The AI trade has looked awfully shaky over the last couple of weeks. CoreWeave, the neocloud company that may have more leveraged exposure to AI than any other company due to its massive debt burden, has plunged in recent weeks on fears over its rising debt yields. Missed AI’s “Act 1”? Act 2 Could Be

Hormel Foods has seen its share price slide over the past few years, and that drop puts a spotlight on a simple question for investors who focus on fundamentals. Is the current valuation of Hormel stock still in line with the earnings power the business is producing today? Over the past 5 years, the share

Biotech stocks live and die on access to capital, so the Federal Reserve’s signal that interest rates may pause for now gives this high risk corner of the market some breathing room. Cheaper money can make it easier to fund drug pipelines and clinical trials, which matters if you are hunting for the next breakthrough.

Space Exploration Technologies (NASDAQ: SPCX) reported its third-quarter earnings after the market closed on Tuesday, Oct. 20. Ahead of the report, I laid out what I’d be looking for. And, frankly, the latest report was better than I expected in several key ways. Here’s a look at what the company’s Q3 earnings showed. Missed AI’s

Shares of AT&T (NYSE:T) fell 8% on Friday after a new report stoked investors’ fears of a potentially disruptive encroachment by Space Exploration Technologies (NASDAQ:SPCX) into the lucrative U.S. wireless market. Image source: Getty Images. Missed AI’s “Act 1”? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they

Black said Tesla must divulge data on how many customers keep their full self-driving (FSD) subscriptions 3-6 months after the free trial of the technology ends. The comment comes on the heels of Tesla confirming earlier this week that over 75% of deliveries in North America in the third quarter included a sign-up for a

Kulicke and Soffa (KLIC): buy, sell, or hold post Q2 earnings? Over the past six months, Kulicke and Soffa’s stock price fell to $72.89. Shareholders have lost 13.9% of their capital, which is disappointing considering the S&P 500 has climbed by 9.1%. This may have investors wondering how to approach the situation. Is now the

Shares of RingCentral (NYSE:RNG) rose 5% on Friday after the communications software provider raised its full-year free cash flow forecast. Image source: Getty Images. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same

Robinhood (NASDAQ: HOOD) hasn’t announced any plans to launch single-stock perpetual futures on its platform yet, but there seems to be a lot of pent-up demand for them. In a recent Mizuho (NYSE: MFG) survey of over 600 active Robinhood users, 94% of respondents were willing to trade single-stock perpetual futures if they became available.

Two of the AI building boom’s biggest suppliers just posted blowout quarters. Wall Street is dumping them anyway. Bloom Energy (BE), whose fuel cells generate power on-site at data centers, said Thursday that sales jumped 138% last quarter and raised its full-year outlook to roughly 122% growth. Comfort Systems (FIX), which installs the cooling and

Bloom Energy (NYSE:BE) delivered another blowout quarter, smashing estimates and growing profits faster than sales. Yet, its stock plunged after earnings and was down more than 12% as of Friday noon. The company sells solid-oxide fuel cell servers that turn natural gas into electricity right at a customer’s site. Artificial intelligence (AI) data centers desperately