A retail investor poll reveals that 84% of surveyed traders have owned Nvidia stock, with 39% currently holding shares ahead of Q2 earnings. Nvidia surpasses Tesla and Apple in current retail ownersh…
AMD reports Q2 earnings Aug. 4, expected to show strong AI-driven growth with 46% YoY revenue increase. Data center and EPYC CPU demand remain key catalysts despite recent sector-wide profit-taking a…
Talos Energy reports earnings this Tuesday. Analysts expect a 28.2% revenue increase, signaling a reversal from last year. Recent sector performance is positive, and Talos shares have outperformed pe…
AMD stock down 22% from highs ahead of Q2 earnings on Aug. 4, but fundamentals remain strong with AI accelerator demand, server CPU growth, and expected EPS of $1.35 vs $0.48 last year.
Amazon's Q2 earnings (July 30) likely to show strong AWS, AI, and e-commerce growth, but heavy AI capex ($200B through 2026) raises investor concerns about near-term profitability, capping stock upsi…
Jefferies names Amazon top Mag 7 pick into Q2 earnings, citing cheaper valuation (forward P/E 29) and 75% earnings growth. Tesla lags badly on both valuation (179x forward P/E) and declining deliveri…