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Boston Scientific's cheaper valuation offers upside, but weaker guidance, share losses, higher debt and delayed catalysts favor patience.

In this segment of the AI Investor Podcast from 24/7 Wall St., Eric Bleeker reviews Lam Research, a semiconductor equipment holding originally recommended to the million dollar AI portfolio he manages as part of a collection of memory-adjacent stocks. The quarter itself was solid: $1.82 in EPS against $1.70 expected, with the standout being guidance of $2.15 for next quarter versus a street estimate of $1.84. The stock jumped about 20% the next morning, though Bleeker attributes most of that to how far it had fallen during July's selloff rather than to the results, which he characterizes as good but not spectacular. His hesitation is valuation. Against a full-year estimate of $9.40, the shares trade a bit above 30 times forward earnings, which he considers the upper end of the historical range. He is not planning to add more with other opportunities across the market after a steep July sell-off. The broader read on semiconductor equipment is more bullish. Taiwan Semiconductor raised capex, Intel sounded optimistic on capex needs, and Bleeker guesses 2028 equipment spending could come in roughly 25% above where Wall Street currently models it. He is particularly interested in advanced packaging and testing, sub-verticals growing faster than the overall space. Lam remains a core long-term holding and, in his view, among the best operators in semi equipment.

PLXS' broad Q3 beat and stronger growth outlook extend its runway, but rising working-capital needs put free cash flow conversion under scrutiny.

Plexus is delivering faster growth, higher earnings and wider margins, but premium valuation and weaker near-term cash flow temper the buy case.

Where are the budget shifts coming from for video podcasts? Most likely, programs including cable TV news networks, late-night talk shows or even syndication unscripted daytime talk shows.

FEMSA's retail and digital growth strengthens its long-term case, but a premium valuation and weak international margins suggest patience.

Phillips 66's Q2 earnings surge on wider refining margins, while record midstream volumes and stronger chemicals results boost profits.

W beats Q2 estimates as stronger U.S. demand, market share gains and Perigold growth lift revenues and active customers.

The recent weakness in SOFI stock reflects investor concerns over the company's revenue mix.

PSKY beats Q2 earnings and revenue estimates as DTC strength, a Studios turnaround and cost discipline offset TV Media weakness, with a solid Q3 outlook.

Digital Turbine tops Q1 fiscal 2027 earnings and revenue estimates, posts strong App Growth Platform gains and raises full-year revenue and EBITDA guidance.

Micron's 9.4% monthly slide contrasts with surging AI memory demand, sold-out 2026 HBM output, soaring profits and a discounted valuation.

GILD beats Q2 revenue estimates as HIV sales fuel growth, while acquisition charges cause a loss. Higher HIV guidance and pipeline progress support momentum.

EMR's Q3 earnings beat estimates as Software & Systems surged, margins expanded and strong cash flow supported a higher fiscal 2026 outlook.

Ciena (CIEN) is back in focus after e& UAE chose its next generation DWDM and software platforms to expand a high capacity network, which highlights the stock’s exposure to global digital infrastructure projects. See our latest analysis for Ciena. Ciena’s recent client wins in the Middle East and its quantum safe networking trial in the US come as the stock trades at US$411.13, with a 1 day share price return of 5.21% and a year to date share price return of 67.09%. The 1 year total...

PLTR's AI-driven growth, rising margins and strong cash flow support its rally, but a steep valuation raises the bar for further gains.

Palantir's surging growth, expanding margins and strong cash flow support the bull case, but its rich valuation favors a selective entry.

ENTG beats Q2 estimates as AI-linked chip investment lifts sales, margins and cash flow, while stronger bookings improve visibility into 2027.

Airbnb's high-growth travel platform and Comcast's cash-heavy media empire offer very different paths for long-term investors.

EOG's Q2 earnings beat estimates as higher oil prices and a 24.4% production gain fueled a 57.4% revenue surge and strong free cash flow.

Palantir's government and commercial businesses accelerated as quarterly revenue increased 93% and exceeded expectations.

Caterpillar's construction and power businesses benefited as data-center investment helped quarterly revenue jump 24%.

Novo Nordisk beats Q2 earnings and sales estimates as GLP-1 demand grows, but pricing pressure, outlook concerns and pipeline setbacks sent shares lower.

QLYS tops Q2'26 estimates as channel revenues jump 22%, margins widen, and management raises its 2026 revenue and earnings outlook.

SoundHound and RH look like potential buys, while I'd avoid Supermicro.

FIGS heads into Q2 earnings with product innovation, global expansion and demand momentum in focus, while tariffs and freight costs may have pressured margins.

RVLV's Q2 earnings top estimates as margin gains, customer growth and strong international demand help drive double-digit sales growth.

ImmunityBio beat Q2 earnings and revenue estimates as record Anktiva sales and continued adoption fuel growth, with more regulatory milestones ahead.

CVS Health Corp (NYSE:CVS) reported second-quarter revenue and profit that beat Wall Street estimates on Wednesday, and raised its full-year adjusted earnings guidance, though cautious guidance pressured shares. Revenue rose 7.3% year-over-year to $106.1 billion, above analyst estimates of...

Cencora's fiscal Q3 EPS beats estimates as broad segment growth lifts profit, prompting a higher 2026 outlook despite a slight revenue miss.