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Microsoft revealed Azure reached $101.9 billion in annual revenue, powering over 30% of total sales. While the lack of margin disclosure sparked mild selling, the milestone confirms Azure's immense s…
Small-cap stocks are outperforming the S&P 500 in 2026, driven by attractive valuations and accelerating earnings growth projected at 18%. As investors rotate away from high-multiple megacap growth a…
Meta rebounded to $548.43 as lower Treasury yields supported tech. Strong ad demand drove Q2 revenue up 28% to $60.8 billion, but surging AI expenses pushed operating margins down to 31%. Trading at …
S&P Global surged after Pershing Square disclosed a stake, betting AI will not disrupt its core Ratings, Indices, and Platts businesses. The news is stock-specific and has negligible direct impact on…
Palantir's high P/E masks strong forward earnings growth from AI platform demand, with revenue growth outpacing consensus. Analysts see a steep valuation discount by 2027, though volatility risk rema…
Small-cap ETFs VB and SPSM are highlighted as attractive plays amid a 2026 rotation from mega-cap tech into undervalued small caps, with the Russell 2000 outperforming the S&P 500 by ~20% YTD.
Small-cap ETFs like VB and SPSM offer discounted valuations versus large caps, as Russell 2000 outpaces S&P 500 in 2026, suggesting rotation potential into small-cap equities remains attractive for l…
APA stock rose 2.74% but holds a Zacks Rank #4 (Sell) amid declining EPS estimates and weak industry ranking, despite trading at a valuation discount to peers.
Diamondback Energy (FANG) rose 2.85% amid market declines, holding a Zacks Hold rank. Q3 EPS forecast up 127.72% YoY, but recent estimate revisions trended lower, signaling mixed near-term outlook fo…
Societe Generale maintains overweight rating on eurozone small caps, citing attractive valuations, supportive monetary metrics, and domestic revenue insulation from tariffs despite geopolitical compl…