6 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
6 hours ago
What happened: Semiconductor stocks fell on Tuesday, with the PHLX Semiconductor Index (^SOX) falling more than 3% as investors continued to unwind positions in one of the market's hottest AI-driven sectors this year.
US-listed shares of memory and storage leaders Micron Technology (MU), SK Hynix (SKHY), and Sandisk (SNDK) all fell more than 8% and 13%, respectively. Among the semiconductor equipment makers, ASML (ASML), Applied Materials (AMAT), and Lam Research (LRCX) also dropped.
AI chip heavyweight Nvidia (NVDA) stock reversed early morning losses to climb into green territory following a 5% drop on Monday. Peer AMD (AMD) fell more than 7%. Chip maker Intel (INTC), along with Marvell (MRVL) and Qualcomm (QCOM), also slid.
What's behind the move: The sell-off followed declines in semiconductor stocks abroad. In South Korea, SK Hynix fell more than 14%, while Samsung Electronics (005930.KS) dropped more than 13%.
European semiconductor stocks also moved lower as concerns about circular financing and intensifying competition from China have weighed on the sector.
#fell #asml
US-listed shares of memory and storage leaders Micron Technology (MU), SK Hynix (SKHY), and Sandisk (SNDK) all fell more than 8% and 13%, respectively. Among the semiconductor equipment makers, ASML (ASML), Applied Materials (AMAT), and Lam Research (LRCX) also dropped.
AI chip heavyweight Nvidia (NVDA) stock reversed early morning losses to climb into green territory following a 5% drop on Monday. Peer AMD (AMD) fell more than 7%. Chip maker Intel (INTC), along with Marvell (MRVL) and Qualcomm (QCOM), also slid.
What's behind the move: The sell-off followed declines in semiconductor stocks abroad. In South Korea, SK Hynix fell more than 14%, while Samsung Electronics (005930.KS) dropped more than 13%.
European semiconductor stocks also moved lower as concerns about circular financing and intensifying competition from China have weighed on the sector.
#fell #asml
7 hours ago
As the Dow Jones Industrial Average and other stock indexes traded higher during Tuesday's session, Chevron (CVX), ASML (ASML), ATI (ATI) and Snowflake (SNOW) were among the names to watch.
With the S&P 500 and Nasdaq composite down in recent sessions, traders who use Investor's Business Daily's IBD Methodology should be focusing on defense, while identifying top-performing growth stocks for when the market trend shifts.
Dow Jones energy giant Chevron is approaching a double-bottom entry at 198.87 amid sharp gains in recent weeks, according to IBD MarketSurge chart **** ysis. Shares reversed from early gains to fall more than 1% midday Tuesday, threatening to add to Monday's steep drop.
Oil prices extended Monday's losses, down another 4% in midday trading Tuesday. On Monday, crude prices plunged 7.5% to $82.61 a barrel amid optimism for renewed U.S.-Iran talks.
Chevron stock backstory: Chevron earnings are set for Friday morning, with **** ysts looking for earnings of $5.55 a share and revenue of $63.3 billion.
#chevron #asml #gains
With the S&P 500 and Nasdaq composite down in recent sessions, traders who use Investor's Business Daily's IBD Methodology should be focusing on defense, while identifying top-performing growth stocks for when the market trend shifts.
Dow Jones energy giant Chevron is approaching a double-bottom entry at 198.87 amid sharp gains in recent weeks, according to IBD MarketSurge chart **** ysis. Shares reversed from early gains to fall more than 1% midday Tuesday, threatening to add to Monday's steep drop.
Oil prices extended Monday's losses, down another 4% in midday trading Tuesday. On Monday, crude prices plunged 7.5% to $82.61 a barrel amid optimism for renewed U.S.-Iran talks.
Chevron stock backstory: Chevron earnings are set for Friday morning, with **** ysts looking for earnings of $5.55 a share and revenue of $63.3 billion.
#chevron #asml #gains
5 days ago
Soon-to-be former Amazon (AMZN) Web Services (AWS) veteran Dave Brown will be joining Facebook parent Meta (META) to bolster the latter's cloud ambitions. Brown, who was with AWS for 19 years, will leave his post in July, according to internal communications at AWS.
Notable broker Wedbush has given this a thumbs up and has opined that Meta's desire to be a material player in the cloud industry is serious. In a note to clients, Matt Bryson of the firm said, "This addition builds on the narrative that Meta is serious in building out its own AI cloud offering (though ostensibly Dave Brown's expertise could be used to support the build-out of infrastructure for internal Meta use as well)."
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#cloud #internal
Notable broker Wedbush has given this a thumbs up and has opined that Meta's desire to be a material player in the cloud industry is serious. In a note to clients, Matt Bryson of the firm said, "This addition builds on the narrative that Meta is serious in building out its own AI cloud offering (though ostensibly Dave Brown's expertise could be used to support the build-out of infrastructure for internal Meta use as well)."
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#cloud #internal
5 days ago
With a market cap of $233.5 billion, Linde plc (LIN) is a global leader in industrial gases and engineering, delivering innovative technologies and high-quality solutions across diverse industries worldwide. Committed to making the world more productive, the company helps customers improve efficiency while supporting sustainability through decarbonization, clean energy, and advanced gas processing solutions.
The Woking, the United Kingdom-based company is set to unveil its fiscal Q2 2026 results before the market opens on Friday, Jul. 31. Ahead of the event, ******* ysts forecast LIN to post an adjusted EPS of $4.49, a growth of 9.8% from $4.09 in the same quarter last year. It has surpassed Wall Street's bottom-line projections in the past four quarters.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#Stock #billion #committed #united
The Woking, the United Kingdom-based company is set to unveil its fiscal Q2 2026 results before the market opens on Friday, Jul. 31. Ahead of the event, ******* ysts forecast LIN to post an adjusted EPS of $4.49, a growth of 9.8% from $4.09 in the same quarter last year. It has surpassed Wall Street's bottom-line projections in the past four quarters.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#Stock #billion #committed #united
5 days ago
Alibaba (BABA) shares gained pace this week after the Chinese tech giant confirmed a major update to its artificial intelligence push, one that ties its Qwen models directly to hundreds of millions of Apple (AAPL) devices in China. The Chinese tech giant has spent more than a year and billions of dollars building out its AI business, and this latest move shows that bet starting to pay off in a very visible way.
Over the past year, Alibaba has shifted its cloud division away from basic storage and computing services and toward artificial intelligence.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#Stock #Tech #artificial #baba
Over the past year, Alibaba has shifted its cloud division away from basic storage and computing services and toward artificial intelligence.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#Stock #Tech #artificial #baba
5 days ago
The S&P 500 Index ($SPX) (SPY) today is down -0.09%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.10%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.29%. September E-mini S&P futures (ESU26) are down -0.07%, and September E-mini Nasdaq futures (NQU26) are down -0.22%.
Stock indexes are under modest today amid weakness in software and cybersecurity stocks. The markets are waiting for earnings results after the close today from Alphabet to see evidence that the company's investments in artificial intelligence are generating returns, as it plans to more than double capital spending from 2025 to as much as $190 billion this year. On the positive side, energy producers and service providers are moving higher with today's rally in WTI crude oil to a 6-week high.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#mini
Stock indexes are under modest today amid weakness in software and cybersecurity stocks. The markets are waiting for earnings results after the close today from Alphabet to see evidence that the company's investments in artificial intelligence are generating returns, as it plans to more than double capital spending from 2025 to as much as $190 billion this year. On the positive side, energy producers and service providers are moving higher with today's rally in WTI crude oil to a 6-week high.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#mini
5 days ago
With a market cap of $35.9 billion, Kimberly-Clark Corporation (KMB) is a global consumer goods company whose trusted brands improve the lives of people in more than 175 countries and territories. With a purpose of delivering "Better Care for a Better World," the company combines market-leading products with a strong commitment to sustainability, community well-being, and long-term business growth.
The Dallas, Texas-based company is expected to announce its fiscal Q2 2026 results before the market opens on Tuesday, Aug. 4. Ahead of this event, ***** ysts predict KMB to report an EPS of $2, up 4.2% from $1.92 in the year-ago quarter. It has surpassed Wall Street's earnings estimates in each of the last four quarters.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#long
The Dallas, Texas-based company is expected to announce its fiscal Q2 2026 results before the market opens on Tuesday, Aug. 4. Ahead of this event, ***** ysts predict KMB to report an EPS of $2, up 4.2% from $1.92 in the year-ago quarter. It has surpassed Wall Street's earnings estimates in each of the last four quarters.
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#long
5 days ago
Zimmer Biomet Holdings, Inc. (ZBH) is a global medical technology company specializing in musculoskeletal healthcare. It designs and manufactures innovative orthopedic implants, surgical instruments, and digital solutions for joint reconstruction, trauma, and sports medicine. The company operates internationally with a corporate headquarters in Warsaw, Indiana. It has a market capitalization of $17.20 billion.
Zimmer Biomet is expected to report its second-quarter results for fiscal 2026 on Aug. 5, before the market opens. Ahead of the release, Wall Street **** ysts are tepid about the company's bottom-line trajectory.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#market #zimmer
Zimmer Biomet is expected to report its second-quarter results for fiscal 2026 on Aug. 5, before the market opens. Ahead of the release, Wall Street **** ysts are tepid about the company's bottom-line trajectory.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#market #zimmer
5 days ago
Hut 8 Corp. (HUT) is a Miami-headquartered energy infrastructure platform founded in 2018 that operates at the convergence of power, digital infrastructure, and high-performance computing. The company builds, owns, and operates large-scale data center campuses for AI and high-performance computing workloads, underpinned by a "power-first" development strategy targeting long-duration, triple-net leases with investment-grade hyperscaler tenants.
Its portfolio spans four segments: Power, Digital Infrastructure, Compute, and a recently spun-out Bitcoin (BTCUSD) mining division operating as American Bitcoin (ABTC). With $16.8 billion in contracted lease revenue across its flagship Riverbend and Beacon Point campuses, a 9+ GW development pipeline, and Nvidia (NVDA) as a design partner, Hut 8 has rapidly repositioned itself from a crypto miner into one of North America's most compelling pure-play AI infrastructure landlords.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#power #point #long
Its portfolio spans four segments: Power, Digital Infrastructure, Compute, and a recently spun-out Bitcoin (BTCUSD) mining division operating as American Bitcoin (ABTC). With $16.8 billion in contracted lease revenue across its flagship Riverbend and Beacon Point campuses, a 9+ GW development pipeline, and Nvidia (NVDA) as a design partner, Hut 8 has rapidly repositioned itself from a crypto miner into one of North America's most compelling pure-play AI infrastructure landlords.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#power #point #long
5 days ago
Tesla (TSLA) reported that its electric vehicle (EV) sales jumped in the second quarter, as the firm is likely benefiting from higher demand for EVs amid higher gasoline prices. And in a sign that the automaker expects the latter trend to continue for some time, Elon Musk's company reportedly plans to increase production at its German auto plants.
Still, with Tesla's self-driving technology and robotaxi initiatives underwhelming in many respects and the shares still changing hands at an extremely high valuation, TSLA stock looks very expensive. Further, given its poor execution in these areas, there's a sizeable risk that its newer initiatives, on which it's expected to spend large amounts of money, will not produce favorable results. In light of these points, the shares do not look appealing.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#Stock #still #further
Still, with Tesla's self-driving technology and robotaxi initiatives underwhelming in many respects and the shares still changing hands at an extremely high valuation, TSLA stock looks very expensive. Further, given its poor execution in these areas, there's a sizeable risk that its newer initiatives, on which it's expected to spend large amounts of money, will not produce favorable results. In light of these points, the shares do not look appealing.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#Stock #still #further
5 days ago
Spring, Texas-based Exxon Mobil Corporation (XOM) engages in the exploration and production of crude oil and natural gas in the United States and internationally. Valued at a market cap of $628.8 billion, the company operates through Upstream, Energy Products, Chemical Products, and Specialty Products segments. XOM is expected to release its Q2 2026 earnings on Friday, July 31, before the market opens.
Ahead of the event, ****** ysts expect the company's EPS to be $3.88 on a diluted basis, up 136.6% from $1.64 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in all of its last four quarters.
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#company #spring #exxon #mobil
Ahead of the event, ****** ysts expect the company's EPS to be $3.88 on a diluted basis, up 136.6% from $1.64 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in all of its last four quarters.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#company #spring #exxon #mobil
5 days ago
Intel (INTC) investors have a big few days ahead. The chipmaker reports quarterly results after the market closes on Thursday, and Wall Street is watching closely to see if the recent turnaround story keeps building momentum.
One firm already has a strong opinion. Wedbush believes Intel could beat expectations this quarter, pointing to stronger server demand, rising prices, and margins that may hold up better than consensus estimates.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#billion
One firm already has a strong opinion. Wedbush believes Intel could beat expectations this quarter, pointing to stronger server demand, rising prices, and margins that may hold up better than consensus estimates.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#billion
5 days ago
Houston, Texas-based Chevron Corporation (CVX) engages in integrated energy and chemicals operations in the United States and internationally. The company has a market cap of $380.5 billion and operates through Upstream, Downstream, and All Other segments and is expected to release its Q2 2026 earnings on Friday, July 31, before the market opens.
Ahead of the event, **** ysts expect the company's EPS to be $5.79 on a diluted basis, up 227.1% from $1.77 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#billion #houston #texas #corporation
Ahead of the event, **** ysts expect the company's EPS to be $5.79 on a diluted basis, up 227.1% from $1.77 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
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Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#billion #houston #texas #corporation
5 days ago
The S&P 500 Index ($SPX) (SPY) today is down -0.13%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.15%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.48%. September E-mini S&P futures (ESU26) are down -0.10%, and September E-mini Nasdaq futures (NQU26) are down -0.47%.
Stock indexes are under pressure today amid weakness in software and cybersecurity stocks. The markets are waiting for earnings results after the close today from Alphabet to see evidence that the company's investments in artificial intelligence are generating returns, as it plans to more than double capital spending from 2025 to as much as $190 billion this year.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#september #futures #jones
Stock indexes are under pressure today amid weakness in software and cybersecurity stocks. The markets are waiting for earnings results after the close today from Alphabet to see evidence that the company's investments in artificial intelligence are generating returns, as it plans to more than double capital spending from 2025 to as much as $190 billion this year.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#september #futures #jones
5 days ago
With a market cap of $39.8 billion, Ares Management Corporation (ARES) is a leading global alternative investment manager that provides primary and secondary investment solutions across credit, real estate, private equity, and infrastructure ***** et classes. As of March 31, 2026, the firm managed approximately $644 billion in ***** ets under management (AUM) and employed around 4,400 professionals across North America, South America, Europe, Asia Pacific, and the Middle East.
The Los Angeles, California-based company is set to announce its fiscal Q2 2026 results before the market opens on Friday, Jul. 31. Ahead of this event, ***** ysts forecast ARES to report an EPS of $1.30, an increase of 26.2% from $1.03 in the year-ago quarter. It has exceeded Wall Street's earnings estimates in one of the last four quarters while missing on three other occasions.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#market #billion #America #investment
The Los Angeles, California-based company is set to announce its fiscal Q2 2026 results before the market opens on Friday, Jul. 31. Ahead of this event, ***** ysts forecast ARES to report an EPS of $1.30, an increase of 26.2% from $1.03 in the year-ago quarter. It has exceeded Wall Street's earnings estimates in one of the last four quarters while missing on three other occasions.
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Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#market #billion #America #investment
5 days ago
Super Micro Computer (SMCI) stock is spiking more than 20% in early market trading today after issuing a strong fourth-quarter business update yesterday. The solid Q4 update indicates that the artificial intelligence (AI)-driven demand remains robust.
While Super Micro's revenue is expected to land near the low end of management's guidance, profitability is projected to remain solid. For the fourth quarter of fiscal 2026, Super Micro expects revenue near the lower end of the guidance of approximately $11.0 billion to $12.5 billion. The biggest surprise, however, came on the margins front. SMCI now expects adjusted gross margins of 15% to 17%, nearly double its earlier guidance of 8.2% to 8.4%, driven primarily by a favorable customer and product mix.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#guidance #Stock #billion #fourth
While Super Micro's revenue is expected to land near the low end of management's guidance, profitability is projected to remain solid. For the fourth quarter of fiscal 2026, Super Micro expects revenue near the lower end of the guidance of approximately $11.0 billion to $12.5 billion. The biggest surprise, however, came on the margins front. SMCI now expects adjusted gross margins of 15% to 17%, nearly double its earlier guidance of 8.2% to 8.4%, driven primarily by a favorable customer and product mix.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#guidance #Stock #billion #fourth
5 days ago
IREN Limited (IREN) just gave investors another compelling reason to pay attention. The artificial intelligence (AI) infrastructure company announced $2.8 billion in new multi-year AI cloud services contracts with leading artificial intelligence developers, marking another major milestone in its transformation from a Bitcoin miner into one of the fastest-growing AI cloud infrastructure providers. The new agreements prompted management to raise its 2026 annualized AI cloud revenue target to more than $4 billion, underscoring the accelerating demand for high-performance computing capacity.
The latest contracts build on IREN's growing portfolio of blue-chip AI customers, which already includes partnerships with companies such as Microsoft Corporation (MSFT) and Nvidia Corporation (NVDA). Importantly, approximately 45% of the GPU capital expenditure required for these deployments will be funded through customer prepayments, significantly reducing financing risk while supporting the company's aggressive expansion strategy.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#corporation #artificial #intelligence #contracts
The latest contracts build on IREN's growing portfolio of blue-chip AI customers, which already includes partnerships with companies such as Microsoft Corporation (MSFT) and Nvidia Corporation (NVDA). Importantly, approximately 45% of the GPU capital expenditure required for these deployments will be funded through customer prepayments, significantly reducing financing risk while supporting the company's aggressive expansion strategy.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#corporation #artificial #intelligence #contracts
5 days ago
New York-based Colgate-Palmolive Company (CL) manufactures and sells consumer products in the United States and internationally. The company has a market cap of $72.4 billion and operates through two segments: Oral, Personal and Home Care; and Pet Nutrition, and offers toothpaste, toothbrushes, mouthwash, bar and liquid hand soaps, shower gels, shampoos, conditioners, deodorants and antiperspirants, and other products.
CL is expected to release its Q2 2026 earnings on Friday, July 31, before the market opens. Ahead of the event, **** ysts expect the company's EPS to be $0.95 on a diluted basis, up 3.2% from $0.92 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#market #palmolive #united #states
CL is expected to release its Q2 2026 earnings on Friday, July 31, before the market opens. Ahead of the event, **** ysts expect the company's EPS to be $0.95 on a diluted basis, up 3.2% from $0.92 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
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Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#market #palmolive #united #states
5 days ago
Mining company USA Rare Earth (USAR) has named Serra Verde CEO Thras Moraitis as its next CEO after Barbara Humpton retires. Humpton has been instrumental in the company forging public-private partnerships and expanding its activity across critical mining processing, as well as metals and magnet manufacturing.
The rare-earth metal mining firm had agreed to acquire 100% of Serra Verde Group in April, which is the only large-scale producer outside Asia of all four magnetic rare earths. This is an effort to shift supply lines away from China, which hosts roughly two-thirds of global rare earth mining and about 90% of refining.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#earth
The rare-earth metal mining firm had agreed to acquire 100% of Serra Verde Group in April, which is the only large-scale producer outside Asia of all four magnetic rare earths. This is an effort to shift supply lines away from China, which hosts roughly two-thirds of global rare earth mining and about 90% of refining.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#earth
5 days ago
With a market cap of $12.2 billion, GoDaddy Inc. (GDDY) is a trusted growth partner to more than 20 million entrepreneurs worldwide, helping them build, manage, and grow their businesses online. Beyond domain names, GoDaddy provides integrated solutions that connect digital identity, web presence, commerce, and payments to drive profitable growth.
The Tempe, Arizona-based company is slated to announce its fiscal Q2 2026 results after the market closes on Thursday, Jul. 30. Ahead of the release, ***** ysts predict GDDY to report EPS of $1.72, a growth of nearly 22% from $1.41 in the year-ago quarter. It has exceeded Wall Street's earnings expectations in each of the past four quarters.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#godaddy
The Tempe, Arizona-based company is slated to announce its fiscal Q2 2026 results after the market closes on Thursday, Jul. 30. Ahead of the release, ***** ysts predict GDDY to report EPS of $1.72, a growth of nearly 22% from $1.41 in the year-ago quarter. It has exceeded Wall Street's earnings expectations in each of the past four quarters.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#godaddy
5 days ago
Ewing, New Jersey-based Church & Dwight Co., Inc. (CHD) develops, manufactures, and markets household, personal care, and specialty products. Valued at a market cap of $22.7 billion, the company operates in three segments: Consumer Domestic, Consumer International, and Specialty Products Division and is expected to release its Q2 2026 earnings on Friday, July 31, before the market opens.
Ahead of the event, ****** ysts expect the company's EPS to be $0.89 on a diluted basis, down 5.3% from $0.94 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#products
Ahead of the event, ****** ysts expect the company's EPS to be $0.89 on a diluted basis, down 5.3% from $0.94 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#products
5 days ago
Taiwan Semiconductor (TSM), or TSMC, is the company powering the artificial intelligence (AI) revolution. Whether it's Nvidia (NVDA), Apple (AAPL), AMD (AMD), Broadcom (AVGO), or countless other chip designers, the world's most advanced semiconductors are largely manufactured by TSMC. That makes every earnings report from the company a key read for investors tracking AI spending.
The latest report didn't disappoint. TSMC topped Wall Street's expectations for both revenue and earnings in the second quarter, then lifted its full-year outlook once again, citing what it called the "AI megatrend." Yet despite another standout quarter, TSM stock has pulled back as investors weigh higher capital spending and profit-taking after a massive rally.
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Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#earnings #investors #spending #quarter
The latest report didn't disappoint. TSMC topped Wall Street's expectations for both revenue and earnings in the second quarter, then lifted its full-year outlook once again, citing what it called the "AI megatrend." Yet despite another standout quarter, TSM stock has pulled back as investors weigh higher capital spending and profit-taking after a massive rally.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#earnings #investors #spending #quarter
5 days ago
Las Vegas, Nevada-based Wynn Resorts, Limited (WYNN) designs, develops, and operates integrated resorts. Valued at $9.8 billion by market cap, the company offers amenities such as guest rooms and suites, restaurants, golf course, spa, bars, meeting and convention ****** e, night clubs, and recreation and leisure facilities. The luxury resort and casino company is expected to announce its fiscal second-quarter earnings for 2026 after the market closes on Tuesday, Aug. 4.
Ahead of the event, ****** ysts expect WYNN to report a profit of $1.04 per share on a diluted basis, down 4.6% from $1.09 per share in the year-ago quarter. The company missed the consensus estimates in three of the last four quarters while beating the forecast on another occasion.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#company #Stock #billion
Ahead of the event, ****** ysts expect WYNN to report a profit of $1.04 per share on a diluted basis, down 4.6% from $1.09 per share in the year-ago quarter. The company missed the consensus estimates in three of the last four quarters while beating the forecast on another occasion.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#company #Stock #billion
5 days ago
Akamai Technologies, Inc. (AKAM), headquartered in Cambridge, Massachusetts, provides security, delivery, and cloud computing solutions. Valued at $17.9 billion by market cap, the company provides services for accelerating and improving the delivery of content and applications over the internet, ranging from live and on-demand streaming video capabilities to conventional content on websites, to tools that help people transact business and reach out to new and existing customers. The cybersecurity and cloud computing company is expected to announce its fiscal second-quarter earnings for 2026 after the market closes on Thursday, Aug. 6.
Ahead of the event, ******* ysts expect AKAM to report a profit of $0.90 per share on a diluted basis, down 18.2% from $1.10 per share in the year-ago quarter. The company beat the consensus estimates in three of the last four quarters while missing the forecast on another occasion.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#market #akam #Stock
Ahead of the event, ******* ysts expect AKAM to report a profit of $0.90 per share on a diluted basis, down 18.2% from $1.10 per share in the year-ago quarter. The company beat the consensus estimates in three of the last four quarters while missing the forecast on another occasion.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#market #akam #Stock
5 days ago
Insulet Corporation (PODD), headquartered in Acton, Massachusetts, operates as an innovative medical device company. Valued at $11.6 billion by market cap, the company develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes. The insulin infusion systems maker is expected to announce its fiscal second-quarter earnings for 2026 before the market opens on Wednesday, Aug. 5.
Ahead of the event, ***** ysts expect PODD to report a profit of $1.38 per share on a diluted basis, up 18% from $1.17 per share in the year-ago quarter. The company has consistently surpassed Wall Street's EPS estimates in its last four quarterly reports.
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Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#insulin #Stock
Ahead of the event, ***** ysts expect PODD to report a profit of $1.38 per share on a diluted basis, up 18% from $1.17 per share in the year-ago quarter. The company has consistently surpassed Wall Street's EPS estimates in its last four quarterly reports.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#insulin #Stock
5 days ago
Indianapolis, Indiana-based Eli Lilly and Company (LLY) is a leading pharmaceutical company that sells Trulicity, Verzenio and Taltz drugs. The company discovers, develops, and markets human pharmaceuticals. With a market cap of $1.1 trillion, LLY's products include neuroscience, endocrine, anti-infectives, cardiovascular agents, oncology, and animal health products. The pharmaceutical giant is expected to announce its fiscal second-quarter earnings for 2026 before the market opens on Wednesday, Aug. 5.
Ahead of the event, ****** ysts expect LLY to report a profit of $7.47 per share on a diluted basis, up 18.4% from $6.31 per share in the year-ago quarter. The company has consistently surpassed Wall Street's EPS estimates in its last four quarterly reports.
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Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#indiana
Ahead of the event, ****** ysts expect LLY to report a profit of $7.47 per share on a diluted basis, up 18.4% from $6.31 per share in the year-ago quarter. The company has consistently surpassed Wall Street's EPS estimates in its last four quarterly reports.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#indiana
5 days ago
With a market cap of $90.7 billion, Datadog, Inc. (DDOG) is a leading observability and security platform that provides unified visibility across applications, infrastructure, data, AI models, and security to help businesses manage complex technology environments at scale. Powered by AI, it enables organizations to proactively detect and resolve issues, empowering global enterprises and fast-growing AI companies to innovate with confidence.
The New York-based company is slated to announce its fiscal Q2 2026 results before the market opens on Thursday, Aug. 6. Ahead of this event, ***** ysts expect DDOG to report a profit of $0.13 per share, a 116.7% jump from $0.06 per share in the year-ago quarter. It has exceeded Wall Street's earnings expectations in each of the past four quarters.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#market #security #Share #thursday
The New York-based company is slated to announce its fiscal Q2 2026 results before the market opens on Thursday, Aug. 6. Ahead of this event, ***** ysts expect DDOG to report a profit of $0.13 per share, a 116.7% jump from $0.06 per share in the year-ago quarter. It has exceeded Wall Street's earnings expectations in each of the past four quarters.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#market #security #Share #thursday
5 days ago
EchoStar Corporation (ECHO), headquartered in Englewood, Colorado, is a global communications company providing satellite, wireless, broadband, and video services. It delivers connectivity, networking, and content solutions for consumers, businesses, operators, and government customers, leveraging its technology, spectrum, engineering, and communications infrastructure worldwide. The company has a market capitalization of approximately $26.2 billion.
ECHO is set to report its Q2 earnings soon. Ahead of the release, **** ysts expect the company to post a loss of $0.28 per share, a 73.6% improvement from a loss of $1.06 per share in the year-ago quarter. ECHO has surpassed Wall Street's EPS estimates in three of the past four quarters, while missing expectations in one quarter.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#Stock
ECHO is set to report its Q2 earnings soon. Ahead of the release, **** ysts expect the company to post a loss of $0.28 per share, a 73.6% improvement from a loss of $1.06 per share in the year-ago quarter. ECHO has surpassed Wall Street's EPS estimates in three of the past four quarters, while missing expectations in one quarter.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#Stock
5 days ago
Artificial intelligence has reshaped the stock market over the past two years, rewarding companies building the infrastructure behind the next generation of computing. Data centers, chips, power systems, and cloud platforms became the picks-and-shovels businesses of the AI boom. But history has shown that markets eventually separate real earnings power from expensive promises. Companies that spend aggressively during a technology transition can create enormous opportunities—but they can also leave investors questioning whether growth will justify the bill.
Few companies have experienced that shift more dramatically than Oracle (ORCL). After riding the AI wave to an all-time high of $345.72 in September 2025, the database and cloud giant has entered one of the steepest declines in its modern history.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#market
Few companies have experienced that shift more dramatically than Oracle (ORCL). After riding the AI wave to an all-time high of $345.72 in September 2025, the database and cloud giant has entered one of the steepest declines in its modern history.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#market
