Applied Materials (AMAT) will report fiscal second-quarter earnings after markets close Thursday, with investors closely watching whether booming artificial intelligence-related semiconductor spending can continue offsetting slowing growth from China. Shares of the semiconductor equipment maker have surged roughly 70% this year as investors bet the company will remain a major beneficiary of the global AI… Continue reading Can Applied Materials justify its massive stock rally in its Q2 earnings
Stock Research
Should you invest in Cerebras stock as it surges 100% on Nasdaq debut?
Cerebras Systems is in the spotlight this morning as the AI chipmaker makes its long-awaited debut on Nasdaq under the ticker symbol CBRS. The company priced its IPO at a whopping $185 per share – well above its already-elevated range – raising a staggering $5.55 billion and landing a fully diluted valuation of about $56… Continue reading Should you invest in Cerebras stock as it surges 100% on Nasdaq debut?
Column: All-time highs, hot inflation and a deal that isn’t done yet
At the time of writing, President Trump, along with a clutch of top US corporate executives, is in China. Mr Trump and Chinese President Xi Jinping have already held a formal meeting in Beijing. But as things stand, there have been scant details over what has been discussed, let alone agreed. What is known so… Continue reading Column: All-time highs, hot inflation and a deal that isn’t done yet
Ondas stock soars on 11x revenue growth, but the red flags are hard to ignore
Investors are cheering Ondas Inc (ONDS) this morning after the autonomous drone systems firm reported a more than 11x year-on-year increase in its Q1 revenue to about $50 million. The company also cited its strategic partnership with Palantir Technologies and recent acquisitions, Mistral and World View, as major growth catalysts in its earnings release. Yet,… Continue reading Ondas stock soars on 11x revenue growth, but the red flags are hard to ignore
USA Rare Earth stock dips: why analysts are still bullish on the stock
Shares of USA Rare Earth (USAR) slipped Thursday even after the company reported first-quarter revenue that topped Wall Street expectations, as investors continued focusing more on the company’s long-term growth ambitions than near-term earnings results. The rare earths developer posted a first-quarter operating loss of $37 million on revenue of $5.7 million, compared with analyst… Continue reading USA Rare Earth stock dips: why analysts are still bullish on the stock
Intel, Qualcomm fall: investors booking gains or cautious about growing competition?
Intel and Qualcomm shares fell sharply on Thursday as investors pulled back from two of the biggest beneficiaries of the artificial intelligence-driven semiconductor rally, while analysts warned that competitive pressures remain intense despite surging enthusiasm around AI infrastructure spending. Intel shares (INTC) declined nearly 3%, marking a third consecutive day of losses after a rally… Continue reading Intel, Qualcomm fall: investors booking gains or cautious about growing competition?
Why Tesla stock is jittery as Elon Musk visits Beijing
Tesla stock (TSLA) traded choppily on Thursday as investors continued to focus on the company’s autonomous driving ambitions in China and the potential for broader artificial intelligence monetization. The stock briefly rose early in the session before turning slightly negative. Despite the muted move, Tesla shares entered Thursday having risen in five of the previous… Continue reading Why Tesla stock is jittery as Elon Musk visits Beijing
Marvell stock hits 52-week high as bullish catalysts keep stacking up
Marvell Technology Inc (MRVL) printed a new 52-week high this morning as Cisco Systems’ solid Q3 earnings boosted sentiment across the entire semiconductor ecosystem. Investors are cheering MRVL also because it received dual analyst upgrades this week and revealed a new strategic equity investment from Advanced Micro Devices (AMD). Year-to-date, Marvell stock has been nothing… Continue reading Marvell stock hits 52-week high as bullish catalysts keep stacking up
US retail sales show resilience despite cost pressures, ING warns of risks
US retail sales rose 0.5% in April, underscoring resilience in household spending despite higher gasoline prices and weak consumer confidence. ING Economics said the figures highlight the ability of consumers to absorb cost pressures, though risks remain as energy prices stay elevated and wage growth lags. While inflation data dominated the early part of the… Continue reading US retail sales show resilience despite cost pressures, ING warns of risks