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Micron Technology stock has delivered a very large gain of roughly 11x over the past three years, yet its valuation signals are split, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market multiples still screen the stock as relatively inexpensive against peers. Micron Technology has returned about 11x over three years, which puts extra focus on whether current expectations already embed much of that success. Ongoing investment in high bandwidth...

Coca-Cola shares gained after strong Q2 results, with higher sales, margins and earnings prompting optimism.

Skyworks Solutions Inc (SWKS) surpasses revenue expectations, announces a $2 billion stock repurchase program, and anticipates a promising Qorvo combination.

Enphase Energy Inc (ENPH) reports robust gross margins and strategic product launches, despite facing headwinds in the US market.

Tilray Brands Inc (TLRY) reports significant financial improvements and outlines strategic plans for future expansion across diverse sectors.

Despite a net loss, Ford Motor Co (F) raises full-year guidance, showcasing confidence in its strategic initiatives and strong product mix.

KLA Corp (KLAC) achieves record revenue of $3.66 billion, driven by AI infrastructure demand, while navigating supply chain and pricing pressures.

Visa Inc (V) reports a robust 14% increase in net revenue, driven by strong payments volume and innovative solutions, despite rising expenses and market uncertainties.

Bloom Energy Corp (BE) achieves its first $1 billion quarter, expands partnerships, and raises full-year guidance amid robust demand and market leadership.

As investors await Microsoft Corp’s (NASDAQ:MSFT) quarterly results, Gene Munster argues the company’s long-term AI strategy—not its near-term earnings—will determine whether it can maintain its market leadership. Munster Says Microsoft’s AI Transition Matters More Than Earnings Ahead of Microsoft’s earnings report on Wednesday, Deepwater Asset Management’s managing partner said that Wall Street is focused on the wrong metric, arguing that the software giant’s biggest challenges lie years ahead

Avis delivered some key cost improvements but faced macro headwinds in the second quarter.

AbbVie(ABBV) reports second-quarter results on Friday, July 31, and the mood around the stock has changed. A few months ago, investors were restless. The two drugs carrying the company were doing fine, but everyone already knew that, and the market wanted a new reason to invest. Goldman Sachs went ...

Corning is best known for Gorilla Glass, the durable material used in smartphone screens. The company also makes the optical fiber, cables, and connectors that move data among thousands of processors inside artificial intelligence data centers. That business helped more than double Corning’s share ...

Sanjeev Rana, head of research at CLSA Securities Korea, believes Hynix's earnings miss was the result of a weak product mix in the second quarter, and he expects "sequential earnings improvement." Meanwhile, KB Financial Group Global Investment Strategist Peter Kim shares his takes on the underlying trends driving the selloff in AI stocks.

Looking back on hardware & infrastructure stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Dell (NYSE:DELL) and its peers.

Apple's market cap briefly hit $5 trillion before Thursday's earnings, testing Tim Cook's final report as CEO.

Conflict in the Middle East escalated again – the U.S. said that Iranian forces had attacked the American military on Tuesday evening.

NIKE stock has fallen a long way over the last few years, yet the current valuation picture is more balanced than the share price slide might suggest, with the Discounted Cash Flow (DCF) intrinsic value estimate sitting close to the market price while market multiples screen the stock as undervalued. NIKE shares have declined 72.7% over the past 5 years, which puts long term holders deep in the red and makes any valuation signal especially important. The planned reset of NIKE's digital...

The headline numbers for Seagate (STX) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Despite a slight revenue dip, TeamViewer SE (TMVWF) strengthens its market position through strategic alliances and increased AI integration, while navigating macroeconomic uncertainties.

Sarah London discusses margin expansion and dual-eligible Medicare focus.

The memory maker's two valuation multiples describe two different companies. Believing the cheap one requires one big assumption.

Moby summary of Ford Motor Company's Q2 2026 earnings call

Royal Caribbean's win streak continued.

Visa (NYSE:V) reported fiscal third-quarter 2026 net revenue of $11.6 billion, up 14% from a year earlier, while earnings per share rose 11% to $3.32. Chief Executive Officer Ryan McInerney said both measures exceeded the company’s expectations as payments volume surpassed $4 trillion for the first

Ford Motor (NYSE:F) reported second-quarter 2026 revenue of $48.3 billion and adjusted EBIT of $2.5 billion, as stronger pricing and favorable product mix more than offset lower volumes tied to an aluminum supply disruption and vehicle portfolio changes. Revenue declined 4% year over year, while ad

Bloom Energy (NYSE:BE) reported record second-quarter results for 2026, surpassing $1 billion in quarterly revenue for the first time as data-center deployments accelerated and profitability expanded. The company raised its full-year revenue and operating-income outlook, citing backlog conversion, i

Seagate crushed Q4 estimates with record profits and issued strong guidance fueled by surging AI and hyperscale cloud storage demand.

Although the revenue and EPS for Visa (V) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

First Quantum Minerals (FQVLF) delivered earnings and revenue surprises of -85.71% and +7.55%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?