your repayment plan — which may also include refinancing.
Refinancing your student loans can help you score a lower interest rate or consolidate multiple monthly payments into one. But if you're refinancing federal student loans, you could also lose some valuable protections and forgiveness opportunities.
The first step is finding a student loan refinance lender that works with your budget and timeline. To help you get started, here are some top options today.
Read more: How to refinance your student loans
#loans
2 months ago
It's worth saying straight out of the gates that Bloom Energy (BE) should be considered a speculative, high-risk trade. Sure, Bloom has enjoyed strong demand thanks to the stratospheric rise of artificial intelligence and the buildout of data centers. But it's also fair to point out that BE stock has suffered a heavy corrective cycle, losing 20% in the past five sessions and 43% in the trailing month.
Nevertheless, investors aren't giving up on Bloom stock, in part because the broader performance is impressive. Right now, BE enjoys a 24% Weak Buy rating from the Barchart Technical Opinion indicator, a byproduct of the ticker gaining almost 127% on a year-to-date basis. Of course, the bulk of that performance is tied to Bloom's core value proposition: providing rapid, off-grid solid-oxide power generation for electricity-hungry AI data centers.
Huge, Unusual Intel Options Volume Today Ahead of Earnings This Week
Intel Stock Is Down, But Put Premiums are High - Put Short Sellers Love the High Yields
Newmont Stock Suddenly Offers a Double-Sided Debit Trade on U.S.-Iran Tensions and Upcoming Earnings
#Stock #data #performance #energy
Nevertheless, investors aren't giving up on Bloom stock, in part because the broader performance is impressive. Right now, BE enjoys a 24% Weak Buy rating from the Barchart Technical Opinion indicator, a byproduct of the ticker gaining almost 127% on a year-to-date basis. Of course, the bulk of that performance is tied to Bloom's core value proposition: providing rapid, off-grid solid-oxide power generation for electricity-hungry AI data centers.
Huge, Unusual Intel Options Volume Today Ahead of Earnings This Week
Intel Stock Is Down, But Put Premiums are High - Put Short Sellers Love the High Yields
Newmont Stock Suddenly Offers a Double-Sided Debit Trade on U.S.-Iran Tensions and Upcoming Earnings
#Stock #data #performance #energy