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Taiwan Semiconductor Manufacturing Company (TSM) Raises Guidance as Demand for Advanced Chips Soars
Insider Monkey17d agobullish
Taiwan Semiconductor Manufacturing Company (TSM) Raises Guidance as Demand for Advanced Chips Soars

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “International Fund”. The letter can be downloaded here. The Fund returned 7.76% in the quarter, underperforming the MSCI ACWI ex USA Index’s 14.49% gain. Performance was driven by stock selection in health care and consumer discretionary sectors, while information technology […]

NetApp Raised Guidance as Ciena’s Revenue Jumped 37%. Are AI Networks and Storage Finally Converting Into Earnings?
Insider Monkey20d agobullish
NetApp Raised Guidance as Ciena’s Revenue Jumped 37%. Are AI Networks and Storage Finally Converting Into Earnings?

NetApp and Ciena delivered unusually strong results within a day of each other. NetApp’s fiscal Q1 revenue rose 30% to $2.03 billion, all-flash array sales grew 47% to $1.3 billion, and management raised full-year guidance. Ciena’s fiscal Q3 revenue climbed 37% to $1.67 billion, while adjusted earnings per share rose 215% to $2.11. NetApp, Inc. […]

Looking Ahead to the Q3 Earnings Season: What to Expect
Zacks20d agoneutral
Looking Ahead to the Q3 Earnings Season: What to Expect

2026 Q3 earnings for the S&P 500 index are expected to increase by +23% from the same period last year on +11.2% higher revenues, reflecting the 13th consecutive period of growth. Revisions for the period remain positive, a continuation of the trend we've seen over the past year.

Unum Group (UNM): Buy, Sell, or Hold Post Q2 Earnings?
StockStory20d agoneutral
Unum Group (UNM): Buy, Sell, or Hold Post Q2 Earnings?

Unum Group currently trades at $96.56 and has been a dream stock for shareholders. It’s returned 268% since September 2021, blowing past the S&P 500’s 69.5% gain. The company has also beaten the index over the past six months as its stock price is up 31.6%.

Littelfuse (LFUS): Buy, Sell, or Hold Post Q2 Earnings?
StockStory20d agoneutral
Littelfuse (LFUS): Buy, Sell, or Hold Post Q2 Earnings?

Over the past six months, Littelfuse has been a great trade, beating the S&P 500 by 11%. Its stock price has climbed to $414.70, representing a healthy 22.7% increase. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

Matthews (MATW): Buy, Sell, or Hold Post Q2 Earnings?
StockStory20d agoneutral
Matthews (MATW): Buy, Sell, or Hold Post Q2 Earnings?

Over the past six months, Matthews’s stock price fell to $21.11. Shareholders have lost 19.3% of their capital, which is disappointing considering the S&P 500 has climbed by 11.7%. This was partly due to its softer quarterly results and might have investors contemplating their next move.