The Spill: Is Broadcom (AVGO) the Other AI Trade?
Last quarter, AI semiconductor revenue hit $10.8 billion, up 143% year over year. Management expects that to reach $16.0 billion this quarter, a jump of more than 200%.
Markets
Suja Life Sees 66% EBITDA Growth as Functional Beverage Boom Accelerates
Suja Life, Inc. (Nasdaq: SUJA) said first quarter net sales grew 22.5% to $107.1 million compared to $87.4 million the year prior, while gross profit increased 24.3% to $54.1 million, or 50.5% of net sales, compared to …
Core and Main (CNM) Q1 2026 Earnings Transcript
Mark Witkowski: Thanks, Landon, and good morning, everyone. Thanks for joining us today. Before getting into the details of the quarter, it's helpful to frame the broader demand backdrop. The fundamental drivers of wate…
OpenAI's IPO Filing Sparks Reactions From Daniel Newman, Mark Gurman And The Kobeissi Letter — Perplexity CEO Aravind Srinivas Said This
OpenAI's IPO filing has drawn reactions from prominent analysts, commentators and AI leaders who see the listing as a defining moment for the rapidly growing AI sector.
Should You Buy the Dip on Broadcom Stock?
Broadcom (NASDAQ: AVGO) was one of the better-performing artificial intelligence (AI) stocks of 2026, up by almost 40% year to date -- until June 3, when it reported its fiscal Q2 earnings. Following that report, Broadc…
Casey's (CASY) Q4 2026 Earnings Call Transcript
Senior Vice President, Investor Relations and Business Development — Brian Johnson
Why Newmont Stock Slumped on Wednesday
Shares of Newmont (NYSE: NEM) slumped on Wednesday, tanking 5.9% by the market's closing.
OpenAI IPO: 6 things to know before you buy the stock
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Wedbush Gives a Thumbs Up to Palantir’s AIPCon, But I Think AIPCon 2026 Was a Dud for PLTR Stock
Reputable broker Wedbush reckons that Palantir's (PLTR) AIPCon was a hit. Reiterating its "Outperform" rating on PLTR stock with a price target of $230, the firm said in a note to clients: "The common denominator for va…
Market Swings Fueled Marex (MRX) Rally
Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP app…
AAR Corp (AIR) is Gaining from an Aging Fleet of Airplanes
Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP app…
Brookdale (BKD) Surged Amid a Shortage in Senior Living Facilities
Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP app…
London Company Income Equity Strategy Added Berkshire Hathaway (BRK-B) Over Buyback Resumption
The London Company, an investment management company, released its first-quarter 2026 investor letter for its "The London Company Income Equity Strategy". A copy of the letter is available to download here. In early 202…
Intel Is Joining Hands With Hitachi to Bring Physical AI to Life. It Needs to Bring the INTC Stock Valuation Down, Too.
Just as inference and agentic AI are rapidly becoming the next steps of the AI revolution, physical AI's day in the spotlight is also edging closer. In fact, one study by consulting firm PwC predicts that the physical A…
What Makes Restaurant Brands International (QSR) a Strong Long-Term Investment?
The London Company, an investment management company, released its first-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter is available to download here. In early 202…
Dominion Energy (D) is Poised to Benefit from Data Center Expansion
The London Company, an investment management company, released its first-quarter 2026 investor letter for its "The London Company Income Equity Strategy". A copy of the letter is available to download here. In early 202…
Warren Buffett's favorite stock market indicator is screaming sell
It may be worthwhile to pay closer attention to OG investor Warren Buffett's favorite stock market indicator.
Buy, Hold, or Sell: Shaking Off a 21% Flash Crash, Is IonQ the Ultimate Quantum Speculation at $56?
IonQ outpaced SPY by 19% over 30 days, while Polymarket assigns 54.5% odds the US government takes a stake by year-end.
The Radical Bet At The Heart Of SpaceX's $1.75 Trillion IPO
There are data centers in Texas that were fully built out over a year ago, kitted with server racks, networking, and GPUs, and are sitting idle, waiting for a grid connection. It is a power problem, and it is the same p…
Stocks Are Heading Lower Again. Inflation Doesn't Move the Needle on Rates.
Wednesday was a scary day for Verizon Communications (VZ) and its customers. A widespread service outage affected cellular data and voice services for much of the day, prompting emergency alerts in Washington and New Yo…
Amazon secures $17.5 billion loan facility for AI spending
Amazon entered into a $17.5 billion term loan agreement on June 8, with Citibank N.A. serving as administrative agent, according to a filing with the Securities and Exchange Commission. The company said the funds would …
Lisata Therapeutics agrees to Kuva Labs buyout at $4 per share
Lisata Therapeutics Inc (NASDAQ:LSTA, FRA:8NE) has agreed to be acquired by privately held Kuva Labs Inc. for $4 per share in cash, plus a contingent value right worth up to an additional $3.00 per share tied to drug de…
Dodge and Cox Fund Initiated Booking Holdings (BKNG) on Overlooked Advantage
Dodge & Cox Fund, an investment management company, released its first-quarter 2026 investor letter for "Dodge and Cox Stock Fund". A copy of the letter is available to download here. U.S. equities declined broadly in Q…
OpenAI eyes 10 GW Ohio facility: The Information
OpenAI is in negotiations to lease a proposed 10-gigawatt data center campus on federal land in southern Ohio, with Nvidia (NASDAQ: NVDA) potentially backing the project financially, The Information reported on Wednesda…