The stock is currently in a freefall. Outside of an announcement of a major restructuring that'll include significant cost cuts, I don't see how it'll stop or recover any time soon. Anybody who trusted VZ to keep things on the right path just learned... — read more
AMD or Intel: Piper Sandler Chooses the Better AI Chip Stock to Buy After Today’s Rally
Advanced Micro Devices (NASDAQ:AMD) and Intel (NASDAQ:INTC) investors have little to complain about Monday. AMD has gained about 9%, while Intel has jumped 13%, as enthusiasm surrounding agentic AI gives both longtime rivals another reason to... — read more
98% return over the past year
Is there really anything to talk about here?
Mark Cuban
What are everybody's thoughts on the latest teaming up with Cuban's Cost Plus Dr-gs? This could be a good thing for bringing down costs, in my opinion, and it could make both patients and investors happy. Still, there's got to be a reason why it... — read more
It's over
Even Wells Fargo agrees. Not only do they see the stock going further down, but they don't think it can recover. If there ever was a time to sell, it's now.
What would need to happen for the stock to be worth substantially more in 3–5 years?
Would it mainly come from higher oil prices, stronger production growth, lower debt, successful Suriname development, better cost control, or more aggressive buybacks? I’m trying to understand what the real long-term upside case is here rather... — read more
Are Halliburton’s profit margins actually improving?
I’m looking into Halliburton (HAL) and one thing I’m trying to understand better is the margin story. Revenue can move around a lot with oil prices and drilling activity, so I’m more interested in whether the company is becoming more profitable on... — read more
I’m tempted to buy ADP, but the valuation is the main thing holding me back right now.
o I wanted to ask the board: Is ADP stock expensive at its current price? I like the business, the recurring revenue, dividend history, and overall stability, but I’m wondering if too much of that quality is already priced in. For those who follow... — read more
Why does the stock keep going down?
Cigna is down about 5% in the past week. Why? Nothing points to a business in a bad shape. Evercore did put out a warning about the PBM transition, and that seems to be spooking people. The pharmacy benefits business is being restructured and god... — read more
What's the plan, really?
They cut 8,000 people, said that was it. Then cut more. Now they're burning through $145 billion on AI data centers while free cash flow disappears. Revenue keeps growing, but everything is going into the AI machine. Zuckerberg says AI agents will... — read more
$50 billion quarter and the stock drops
All the numbers indicate the company can barely keep up with demand. Growth has been crazy. Why then does the stock sit about 24% below its high from June? The memory cycle is peaking, at least that's the excuse. But a company guiding to $50 billion... — read more
Another layoff round and I'm supposed to cheer or what?
Salesforce announced another round of cuts, the fourth this year. Dozens in San Francisco, effective October. They are saying it's about AI efficiency, that Agentforce is doing the work now. But the stock is down big for the year, and every time... — read more
Why is the stock down 5%? Anyone has a clue?
Ally dropped from around $42 to $40 in the past week. No big news that I can see. They reaffirmed guidance, said margins are holding up, and the stock just keeps sliding anyway. What is going on? I have no idea what the market is seeing here. Nothing... — read more
IHG is aggressively expanding, and I like to see it
One of the latest deals is the 15-hotel deal in Australia for Staybridge Suites, which further strengthened its international presence. As an added bonus, the company has been adding brands and locations through partnerships and franchise agreements... — read more
Tesla investors are putting a lot of stake in Musk's bold predictions
Robotaxis" by 2020. None Materialized, and a Dedicated Robotaxi Fleet Isn't Expected Until at Least 2027. Here's What That Track Record Means for Tesla's... — read more
It's been a good run recently
Verizon has been on an upward trajectory since July, and it looks like it'll continue. It's already above $50 and I feel like it's trending toward pandemic highs. Of course, we'll have to keep an eye on numbers each quarter, but I think that for now... — read more
More clients, more assets
I like the latest numbers Schwab put out. Not to mention, the company is becoming more than just a traditional brokerage. Between investing, wealth management, banking and all the technology they're adding, there's a lot more going on under the... — read more
HAL is a solid stock
The latest contract from Eni for its Cronos deepwater project offshore Cyprus will prove that.
Target price still at $700
That's according to a Wells Fargo analyst who has a success rate of 42.7 percent and a total average return of -3.3 percent over the past year. Meaning, he doesn't really know what he's doing and the chances of Microsoft reaching those heights are... — read more
Finally entering Asia market
If this goes well, Chipotle is poised for huge growth in the next few years. I also like that it opened its first Korean location in partnership with a local operator, which means that the risk is shared. I think this is one of the best moves the... — read more
Great quarter, then the China problem
Applied Materials just reported record revenue, up 25%, with earnings up 41%. Everything is great. Except China. Revenue from that region dropped from 35% of sales to 28%, and they're warning about a $600 million hit from export controls. The stock... — read more
The AI fad pays the bills now
Qualcomm has been getting pummeled all year. Handset sales are down 20%, they're losing Apple, and costs have been eating everything. Earnings dropped 25%. So what happens? They announce a deal with Amazon for AI data center chips and the stock jumps... — read more
Do these deals mean anything?
Boeing keeps announcing orders and deals. Is it all just for show? Deliveries went down again last month. The 787 handovers are falling short of targets, and engineers just voted to authorize a strike. Meanwhile, the whole airline industry is bracing... — read more
Is Middle East the only problem?
Halliburton dropped from $37 to $36 this week. The stock slid after earnings even though they beat expectations. The Middle East and Asia business got hammered by the war. Revenue from that region fell from $1.5 billion to $1.3 billion. Kuwait, Iraq... — read more
Down 5% in one day
Kohl's dropped from over $18 to under $17 in a single session. No major news that I can see. What is going on?
How much Medicare Advantage membership is UNH willing to lose to restore margins?
As a UNH shareholder, I’m wondering how much Medicare Advantage membership they’re willing to give up just to get margins back. At what point does “being disciplined” turn into losing too much market share and future growth? Feels like fixing... — read more
As an STX shareholder, I keep wondering how durable Seagate’s HAMR lead really is.
What happens if Western Digital or Toshiba catches up faster than expected? A lot of the bullish case seems to depend on Seagate keeping a technology and pricing advantage. How big of a risk is that?
Anyone else think ELV’s buybacks are more cosmetic than value-creating?
They’re spending billions shrinking the share count while membership and margins are under pressure. Feels like it could be propping up EPS more than fixing the actual business. Am I missing something?
Anyone else think JPM shareholders could get hit pretty hard in a real recession?
Higher defaults and loan losses could pile up fast. I know JPM is considered one of the stronger banks, but I’m not convinced the stock would hold up nearly as well as people expect.
A healthy stock
BLK is a solid stock. This is a really reliable company in general. I highly doubt anyone regrets investing in them.
Delisted BTW
This is unfortunately a delisted stock following their acquisition by Bain Capital. Just some news regarding ENV.
Buying QLYS
The numbers are out and I think this might be a good time to buy QLYS now.
Performance isn't ideal
MGNX is not really a good stock to buy anymore. The performance isn't truly abysmal (for now) but it isn't worth investing in either way.
Can you buy EAST?
Can you still buy EAST these days? Nobody I know even mentions it anymore. It was popular in the past but not these days, not at all.
An interesting direction for McKesson
Putting even more emphasis on specialty healthcare, particularly oncology is a rather brave move, in my humble opinion. We'll see if the acquisition of Precision Medicine Group for a decent $2.25 billion is going to pay off for the company in the... — read more
It's all about AI
I'm interested in seeing what Baidu does with its AI business over the next few years. They've got search, cloud, autonomous driving, and AI all sitting under the same company, so there's quite a bit going on beyond the usual search-engine story... — read more
Is PepsiCo actually losing market share?
Been looking at PEP and I’m wondering if the weak volume is just consumers cutting back, or if PepsiCo is actually losing share to Coke, private labels, and other snack brands. Are brands like Lay’s, Doritos, and Pepsi still as strong as they used... — read more
Does Dell really have a moat in AI servers?
AI server sales are booming, but what actually makes Dell special here? Why Dell over HPE, Supermicro, Lenovo, or just buying around Nvidia directly? Is the advantage scale, support, enterprise relationships, or are they basically just assembling... — read more
Is Teradata (TDC) cheap for a good reason?
I’ve been looking at TDC and the valuation seems pretty low compared with a lot of other software/data companies. My main question is: is the market undervaluing it, or is it cheap because the business is slowly declining? What worries me is... — read more
Dividend is beginning to look shaky
I bought the stock specifically for the payout. They've been making so many cuts, and yet it doesn't seem they can manage to get costs under control. Stock's been stuck for too long. I understand the tariffs "policy" is crazy and unpredictable, and... — read more
Sales are up but stock is down
Sales jumped in August, the business is humming, and the stock just keeps going down. Meanwhile they're getting sued over tariff price hikes from last year, with members claiming they got overcharged while Costco chases refunds from the government... — read more
Great, they got billions back and the stock still tanked
They got billions back in tariff refunds, used it to lower prices, and the stock dropped 9% anyway. All that money back and the market still hates it. Between the Iran war pushing gas over $4 a gallon and tariffs making everything pricier, customers... — read more
What's the future for Pfizer?
They've been having too many layoffs for my taste. Another trial failed too. What's their business model into the future? It was a great stock to have when I bought it. It now seems like they are just fumbling around. I'm not sure slightly better... — read more
This run is making me uneasy
Target's up so much this year that I keep checking if I missed something. The CEO is telling everyone it's not a done deal yet. Maybe he's just being cautious.
Why Micron Stock Just Popped
Micron stock jumped 4.5% through 10:35 a.m. ET Friday -- and you can thank private equity firm Lynx Equity for that. In a note out last night, Lynx predicted a "breakout" for Micron stock, reiterating its opinion that $1,000 Micron stock could rise... — read more
La-Z-Boy's latest quarter was a weird one
On one hand, retail written sales jumped 16% and same-store sales turned positive at 3%. On the other hand, total sales dropped 3% to $476 million because wholesale and Joybird both struggled. They even reported a small net loss . Then the stock got... — read more
Who else is looking at this?
The valuation is the big question for ROST. Stock's trading at a premium compared to some other retailers right now. But when you're posting numbers this place has been posting and the whole off-price sector is decoupling from the rest of retail... — read more
Latest subscription numbers
I don't care about anything else. That'll decide whether I stay or I go.
NANO is gone
This is just a heads-up, but this stock is no longer publicly traded anymore.
Definitely buy it now
Buying HWKN is a no-brainer, really. The numbers don't lie at all.
HOG
Good performance. This was a really good year for HOG. Though 2026 is not over yet, I don't want to jinx things.
iBio
Definitely a buy right now. This is a good time to get it now, the time is just right for IBio.
KMF isn't available anymore
KMF can't be traded with anymore, the ticker expired. They were acquired by Kayne Anderson Energy Infrastructure Fund a couple or more so years ago.
Is the Dril-Quip/Innovex merger actually creating value?
The merger looks good on paper, but are shareholders actually seeing better margins, stronger cash flow, or real synergies? Or did they just combine two businesses and make the company bigger without making it better? Curious if people see this as... — read more
What will Weatherford actually do with all the cash?
WFRD is throwing off solid free cash flow, but what’s the best use for it? More buybacks? Pay down debt? Bigger dividend? Acquisitions? My concern is they start chasing deals instead of just returning cash to shareholders. What would you rather...
Is Thomson Reuters' growth sustainable, or are we near peak growth?
TRI’s growth looks great right now, but how much of it is actually sustainable? Feels like AI hype and strong pricing could already be baked into the stock. If growth drops back to 5–6%, does the valuation still make sense? Anyone else think... — read more
I held for months and then this happens
Of course it rockets up the week after I finally decide to sell. All that AI partnership talk and now suddenly the bears were wrong about SaaS being dead. A big jump in a day after months of nothing. Just my luck.
This drop makes no sense
AI servers are selling like crazy, there’s a massive backlog that only keeps growing, and yet the stock took a nosedive last week, lost over seventy billion in market value in just a few days. Margins are getting squeezed. So they're selling more... — read more
Tell me again why this is still a car company?
Sales are down. The lineup is old. The Cybertruck is a flop. Layoffs, recalls, parts falling apart. And the CEO is off doing everything except running the company. But sure, robotaxis will fix everything. Any day now. Seriously though, is this thing... — read more
They keep selling to each other
Amazon just committed to buying another couple million GPUs. Microsoft, Google, all of them keep placing giant orders. The numbers are insane. But what happens when they stop? Most of these companies are buying chips to build infrastructure to sell... — read more
They raised $20 billion and the stock still slid
Intel just sold a bunch of shares to investors. Diluted existing holders by a few percent, and the price took a hit right after. Down from over 100 to around 89 in a couple weeks. They say the money's for AI and expanding their factories. The AI side... — read more
GKOS
Very hot right now. Look at the numbers, it's a really good option to get right now.
NBTX
NBTX is at a good price right now. I would recommend it myself. It's a good stock.
They trade under AFY
They trade under the AFY ticker symbol now, not NYSE.
Question
Is this a good time to buy NLY? Not really sure how to proceed here.
Definitelly adding this to my list
Wolverine's Merrell and Saucony brands helped Q2 revenue increase by 10 percent for the period and 9 percent year over year. The company also reported $506 million in Q2 revenues, which is a growth of 7 percent, while adjusted EPS grew 14 percent... — read more
A class in mismanagement
How do you go from a high of $177.51 in November 2021 to $39.48 today? Five years to completely ruin a company and a brand many thought was invincible just a few years ago. Nike management really has a lot to answer for. This is an incompetence of... — read more