Qualcomm posts record Q1 2026 revenue of $12.25B but cautions on near-term headwinds from a global memory crunch impacting smartphone makers, prompting a reassessment of its growth narrative beyond handsets.
Publicis Groupe reports robust 2025 growth and a higher dividend, while its ambitious 2026 guidance centers on AI transformation. The market's mixed reaction highlights the tension between the promise of AI-driven efficiency and fears of industry disruption.
JTEKT Corporation reports stronger nine-month earnings and upgrades its full-year forecast, buoyed by margin improvements and a favorable yen. Simultaneously, the board explores selling its entire stake in Toyota Industries, a move that could reshape its balance sheet and strategic focus.
Elastic NV reports robust quarterly results and unveils new AI-powered search tools, yet its stock performance lags. Analysts see a significant gap between its current price and estimated fair value, raising questions about market sentiment versus fundamentals.
SAP's stock has tumbled nearly 38% over the past year, raising questions about its true worth. A deep dive into valuation models suggests the software giant may be significantly undervalued, but investor sentiment remains divided amid broader market pressures.
A recent J.P. Morgan upgrade spotlights Autodesk's strategic shift towards cloud-native platforms and generative AI. While analysts see potential in high-growth sectors like data centers, questions remain about execution and its premium valuation in a competitive market.
Cipher Mining's strategic shift from Bitcoin mining to building AI data centers for Amazon, funded by a $2 billion debt offering, has triggered a sharp sell-off as markets weigh the long-term contracts against new financial risks.
Analysts have slightly lowered Wix.com's fair value estimate while nudging up long-term revenue expectations, signaling a nuanced view that balances the company's AI-driven potential against rising costs and execution risks.
StoneX Group (SNEX) shares have soared, posting impressive gains of 15.5% over the past month and 58% over the last year. This analysis delves into whether the financial services firm's current valuation, trading near $117, still presents an opportunity or if the market has gotten ahead of itself.
Following a challenging third quarter and the suspension of a key carrier partnership, GoHealth's valuation model holds steady, but revenue forecasts are trimmed. Analysts are divided on whether stringent cost controls can pave the way for a sustainable recovery.
CSW shares tumbled after reporting Q4 revenue and earnings below expectations, driven by acquisition costs and margin pressures. Analysts pressed management on integration challenges and the path to organic growth recovery.
Silver prices tumbled over 9%, wiping out two days of gains amid a broad market pullback. The sell-off extended to gold, tech stocks, and cryptocurrencies as a stronger dollar and sector rotation prompted investors to reassess risk.
On-chain data reveals the Royal Government of Bhutan has transferred over 184 Bitcoin to trading desks and exchanges as prices tumbled, marking its first significant wallet activity in months and raising questions about sovereign digital asset strategies during volatile conditions.
Bitcoin fell below the psychologically significant $70,000 mark on exchange Bitstamp during Asian trading, hitting a session low of $69,101 and trading at a discount to other major platforms as selling pressure intensified.
A challenging year for the restaurant sector revealed Chipotle's operational strength and strategic discipline, shifting the investment narrative from hyper-growth to sustainable compounding.
After months of tense negotiations, Volkswagen's Chattanooga workforce has reached a tentative agreement with the UAW, securing substantial pay raises, improved benefits, and enhanced job protections, marking a major victory for the union's southern organizing push.
As gold and silver prices retreat, the classic signs of a market bubble are undeniable. Yet history shows that identifying a peak is one thing; predicting its collapse is an entirely different challenge for even the most seasoned investors.
While tracking Bitcoin's rocky start, the Bitwise Crypto Industry Innovators ETF (BITQ) reveals a surprising core: a heavy pivot towards AI infrastructure by its top crypto-mining holdings, raising questions about its focus and fee structure.
Foxconn, the world's largest electronics manufacturer and a key supplier to Nvidia, projects first-quarter performance to exceed its typical seasonal range, driven by surging shipments of AI infrastructure and stronger-than-expected consumer electronics.
Ethereum's decentralized lending market has swelled to a record $28 billion, with Aave handling over $140 million in automated liquidations during a recent market crash, showcasing DeFi's growing maturity as a stabilizing force amid volatility.
