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Did SMCI Stock Just Rise For The Wrong Reason?
Trefis9d agoneutral
Did SMCI Stock Just Rise For The Wrong Reason?

Super Micro Computer (SMCI) stock rose 9.5% on Thursday, September 17, closing just over $40. The move followed a bullish call on how big the market for AI servers gets. That call may well be right. But it answers a question Super Micro's own results never raised. That is why one big session tells you less than it looks like it does.

AI Rules Put Okta Stock And AI Governance Software In Focus
Simply Wall St.9d agoneutral
AI Rules Put Okta Stock And AI Governance Software In Focus

AI suddenly has a regulator breathing down its neck. California’s new oversight push throws fresh risk at developers, yet quietly shines a spotlight on companies that help police algorithms and prove they are safe. That creates a story investors rarely get in real time. Rules tighten, complexity grows, and specialists in governance and auditing step forward. This article walks through 3 stocks exposed to that policy shock. The three stocks below are a sample of what this new AI rulebook is...

Vicor (VICR) Stock Looks Fully Valued After A 302% Run
Simply Wall St.9d agoneutral
Vicor (VICR) Stock Looks Fully Valued After A 302% Run

Vicor has turned into one of the market’s bigger movers over the past year, which puts fresh attention on a simple question for investors: Is the current share price, after such a strong run, adequately supported by the cash flows that the business can generate over time? Vicor has delivered a 301.9% return over the past year, which puts a lot of expectation pressure on the cash flows that are meant to justify that kind of move. The recent non exclusive license of its Vertical Power Delivery...

Riot Platforms (RIOT) Stock Trades At A Premium To Sales
Simply Wall St.9d agoneutral
Riot Platforms (RIOT) Stock Trades At A Premium To Sales

Riot Platforms has delivered a 3 year share price return of 128.4%, which puts a lot of weight on whether the underlying sales story justifies where the stock trades today. With the shares recently closing at US$21.88, valuation now turns on how much revenue investors are effectively paying for. A 128.4% gain over 3 years means anyone looking at Riot Platforms now is really asking how much of that move is backed by its sales base rather than trading momentum alone. The business model leans...

Core & Main (CNM) Is Up 5.0% After Buybacks, M&A Pipeline Updates and Guidance Reaffirmation - Has The Bull Case Changed?
Simply Wall St.9d agobullish
Core & Main (CNM) Is Up 5.0% After Buybacks, M&A Pipeline Updates and Guidance Reaffirmation - Has The Bull Case Changed?

In its fiscal 2026 second quarter, Core & Main, Inc. reported higher year-on-year sales of US$2,145 million and net income of US$144 million, reaffirmed full-year guidance for US$7.80–US$7.90 billion in net sales, accelerated share repurchases under its existing program, and highlighted a more active acquisition pipeline progressing to letters of intent. A key insight from these updates is management’s emphasis on using a strong balance sheet and cash generation to fund both M&A aimed at...

FCC grants Paramount's indirect ownership request for Gulf funds in Warner Bros. Discovery buyout
Associated Press9d agobullish
FCC grants Paramount's indirect ownership request for Gulf funds in Warner Bros. Discovery buyout

As Paramount looks to take over Warner Bros. Discovery, it’s racked up billions of dollars in financial backing from three Gulf countries. The FCC cleared the way on Thursday, granting sovereign wealth funds from Saudi Arabia, Qatar and the United Arab Emirates to hold indirect equity interests in a Paramount-Warner combo, but no voting stakes. Skydance-owned Paramount — whose $81 billion merger with Warner is still on hold amid a separate antitrust battle with twelve states and Hollywood writers — welcomed the FCC's ruling.

Watsco (WSO): Buy, Sell, or Hold Post Q2 Earnings?
StockStory9d agoneutral
Watsco (WSO): Buy, Sell, or Hold Post Q2 Earnings?

Over the last six months, Watsco’s shares have sunk to $305.50, producing a disappointing 19.2% loss - a stark contrast to the S&P 500’s 14% gain. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.