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Palo Alto Networks slid 8% following fiscal Q4 results as next-generation security ARR growth decelerated despite headline beats. Cybersecurity peers CrowdStrike and Fortinet dropped 3% in sympathy, …
NVIDIA anchors this week's earnings lineup with strong historical beats and projected 87% fiscal 2027 earnings growth. Trading at a relatively low forward P/E of 24 despite solid fundamentals, the up…
MercadoLibre shares dropped 10.9% over six months despite robust operational fundamentals. Key strengths include a 63.1% two-year average ARPU growth, a 35% three-year EPS CAGR, and impressive 33.4% …
AI infrastructure and semiconductor stocks tumbled as investors rotated into defensive sectors and energy. Surging 30-year Treasury yields compressed stretched growth valuations, sending the semicond…
Surging Treasury yields, with the 30-year reaching 2007 highs, triggered sharp selloffs in major tech and semiconductor stocks, including AMD, AVGO, META, and NVDA. Higher long-term yields discount f…
Cathie Wood's Ark Invest bought more Nvidia, SpaceX, and Circle shares. Nvidia hit $5T market cap after SpaceX pledged exclusive use of its chips for space data centers, while trading at attractive f…
Meta Platforms (META) shares slid 5.51% to $593.00, underperforming the broader market. Despite robust long-term revenue growth projections, a slight downward revision in near-term EPS estimates has …