Earnings Analysis
Boeing: Commercial aircraft production rebounded, with robust defense business supporting growth
Boeing is a global aerospace and defense company that designs, manufactures, and maintains commercial and military aircraft, satellites, and related systems. Its operations are organized into three core segments: Commercial Airplanes (passenger and cargo aircraft); Defense, Space & Security
Why is Qualcomm worth investors' attention again?
The artificial intelligence industry is transforming. Chipmaker Nvidia is undoubtedly the biggest beneficiary of the AI era. Its processors are at the heart of most of the world's AI computing platforms, and AI-related products currently account for the vast majority of Nvidia's sales. As a result
Ford Motor: Should Investors Pick It Now?
Ford faces a tough task as it attempts to challenge the ultra-competitive electric vehicle market.The auto industry is undergoing numerous transformations, but no traditional automaker is undergoing a more dramatic transformation than Ford (F -0.90%), which recently announced it will use new
Can Fastenal's strong dividend continue to be an investment focus?
Fastenal has a long history of increasing its dividend while offering a market-beating yield. This streak of dividend growth is particularly impressive considering that Fastenal operates in an industry where consistent dividend increases are uncommon.First, Fastenal's business model was
Why the AI Market Needs CoreWeave
When thinking about the best-performing artificial intelligence stocks for 2025, one name that should immediately come to mind is CoreWeave.CoreWeave positions itself as a “new cloud” company built specifically for AI workloads (rather than a traditional cloud service provider) and has deep tie
Repsol: Sound financials and transformation pressure coexist
Upstream operations will no longer grow, but will instead generate free cash flow to fund other investments and shareholder returns. Repsol's production will remain flat or decline slightly through 2027 as it focuses on investing in high-return brownfield projects and developing recently discovered
Does Paypal still have investment advantages at present?
The digital payments leader's business is maturing, but it may still be a good investment.PayPal (PYPL 0.33%) is one of the world's largest digital payment platforms, spun out of eBay 10 years ago. If you had invested $1,000 on PayPal's first day of trading, your investment would have grown to
Should You Consider Buying This Stock Ahead of the September 23 Earnings Release?
U.S. memory chip manufacturer Micron Technology is scheduled to report its fiscal 2025 fourth-quarter earnings after U.S. market hours on September 23. According to Bloomberg consensus estimates, the company is projected to post revenue of $11.115 billion, with adjusted net income of $3.173 billion
Netflix's Trillion-Dollar Dream: Is the Valuation Expected?
Is Netflix about to break a trillion-dollar valuation? Here's what it would take for it to get there, and how you should be concerned about this plausible target valuation.There was a time, not so long ago, when Netflix was a driving force in the stock market. As one of the four tech giants
Can the bright fundamentals lead to a turnaround in Qualcomm’s stock price?
Tech giant Qualcomm is once again testing the patience of its most loyal investors as the stock struggles despite consistently beating earnings expectations, trading in one of the market's hottest sectors and against a backdrop of record highs.The company's shares have fallen 3% this year
How to view the surge in Oracle
Oracle just reported its first-quarter 2026 earnings, and the market reaction will go down in history as one of the biggest single-day moves for the stock, and likely one of the biggest single-day increases in the net worth of its founder, Larry Ellison.
On September 9, 2025, Oracle Corporation released its financial results for the first quarter of fiscal year 2026. The report indicated that the company's remaining performance obligations (RPO) reached $455 billion, representing a year-on-year increase of 359%.
Galaxy Digital: Leveraging AI for Crypto Gaming
Galaxy Digital, one of the more diversified cryptocurrency groups, has consistently achieved milestones since its reverse takeover by founder and CEO Michael Novogratz in 2018. Recent developments include its Nasdaq listing earlier this year (GLXY is also available through over-the-counter trading
Risks include competition, mismanagement, and macroeconomic headwinds, but I remain confident in FND's ability to achieve its long-term growth goals. Ground & Decor has an excellent business model and long-term growth potential. Its stock price has been trading sideways for nearly five years due
Investors need to know this about Bloomin' Brands and be wary of market sentiment.
Bloomin' Brands, once a shining behemoth, saw its stock price plummet again after releasing its second-quarter 2025 financial report, approaching its 2020 pandemic low. While it subsequently rebounded by approximately 20%, it remains far from fully recovered. Like other struggling companies
Is Kraft Heinz still a good stock to buy now?
On September 2nd, shareholders of food giant Kraft Heinz experienced a dramatic day. Following management's announcement of plans to split the company into two independently listed companies, the stock price plummeted approximately 6.5%. This move was not entirely without warning; earlier this year
Alibaba Shares Rally as Cloud Revenue Growth Hits 26%, a Three-Year High in Fiscal Q1 2026
On August 29, Alibaba Group released its financial results for the first quarter of fiscal year 2026 (ended June 30, 2025). The report showed revenue reached RMB 247.65 billion, up 2% year-over-year. Excluding revenue from divested businesses such as Sun Art and Intime, like-for-like revenue growth
Walmart’s FY2026 Q2 Results: What Investors Should Focus On
Walmart expects Q2 net sales to grow 3.5%–4.5% at constant currency, with total revenue projected at around $176 billion, up roughly 4% year over year. While operating income is expected to rise by about 10%, both gross margin and net profit remain under pressure. Over the past two quarters, gross
U.S. Retail Giants Earnings Preview: Profit Divergence, Weakening Consumer Confidence
U.S. retailers are set to report their Q2 2025 results, while weakening consumer confidence and tariff pressures are raising concerns about the resilience of retail demand.Analysts widely expect earnings to show a clear divergence: Walmart, with its low-price and scale advantage, may have a defens
The Second to Hit a $4 Trillion Market Cap
On July 31, Microsoft reported its financial results for the fourth quarter and full fiscal year 2025. Azure cloud services continued to accelerate, cementing their role as a key growth engine. Both revenue and profit for the quarter beat expectations across the board, sending the stock up more than
