Arnold Tucker6 min read
Cerebras Systems beat Q1 revenue estimates in its debut earnings report, but shares plunged more than 17 percent after the AI chip company guided for sharply lower gross margins in…
Jorge Hernandez6 min read
Cantor Fitzgerald analyst CJ Muse says the memory supply cycle stays tight through 2027 and beyond, citing a potential $200 EPS for Micron in 2027. With fiscal Q3 results due…
Jorge Hernandez5 min read
Crude oil plunged nearly 5% Wednesday to its lowest level since before the Iran war, as U.S. and Iranian negotiators opened formal peace talks in Switzerland and Trump confirmed toll-free…
Jamie Foster5 min read
NXP Semiconductors dropped nearly 7% on June 21 as an SK Hynix HBM report rattled the chip sector. Here's what the market data, hedge fund positioning, and valuation signals actually…
Brandon Garcia5 min read
Alphabet's Class A shares join the Dow Jones Industrial Average on June 29, replacing Verizon Communications. With GOOGL trading at $346.13 and an RSI of 37.25, here's what the index…
Louis Fleming6 min read
FedEx beat Q4 earnings estimates on premium freight growth and $1 billion in cost savings, yet its stock plunged nearly 10% to a 52-week low. Here's what the numbers actually…
Mason Taylor5 min read
A director at Arcutis Biotherapeutics sold $121,000 in shares under a prearranged plan while ZORYVE revenue surged 65% year over year. Here's what the financials and valuation data reveal about…
Katelyn Marshall5 min read
Alignment Healthcare's EVP sold $550,000 in shares, but a Rule 10b5-1 plan and a blowout Q1 — 33% revenue growth, 88% EBITDA jump — reframe what investors should actually be…
Tommy Spencer6 min read
The Strait of Hormuz closure left SPR stocks at 1983 lows and Cushing near operational minimums. Now India, Australia, and Saudi Aramco are racing to build reserve capacity — and…
Oliver Jimenez4 min read
FedEx crushed Q4 estimates with $25 billion in revenue and EPS of $6.31, yet shares are tumbling nearly 10% and testing 52-week lows. Here's what the numbers reveal about the…