News

Best Buy Co Inc (NYSE:BBY)'s second-quarter results are shaping up as a critical test of the increasingly constructive narrative that has built around the stock, according to UBS. The bank said the market has grown more confident that Best Buy can stabilize its core business, benefit from a...

Taiwan Semiconductor (NYSE: TSM) is one of the most widely held AI chip stocks among elite hedge funds and billionaire investors, the latest 13F filings for the second quarter show. Insider Monkey data shows TSM appeared in 250 hedge fund portfolios by the end of the second quarter, sharply up from 236 in the first […]

One fund spans insurance and payment processors, while the other focuses exclusively on regional lenders. Which strategy fits your portfolio?

Over the past six months, Franklin BSP Realty Trust’s stock price fell to $8.04. Shareholders have lost 7.4% of their capital, which is disappointing considering the S&P 500 has climbed by 13.1%. This might have investors contemplating their next move.

UBS is telling clients that artificial intelligence is translating into real, growing spend on Snowflake, and the bank remains Buy-rated on the stock heading into its fiscal second-quarter results on September 2. The bank's analysts spoke with seven enterprise partners and customers to gauge...

Home Depot crushed expectations, but cautious guidance shows the housing recovery remains incomplete.

APPS' 208% rally reflects AI-driven growth, stronger guidance and an expanding ad platform, but debt and profitability risks remain.

Rigetti Computing has enjoyed a string of recent successes.

IREN's AI cloud revenue is scaling fast, but a 4.59X forward sales multiple and heavy expansion spending raise the stakes for execution.

Sally Beauty looks cheap compared with its peers, but BSG weakness and slow sales growth make margin gains and e-commerce key to the buy case.

The Chinese autonomous driving company also reported Q2 total revenue of $36.2 million, up 68.8% year over year

PPH offers the income and stability of proven pharmaceutical leaders while XBI swings for the fences across 155 smaller biotech names.

SBH's 34.3% rally is backed by digital growth and margin gains, but BSG weakness and a higher historical multiple could limit upside.

Caterpillar just posted the first $20 billion quarter in company history, and its backlog is growing faster than it can build. Whether that momentum carries the stock to new highs or stalls out depends on a few risks most investors are overlooking.

ARKX delivered 28% returns over one year but endured a 25% maximum drawdown, while MISL's steadier 23% gain came with half the volatility.

Broadcom has consistently been a top-performing stock in recent years.

Astera Labs' stronger growth, rising earnings estimates, and AI connectivity demand make it more attractive than Broadcom.

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at First Solar (NASDAQ:FSLR) and its peers.

MCD's lower valuation offers appeal, but weak U.S. traffic, value execution issues and cost pressure make patience key.

MCD's earnings beat highlights franchised strength, but weak U.S. traffic and margins keep investors focused on execution.

Diesel demand is likely to spike more in the next several weeks as harvest season accelerates, one analyst notes.

SCHF offers lower fees and higher dividend yield, while IEMG provides concentrated emerging-market exposure with stronger 1-year returns.

(Updates with index/price moves, analyst comments and geopolitical news from the first paragraph.)

Azure just crossed a milestone most analysts did not expect this soon, and the stock is still sitting in consolidation territory. Here is why one investor keeps adding shares before the AI spending wave flips from cost center to earnings engine.

Evercore's top strategist calls megacap tech earnings breathtaking, then tells investors to buy more. The reasoning behind that contradiction points to a structural pattern in bull markets that has a very uncomfortable ending.

GE's 19.9% YTD rally reflects strong commercial and defense demand, but rising costs, debt and a premium valuation temper near-term upside.

Broadcom's healthy earnings growth will pave the way for solid upside in this semiconductor stock over the next two and a half years.

Bill Ackman just bought back into Netflix after losing hundreds of millions on the same trade in 2022, and streaming rivals are barely flinching while one major hedge fund makes its biggest portfolio bet in years.

Bitcoin tests $65,000 as BlackRock backs a 1-2% allocation and Citi readies bitcoin custody on its Custody+ platform.

Figs (FIGS) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.