11 گھنٹے پہلے
SpaceX: Q3 ESP Reversal And Starship Scale Drives Rating Upgrade
Discover why Space Exploration Technologies, aka SpaceX, was upgraded to Buy after Flight 14, EPS reversal, and Starship scaling. Click for this SPCX stock update.
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18 گھنٹے پہلے
Super Micro's Strong Buy Case Gains Further Support
Gross margin guidance rose to 12%-12.5%, implying gross profit of about $2.33 billion. That compares with $1.59 billion previously.
1 دن پہلے
Robinhood Reports Record $1.31B Revenue as ARPU Climbs 24%
Robinhood posted record net deposits of $21.7 billion. ARPU rose 24% year over year. Each of its 13 business lines now generates more than $100 million in annual revenue.
1 دن پہلے
Bank of Marin outlines ~25 bp monthly loan-yield benefit as margin tailwinds build
The Q3 earnings report showed margin expansion. Rising loan yields were a positive.
1 دن پہلے
CoreWeave: Leading In The NeoCloud Space Comes At A Cost
CoreWeave remains a Strong Buy despite a reduced 2027 price target to $179, reflecting higher unsecured debt costs.
1 دن پہلے
Musk Flags 'Neocloud Armageddon'
The dividend will be funded by gains from the sale of Kioxia shares. The payout will amount to about 80% of the estimated gains.
2 دن پہلے
Netflix Stock: The Ad Miss Is Offset By Record Buybacks (NASDAQ:NFLX)
Netflix looks undervalued after its sharp drop, with strong growth, margins, and buybacks.
10-25
Vicor: Don't Get Off This Ride
Vicor Corporation is supply-constrained rather than demand-constrained.
10-24
Cerebras: I Waited For This Entry Point
Cerebras Systems Inc. stock is down 69%, but revenue, RPO, and cash are soaring. Click here to read this bullish analysis of the CBRS stock.
