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Super Micro Stock Extends Rally After Blockbuster Earnings

This article first appeared on GuruFocus. Super Micro Computer (NASDAQ:SMCI) shares climbed about 7% Thursday, extending a sharp move that followed the company's latest quarterly update and stronger expectations for future AI server demand. Super Micro Computer has benefited from growing orders for systems …

JD.com Stock Slips as Decade-Long Revenue Growth Streak Breaks

This article first appeared on GuruFocus. JD.com (NASDAQ:JD), the Chinese e-commerce and supply-chain giant, reported a quarter with one ugly number and several surprisingly good ones. Revenue fell 2.9% to RMB346.4 billion, JD's first quarterly contraction in more than a decade, while its U.S.-listed …

Is SYK Worth Buying as Growth Improves but Execution Risks Persist?

Stryker Corporation SYK presents a growth-versus-execution decision. Second-quarter sales and earnings improved sharply as the company recovered from its first-quarter cybersecurity disruption, while margins expanded and demand remained broad. The case is not risk-free. Cyber remediation costs, vascular supply constraints and acquisition execution still …

Can Stryker's Q2 Recovery and Guidance Support a Stronger Second Half?

Stryker Corporation SYK entered the second half of 2026 with momentum restored after the March cybersecurity disruption. Second-quarter sales, earnings and margins improved as production recovered, while management narrowed its full-year outlook. The next test is execution. Stryker must keep normalizing production, convert elevated …

Stryker Up 13.6% in 3 Months as Recovery Gains Strength, What's Next?

Stryker Corporation SYK shares have risen 13.6% in the past three months, outpacing the Zacks Medical sector's 12.9% gain and the S&P 500's 1.7% advance. The move has coincided with a sharper operating recovery after a difficult first quarter. The investor question is whether …

Adyen Stock Jumps 11% as Acquisitions Lift Revenue Target

This article first appeared on GuruFocus. Adyen (ADYEY), the Dutch payments-technology company powering transactions for global merchants, published first-half results Thursdayand the market wasted no time reacting. Shares jumped roughly 11% in Amsterdam as net revenue surged 21% at constant currency to 1.30 billion. …

WST Gains 15.3% in Three Months as HVP Growth Strengthens Outlook

West Pharmaceutical Services, Inc. WST shares have gained 17.2% in the past three months, ahead of the Zacks Medical sector's 18.9% rise and the S&P 500's 2% advance. The move reflects improving operating momentum, but valuation leaves less room for execution misses. The central …

WST Q2 Beat and Raised 2026 Outlook Reinforce the HVP Growth Story

West Pharmaceutical Services, Inc. WST turned a better-than-expected second quarter into a higher 2026 outlook. Organic sales growth accelerated, margins widened and adjusted earnings increased sharply, giving investors a clearer read on how High-Value Product demand is translating into financial performance. The quarter matters …

Should Investors Buy WST as HVP Growth Meets a Premium Valuation?

West Pharmaceutical Services, Inc. WST is delivering faster High-Value Product (HVP) growth, wider margins and higher 2026 earnings expectations. Second-quarter organic sales rose 12.7%, while adjusted earnings increased 28.8% to $2.37 per share. The question is whether those gains justify a valuation well above …

Can Asceniv Help ADMA Stock Combat IG Market Challenges?

ADMA Biologics ADMA is a U.S.-based commercial-stage biopharmaceutical company focused on developing, manufacturing and marketing specialty biologics for immunodeficient patients and individuals at risk of certain infectious diseases. The company currently markets three FDA-approved plasma-derived biologics: Asceniv (immune globulin intravenous – slra 10% liquid) …

KLA Drops 9% in a Month: Should You Buy the Stock on the Dip?

KLA KLAC shares dropped 9.3% in the past month, underperforming the broader Zacks Computer and Technology sector's return of 1.4%. The underperformance can be attributed to investor concerns around near-term margins, execution risks and elevated expectations. The company expects higher memory-component costs and tariffs …

Hawaii could see its first hurricane landfall since 1992

[Rainbow Over Kona Coastline] RyanJLane/E+ via Getty Images Hawaii could experience its first hurricane landfall since 1992, with most of the Big Island inside the current forecast cone. Tropical Storm Lala is still strengthening in the Pacific and could reach hurricane strength during the …

S&P 500 tags an all-time high and these 20 names have helped fuel the rally

[S&P Market Index Concept with Financial Graphs] AlexSecret The S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500]) climbed to a fresh all-time high of 7,816.70 on Thursday, surpassing its prior record of 7,793.68 set on August 5. The benchmark advanced 0.6% for the session and is now up …

Duke Energy Aktie: Nach dem Sturm die Hilfe

3 Reasons to Avoid WOR and 1 Stock to Buy Instead

3 Reasons to Avoid WOR and 1 Stock to Buy Instead Worthington currently trades at $56.97 per share and has shown little upside over the past six months, posting a small loss of 2.7%. The stock also fell short of the S&P 500's 11.7% …

Novo Nordisk Escalates Weight-Loss War With Eli Lilly

This article first appeared on GuruFocus. Novo Nordisk (NYSE:NVO) CEO Mike Doustdar is defending the drugmaker's lawsuit against Eli Lilly (NYSE:LLY), escalating a fight over how the two companies market their blockbuster obesity treatments. The legal battle matters because Lilly has seized the lead …

Sector Update: Financial Stocks Advance Thursday Afternoon

Financial stocks were slightly higher in Thursday afternoon trading, with the NYSE Financial Index up 0.2% and the State Street Financial Select Sector SPDR ETF (XLF) fractionally higher.The Philadelphia Housing Index added 0.7%, and the State Street Real Estate Select Sector Silver Upgrade to …

Delta Expands Seattle-Tokyo Network With New Narita Service

Delta Air Lines' DAL launch of daily nonstop service between Seattle and Tokyo-Narita, beginning March 27, 2027, is expected to strengthen its position in the Pacific Northwest and expand connectivity between the United States and Japan. By serving both Tokyo-Narita and Tokyo-Haneda from Seattle, …

TROW's July AUM Slips on Outflows: Can Diversification Support Growth?

T. Rowe Price Group TROW has benefited from a steady expansion in its diversified asset base despite continued client outflows. Over the past five years (2020-2025), the company's assets under management (AUM) recorded a compound annual growth rate (CAGR) of 6.5%. The growth trend …

3 Reasons to Sell GM and 1 Stock to Buy Instead

3 Reasons to Sell GM and 1 Stock to Buy Instead General Motors trades at $87.75 and has moved in lockstep with the market. Its shares have returned 9.9% over the last six months while the S&P 500 has gained 11.7%. Is now the …

Warner Bros. Discovery President Sells $16 Million Stock After 146% Rally

Gerhard Zeiler, President, International at Warner Bros. Discovery, Inc. (NASDAQ:WBD), sold 591,038 shares of Series A Common Stock on August 10, 2026, as disclosed in a recent SEC Form 4 filing. Transaction summary Metric Value Transaction value $16.0 million Shares sold 591,038 Post-transaction shares …

Is Novo Nordisk's Wegovy-Fueled Rebound Evaporating?

Novo Nordisk (NYSE: NVO) posted strong first-quarter results and performed fairly well in the month that followed its first-quarter update. However, the company's most recent financial update, for the second quarter, erased much of those gains. In both cases, the market's reaction was largely …

Archer Aviation Stock Has Surged 45% in the Past Month. Should You Buy Into the Rally?

Archer Aviation (NYSE: ACHR) stock has been red-hot of late. For much of the year, it's been doing poorly, but there have been some recent developments, including a deal to acquire multiple businesses from aircraft giant Boeing, which appear to have sparked renewed interest …

SEC May Advance Crypto Rules, 24/7 Trading Without Clarity Act. OCC Paves Way For Crypto Banks.

The SEC on Friday will host a meeting on whether to introduce new cryptocurrency, trading proposals. OCC paves way for crypto banks. Continue Reading

Here's How Ross Stores Stock is Poised Ahead of Q2 Earnings

Ross Stores, Inc. ROST is likely to post year-over-year top and bottom-line growth when it reports second-quarter fiscal 2026 earnings on Aug. 20, after market close. The Zacks Consensus Estimate for quarterly revenues is pegged at $6.1 billion, indicating a rise of 10.7% from …

MSCI (MSCI) Stock May Be 16% Undervalued On First Street Deal

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. MSCI stock has delivered a 10.0% gain over the past three years, yet the current checks send a mixed signal, with the Discounted Cash Flow (DCF) intrinsic …

Market Chatter: Detroit Automakers Fear USMCA Revamp May Cost Them Billions

Detroit's automakers plan to argue to the Trump administration that certain proposals floated as part of an update to the US-Mexico-Canada Agreement could cost them billions of dollars and make them less competitive with foreign rivals, Reuters reported Thursday, citing two Silver Upgrade to …

General Electric (GE) Stock Gets Fair Value Boost After Q2 Driven Analyst Revisions

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. The Fair Value Estimate for General Electric has shifted from US$350.45 to about US$404.90 per share, which is a meaningful reset in how analysts are …

Gilead (GILD) Stock Still Looks Cheap On Sales Despite A 127% Run

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Gilead Sciences stock has delivered a 126.6% total return over the past 5 years, and the current valuation checks still lean on the …

Koninklijke Philips (ENXTAM:PHIA) Following Exor Stake Update Still Looks Close To Fair Value

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Koninklijke Philips (ENXTAM:PHIA) has drawn renewed attention after updating its long-term agreement with Exor. The move allows Exor to raise its shareholding to 22%, while existing governance …

Advanced Micro Devices (AMD) Plans $5 Billion Bond Sale For AI Expansion

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Advanced Micro Devices (NasdaqGS: AMD) is preparing a multi billion dollar investment grade bond …

Super Micro Climbs 7% on Record Backlog, Dell and Hewlett Packard Enterprise Gain 3%

Quick Read Super Micro Computer's FY2027 revenue guide of $65 to $72 billion far exceeded the $53 billion consensus, sending SMCI up 7% and pulling Dell higher alongside it. Goldman Sachs named NetApp a top U.S. hardware pick as Lenovo's AI server pipeline surged …

McDonald's (MCD): Buy, Sell, or Hold Post Q2 Earnings?

McDonald's (MCD): Buy, Sell, or Hold Post Q2 Earnings? Over the past six months, McDonald's stock price fell to $273.75. Shareholders have lost 15.3% of their capital, which is disappointing considering the S&P 500 has climbed by 11.7%. This might have investors contemplating their …

BofA picks AMD and Nvidia as AI chip winners in massive CPU market

This article first appeared on GuruFocus. Bank of America (BAC) is becoming more bullish on processors as the rise of AI agents could create a larger role for CPUs inside data centers. The firm now sees the server CPU opportunity surpassing $210 billion by …

Cisco Gross Margin Seen Pressured Into Fiscal 2027 Amid Faster Hardware Mix, Morgan Stanley Says

Cisco Systems' (CSCO) gross margin is likely to face further pressure from faster hardware mix into PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already …

3 Reasons to Sell HAS and 1 Stock to Buy Instead

3 Reasons to Sell HAS and 1 Stock to Buy Instead Over the last six months, Hasbro's shares have sunk to $94.38, producing a disappointing 10.9% loss - a stark contrast to the S&P 500's 11.7% gain. This might have investors contemplating their next …