24 days ago
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A 65-year-old retiree has $1.2 million saved and plans to start withdrawals next year. His 27-year-old son has been following a group of social media accounts touting AI stocks, and he's urging his dad to move $300,000, a quarter of his savings, into a handful of them.
When the father hesitated, his son said he was scared of making money. The father isn't necessarily scared; he's cautious, and at his stage of life, that's a reasonable instinct. But he also doesn't want to dismiss his son or miss out on growth entirely.
Don't Miss:
40% Of Americans Aren't Invested In The Stock Market. And Money Isn't The Only Reason.
#isn 't #father #finance #don 't
A 65-year-old retiree has $1.2 million saved and plans to start withdrawals next year. His 27-year-old son has been following a group of social media accounts touting AI stocks, and he's urging his dad to move $300,000, a quarter of his savings, into a handful of them.
When the father hesitated, his son said he was scared of making money. The father isn't necessarily scared; he's cautious, and at his stage of life, that's a reasonable instinct. But he also doesn't want to dismiss his son or miss out on growth entirely.
Don't Miss:
40% Of Americans Aren't Invested In The Stock Market. And Money Isn't The Only Reason.
#isn 't #father #finance #don 't
1 month ago
Netflix (NFLX) has fallen about 35% over the past year, while the S&P 500 returned about 17%. The complaint is simple. Sales growth is slowing, and management will not show the quality metrics it leans on. That case misses the engine under per-share earnings, a wider margin, and a shrinking share count.
Why Are ***** ysts Pressing Netflix On Its Slowing Top Line?
Management guided revenue growth of 11% excluding currency for the third quarter of 2026, below the second quarter's 12% on the same basis. The CFO put part of that step down to a back-half-weighted year-ago comparison. ***** ysts have also pressed on viewing hours per member, which they say has softened.
The shares trade near $78, about 63% of their 52-week high. At that price the market appears to be paying for a mature business. The buy case has to rest on something other than the top line.
How Do Netflix's Earnings Grow Faster Than Its Sales?
#sales
Why Are ***** ysts Pressing Netflix On Its Slowing Top Line?
Management guided revenue growth of 11% excluding currency for the third quarter of 2026, below the second quarter's 12% on the same basis. The CFO put part of that step down to a back-half-weighted year-ago comparison. ***** ysts have also pressed on viewing hours per member, which they say has softened.
The shares trade near $78, about 63% of their 52-week high. At that price the market appears to be paying for a mature business. The buy case has to rest on something other than the top line.
How Do Netflix's Earnings Grow Faster Than Its Sales?
#sales
2 months ago
XRP dropped 8% and Coinbase fell 8.65% after the Senate killed the CLARITY Act 50-49, stripping XRP's commodity status of any federal legal protection.
Without spot ETF buyers, corporate treasury support, or a legislative floor, XRP faces the Fed's first potential rate hike in three years with support at $1.25.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
XRP (CRYPTO:XRP) is currently trading at $1.28, down 9.4% in the past 24 hours and marking the worst performance among major cryptocurrencies. On September 15, the Senate voted at 2:15 p.m. ET on whether to open debate on the CLARITY Act, a bill aimed at making XRP's commodity status under U.S. law permanent. Unfortunately, the motion failed with a vote of 49 to 50.
Today at 2 p.m. ET, the Federal Reserve is set to announce its interest rate decision, with CME FedWatch indicating a 92% chance of the first rate hike in three years. Additionally, XRP fell below $1.355, a level it had held for five consecutive sessions. This raises the question of what caused XRP's downturn and where the selling will end.
#commodity
Without spot ETF buyers, corporate treasury support, or a legislative floor, XRP faces the Fed's first potential rate hike in three years with support at $1.25.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
XRP (CRYPTO:XRP) is currently trading at $1.28, down 9.4% in the past 24 hours and marking the worst performance among major cryptocurrencies. On September 15, the Senate voted at 2:15 p.m. ET on whether to open debate on the CLARITY Act, a bill aimed at making XRP's commodity status under U.S. law permanent. Unfortunately, the motion failed with a vote of 49 to 50.
Today at 2 p.m. ET, the Federal Reserve is set to announce its interest rate decision, with CME FedWatch indicating a 92% chance of the first rate hike in three years. Additionally, XRP fell below $1.355, a level it had held for five consecutive sessions. This raises the question of what caused XRP's downturn and where the selling will end.
#commodity
2 months ago
US stock futures slipped on Tuesday as rising oil prices and inflation jitters took focus at the start of the holiday-shortened week.
Futures on the Dow Jones Industrial Average (YM=F) declined by 0.9%, while those on the S&P 500 (ES=F) fell 0.4%. Contracts for the Nasdaq-100 (NQ=F) dropped just below the flatline as investors eyed inflation data and Oracle earnings later this week.
Rising oil prices put pressure on markets as Iran said it was close to a deal with Oman to manage traffic through the Strait of Hormuz. Brent crude oil futures (BZ=F), the global benchmark, crept toward $100 per barrel, while US benchmark WTI crude (CL=F) neared $93 per barrel.
Fears of an ongoing war in the Middle East have revived angst about inflation and a potential Federal Reserve rate hike this month, particularly after Friday's blowout jobs report showed strong job gains in August. Investors are bracing for a fresh Consumer Price Index reading on Friday, which will indicate whether inflation is moving back down toward the Fed's 2% goal or whether it remains a thorn in the central bank's — and consumers' — side.
On the earnings calendar, Oracle (ORCL) earnings are the highlight this week. But first, GameStop (GME) reports on Tuesday.
#inflation #investors
Futures on the Dow Jones Industrial Average (YM=F) declined by 0.9%, while those on the S&P 500 (ES=F) fell 0.4%. Contracts for the Nasdaq-100 (NQ=F) dropped just below the flatline as investors eyed inflation data and Oracle earnings later this week.
Rising oil prices put pressure on markets as Iran said it was close to a deal with Oman to manage traffic through the Strait of Hormuz. Brent crude oil futures (BZ=F), the global benchmark, crept toward $100 per barrel, while US benchmark WTI crude (CL=F) neared $93 per barrel.
Fears of an ongoing war in the Middle East have revived angst about inflation and a potential Federal Reserve rate hike this month, particularly after Friday's blowout jobs report showed strong job gains in August. Investors are bracing for a fresh Consumer Price Index reading on Friday, which will indicate whether inflation is moving back down toward the Fed's 2% goal or whether it remains a thorn in the central bank's — and consumers' — side.
On the earnings calendar, Oracle (ORCL) earnings are the highlight this week. But first, GameStop (GME) reports on Tuesday.
#inflation #investors
2 months ago
On September 2, Broadcom Inc. (NASDAQ:AVGO) reported strong financial results for its third quarter of fiscal year 2026, driven by continued strength in AI-related demand.
However, despite the company's blockbuster numbers, its outlook fell slightly short of Wall Street's elevated estimates. This prompted some ***** ysts to remain cautious despite the company's strong performance.
Broadcom Inc. (NASDAQ:AVGO) generated revenue of $29.6 billion in the third quarter, an increase of 86% year-over-year. Non-GAAP operating income also rose 92% year-over-year. The company said demand for its custom AI accelerators and networking remained very strong as Q3 AI semiconductor revenue grew 221% year-over-year and 54% quarter-over-quarter to reach $16.7 billion.
The company expects this momentum to continue into the fourth quarter as it guided for AI semiconductor revenue of $21.7 billion, representing an increase of 236% from the prior-year period.
Wall Street Reaction Remains Measured
#year #revenue #Third
However, despite the company's blockbuster numbers, its outlook fell slightly short of Wall Street's elevated estimates. This prompted some ***** ysts to remain cautious despite the company's strong performance.
Broadcom Inc. (NASDAQ:AVGO) generated revenue of $29.6 billion in the third quarter, an increase of 86% year-over-year. Non-GAAP operating income also rose 92% year-over-year. The company said demand for its custom AI accelerators and networking remained very strong as Q3 AI semiconductor revenue grew 221% year-over-year and 54% quarter-over-quarter to reach $16.7 billion.
The company expects this momentum to continue into the fourth quarter as it guided for AI semiconductor revenue of $21.7 billion, representing an increase of 236% from the prior-year period.
Wall Street Reaction Remains Measured
#year #revenue #Third
2 months ago
Corn futures are trading with midday losses of 3 to 6 cents on Thursday, with contracts stull more than 10 cents off the lows. There were another 114 deliveries issued against September corn overnight. The CmdtyView national average Cash Corn price is down 5 3/4 cents at $4.93.
Early this morning Russia's President Putin stated there was a chance of the peace deal with Ukraine.
Cocoa Prices Tumble as Supplies Increase
Coffee Prices Finish Sharply Lower on Supply Pressures
Harvest Pressures Weigh on Coffee Prices
#pressures #thursday #cmdtyview
Early this morning Russia's President Putin stated there was a chance of the peace deal with Ukraine.
Cocoa Prices Tumble as Supplies Increase
Coffee Prices Finish Sharply Lower on Supply Pressures
Harvest Pressures Weigh on Coffee Prices
#pressures #thursday #cmdtyview
2 months ago
Credo Technology (NASDAQ: CRDO) is having a difficult Wednesday. The company reported Q1 2027 results on Tuesday evening, smashing Wall Street's estimates and offering rosy guidance for the next quarter. But the stock was priced for perfection, and Credo gave the bears enough to feast on. The stock closed Wednesday's trading 20% lower.
Let's start with the headline figures. Revenue more than doubled, with a 115% year-over-year jump to $479 million. Adjusted earnings landed at $1.20 per diluted share, up 131% from $0.52 per share in the year-ago period. Credo's active electric cables (AECs) are shipping to five hyperscalers, and the newer optical business is catching up fast. Q2 guidance pointed to roughly $530 million of top-line revenue, up from $268 million in last year's second quarter and well above the current ****** yst consensus at $517 million.
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 »
So it's a classic beat-and-raise report, but there's one uncomfortable wrinkle. Credo's business is incredibly concentrated on a handful of customers. The three largest clients accounted for 74% of total revenues.
That might have been alright for a calmer stock, but Credo is a volatile ticker and it headed into this report at sky-high valuation ratios. After today's sharp drop, the beta value is a massive 3.2, and the stock still trades at 59 times trailing earnings.
#signal #revenue #flashing
Let's start with the headline figures. Revenue more than doubled, with a 115% year-over-year jump to $479 million. Adjusted earnings landed at $1.20 per diluted share, up 131% from $0.52 per share in the year-ago period. Credo's active electric cables (AECs) are shipping to five hyperscalers, and the newer optical business is catching up fast. Q2 guidance pointed to roughly $530 million of top-line revenue, up from $268 million in last year's second quarter and well above the current ****** yst consensus at $517 million.
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 »
So it's a classic beat-and-raise report, but there's one uncomfortable wrinkle. Credo's business is incredibly concentrated on a handful of customers. The three largest clients accounted for 74% of total revenues.
That might have been alright for a calmer stock, but Credo is a volatile ticker and it headed into this report at sky-high valuation ratios. After today's sharp drop, the beta value is a massive 3.2, and the stock still trades at 59 times trailing earnings.
#signal #revenue #flashing
2 months ago
If you are just starting out as an investor and looking to generate a reliable income stream, you should begin your search with companies such as Realty Income (NYSE: O), PepsiCo (NASDAQ: PEP), and Enbridge (NYSE: ENB). In fact, these three stocks could offer new investors a highly diverse portfolio with a relatively small investment of even $5,000. Here's a look at each of these high-yield dividend stocks and why they work so well together.
Realty Income is the largest net-lease real estate investment trust (REIT). That means that it owns properties and leases them to tenants, but the tenants agree to pay most property-level operating expenses. This reduces Realty Income's costs and risk because it doesn't have to handle day-to-day operations at its properties. The company owns over 15,500 properties across the retail and industrial sectors, including unique property types such as casinos and data centers. And its portfolio spans both North America and Europe.
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 »
The big story here, however, is Realty Income's commitment to the dividend, which has been increased annually for 31 years. It is paid monthly, which is why the company trademarked the nickname "The Monthly Dividend Company." The REIT is built from the ground up to be a reliable dividend payer, with a diversified foundation that it has gradually expanded over time, building on the company's strengths to enter new markets and property niches. For example, it recently started offering institutional ***** et management services, generating a new fee-based income stream for shareholders. The key is that the services it provides are essentially built on what it is already doing. More revenue, little extra work.
With a well-above-market 5.1% dividend yield, Realty Income is a solid foundation for a diversified dividend portfolio.
#income #signal #Portfolio #property
Realty Income is the largest net-lease real estate investment trust (REIT). That means that it owns properties and leases them to tenants, but the tenants agree to pay most property-level operating expenses. This reduces Realty Income's costs and risk because it doesn't have to handle day-to-day operations at its properties. The company owns over 15,500 properties across the retail and industrial sectors, including unique property types such as casinos and data centers. And its portfolio spans both North America and Europe.
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 »
The big story here, however, is Realty Income's commitment to the dividend, which has been increased annually for 31 years. It is paid monthly, which is why the company trademarked the nickname "The Monthly Dividend Company." The REIT is built from the ground up to be a reliable dividend payer, with a diversified foundation that it has gradually expanded over time, building on the company's strengths to enter new markets and property niches. For example, it recently started offering institutional ***** et management services, generating a new fee-based income stream for shareholders. The key is that the services it provides are essentially built on what it is already doing. More revenue, little extra work.
With a well-above-market 5.1% dividend yield, Realty Income is a solid foundation for a diversified dividend portfolio.
#income #signal #Portfolio #property
2 months ago
Last year was a busy one for Mark Walter. Not only did he buy a majority ownership in the Los Angeles Lakers, he also became the subject of a federal investigation into whether his companies, including several insurance firms, properly characterized billions of dollars in ******* ets.
A year later, he announced plans to sell his stake in the Lakers, but the investigation continues — and is raising questions about the investment strategies of the insurance industry as a whole.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
#investigation #walter #angeles #jeff
A year later, he announced plans to sell his stake in the Lakers, but the investigation continues — and is raising questions about the investment strategies of the insurance industry as a whole.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
#investigation #walter #angeles #jeff
2 months ago
RZLV surged 22% on Google Cloud's database selection, then gave back 4% on profit-taking since no contract value or revenue was disclosed.
GOOGL held flat on the same news while IGV fell 2%, confirming that broad software selling drove RZLV's giveback rather than any company-specific bad news.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
Rezolve AI (NASDAQ:RZLV) is giving back part of Tuesday's outsized single-session rally in early Wednesday trading, as software funds come under broader pressure. The read is profit-taking on a single-headline pop, not a reaction to any fresh negative catalyst at the company. The name specializes in AI-native agentic commerce, and it's one of the small-cap software stories most exposed to enterprise AI infrastructure headlines.
Wednesday morning, Rezolve AI stock is down 4% to $2.84, after rising 22% to $2.96 on Tuesday on the company's own announcement of a Google Cloud deployment win. The small-cap AI-commerce name carries a market cap near $1.2 billion, which is why one strategic-validation headline can produce an outsized one-session move.
#Google #wednesday #back #company
GOOGL held flat on the same news while IGV fell 2%, confirming that broad software selling drove RZLV's giveback rather than any company-specific bad news.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
Rezolve AI (NASDAQ:RZLV) is giving back part of Tuesday's outsized single-session rally in early Wednesday trading, as software funds come under broader pressure. The read is profit-taking on a single-headline pop, not a reaction to any fresh negative catalyst at the company. The name specializes in AI-native agentic commerce, and it's one of the small-cap software stories most exposed to enterprise AI infrastructure headlines.
Wednesday morning, Rezolve AI stock is down 4% to $2.84, after rising 22% to $2.96 on Tuesday on the company's own announcement of a Google Cloud deployment win. The small-cap AI-commerce name carries a market cap near $1.2 billion, which is why one strategic-validation headline can produce an outsized one-session move.
#Google #wednesday #back #company
2 months ago
A five-year correlation this low is not a statistical curiosity; it is what an earnings stream built on barrels and product margins looks like beside the index.
ExxonMobil (XOM) has gained 4.3% over the last five trading days while the S&P 500 slipped 0.5%, and a stock rising while the tape sags is the kind that gets chased. But the question that decides your outcome is different: how much of this return is its own story rather than the index you already own, and what owning it does to your swings. On five years of evidence, most of that return is not the index.
Most Of What Moves This Stock Is Not What Moves The Index
Over the past five years ExxonMobil's correlation to the S&P 500 has been 0.26, on a scale where 1.0 would mean lockstep. Gold, the ***** et investors hold precisely because it does its own thing, correlates to this stock at 0.1 over the same five years. The index reading is higher, and still describes a stock that has largely moved independently of the broad market. That independence has not cost return, though it has cost calm: the stock annualized 30.2% over that window against 13.2% for the index, at 26.7% volatility versus 17.2%.
Barrels And Product Margins Are What Set This Return Stream
#years #moves
ExxonMobil (XOM) has gained 4.3% over the last five trading days while the S&P 500 slipped 0.5%, and a stock rising while the tape sags is the kind that gets chased. But the question that decides your outcome is different: how much of this return is its own story rather than the index you already own, and what owning it does to your swings. On five years of evidence, most of that return is not the index.
Most Of What Moves This Stock Is Not What Moves The Index
Over the past five years ExxonMobil's correlation to the S&P 500 has been 0.26, on a scale where 1.0 would mean lockstep. Gold, the ***** et investors hold precisely because it does its own thing, correlates to this stock at 0.1 over the same five years. The index reading is higher, and still describes a stock that has largely moved independently of the broad market. That independence has not cost return, though it has cost calm: the stock annualized 30.2% over that window against 13.2% for the index, at 26.7% volatility versus 17.2%.
Barrels And Product Margins Are What Set This Return Stream
#years #moves
3 months ago
Half a million dollars might sound like a lot of money, but if you're approaching retirement, is it enough?
If you have $500,000 in a pre-tax IRA and expect $2,000 per month from Social Security, you may have enough money to retire at age 67. A half million dollars is a relatively modest nest egg, but it can still generate a comfortable income depending on your standard of living. Here's what to think about as you plan for retirement around these figures.
A financial advisor can help you build a comprehensive plan for retirement. Match with a fiduciary advisor today.
First of all, make sure to consider your health and longevity. Are you planning to retire at age 67 for health reasons or will you be healthy enough to continue working, if you need to?
As you hit your late 60s and 70s, your health may become more unpredictable. Even if you're still in good health, your workday may become more tiring as time goes on. You may not be able to continue working after 67, regardless of finances. So while it's worth considering whether you can continue to work beyond age 67, it's also critical to think about how long your $500,000 may last in the event that you need to call it a career at 67. A financial advisor can help you decide when the right time is to retire.
#enough #advisor #continue #million
If you have $500,000 in a pre-tax IRA and expect $2,000 per month from Social Security, you may have enough money to retire at age 67. A half million dollars is a relatively modest nest egg, but it can still generate a comfortable income depending on your standard of living. Here's what to think about as you plan for retirement around these figures.
A financial advisor can help you build a comprehensive plan for retirement. Match with a fiduciary advisor today.
First of all, make sure to consider your health and longevity. Are you planning to retire at age 67 for health reasons or will you be healthy enough to continue working, if you need to?
As you hit your late 60s and 70s, your health may become more unpredictable. Even if you're still in good health, your workday may become more tiring as time goes on. You may not be able to continue working after 67, regardless of finances. So while it's worth considering whether you can continue to work beyond age 67, it's also critical to think about how long your $500,000 may last in the event that you need to call it a career at 67. A financial advisor can help you decide when the right time is to retire.
#enough #advisor #continue #million
3 months ago
The Cheesecake Factory, along with a group of sit-down restaurant stocks including Texas Roadhouse and BJ's Restaurants, have seen a median gain of about 62% over the past three months, according to recent data from Yahoo Finance. The news outlet also reported that the 62-point gap was "wider than anything seen from 2016 through 2025," and comes as stocks from popular fast-casual chains like Chipotle, Wingstop, and Shake Shack have, in comparison, stayed put.
Most Read from Fast Company
Karoline Leavitt resigns after Trump kept calling her on maternity leave, sources say
Trump's $400 million ballroom fight reveals what's really being built beneath the White House
What is 'cookie stuffing'? Why Bill Gates's daughter is under fire over the online tactic
#stocks #seen #cheesecake #chipotle
Most Read from Fast Company
Karoline Leavitt resigns after Trump kept calling her on maternity leave, sources say
Trump's $400 million ballroom fight reveals what's really being built beneath the White House
What is 'cookie stuffing'? Why Bill Gates's daughter is under fire over the online tactic
#stocks #seen #cheesecake #chipotle
3 months ago
The artificial intelligence (AI) memory supercycle has transformed semiconductor investing, fueled by explosive demand for high-bandwidth memory (HBM) and advanced DRAM to power hyperscalers' training clusters, inference deployments, and data center expansion.
Surging demand for graphics processing units (GPUs) and expanding agentic AI workloads are tightening memory chip supply -- driving higher average selling prices and record profits for manufacturers.
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 »
Micron Technology (NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have emerged as two popular plays in the AI memory boom. As of Aug. 6, Micron stock has gained roughly 715% over the past year and about 212% year-to-date. Sandisk has posted even more dramatic gains, nearing 3,000% returns over the last 12 months and roughly 439% so far in 2026.
With that said, I think a stronger opportunity may be hiding in plain sight with South Korean rival SK Hynix (NASDAQ: SKHY). Let's dig into why.
#signal
Surging demand for graphics processing units (GPUs) and expanding agentic AI workloads are tightening memory chip supply -- driving higher average selling prices and record profits for manufacturers.
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 »
Micron Technology (NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have emerged as two popular plays in the AI memory boom. As of Aug. 6, Micron stock has gained roughly 715% over the past year and about 212% year-to-date. Sandisk has posted even more dramatic gains, nearing 3,000% returns over the last 12 months and roughly 439% so far in 2026.
With that said, I think a stronger opportunity may be hiding in plain sight with South Korean rival SK Hynix (NASDAQ: SKHY). Let's dig into why.
#signal
3 months ago
AMD (AMD) stock is getting hammered today after reporting a very strong second quarter and outlook late Tuesday.
The reaction begs the question: Is Wall Street missing something? It sure looks like it!
Here are the stats to know about AMD's quarter, with help from Yahoo Finance AlphaSpace.
Impressive outlook: AMD projects second-half 2026 server CPU revenue to grow 80% year over year and 70% in 2027. It expects data center revenues to more than double in 2027, with AI GPUs growing well over 100%.
Strong momentum: Data Center sales up 16% sequentially, Data Center operating margins up three percentage points sequentially, and on-GAAP operating margins up two percentage points sequentially.
#data #center #year
The reaction begs the question: Is Wall Street missing something? It sure looks like it!
Here are the stats to know about AMD's quarter, with help from Yahoo Finance AlphaSpace.
Impressive outlook: AMD projects second-half 2026 server CPU revenue to grow 80% year over year and 70% in 2027. It expects data center revenues to more than double in 2027, with AI GPUs growing well over 100%.
Strong momentum: Data Center sales up 16% sequentially, Data Center operating margins up three percentage points sequentially, and on-GAAP operating margins up two percentage points sequentially.
#data #center #year
3 months ago
Amazon shares slid Tuesday after founder Jeff Bezos filed plans to sell over $4 billion worth of Amazon stock.
Shares of Amazon are still up about 20% year-to-date, boosted by strong earnings and revenue growth.
Amazon's stock hit a record high Monday. It's pulling back today following the news that founder Jeff Bezos plans to part with some shares.
Amazon (AMZN) shares were down 2% recently, leading Dow Jones Industrial Average decliners on a day when the broader index gained, after a regulatory filing revealed that Bezos intends to sell 15 million shares worth more than $4.07 billion.
The Form 144 filing with the Securities and Exchange Commission also indicated that on May 4, Bezos donated 220,200 shares to non-profit organizations.
#amazon #jeff #founder
Shares of Amazon are still up about 20% year-to-date, boosted by strong earnings and revenue growth.
Amazon's stock hit a record high Monday. It's pulling back today following the news that founder Jeff Bezos plans to part with some shares.
Amazon (AMZN) shares were down 2% recently, leading Dow Jones Industrial Average decliners on a day when the broader index gained, after a regulatory filing revealed that Bezos intends to sell 15 million shares worth more than $4.07 billion.
The Form 144 filing with the Securities and Exchange Commission also indicated that on May 4, Bezos donated 220,200 shares to non-profit organizations.
#amazon #jeff #founder
3 months ago
As the stock market pulls back from recent highs, it may cycle gains into steadier, more defensive stocks, such as blue chip dividend stocks. From their earnings and dividend consistency to their strong track records of dividend growth, these stocks can be highly attractive during near-term volatility, yet they can also deliver strong long-term total returns.
Right now, these three dividend stocks stand out as names worth buying for yield, dividend growth, and long-term appreciation potential: Johnson & Johnson (NYSE: JNJ), Coca-Cola (NYSE: KO), and ExxonMobil (NYSE: XOM).
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 »
Johnson & Johnson is one of the Dividend Kings, or stocks with at least 50 consecutive years of dividend growth. For the past 65 years, the healthcare company has raised its quarterly cash payout. Over the past decade, these annual increases have averaged around 5.7%.
Currently, the stock has a forward dividend yield of around 2%. That may not sound particularly high, but over time, these payouts will become an increasingly larger contributor to total returns.
#NYSE #years
Right now, these three dividend stocks stand out as names worth buying for yield, dividend growth, and long-term appreciation potential: Johnson & Johnson (NYSE: JNJ), Coca-Cola (NYSE: KO), and ExxonMobil (NYSE: XOM).
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 »
Johnson & Johnson is one of the Dividend Kings, or stocks with at least 50 consecutive years of dividend growth. For the past 65 years, the healthcare company has raised its quarterly cash payout. Over the past decade, these annual increases have averaged around 5.7%.
Currently, the stock has a forward dividend yield of around 2%. That may not sound particularly high, but over time, these payouts will become an increasingly larger contributor to total returns.
#NYSE #years
3 months ago
Sofi Technologies (NASDAQ:SOFI) reported second quarter 2026 results that exceeded Wall Street expectations for revenue and adjusted earnings, while raising its full-year revenue outlook as the financial technology company continued to expand its member base and product offerings.
The company reported adjusted earnings per share of $0.12 for the quarter, ahead of ****** yst estimates of $0.11.
Revenue came in at $1.20 billion, above expectations of $1.11 billion, with adjusted net revenue rising about 40% year over year.
Net income for the quarter was $157 million, while adjusted EBITDA increased 44% from a year earlier to a record $358 million. Total loan originations reached a record $14.8 billion during the period.
SoFi reported continued growth in its customer base, with members increasing 35% year over year to a record 15.8 million. Total products grew 42% to 24.4 million, with the company noting that 51% of new products opened during the quarter came from existing members.
#year #quarter #company #record
The company reported adjusted earnings per share of $0.12 for the quarter, ahead of ****** yst estimates of $0.11.
Revenue came in at $1.20 billion, above expectations of $1.11 billion, with adjusted net revenue rising about 40% year over year.
Net income for the quarter was $157 million, while adjusted EBITDA increased 44% from a year earlier to a record $358 million. Total loan originations reached a record $14.8 billion during the period.
SoFi reported continued growth in its customer base, with members increasing 35% year over year to a record 15.8 million. Total products grew 42% to 24.4 million, with the company noting that 51% of new products opened during the quarter came from existing members.
#year #quarter #company #record
3 months ago
Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter argues that AI integration will ultimately benefit many companies. They recognize that some software firms may experience temporary slowdowns, but most will adapt and succeed by embracing AI, citing advantages like systems of record, high switching costs, entrenched distribution, and rapid AI adoption. The sharp decline in software valuations appears to be an overreaction rather than a sign of industry failure. Nightview believes the so-called "software panic of 2026" is temporary, and resilient businesses will adapt and flourish in the age of AI. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Night View Capital highlighted Atlassian Corporation (NASDAQ:TEAM). Atlassian Corporation (NASDAQ:TEAM) is a software company that develops collaboration, project management, and software development tools. On July 27, 2026, Atlassian Corporation (NASDAQ:TEAM) closed at $95.87 per share, reflecting a market capitalization of $24.33 billion. Atlassian Corporation (NASDAQ:TEAM) posted a one-month return of 23.24%, while its shares lost 52.08% over the past 52 weeks.
Night View Capital stated the following regarding Atlassian Corporation (NASDAQ:TEAM) in its Q2 2026 investor update:
"Atlassian Corporation (NASDAQ:TEAM) is a new position this quarter. It owns the tools that software teams use to plan and ship their work, which places it at an interesting spot in the AI story. The world is about to write a great deal more software, much of it with AI ****** istance, and all of that software still has to be organized, tracked, and shipped by human teams. We think the company that sits at the center of how software gets built is a fine place to own in a decade defined by building more of it."
Wright Studio/Shutterstock.com
#NASDAQ #letter
In its Q2 2026 investor letter, Night View Capital highlighted Atlassian Corporation (NASDAQ:TEAM). Atlassian Corporation (NASDAQ:TEAM) is a software company that develops collaboration, project management, and software development tools. On July 27, 2026, Atlassian Corporation (NASDAQ:TEAM) closed at $95.87 per share, reflecting a market capitalization of $24.33 billion. Atlassian Corporation (NASDAQ:TEAM) posted a one-month return of 23.24%, while its shares lost 52.08% over the past 52 weeks.
Night View Capital stated the following regarding Atlassian Corporation (NASDAQ:TEAM) in its Q2 2026 investor update:
"Atlassian Corporation (NASDAQ:TEAM) is a new position this quarter. It owns the tools that software teams use to plan and ship their work, which places it at an interesting spot in the AI story. The world is about to write a great deal more software, much of it with AI ****** istance, and all of that software still has to be organized, tracked, and shipped by human teams. We think the company that sits at the center of how software gets built is a fine place to own in a decade defined by building more of it."
Wright Studio/Shutterstock.com
#NASDAQ #letter
3 months ago
Novocure delivered record quarterly revenue and active patient growth, raised its full-year financial guidance and expanded the commercial reach of Optune Pax with European approval.
Novocure (NASDAQ:NVCR) reported record second-quarter net revenue of $183.6 million, up 16% year over year.
Global active patients receiving TTFields therapy increased 18% to 5,128 across all indications.
The company raised its 2026 revenue guidance to $710 million-$725 million and improved its adjusted EBITDA outlook.
Optune Pax received CE Mark approval for locally advanced pancreatic cancer, with Germany becoming the first European launch market.
#year #million #record #raised
Novocure (NASDAQ:NVCR) reported record second-quarter net revenue of $183.6 million, up 16% year over year.
Global active patients receiving TTFields therapy increased 18% to 5,128 across all indications.
The company raised its 2026 revenue guidance to $710 million-$725 million and improved its adjusted EBITDA outlook.
Optune Pax received CE Mark approval for locally advanced pancreatic cancer, with Germany becoming the first European launch market.
#year #million #record #raised
3 months ago
PBDC's real fund cost is 0.75%, not 13.49%, because SEC rules inflate the headline figure with BDC fees that BIZD investors also can't escape.
Three of PBDC's top four holdings show weakening earnings or cut dividends, and the fund trimmed its April payout 14% to $0.71.
Don't wait: the ***** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The number that stops investors cold when they look at the Putnam BDC Income ETF (NYSEARCA:PBDC) is 13.49%. That is the total annual operating expense reported on the fund's fact sheet, and on its face, it looks disqualifying. No income ETF can survive a 13% fee drag. Yet PBDC still trades, still pays a meaningful distribution, and still has roughly $280 million in ***** ets. The reason: the headline number overstates what the fund actually pockets from your account. It reflects a disclosure quirk unique to funds that own business development companies, and understanding it changes the entire cost conversation around PBDC and its main passive rival, the VanEck BDC Income ETF (NYSEARCA:BIZD).
Business development companies are themselves operating businesses. They raise capital, employ investment teams, and charge management and incentive fees on the loan portfolios they run. When an ETF holds a basket of BDCs, SEC rules force it to disclose the pro rata share of those internal BDC fees as Acquired Fund Fees and Expenses on its own prospectus, even though the money never leaves the ETF's ***** ets. It is already netted out inside each BDC's earnings before those companies ever pay a dividend to the fund.
#bizd
Three of PBDC's top four holdings show weakening earnings or cut dividends, and the fund trimmed its April payout 14% to $0.71.
Don't wait: the ***** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The number that stops investors cold when they look at the Putnam BDC Income ETF (NYSEARCA:PBDC) is 13.49%. That is the total annual operating expense reported on the fund's fact sheet, and on its face, it looks disqualifying. No income ETF can survive a 13% fee drag. Yet PBDC still trades, still pays a meaningful distribution, and still has roughly $280 million in ***** ets. The reason: the headline number overstates what the fund actually pockets from your account. It reflects a disclosure quirk unique to funds that own business development companies, and understanding it changes the entire cost conversation around PBDC and its main passive rival, the VanEck BDC Income ETF (NYSEARCA:BIZD).
Business development companies are themselves operating businesses. They raise capital, employ investment teams, and charge management and incentive fees on the loan portfolios they run. When an ETF holds a basket of BDCs, SEC rules force it to disclose the pro rata share of those internal BDC fees as Acquired Fund Fees and Expenses on its own prospectus, even though the money never leaves the ETF's ***** ets. It is already netted out inside each BDC's earnings before those companies ever pay a dividend to the fund.
#bizd
