Quick Read Alphabet (GOOG) trades at a trailing P/E of just 15 with a $514B Cloud backlog and 82% Cloud revenue growth, driving a $437 price target with 25% upside. Microsoft (MSFT) trades at twice Alphabet’s earnings multiple despite Azure growing at roughly half Google Cloud’s pace, making GOOG look undervalued versus peers like Meta

Last week was miserable for Micron (NASDAQ:MU) stock, with the maker of DRAM and NAND flash memory chips losing nearly 15% on worries that Chinese DRAM company ChangXin Memory Technologies was bringing to market “4F square” technology to increase DRAM storage density — and begin stealing market share from Micron. Monday morning, things are looking

Quick Read AMZN earns a BUY rating with a $332.67 price target, representing 30% upside, anchored by AWS growing 37% at its fastest pace in 18 quarters. Amazon trades at 24x forward earnings, cheaper than MSFT at 25x, with its 13.7% operating margin offering the most room to expand among peers. Amazon’s free cash flow

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”. The letter can be downloaded here. The Strategy returned 3.18% (net of fees) in the quarter, outperforming the 2.61% return of the Russell 1000 Value Index. Key positive contributors included stock selection in information technology, an underweight

I’m not one to typically celebrate investing anniversaries, but this month marks 24 years since I became a Netflix (NASDAQ: NFLX) shareholder. It’s been largely ups along the way, but lately there’s been a hard road down. Shares of the company behind the world’s leading premium streaming video service have plummeted more than 40% over

The past few years have been challenging ones for health insurance giant UnitedHealth Group (NYSE:UNH). Rising costs have been weighing on its results, and its five-year returns are in the red, with the stock declining by more than 5% during that stretch. That’s unusual for a stock that historically has generated terrific returns for investors.

1 Large-Cap Stock to Research Further and 2 We Avoid Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task. This is precisely where StockStory comes in – our job

In June, Elon Musk’s space industrial giant, SpaceX (NASDAQ: SPCX), broke records with an initial public offering (IPO) that valued it at $1.77 trillion. This was the largest corporate debut in history, and it netted SpaceX $75 billion in capital that will be used to accelerate its burgeoning artificial intelligence (AI) and satellite internet businesses.

Earnings To Watch: Halliburton (HAL) Reports Q3 Results Tomorrow Oilfield services company Halliburton (NYSE:HAL) will be announcing earnings results this Tuesday before market open. Here’s what you need to know. Halliburton beat analysts’ revenue expectations last quarter, reporting revenues of $5.71 billion, up 3.7% year on year. It was a very strong quarter for the

AST SpaceMobile partner Ligado urged the FCC to scrutinize Rocket Lab’s proposed $8 billion Iridium acquisition. Ligado cited SpaceX’s allegation that Iridium filed more than 50 petitions to deny over eight months. Neutron’s debut has slipped into 2027, while the Iridium acquisition remains targeted for a mid-2027 close. Shares of Rocket Lab (RKLB) plunged over

Northrop Grumman (NOC) Q3 Earnings: What To Expect Security and aerospace company Northrop Grumman (NYSE:NOC) will be reporting results this Tuesday morning. Here’s what to expect. Northrop Grumman beat analysts’ revenue expectations last quarter, reporting revenues of $10.88 billion, up 5.1% year on year. It was a very strong quarter for the company, with full-year

Boost Mobile founder and MobileX CEO Peter Adderton said he is a buyer of AST SpaceMobile around $40, while acknowledging shares could fall further. His thesis centers on carriers avoiding dependence on a satellite provider that could become their biggest competitor. Adderton, however, retains concerns about AST SpaceMobile’s tech and standalone prospects. Boost Mobile founder

The losses in Asia tracked a tech-led selloff in New York on Friday (LEE HOON-KOO) Asian stocks mostly fell Monday as traders tracked a tech-heavy selloff on Wall Street that was fuelled by growing worries over the AI investment boom. Chipmakers and other firms linked to artificial intelligence were once again under pressure owing to

Anthropic’s push toward one of the biggest AI IPOs ever has put equity capital markets back under a bright spotlight, and investors do not want to be on the sidelines if underwriting fees and deal flow pick up around high profile listings. This article examines how that Anthropic news relates to three large U.S. investment

BP updated its third quarter 2026 production guidance, now expecting reported upstream output of 2,190 mboe/d to 2,240 mboe/d, split between Oil production & operations of 1,415 mboe/d to 1,445 mboe/d and Gas & low carbon energy of 775 mboe/d to 795 mboe/d. The more granular breakdown between oil operations and gas and low carbon

Inflation in the US hit 3.7% in September, driven by sharp jumps in energy costs, which puts profitable, financially sound growth stories in sharper focus for many investors. Companies that analysts expect to grow earnings quickly while still keeping their balance sheets in decent shape can look attractive when everyday costs feel higher. This article

Quick Read Nine companies, including Broadcom and Verizon, formally objected to OKX-ICE’s plan to list 63 tokenized versions of their shares on a blockchain. An SEC rule established September 17 grants companies 30 days to block tokenized listings after receiving written notice from an exchange. Synthetic products offering only price exposure can still trade without