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RKLB Demand Strong After Earnings, Room to Grow in SPCX Shadow
Colin Symons says Rocket Lab (RKLB) is working to become a "tier one" company in the same lane as SpaceX (SPCX). While earnings didn't excite investo…
3 days, 4 hours ago
CRWV v. NBIS: Examining Neocloud Approach & Capital Awareness in AI Buildout
CoreWeave (CRWV) "will have to beat expectations by a lot" to show they can compete with other companies emphasizing AI compute, argues Brian Mulberr…
3 days, 4 hours ago
Cory Johnson on LITE "Crucial" Role in "Pedal to the Metal" AI Buildout
Lumentum (LITE) reports earnings after the close Tuesday, and Cory Johnson says the company makes "crucial components" that are "just as important" a…
3 days, 4 hours ago
Ca$htag$: Chili's Rebrand Drives EAT Higher, but Expectations are Rising
LikeFolio's Landon Swan breaks down Brinker International's (EAT) run to a 52-week high, driven by a 24% year-over-year increase in demand at Chili's…
3 days, 5 hours ago
Life360 CFO on 100M Users, Revenue Growth & Advertising Surge
Life360 (360) CFO Russell Burke discusses the company's Q1 earnings, highlighting its milestone of surpassing 100 million monthly active users and a …
3 days, 7 hours ago
The Big 3: SMCI, CSCO, LITE
Marley Kayden and Rick Ducat dive into today's Big 3 by focusing on stocks that are reporting earnings this week. They discuss key headlines and tech…
3 days, 7 hours ago
Matt Tuttle on CPI's Lasting Impact, NVDA Financing Deal & Gold Bull Case
Matt Tuttle has one eye on yields, noting that if the 10-year hits 5%, Wall Street sentiment can quickly turn bearish. He points to CPI as the key ca…
3 days, 7 hours ago
ONON Stumbles to 52-Week Low After Earnings: New Opportunity for Investors?
The post-earnings sell-off in On Holding (ONON) is an opportunity, argues Dale Smothers, making the case that fundamentals for the company remain int…
3 days, 8 hours ago
NVDA Makes $500B AI Infrastructure Financing Push & What it Means for Investments
$500 billion. That's how much money Nvidia (NVDA) wants to source in financing through six key asset management firms for the AI infrastructure build…
3 days, 8 hours ago
Big Picture Expectations on CPI, Earnings & Global AI Growth
Looking ahead to Wednesday's CPI, Liz Ann Sonders of Charles Schwab walks investors through her expectations of headline numbers and how they will "m…
3 days, 8 hours ago