1 hr. ago
What happened: Semiconductor stocks declined on Wednesday as a record profit from memory maker SK Hynix (000660.KS, SKHY) failed to lift the sector, further unwinding the AI trade.
The PHLX Semiconductor Index (^SOX) fell more than 3%, extending losses from the prior session. AI chip heavyweight Nvidia (NVDA) stock dropped more than 2% while peer AMD (AMD) fell roughly 5%.
Memory and storage makers Micron (MU) and Sandisk (SNDK) dropped 5% and 7%, respectively.
What's behind the move: SK Hynix reported a record second quarter operating profit, which rose 557% from a year earlier but fell short of lofty expectations, fueling investor concerns about whether AI-related spending can sustain its rapid pace.
The earnings miss reflected a less favorable product mix rather than weakening demand for AI memory chips. Management reiterated that demand is expected to outpace supply through 2030.
#semiconductor
The PHLX Semiconductor Index (^SOX) fell more than 3%, extending losses from the prior session. AI chip heavyweight Nvidia (NVDA) stock dropped more than 2% while peer AMD (AMD) fell roughly 5%.
Memory and storage makers Micron (MU) and Sandisk (SNDK) dropped 5% and 7%, respectively.
What's behind the move: SK Hynix reported a record second quarter operating profit, which rose 557% from a year earlier but fell short of lofty expectations, fueling investor concerns about whether AI-related spending can sustain its rapid pace.
The earnings miss reflected a less favorable product mix rather than weakening demand for AI memory chips. Management reiterated that demand is expected to outpace supply through 2030.
#semiconductor
12 hours ago
Wall Street woke up in a good mood on Monday. Oil prices were tumbling on news of a U.S.-Iran ceasefire, and all three major indexes opened solidly higher. By midday, that optimism had largely evaporated.
The Dow Jones Industrial Average (DJINDICES: ^DJI) was clinging to a 0.2% gain at 12:06 p.m. ET, down from an early peak of 1.3%. The S&P 500 (SNPINDEX: ^GSPC) had slipped 0.2% into the red after starting the day up 0.9%. The Nasdaq Composite (NASDAQINDEX: ^IXIC) was off 0.5%, having completely erased its 1.1% opening pop.
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 »
^DJI data by YCharts
Brent crude dropped approximately 6% to around $86.40 per barrel after the U.S. and Iran agreed to pause military strikes while diplomatic talks resume. Lower oil means less inflation pressure, which means the Fed might ease up on rate hikes. Treasury yields dipped accordingly.
#NVIDIA #Iran #means
The Dow Jones Industrial Average (DJINDICES: ^DJI) was clinging to a 0.2% gain at 12:06 p.m. ET, down from an early peak of 1.3%. The S&P 500 (SNPINDEX: ^GSPC) had slipped 0.2% into the red after starting the day up 0.9%. The Nasdaq Composite (NASDAQINDEX: ^IXIC) was off 0.5%, having completely erased its 1.1% opening pop.
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 »
^DJI data by YCharts
Brent crude dropped approximately 6% to around $86.40 per barrel after the U.S. and Iran agreed to pause military strikes while diplomatic talks resume. Lower oil means less inflation pressure, which means the Fed might ease up on rate hikes. Treasury yields dipped accordingly.
#NVIDIA #Iran #means
12 hours ago
It's been a wild ride for NuScale Power (NYSE: SMR) investors, but there could be one catalyst on the horizon that leads to a breakout and an end to the boom-and-bust cycle.
NuScale's project, a 6-gigawatt small modular reactor (SMR) system for the Tennessee Valley Authority, a major utility operator, could imminetly receive a power purchase agreement (PPA). This is according to CEO John Hopkins, who has implied that the company would have a PPA by the end of 2026.
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 »
A signed PPA would lock in revenue for NuScale from a utility company for years or even decades to come. This would be welcome news for NuScale, which has suffered several meaningful setbacks this year.
The bad news for NuScale has included the exit of its largest shareholder, Fluor, as well as a $507.4 million milestone payment to commercialization partner ENTRA1 Energy. Delays in project timelines and skyrocketing operating losses amid declining revenue are prompting investors to head for the exit.
#NVIDIA #power #project
NuScale's project, a 6-gigawatt small modular reactor (SMR) system for the Tennessee Valley Authority, a major utility operator, could imminetly receive a power purchase agreement (PPA). This is according to CEO John Hopkins, who has implied that the company would have a PPA by the end of 2026.
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 »
A signed PPA would lock in revenue for NuScale from a utility company for years or even decades to come. This would be welcome news for NuScale, which has suffered several meaningful setbacks this year.
The bad news for NuScale has included the exit of its largest shareholder, Fluor, as well as a $507.4 million milestone payment to commercialization partner ENTRA1 Energy. Delays in project timelines and skyrocketing operating losses amid declining revenue are prompting investors to head for the exit.
#NVIDIA #power #project
12 hours ago
It's shaping up to be an interesting earnings season for the big tech stocks. Alphabet set the tone on July 22 with a solid second-quarter earnings report that saw revenue jump 24% from a year ago to $119.76 billion. Growth in Google Cloud was even better at 82%.
One might think that investors would celebrate Alphabet's commitment to grow out its all-important artificial intelligence infrastructure, but you'd be wrong. Alphabet raised its capex guidance from $185 billion to $200 billion, and the stock promptly dropped 6%, taking several other major tech stocks with it, as investors are getting spooked by the amount of money being poured into AI right now.
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 »
It's against this backdrop that fellow Magnificent Seven member Meta Platforms (NASDAQ:META) prepares to report its quarterly earnings after the closing bell on July 29. Meta, like Alphabet, has been spending heavily on data centers. But unlike Alphabet, it doesn't have a cloud computing division of its own to sell AI computing capacity as a revenue stream.
Is that about to change? We may get some answers when Meta steps up to the earnings podium.
#meta #NVIDIA #billion #july
One might think that investors would celebrate Alphabet's commitment to grow out its all-important artificial intelligence infrastructure, but you'd be wrong. Alphabet raised its capex guidance from $185 billion to $200 billion, and the stock promptly dropped 6%, taking several other major tech stocks with it, as investors are getting spooked by the amount of money being poured into AI right now.
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 »
It's against this backdrop that fellow Magnificent Seven member Meta Platforms (NASDAQ:META) prepares to report its quarterly earnings after the closing bell on July 29. Meta, like Alphabet, has been spending heavily on data centers. But unlike Alphabet, it doesn't have a cloud computing division of its own to sell AI computing capacity as a revenue stream.
Is that about to change? We may get some answers when Meta steps up to the earnings podium.
#meta #NVIDIA #billion #july
13 hours ago
As of 11:38 AM ET, the Dow Jones Industrial Average (DJINDICES:^DJI) is up 0.13% to 52,017.19, while the S&P 500 (SNPINDEX:^GSPC) is down 0.33% to 7,387.76, and the Nasdaq Composite (NASDAQINDEX:^IXIC) has slipped 0.44% to 24,840.43 as tech pressure offsets optimism from cooling geopolitical tensions.
Gold is up 0.45% to $4,074.30, and the 10-Year Treasury yield is down 0.03% to 4.65%. Communications and consumer defensive stocks are this morning's top-performing sectors while technology and energy sectors are in the red.
RTX Corp climbed 2.61% to $218.28 on strong Q2 earnings. SAP surged 7.4% to $171.79, extending last week's gains after the software company beat earnings expectations. Conversely, Nvidia is trading lower amid concerns about Chinese competition. Reddit is up 6.7% to 171.79 on optimism about its upcoming earnings.
Oil prices fell this morning on news of a pause in strikes between the U.S. and Iran. WTI crude oil fell almost 7% to $83.15 a barrel, boosting market sentiment and lifting the Dow slightly. However, investors are braced for further volatility and will be watching the Federal Reserve meeting this week. The Fed is widely expected to leave rates unchanged in July, but inflationary pressures caused by ongoing tensions in the Middle East and high spending by tech companies could prompt it to raise rates before the end of the year.
On the other side, renewed artificial intelligence (AI) valuation concerns weighed on markets. This week will bring earnings from Microsoft, Meta Platforms, Apple, and Amazon, and investors will be paying close attention to capital expenditure plans. The high concentration in the Nasdaq and the S&P 500 means any drop in their share prices will have an outsized impact on these major indexes.
#earnings
Gold is up 0.45% to $4,074.30, and the 10-Year Treasury yield is down 0.03% to 4.65%. Communications and consumer defensive stocks are this morning's top-performing sectors while technology and energy sectors are in the red.
RTX Corp climbed 2.61% to $218.28 on strong Q2 earnings. SAP surged 7.4% to $171.79, extending last week's gains after the software company beat earnings expectations. Conversely, Nvidia is trading lower amid concerns about Chinese competition. Reddit is up 6.7% to 171.79 on optimism about its upcoming earnings.
Oil prices fell this morning on news of a pause in strikes between the U.S. and Iran. WTI crude oil fell almost 7% to $83.15 a barrel, boosting market sentiment and lifting the Dow slightly. However, investors are braced for further volatility and will be watching the Federal Reserve meeting this week. The Fed is widely expected to leave rates unchanged in July, but inflationary pressures caused by ongoing tensions in the Middle East and high spending by tech companies could prompt it to raise rates before the end of the year.
On the other side, renewed artificial intelligence (AI) valuation concerns weighed on markets. This week will bring earnings from Microsoft, Meta Platforms, Apple, and Amazon, and investors will be paying close attention to capital expenditure plans. The high concentration in the Nasdaq and the S&P 500 means any drop in their share prices will have an outsized impact on these major indexes.
#earnings
13 hours ago
Michael Burry's short targets Applied Materials after shares fell 26% from their peak, now trading at a steep 53x trailing price-to-earnings multiple.
China shifting to domestic toolmakers and potentially pulled-forward memory CapEx pose the two biggest risks to Applied Materials' future order pipeline.
Micron delivers cleaner, lower-valuation exposure to the memory boom than owning the equipment supplier one step removed from actual chip production.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Applied Materials didn't make the cut. Grab the names FREE today.
There's no mystery why Dr. Michael Burry is so bearish on the semi trade. It's overheated, and if you think AI is in a bubble, it just makes sense to bet against the broad basket. With an individual bearish position in Applied Materials (NASDAQ:AMAT), though, questions linger as to whether there's more pain to be had in the individual name targeted by the great Michael Burry.
#michael #memory #bearish #individual
China shifting to domestic toolmakers and potentially pulled-forward memory CapEx pose the two biggest risks to Applied Materials' future order pipeline.
Micron delivers cleaner, lower-valuation exposure to the memory boom than owning the equipment supplier one step removed from actual chip production.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Applied Materials didn't make the cut. Grab the names FREE today.
There's no mystery why Dr. Michael Burry is so bearish on the semi trade. It's overheated, and if you think AI is in a bubble, it just makes sense to bet against the broad basket. With an individual bearish position in Applied Materials (NASDAQ:AMAT), though, questions linger as to whether there's more pain to be had in the individual name targeted by the great Michael Burry.
#michael #memory #bearish #individual
13 hours ago
Cathie Wood doesn't mind volatility. The founder, CEO, and chief investment officer of Ark Invest went shopping as many of her existing positions were sinking.
Ark bought more shares of Tesla (NASDAQ: TSLA), **** e Exploration Technologies (NASDAQ: SPCX), and Meta Platforms (NASDAQ: META) last week. The stocks would go on to decline between 7% and 18% for the week. Let's take a closer look at some of Wood's most prolific trades from the past week, each one among the 10 largest companies by market cap.
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 »
It's been a **** py road for the world's largest automaker by market cap. Tesla stock has fallen 16% in the final two trading days of last week, after the company posted disappointing financial results. The pullback isn't a fluke. Tesla has now fallen a humbling 37% since peaking seven months ago. Tesla entered this week just 5% away from taking out its 52-week low.
The second-quarter results were problematic. Total revenue rose 26% to $28.2 billion, but that was largely expected. Tesla had announced a 25% jump in vehicles delivered during the last three months three weeks ago. It's commendable that Tesla is growing its flagship business, following back-to-back quarters of sequential declines after the end of federal tax credits for electric vehicles in the third quarter of last year. The report gets worse once you get past the top-line results.
#last #NVIDIA #flashing
Ark bought more shares of Tesla (NASDAQ: TSLA), **** e Exploration Technologies (NASDAQ: SPCX), and Meta Platforms (NASDAQ: META) last week. The stocks would go on to decline between 7% and 18% for the week. Let's take a closer look at some of Wood's most prolific trades from the past week, each one among the 10 largest companies by market cap.
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 »
It's been a **** py road for the world's largest automaker by market cap. Tesla stock has fallen 16% in the final two trading days of last week, after the company posted disappointing financial results. The pullback isn't a fluke. Tesla has now fallen a humbling 37% since peaking seven months ago. Tesla entered this week just 5% away from taking out its 52-week low.
The second-quarter results were problematic. Total revenue rose 26% to $28.2 billion, but that was largely expected. Tesla had announced a 25% jump in vehicles delivered during the last three months three weeks ago. It's commendable that Tesla is growing its flagship business, following back-to-back quarters of sequential declines after the end of federal tax credits for electric vehicles in the third quarter of last year. The report gets worse once you get past the top-line results.
#last #NVIDIA #flashing
13 hours ago
Intel (NASDAQ:INTC) recently delivered blowout earnings results for the second quarter of 2026.
Adjusted earnings per share of $0.42 came in double what Wall Street **** ysts had been expecting, while revenue of $16.1 billion came in nearly $1.7 billion higher than consensus estimates.
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 »
"Strong demand for our products continue to outpace our growing supply," Intel's CEO Lip-Bu Tan said on the company's earnings call. "The surging demand and rapid build-out of compute infrastructure across the world creates a meaningful opportunity for us in our product business as well as our foundry business."
Intel also provided strong guidance for the current quarter, estimating adjusted EPS of $0.38 and revenue between $15.8 billion and $16.8 billion. Both came in higher than **** ysts had been modeling.
#signal
Adjusted earnings per share of $0.42 came in double what Wall Street **** ysts had been expecting, while revenue of $16.1 billion came in nearly $1.7 billion higher than consensus estimates.
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 »
"Strong demand for our products continue to outpace our growing supply," Intel's CEO Lip-Bu Tan said on the company's earnings call. "The surging demand and rapid build-out of compute infrastructure across the world creates a meaningful opportunity for us in our product business as well as our foundry business."
Intel also provided strong guidance for the current quarter, estimating adjusted EPS of $0.38 and revenue between $15.8 billion and $16.8 billion. Both came in higher than **** ysts had been modeling.
#signal
14 hours ago
Shares of neocloud infrastructure provider Nebius Group (NASDAQ: NBIS) shot up nearly 19% on July 21 after it emerged that Nvidia has a significant stake in the company.
According to a filing with the U.S. Securities and Exchange Commission (SEC), Nvidia has a 9.3% equity stake in Nebius, which amounts to just over $5 billion as of this writing. It is worth noting that Nvidia announced a $2 billion investment in Nebius in March this year to help the neocloud specialist deploy more than 5 gigawatts (GW) of artificial intelligence (AI) data center capacity by the end of the decade.
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 »
That investment has grown substantially. The AI stock has jumped over 67% since Nvidia announced it was backing Nebius on March 11. The good news is that Nebius still has significant upside potential, given the fast-growing AI data center market it serves. Let's see why this Nvidia-backed AI infrastructure specialist is destined to be a long-term winner.
Nebius provides dedicated AI data centers to customers looking to run AI workloads in the cloud. More importantly, the company operates an end-to-end AI cloud infrastructure platform by offering software solutions as well, enabling customers to build AI agents, fine-tune models, and develop applications, among other things.
#infrastructure #flashing
According to a filing with the U.S. Securities and Exchange Commission (SEC), Nvidia has a 9.3% equity stake in Nebius, which amounts to just over $5 billion as of this writing. It is worth noting that Nvidia announced a $2 billion investment in Nebius in March this year to help the neocloud specialist deploy more than 5 gigawatts (GW) of artificial intelligence (AI) data center capacity by the end of the decade.
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 »
That investment has grown substantially. The AI stock has jumped over 67% since Nvidia announced it was backing Nebius on March 11. The good news is that Nebius still has significant upside potential, given the fast-growing AI data center market it serves. Let's see why this Nvidia-backed AI infrastructure specialist is destined to be a long-term winner.
Nebius provides dedicated AI data centers to customers looking to run AI workloads in the cloud. More importantly, the company operates an end-to-end AI cloud infrastructure platform by offering software solutions as well, enabling customers to build AI agents, fine-tune models, and develop applications, among other things.
#infrastructure #flashing
14 hours 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.
Boring wins again. Italgas, the pipe company ***** ody talks about at parties, just posted a record 81% margin and 25% EBITDA growth by doing something shockingly simple: buying a rival and actually integrating it well.
Italgas, Europe's largest gas distributor, posted first-half adjusted EBITDA of €1.07 billion, up 25% year over year. Total adjusted revenue climbed to €1.32 billion, up 17.5%, and adjusted net profit rose 27.3% to €398.6 million. CEO Paolo Gallo called the margin the highest in company history.
The engine behind all of it is last year's acquisition of 2i Rete Gas. Italgas has already banked roughly 42% of its 2032 synergy target, capturing about €130 million in savings in just six months, against €35 million for all of 2025 combined. Total operating costs fell 6.4% even after absorbing the new company's cost base, and dropped more than 20% on a like-for-like basis. Full-year guidance and the long-range strategic plan both stayed intact.
There's no oil-price guessing game here, no battery race, no app anyone needs to fall in love with. Italgas owns pipes under regulated contracts and gets paid to keep them running. The 2i Rete Gas numbers prove something specific: this deal wasn't just about scale, it was about actually finding the overlap in networks, contracts, IT systems, and procurement, and squeezing real money out of it, faster than the integration playbook usually allows.
#italgas #total #company #posted
Boring wins again. Italgas, the pipe company ***** ody talks about at parties, just posted a record 81% margin and 25% EBITDA growth by doing something shockingly simple: buying a rival and actually integrating it well.
Italgas, Europe's largest gas distributor, posted first-half adjusted EBITDA of €1.07 billion, up 25% year over year. Total adjusted revenue climbed to €1.32 billion, up 17.5%, and adjusted net profit rose 27.3% to €398.6 million. CEO Paolo Gallo called the margin the highest in company history.
The engine behind all of it is last year's acquisition of 2i Rete Gas. Italgas has already banked roughly 42% of its 2032 synergy target, capturing about €130 million in savings in just six months, against €35 million for all of 2025 combined. Total operating costs fell 6.4% even after absorbing the new company's cost base, and dropped more than 20% on a like-for-like basis. Full-year guidance and the long-range strategic plan both stayed intact.
There's no oil-price guessing game here, no battery race, no app anyone needs to fall in love with. Italgas owns pipes under regulated contracts and gets paid to keep them running. The 2i Rete Gas numbers prove something specific: this deal wasn't just about scale, it was about actually finding the overlap in networks, contracts, IT systems, and procurement, and squeezing real money out of it, faster than the integration playbook usually allows.
#italgas #total #company #posted
14 hours ago
Realty Income (O) has paid 670 consecutive monthly dividends at a 4.76% yield, and EPR Properties (EPR) yields 5.91% with shares up 29% this year.
All five monthly payers yield above the 4.55% 10-year Treasury, carry covered payouts, and raised their distributions within the past 12 months.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Realty Income didn't make the cut. Grab the names FREE today.
For retirees who prefer their paychecks to arrive every 30 days instead of every 90, a small corner of the market delivers just that. With the 10-year Treasury yielding 4.55% as of mid-July, income investors are demanding a real premium from equity risk. The five monthly dividend payers below all clear that bar, and each combines a well-covered payout with a documented multi-year track record of monthly checks. This is a lineup built for cash flow that shows up like clockwork.
Realty Income wears the ticker "O" and the nickname "The Monthly Dividend Company" for a reason. Realty Income (NYSE:O) currently yields 4.76%, backed by a monthly cadence that has now stretched to 670 consecutive monthly dividends declared and 114 consecutive quarterly increases. The most recent monthly payout ticked up to $0.271, with the next payment set for August 14, 2026.
#income #realty
All five monthly payers yield above the 4.55% 10-year Treasury, carry covered payouts, and raised their distributions within the past 12 months.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Realty Income didn't make the cut. Grab the names FREE today.
For retirees who prefer their paychecks to arrive every 30 days instead of every 90, a small corner of the market delivers just that. With the 10-year Treasury yielding 4.55% as of mid-July, income investors are demanding a real premium from equity risk. The five monthly dividend payers below all clear that bar, and each combines a well-covered payout with a documented multi-year track record of monthly checks. This is a lineup built for cash flow that shows up like clockwork.
Realty Income wears the ticker "O" and the nickname "The Monthly Dividend Company" for a reason. Realty Income (NYSE:O) currently yields 4.76%, backed by a monthly cadence that has now stretched to 670 consecutive monthly dividends declared and 114 consecutive quarterly increases. The most recent monthly payout ticked up to $0.271, with the next payment set for August 14, 2026.
#income #realty
14 hours ago
GEV's $176B backlog positions it as the premium AI infrastructure bet; NEE trades at 22x forward earnings with 8%+ EPS growth through 2032.
NextEra's Duane Arnold nuclear restart, backed by a 25-year Google PPA, targets Q1 2029 and anchors its long-term AI power strategy.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and NextEra Energy didn't make the cut. Grab the names FREE today.
GE Vernova (NYSE:GEV) and NextEra Energy (NYSE:NEE) reported June-quarter results within 48 hours of each other. GEV sells the turbines, transformers, and grid gear every hyperscaler needs. NextEra owns the megawatts, the interconnects, and a Florida utility that hyperscalers want to plug into. Two ways to buy the same AI power bottleneck.
GE Vernova posted Q2 revenue of $11.10 billion, up 21.8% year over year, with bookings of $24.2 billion and a $176 billion backlog. Electrification revenue jumped 68%, and $2.7 billion of that came from data center orders in the quarter alone. CEO Scott Strazik told investors GEV is "on track to deliver 20 GW of annual gas turbine output in the third quarter of 2026, with 24 GW in 2028" and 30 GW by 2030. Wind guidance includes roughly $400 million in EBITDA losses.
#nextera #quarter #backlog
NextEra's Duane Arnold nuclear restart, backed by a 25-year Google PPA, targets Q1 2029 and anchors its long-term AI power strategy.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and NextEra Energy didn't make the cut. Grab the names FREE today.
GE Vernova (NYSE:GEV) and NextEra Energy (NYSE:NEE) reported June-quarter results within 48 hours of each other. GEV sells the turbines, transformers, and grid gear every hyperscaler needs. NextEra owns the megawatts, the interconnects, and a Florida utility that hyperscalers want to plug into. Two ways to buy the same AI power bottleneck.
GE Vernova posted Q2 revenue of $11.10 billion, up 21.8% year over year, with bookings of $24.2 billion and a $176 billion backlog. Electrification revenue jumped 68%, and $2.7 billion of that came from data center orders in the quarter alone. CEO Scott Strazik told investors GEV is "on track to deliver 20 GW of annual gas turbine output in the third quarter of 2026, with 24 GW in 2028" and 30 GW by 2030. Wind guidance includes roughly $400 million in EBITDA losses.
#nextera #quarter #backlog
14 hours ago
The preliminary fiscal Q4 2026 update from Super Micro Computer Inc. (NASDAQ:SMCI), which was announced on July 21, serves as a case study in the distinction between a discounted valuation and a 'value trap'. The server manufacturer announced more than $60 billion in new orders during the quarter, a record backlog, and guided gross margins to 15-17%, nearly doubling its previous 8.2-8.4% prediction, citing a better customer and product mix.
Revenue is still expected to be near the low end of its $11-12.5 billion guidance range, below the roughly $11.67 billion ****** yst consensus, though shares rose as much as 20% on the news, with margin and order data clearly outweighing the top-line miss for investors focused on where the business is going.
For the broader technology ecosystem, Super Micro Computer Inc. (NASDAQ:SMCI)'s order increase is an important indicator of downstream artificial intelligence hardware demand. Since Super Micro Computer Inc. (NASDAQ:SMCI) bases its high-performance server clusters on NVIDIA GPU architectures and has historically contributed roughly 9% of NVIDIA's total revenue, the $60 billion order intake provides solid proof that hyperscaler AI infrastructure spending remains strong. At a time when macro experts have questioned the ability of major cloud providers to continue multibillion-dollar capital expenditure cycles, Super Micro's record backlog indicates that customer demand for liquid-cooled AI computing racks is increasing rather than decreasing.
However, Super Micro's own history is why the stock's price can't be evaluated the same way a clean order-book beat generally is. Back in March 2026, federal prosecutors unveiled an indictment charging co-founder and board member Yih-Shyan "Wally" Liaw, along with two other individuals ****** ociated with the company, with collaborating to smuggle $2.5 billion in NVIDIA-powered AI servers to China in breach of US export regulations. Shares plunged more than 28% in a single day as a result of the announcement, and one ****** yst reported by Yahoo Finance at the time described the company as "uninvestable."
That history is reflected in how cheap the company has become, despite the solid order data: Super Micro Computer Inc. (NASDAQ:SMCI) trades at a forward P/E ratio of approximately 9x, less than half the hardware sector median of about 24x, and a PEG ratio of around 0.4, both of which would ordinarily indicate serious undervaluation.
#micro #smci #billion #company
Revenue is still expected to be near the low end of its $11-12.5 billion guidance range, below the roughly $11.67 billion ****** yst consensus, though shares rose as much as 20% on the news, with margin and order data clearly outweighing the top-line miss for investors focused on where the business is going.
For the broader technology ecosystem, Super Micro Computer Inc. (NASDAQ:SMCI)'s order increase is an important indicator of downstream artificial intelligence hardware demand. Since Super Micro Computer Inc. (NASDAQ:SMCI) bases its high-performance server clusters on NVIDIA GPU architectures and has historically contributed roughly 9% of NVIDIA's total revenue, the $60 billion order intake provides solid proof that hyperscaler AI infrastructure spending remains strong. At a time when macro experts have questioned the ability of major cloud providers to continue multibillion-dollar capital expenditure cycles, Super Micro's record backlog indicates that customer demand for liquid-cooled AI computing racks is increasing rather than decreasing.
However, Super Micro's own history is why the stock's price can't be evaluated the same way a clean order-book beat generally is. Back in March 2026, federal prosecutors unveiled an indictment charging co-founder and board member Yih-Shyan "Wally" Liaw, along with two other individuals ****** ociated with the company, with collaborating to smuggle $2.5 billion in NVIDIA-powered AI servers to China in breach of US export regulations. Shares plunged more than 28% in a single day as a result of the announcement, and one ****** yst reported by Yahoo Finance at the time described the company as "uninvestable."
That history is reflected in how cheap the company has become, despite the solid order data: Super Micro Computer Inc. (NASDAQ:SMCI) trades at a forward P/E ratio of approximately 9x, less than half the hardware sector median of about 24x, and a PEG ratio of around 0.4, both of which would ordinarily indicate serious undervaluation.
#micro #smci #billion #company
14 hours ago
Alphabet (GOOGL) beat Q2 EPS estimates by 199% while Tesla (TSLA) missed by 39%, yet both stocks sold off on the same day.
Both companies burned free cash flow, but Alphabet's drain funds a growing cash machine while Tesla's signals compressed automotive unit economics.
Sundar Pichai noted nearly 90% of Fortune 100 companies now use Gemini Enterprise, powering Google Cloud to 82% year-over-year growth.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
Alphabet (NASDAQ: GOOGL) and Tesla (NASDAQ: TSLA) both reported Q2 results on July 22, 2026, and both got sold. Only one earned it. Google crushed estimates with Cloud accelerating to 82% growth. Tesla missed EPS by nearly 38.51% as operating margin collapsed. Same market reaction, opposite fundamentals.
#free
Both companies burned free cash flow, but Alphabet's drain funds a growing cash machine while Tesla's signals compressed automotive unit economics.
Sundar Pichai noted nearly 90% of Fortune 100 companies now use Gemini Enterprise, powering Google Cloud to 82% year-over-year growth.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
Alphabet (NASDAQ: GOOGL) and Tesla (NASDAQ: TSLA) both reported Q2 results on July 22, 2026, and both got sold. Only one earned it. Google crushed estimates with Cloud accelerating to 82% growth. Tesla missed EPS by nearly 38.51% as operating margin collapsed. Same market reaction, opposite fundamentals.
#free
14 hours ago
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of AI resulted in exceptional growth for related companies, ranging from chip producers to companies constructing data centres. The fund outperformed the MSCI ACWI benchmark due to its diversified exposure beyond headline AI firms, with semiconductor and equipment suppliers being major contributors. At the same time, software and IT services faced investor skepticism due to fears of automation despite long-term potential. The firm is confident in the innovation frontiers to capture long-term growth opportunities in automation, semiconductors, and advanced technologies. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted MKS Inc. (NASDAQ:MKSI) as a notable contributor. MKS Inc. (NASDAQ:MKSI) is a leading technology company that offers advanced foundational technology solutions to semiconductor manufacturing, electronics and packaging, and specialty industrial applications. On July 24, 2026, MKS Inc. (NASDAQ:MKSI) closed at $329.18 per share, reflecting a market capitalization of $22.23 billion. MKS Inc. (NASDAQ:MKSI) posted a one-month return of -20.87%, while its shares gained 221.68% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding MKS Inc. (NASDAQ:MKSI) in its Q2 2026 investor update:
"The broadening of interest away from the highly concentrated AI headline companies, such as Nvidia, proved to be a helpful environment for the Fund, providing a period of material outperformance against the MSCI ACWI benchmark. Our four top contributors were all caught up in the excitement to some extent, with three being semiconductor producers and one being an equipment supplier into that industry. The latter,MKS Inc. (NASDAQ:MKSI), provided the biggest single boost to the Fund's returns and is a notable beneficiary of innovation in the design of modern chips. Rather than single layers of tiny transistors, many modern chips have multiple layers like a wafer biscuit, and electrons need to travel up and down through these layers. MKS' products help to make this possible. AI's insatiable appetite for memory, particularly High Band Memory (HBM), has created a wave of greater demand for the chips which MKS helps to create."
#NASDAQ #mksi #semiconductor
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted MKS Inc. (NASDAQ:MKSI) as a notable contributor. MKS Inc. (NASDAQ:MKSI) is a leading technology company that offers advanced foundational technology solutions to semiconductor manufacturing, electronics and packaging, and specialty industrial applications. On July 24, 2026, MKS Inc. (NASDAQ:MKSI) closed at $329.18 per share, reflecting a market capitalization of $22.23 billion. MKS Inc. (NASDAQ:MKSI) posted a one-month return of -20.87%, while its shares gained 221.68% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding MKS Inc. (NASDAQ:MKSI) in its Q2 2026 investor update:
"The broadening of interest away from the highly concentrated AI headline companies, such as Nvidia, proved to be a helpful environment for the Fund, providing a period of material outperformance against the MSCI ACWI benchmark. Our four top contributors were all caught up in the excitement to some extent, with three being semiconductor producers and one being an equipment supplier into that industry. The latter,MKS Inc. (NASDAQ:MKSI), provided the biggest single boost to the Fund's returns and is a notable beneficiary of innovation in the design of modern chips. Rather than single layers of tiny transistors, many modern chips have multiple layers like a wafer biscuit, and electrons need to travel up and down through these layers. MKS' products help to make this possible. AI's insatiable appetite for memory, particularly High Band Memory (HBM), has created a wave of greater demand for the chips which MKS helps to create."
#NASDAQ #mksi #semiconductor
22 hours ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Nvidia Corp. CEO Jensen Huang said the U.S. should embrace, not ban, China's AI models, arguing that high-quality open-source technology should be used rather than feared.
In an interview with Axios on Tuesday, Huang called the Chinese models "excellent" and dismissed concerns that OpenAI and Anthropic should fear open AI models, saying they broaden AI adoption by attracting new users, while many customers will still pay for the superior performance and reliability of closed models.
Huang pushed back on fears that downloaded Chinese AI models create a "backdoor" to Beijing, arguing they can be securely customized and isolated.
Don't Miss:
#chinese #arguing #finance #NVIDIA
Nvidia Corp. CEO Jensen Huang said the U.S. should embrace, not ban, China's AI models, arguing that high-quality open-source technology should be used rather than feared.
In an interview with Axios on Tuesday, Huang called the Chinese models "excellent" and dismissed concerns that OpenAI and Anthropic should fear open AI models, saying they broaden AI adoption by attracting new users, while many customers will still pay for the superior performance and reliability of closed models.
Huang pushed back on fears that downloaded Chinese AI models create a "backdoor" to Beijing, arguing they can be securely customized and isolated.
Don't Miss:
#chinese #arguing #finance #NVIDIA
22 hours ago
After years of record-breaking growth, major market indexes are stagnating. The S&P 500 (SNPINDEX: ^GSPC) is down 0.42% over the past month, as of this writing, while the tech-focused Nasdaq Composite (NASDAQINDEX: ^IXIC) has sunk by nearly 2% in that time.
Some market indicators are also raising red flags over valuations. The S&P 500 Shiller CAPE Ratio, for instance, is the highest it's been since the dot-com bubble, suggesting the index is trading at a premium. The Buffett indicator is also at a record high of 236%. For context, Warren Buffett himself noted that when this indicator nears 200%, investors are "playing with fire."
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 »
Now, this doesn't mean that a bear market is around the corner. But downturns are a normal part of the market's cycle, so it's not a matter of if we face a pullback, but when. Here's my number one piece of advice about how to prepare right now.
Volatility could be looming, but a century's worth of history proves one thing: The investors who win out are those who stay invested for the long haul.
#buffett
Some market indicators are also raising red flags over valuations. The S&P 500 Shiller CAPE Ratio, for instance, is the highest it's been since the dot-com bubble, suggesting the index is trading at a premium. The Buffett indicator is also at a record high of 236%. For context, Warren Buffett himself noted that when this indicator nears 200%, investors are "playing with fire."
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 »
Now, this doesn't mean that a bear market is around the corner. But downturns are a normal part of the market's cycle, so it's not a matter of if we face a pullback, but when. Here's my number one piece of advice about how to prepare right now.
Volatility could be looming, but a century's worth of history proves one thing: The investors who win out are those who stay invested for the long haul.
#buffett
22 hours ago
Cathie Wood, CEO of Ark Invest, is known for her aggressive investment style. Ark Innovation ETF is heavily invested in growth stocks, including Tesla, Tempus AI, and CRISPR Therapeutics. Roughly half of the fund's ******* ets are invested in just 10 companies.
Among the fund's top holdings is ******* e Exploration Technologies (NASDAQ: SPCX). The ******* e stock accounts for around 4.5% of the fund's invested ******* ets.
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 »
Immediately after its IPO, ******* eX stock soared well above $200. After a sharp correction, however, shares now trade below their initial IPO price of $135 per share.
Wood capitalized on the correction by purchasing more ******* eX stock. According to reports, she purchased $21.3 million in ******* eX stock across multiple funds as the price fell.
#SpaceX #wood
Among the fund's top holdings is ******* e Exploration Technologies (NASDAQ: SPCX). The ******* e stock accounts for around 4.5% of the fund's invested ******* ets.
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 »
Immediately after its IPO, ******* eX stock soared well above $200. After a sharp correction, however, shares now trade below their initial IPO price of $135 per share.
Wood capitalized on the correction by purchasing more ******* eX stock. According to reports, she purchased $21.3 million in ******* eX stock across multiple funds as the price fell.
#SpaceX #wood
22 hours ago
Solana (CRYPTO: SOL) and Hyperliquid (CRYPTO: HYPE) exchange-traded funds (ETFs) are seeing capital inflows right as spot Bitcoin ETFs shed roughly $8.2 billion across an eight-week outflow streak culminating on July 6, and Ethereum funds joined them in the red. Solana ETFs now hold about $904 million in **** ets, and Hyperliquid ETFs have pulled in $350 million since May.
So does that mean investors should be bullish on the coins seeing the inflows?
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 »
Solana is down by about 60% over the past year. Fresh capital entering into spot Solana ETFs looks a lot like investors and financial institutions buying the dip in anticipation of the chain's upcoming catalysts.
Specifically, Alpenglow, the overhaul that is set to cut transaction finality times from 12.8 seconds to 150 milliseconds, activates on the mainnet sometime between August and October. Faster settlement is what Solana's institutional customers want and need, so it's likely going to be a significant unlock for even more capital onboarding in the future.
#NVIDIA #down
So does that mean investors should be bullish on the coins seeing the inflows?
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 »
Solana is down by about 60% over the past year. Fresh capital entering into spot Solana ETFs looks a lot like investors and financial institutions buying the dip in anticipation of the chain's upcoming catalysts.
Specifically, Alpenglow, the overhaul that is set to cut transaction finality times from 12.8 seconds to 150 milliseconds, activates on the mainnet sometime between August and October. Faster settlement is what Solana's institutional customers want and need, so it's likely going to be a significant unlock for even more capital onboarding in the future.
#NVIDIA #down
22 hours ago
Since early June, Wall Street's major stock indexes have all rallied to fresh record highs. While artificial intelligence (AI) is the trend behind this surge in stock valuations, it's the "Magnificent Seven" that have done most of the heavy lifting. The Magnificent Seven is composed of:
Nvidia (NASDAQ: NVDA)
Apple (NASDAQ: AAPL)
Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG)
Microsoft (NASDAQ: MSFT)
#seven #Stock #june #Apple
Nvidia (NASDAQ: NVDA)
Apple (NASDAQ: AAPL)
Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG)
Microsoft (NASDAQ: MSFT)
#seven #Stock #june #Apple
23 hours ago
The company spent the past year going from survival questions to one of the market's biggest gainers, which makes its retreat from the high the more interesting story.
What Changed To Send Intel (INTC) Up More Than Fourfold?
Over the past year, Intel stock more than quadrupled, climbing about 308%, while the broader market managed nearly 18%. The move was not built on hope. By the company's own account, the conversation flipped from whether Intel could survive to how fast it can add capacity to keep up with demand. Revenue over the last twelve months reached about $57 billion and grew 7.5%, an acceleration from a three-year average near 2%. The businesses tied to AI now make up about 60% of revenue and grew 40% year over year, and management says the CPU is reclaiming ground inside AI systems, with the ratio of processors to accelerators shifting from one-in-eight toward one-in-four.
Is This Just The AI Chip Trade Lifting Everything?
Only partly. AMD rode the same wave and roughly tripled, up about 222%, but Nvidia gained only about 19% and Qualcomm about 7% over the same stretch, a fraction of that. The gains concentrated in the two biggest movers, and Intel outran even AMD. What set it apart was progress in its own factories: management says its 18A manufacturing process is yielding ahead of internal plans, and the company has pointed to multiyear deals with customers such as Google, a slot for its Xeon server chips inside Nvidia's flagship AI systems, and a headline tie-up with Elon Musk's ventures.
#year #inside
What Changed To Send Intel (INTC) Up More Than Fourfold?
Over the past year, Intel stock more than quadrupled, climbing about 308%, while the broader market managed nearly 18%. The move was not built on hope. By the company's own account, the conversation flipped from whether Intel could survive to how fast it can add capacity to keep up with demand. Revenue over the last twelve months reached about $57 billion and grew 7.5%, an acceleration from a three-year average near 2%. The businesses tied to AI now make up about 60% of revenue and grew 40% year over year, and management says the CPU is reclaiming ground inside AI systems, with the ratio of processors to accelerators shifting from one-in-eight toward one-in-four.
Is This Just The AI Chip Trade Lifting Everything?
Only partly. AMD rode the same wave and roughly tripled, up about 222%, but Nvidia gained only about 19% and Qualcomm about 7% over the same stretch, a fraction of that. The gains concentrated in the two biggest movers, and Intel outran even AMD. What set it apart was progress in its own factories: management says its 18A manufacturing process is yielding ahead of internal plans, and the company has pointed to multiyear deals with customers such as Google, a slot for its Xeon server chips inside Nvidia's flagship AI systems, and a headline tie-up with Elon Musk's ventures.
#year #inside
23 hours ago
MercadoLibre (NASDAQ: MELI) stock has fallen by 31% from its previous peak as Wall Street focuses on near-term margin pressure and intensifying competition. Yet the business continues to expand rapidly in Latin America's e-commerce market, potentially setting the stage for market-beating returns in the next five years.
Its lower margins are not a result of competition, but rather of its higher near-term spending on infrastructure to support growth. This makes the stock a compelling buy for patient investors.
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 »
Similar to Amazon in the U.S., MercadoLibre has a structural advantage in Latin America's e-commerce market. It continues to invest in logistics infrastructure to build the most efficient delivery network in one of the world's fastest-growing e-commerce markets.
The growth it continues to report shows a huge opportunity ahead. The number of unique active buyers grew 26% year over year in the first quarter. Gross merchandise volume increased by 36%, with the number of items sold rising by 47%. It does face increasing competition from Asian e-commerce companies like Temu and Shopee, but these numbers show that MercadoLibre's investments to expand free shipping offers and other services are protecting its competitive position.
#Competition #continues #mercadolibre #Stock
Its lower margins are not a result of competition, but rather of its higher near-term spending on infrastructure to support growth. This makes the stock a compelling buy for patient investors.
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 »
Similar to Amazon in the U.S., MercadoLibre has a structural advantage in Latin America's e-commerce market. It continues to invest in logistics infrastructure to build the most efficient delivery network in one of the world's fastest-growing e-commerce markets.
The growth it continues to report shows a huge opportunity ahead. The number of unique active buyers grew 26% year over year in the first quarter. Gross merchandise volume increased by 36%, with the number of items sold rising by 47%. It does face increasing competition from Asian e-commerce companies like Temu and Shopee, but these numbers show that MercadoLibre's investments to expand free shipping offers and other services are protecting its competitive position.
#Competition #continues #mercadolibre #Stock
23 hours 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.
Delivered strong first-half momentum by balancing volume growth and price/mix, achieving organic revenue growth at the high end of the long-term algorithm.
Leveraged the FIFA World Cup activation to drive record beverage incidence of over 80% at venues, utilizing integrated marketing to engage consumers across 180 markets.
Navigated an uneven global consumer environment by sharpening Revenue Growth Management (RGM) toolkits, balancing affordability for pressured consumers with premiumization for resilient segments.
Achieved broad-based volume growth across all operating units, supported by the relaunch of Mr. Pibb and continued expansion of Coca-Cola Zero Zero into evening consumption occasions.
#balancing #NVIDIA
Delivered strong first-half momentum by balancing volume growth and price/mix, achieving organic revenue growth at the high end of the long-term algorithm.
Leveraged the FIFA World Cup activation to drive record beverage incidence of over 80% at venues, utilizing integrated marketing to engage consumers across 180 markets.
Navigated an uneven global consumer environment by sharpening Revenue Growth Management (RGM) toolkits, balancing affordability for pressured consumers with premiumization for resilient segments.
Achieved broad-based volume growth across all operating units, supported by the relaunch of Mr. Pibb and continued expansion of Coca-Cola Zero Zero into evening consumption occasions.
#balancing #NVIDIA
23 hours 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.
On one hand, UPS beat on everything that mattered this quarter. EPS of $1.76 against $1.66 expected, revenue of $22.8 billion against $21.81 billion expected, and raised full-year guidance on top of it. On the other hand, the stock fell 8% anyway, because Wall Street also got to see UPS' third-quarter outlook.
The best line of the whole call, though, came from CEO Carol Tomé, who said, "if you ignore Amazon and the volume that we intentionally made available to the market, we actually grew our volume in the second quarter." Which, sure, if you ignore the baseball playing, the Mets look great this year. Half the companies in America would probably love the chance to report earnings with an asterisk that says "excluding our biggest, most demanding customer, everything here looks fantastic." Tomé is just the one honest enough to say it out loud on a recorded call.
The Amazon divorce is real, though, and mostly finished. UPS has cut roughly 2 million pieces a day of what it calls "lower quality Amazon volume," stripping out about $4.5 billion in related costs so far, on purpose, in exchange for a leaner network it insists will pay off as volume grows elsewhere. Domestic revenue rose 6% on higher revenue per piece, international jumped 12.5%, and healthcare logistics cleared $3 billion for a second straight quarter, with Tomé bragging UPS is the only carrier offering true end-to-end healthcare delivery on its own ******* ets.
One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here.
#revenue
On one hand, UPS beat on everything that mattered this quarter. EPS of $1.76 against $1.66 expected, revenue of $22.8 billion against $21.81 billion expected, and raised full-year guidance on top of it. On the other hand, the stock fell 8% anyway, because Wall Street also got to see UPS' third-quarter outlook.
The best line of the whole call, though, came from CEO Carol Tomé, who said, "if you ignore Amazon and the volume that we intentionally made available to the market, we actually grew our volume in the second quarter." Which, sure, if you ignore the baseball playing, the Mets look great this year. Half the companies in America would probably love the chance to report earnings with an asterisk that says "excluding our biggest, most demanding customer, everything here looks fantastic." Tomé is just the one honest enough to say it out loud on a recorded call.
The Amazon divorce is real, though, and mostly finished. UPS has cut roughly 2 million pieces a day of what it calls "lower quality Amazon volume," stripping out about $4.5 billion in related costs so far, on purpose, in exchange for a leaner network it insists will pay off as volume grows elsewhere. Domestic revenue rose 6% on higher revenue per piece, international jumped 12.5%, and healthcare logistics cleared $3 billion for a second straight quarter, with Tomé bragging UPS is the only carrier offering true end-to-end healthcare delivery on its own ******* ets.
One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here.
#revenue
23 hours 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.
Performance was driven by strong execution in a 'flattish' market environment, utilizing Mineral Fiber AUV growth and Architectural Specialties (AS) portfolio expansion as primary value creation blocks.
Mineral Fiber AUV growth of 6% was fueled by a 'flight to quality' trend, with the 13th consecutive quarter of high-end smooth white acoustical tiles (SWAT) outperforming the broader portfolio.
Management attributes volume growth to consistent commercial execution and incremental benefits from digital initiatives like Kanopi and PROJECTWORKS, which address underserved market segments and design complexity.
The Architectural Specialties segment achieved 9% organic growth through broad-based demand across categories, particularly in transportation and education verticals.
#fiber #market #tell
Performance was driven by strong execution in a 'flattish' market environment, utilizing Mineral Fiber AUV growth and Architectural Specialties (AS) portfolio expansion as primary value creation blocks.
Mineral Fiber AUV growth of 6% was fueled by a 'flight to quality' trend, with the 13th consecutive quarter of high-end smooth white acoustical tiles (SWAT) outperforming the broader portfolio.
Management attributes volume growth to consistent commercial execution and incremental benefits from digital initiatives like Kanopi and PROJECTWORKS, which address underserved market segments and design complexity.
The Architectural Specialties segment achieved 9% organic growth through broad-based demand across categories, particularly in transportation and education verticals.
#fiber #market #tell
23 hours 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 adjusted EBITDA of $305 million and a multi-year high margin of 22.7%, driven by disciplined cost execution and favorable business mix.
Refinish segment growth of 6% was supported by the abatement of channel destocking and significant new business wins, including 1,900 net new body shops in the first half.
Industrial margins expanded for the 13th consecutive quarter despite a choppy North American macro environment, fueled by strong Energy Solutions demand in Asia.
Mobility segment reached record quarterly net sales of $474 million, benefiting from a ramp-up in North American Class 8 truck production and expansion in commercial transportation adjacencies.
#million #business #NVIDIA
Achieved record adjusted EBITDA of $305 million and a multi-year high margin of 22.7%, driven by disciplined cost execution and favorable business mix.
Refinish segment growth of 6% was supported by the abatement of channel destocking and significant new business wins, including 1,900 net new body shops in the first half.
Industrial margins expanded for the 13th consecutive quarter despite a choppy North American macro environment, fueled by strong Energy Solutions demand in Asia.
Mobility segment reached record quarterly net sales of $474 million, benefiting from a ramp-up in North American Class 8 truck production and expansion in commercial transportation adjacencies.
#million #business #NVIDIA
23 hours ago
Just before last weekend kicked off, Nvidia (NASDAQ: NVDA) and SK Hynix (NASDAQ: SKHY) finished some business, signing the largest memory deal in history. As part of the partnership, SK Hynix's subsidiary, SK Telecom, will build a 2-gigawatt AI cloud data center in Korea using Nvidia's Vera Rubin Platform. Meanwhile, SK Hynix will supply Nvidia with high bandwidth memory (HBM) going forward, while the two companies will work together to co-develop future generations of AI memory.
One of the biggest bottlenecks in the AI infrastructure build-out right now is memory, especially HBM. To reduce latency and improve power efficiency, graphics processing units (GPUs) and other AI chips need to be packaged with HBM. Meanwhile, the need for HBM is only growing as inference increasingly focuses on fast memory access rather than raw compute power.
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 »
However, increasing HBM capacity is a challenge. It requires access to the same EUV (extreme ultraviolet lithography) machines that manufacture GPUs and other advanced logic chips, and the supply for these machines is limited, since the only company that makes them is ASML. At the same time, HBM needs upward of 3 times the wafer capacity of regular DRAM, adding another challenge if one wants to rapidly increase supply. HBM also must be manufactured in massive clean rooms, which can take years to build.
My prediction is that this deal will play an important role in both stocks being big winners over the next few years.
#supply
One of the biggest bottlenecks in the AI infrastructure build-out right now is memory, especially HBM. To reduce latency and improve power efficiency, graphics processing units (GPUs) and other AI chips need to be packaged with HBM. Meanwhile, the need for HBM is only growing as inference increasingly focuses on fast memory access rather than raw compute power.
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 »
However, increasing HBM capacity is a challenge. It requires access to the same EUV (extreme ultraviolet lithography) machines that manufacture GPUs and other advanced logic chips, and the supply for these machines is limited, since the only company that makes them is ASML. At the same time, HBM needs upward of 3 times the wafer capacity of regular DRAM, adding another challenge if one wants to rapidly increase supply. HBM also must be manufactured in massive clean rooms, which can take years to build.
My prediction is that this deal will play an important role in both stocks being big winners over the next few years.
#supply
23 hours 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.
Organic revenue growth accelerated to 6% year-over-year, tripling the rate from the prior year due to improving market conditions and strong operational execution.
The R&D Solutions segment benefited from a consistently improving demand environment and higher win rates, particularly within the Emerging Biopharma (EBP) segment which now represents 70% of global clinical trial starts.
Commercial Solutions growth was fueled by a 45% increase in new drug launches in the first half of 2026, driving demand for ******* ytics, consulting, and patient solutions.
Management highlighted a strategic shift in large pharma toward outsourcing full commercialization of therapies in select geographies, where IQVIA is capturing significant market share.
#year #segment #NVIDIA #tell
Organic revenue growth accelerated to 6% year-over-year, tripling the rate from the prior year due to improving market conditions and strong operational execution.
The R&D Solutions segment benefited from a consistently improving demand environment and higher win rates, particularly within the Emerging Biopharma (EBP) segment which now represents 70% of global clinical trial starts.
Commercial Solutions growth was fueled by a 45% increase in new drug launches in the first half of 2026, driving demand for ******* ytics, consulting, and patient solutions.
Management highlighted a strategic shift in large pharma toward outsourcing full commercialization of therapies in select geographies, where IQVIA is capturing significant market share.
#year #segment #NVIDIA #tell
23 hours ago
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Management attributed strong top and bottom-line growth to aggressive new account wins and share gains rather than market recovery, which remains largely absent.
The Paint Stores Group outperformance was driven by Protective and Marine momentum in data centers and semiconductor infrastructure, offsetting persistent weakness in new residential markets.
Commercial segment gains are the result of a 24-month targeted strategy to capture market share in an underlying environment that remains soft.
Performance Coatings growth across all regions was led by heavy equipment and packaging, specifically benefiting from customer conversions to BPA-free solutions.
#Growth #Share #management #paint
Management attributed strong top and bottom-line growth to aggressive new account wins and share gains rather than market recovery, which remains largely absent.
The Paint Stores Group outperformance was driven by Protective and Marine momentum in data centers and semiconductor infrastructure, offsetting persistent weakness in new residential markets.
Commercial segment gains are the result of a 24-month targeted strategy to capture market share in an underlying environment that remains soft.
Performance Coatings growth across all regions was led by heavy equipment and packaging, specifically benefiting from customer conversions to BPA-free solutions.
#Growth #Share #management #paint
23 hours ago
Shares of D-Wave Quantum (NYSE: QBTS) jumped Monday morning on the announcement that AT&T (NYSE: T) is expanding its use of the company's quantum computing technology across its network operations. This is excellent news in a rough year for D-Wave's stock, which is down more than 26% in 2026.
So should investors buy D-Wave Quantum's stock now?
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 »
This new agreement with AT&T expands on a pilot program that demonstrated D-Wave's annealing quantum computing cut processing time for a network optimization workload by 240x, from approximately one hour to 15 seconds.
Ultimately, this result with AT&T could catalyze D-Wave as other companies take notice of the real-world results from the pilot program. The quantum computing industry as a whole could use a boost, having largely lost investor enthusiasm this year after a 2025 run-up.
#NYSE
So should investors buy D-Wave Quantum's stock now?
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 »
This new agreement with AT&T expands on a pilot program that demonstrated D-Wave's annealing quantum computing cut processing time for a network optimization workload by 240x, from approximately one hour to 15 seconds.
Ultimately, this result with AT&T could catalyze D-Wave as other companies take notice of the real-world results from the pilot program. The quantum computing industry as a whole could use a boost, having largely lost investor enthusiasm this year after a 2025 run-up.
#NYSE
