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If there is any reason to proceed with caution ahead of Nvidia's (NVDA) earnings on Aug. 26, it's that the market is positioned for the company to post great results and for CEO Jensen Huang to soundοΏ½...
Sandisk (SNDK) management offered some perspective following earnings this week showing that the momentum stock shouldn't be down for much longer. Sandisk repurchased a whopping $4.5 billion of its οΏ½...
Look no further than Big Tech's free cash flow concerns as the primary culprit for the bull market in stocks broadening out to other sectors.Β Quick analysis: The US equity market, dominated by hype...
You were reminded of an important investing lesson this week.Β But I can't fault you if you missed it, even if it was right under your nose. Meta (META) being coy about future AI spending isn't wha...
When Meta (META) reports second quarter earnings on Wednesday afternoon, all eyes will be on its capital expenditures plan for the rest of the year and in 2027. This area of Meta's cash flow statemeοΏ½...
I've long held one core belief when it comes to markets: Price is truth.Β By that I mean that each day, a stock's movement is trying to tell investors a story. Over time, those stories begin to pain...
Earnings season kicked into warp overdrive this past week. And it won't be any easier to navigate the market next week, with results from the likes of Amazon (AMZN), Meta (META), and Microsoft (MSFT)οΏ½...
The year of tech companies tapping the debt markets to fuel their AI ambitions is far from over, and debt issuance is already busting through Wall Street projections, with five months left to go in 2οΏ½...
Alphabet (GOOG, GOOGL) earnings out later today will likely mark a moment of truth for tech investors. That is, whether to stick with a renewed "Magnificent Seven" bull trade or buy the steep sell-oοΏ½...
Wall Street is expecting a tranquil earnings season. First, negative earnings preannouncements are well below the typical level. Second, earnings estimates have been on a steady upward climb, accordοΏ½...
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