Reported 4 months ago
Cisco Systems is set to reveal its fiscal third-quarter earnings, with analysts expecting a year-over-year increase in revenue to $14.06 billion and adjusted net income of $3.66 billion. Most analysts maintaining a neutral stance on the stock suggest a potential 12% price upside, while interest centers on the company’s AI infrastructure orders and a recently unveiled quantum computing chip.
Source: YAHOO
Reported 4 months ago
Despite ongoing economic concerns, American consumers continue to spend, with spending rising 6.8% year-over-year in April, though analysts warn of a possible slowdown. Upcoming earnings reports from Walmart and retail data are expected to provide more clarity. While high-income consumers are increasingly relying on Walmart, overall consumer sentiment has dropped, indicating unease among shoppers who are becoming cautious with larger expenditures. Consumers are prioritizing lower prices, leading to changes in purchasing habits.
Source: YAHOO
Reported 4 months ago
Wheaton Precious Metals Corp. (WPM) is recognized as one of the best gold stocks to invest in, with significant interest from billionaire investors. With key operations across multiple continents and impressive financial performance, including record revenues and substantial holdings, WPM continues to attract attention amid surging gold prices driven by inflation and geopolitical tensions. The company anticipates growth in production and strategic investments, making it a promising option for long-term investors.
Source: YAHOO
Reported 4 months ago
US consumer prices are projected to increase in April, marking a potential acceleration in inflation as companies begin to pass on the burden of higher tariffs imposed by the Trump administration. The core consumer price index is expected to rise by 0.3%, following a minimal 0.1% increase in March. While current reports indicate limited pass-through of tariffs, economists are wary of a growing inflation impact over time. This comes alongside consumer anxiety regarding the economy and retail sales projections for April, which are anticipated to show little growth amidst cooling demand.
Source: YAHOO
Reported 4 months ago
Source: BARRONS
Reported 4 months ago
Source: BARRONS
Reported 4 months ago
Saudi Arabia's state-owned oil company, Aramco, reported first-quarter profits of $26 billion, marking a 4.6% decline from the previous year. The drop in profitability is attributed to falling global oil prices, which pose challenges to the kingdom's ambitious development plans. Despite revenues of $108.1 billion, the company may need to consider borrowing or tapping into reserves to fund large projects, including the $500 billion Neom city and necessary infrastructure for the upcoming World Cup.
Source: YAHOO
Reported 4 months ago
Source: BARRONS
Reported 4 months ago
Japanese Prime Minister Shigeru Ishiba emphasized the necessity of eliminating all tariffs in trade talks with the United States, describing current relations with President Trump as unexpectedly positive. While recognizing a recent agreement between the US and UK that maintains a baseline 10% tariff, Ishiba argued for a target of 0% tariffs to benefit both Japanese exports and the US economy. He also mentioned the need for careful consideration of any proposed reduction in the consumption tax in Japan.
Source: YAHOO
Reported 4 months ago
India and Pakistan have agreed to an immediate ceasefire mediated by the United States, despite both nations quickly accusing each other of violating the truce. The agreement comes after escalating tensions following a series of deadly clashes triggered by attacks in Kashmir. While Indian officials asserted Pakistan's violations, Pakistan denied any wrongdoing and committed to honoring the ceasefire. Both nations showed resolve to engage in talks to address broader issues, including water and territorial disputes in Kashmir.
Source: YAHOO
Reported 4 months ago
As economic uncertainty continues and gold prices reach record highs, US jewelry merchants, particularly in Los Angeles, are witnessing an influx of customers eager to sell or melt their old gold jewelry for quick cash. Many are even bringing in family heirlooms, with some jewelers choosing to preserve the artistic and historical value of these items rather than melting them. While this market boom benefits many, some jewelers sourcing internationally are struggling with profit margins due to tariffs and high prices. Experts predict that prices may continue to rise as gold remains a safer investment amid fluctuating financial markets.
Source: YAHOO
Reported 4 months ago
Source: WSJ
Reported 4 months ago
Source: WSJ
Reported 4 months ago
Investor Josh Brown praised CrowdStrike Holdings, Inc. (CRWD) as one of tech's top companies after it reported remarkable first-quarter results, including a 23% increase in annual recurring revenue and a 31% surge in subscription revenue year-over-year. Despite an earlier IT outage affecting its stock, CRWD has seen a 26% rise in 2025, positioning it as one of the year's best-performing stocks.
Source: YAHOO
Reported 4 months ago
Well-known investors Josh Brown and Joe Terranova expressed concern over Alphabet Inc. (GOOG) following Apple's recent announcement of a decline in internet browser searches. Brown, who sold all his GOOG shares, stated that this could jeopardize Alphabet's dominance in online advertising, while Terranova highlighted the increased competition from AI models impacting GOOG's search business. Both investors suggest that AI stocks may offer better investment opportunities than Alphabet.
Source: YAHOO
Reported 4 months ago
Scott Bauer, CEO of Prosper Trading Academy, recommended potential bullish options strategies for Palantir Technologies (PLTR) stock following its first-quarter earnings report. He anticipates waiting for the stock to reach around $105 to implement his strategies, considering buying calls that expire on May 30, and employs a $110 to $120 call spread while recommending selling puts. Alongside, market technician Rick Ducat provided insights on PLTR's technical condition, noting its bullish momentum despite not reaching key levels.
Source: YAHOO
Reported 4 months ago
Wall Street is shifting strategies to retain its leveraged underwriting business amidst an uptick in private credit opportunities. After losing significant financing deals to direct lenders, banks, including Jefferies and Citigroup, are adjusting by offering low-fee revolving credit to private equity firms like KKR. This cooperative approach aims to build long-term relationships that could secure future business, even amidst market volatility, highlighting the evolving dynamics in the finance sector.
Source: YAHOO
Reported 4 months ago
In an effort to question the escalating tuition fees at Brown University, sophomore Alex Shieh sent a DOGE-style email to 3,805 non-faculty staff asking, 'What do you do all day?' As he faces disciplinary action for misrepresenting himself as a journalist and violating IT policies by publishing employee data, Shieh argues the email was motivated by the university's rising costs, which are projected to reach over $93,000 next year.
Source: YAHOO
Reported 4 months ago
Despite a recent decline in search activity revealed by Apple, investor Jim Lebenthal expressed his inclination to retain Alphabet Inc. (GOOG) stock, citing its low valuation prior to the dip and drawing parallels to a previous incident involving the company's AI tool. While GOOG's stock has seen fluctuations, he remains cautious and intends to further analyze the situation before making a final decision.
Source: YAHOO
Reported 4 months ago
This article presents a bullish analysis of Opendoor Technologies Inc. (OPEN), highlighting its strategic adaptations in response to declining housing market conditions. As of early May 2025, OPEN’s share price was $0.872, with the company reporting stable revenues and narrowing EBITDA losses amidst high mortgage rates and reduced buying demand. Opendoor's new agent partnership model and emphasis on operational efficiency position it for future recovery in a challenging market, despite ongoing risks.
Source: YAHOO
Reported 4 months ago
Lithia Motors, Inc. (LAD) is presented as a compelling investment opportunity due to its consistent track record of value creation and growth in the U.S. auto dealership sector. Despite trading at a modest earnings multiple, Lithia's robust business model—primarily generating profit from high-margin services—combined with a strategic acquisition approach targeting rural dealerships, positions it well for continued success. However, potential risks like online car sales and the rise of electric vehicles could impact its profitability. Overall, Lithia Motors offers an attractive risk/reward profile for investors.
Source: YAHOO
Reported 4 months ago
Ally Financial Inc. (ALLY) is moving toward a potential turnaround, driven by strong performance in its auto lending business and strategic business realignment. With stock trading at $32.51, management has refocused efforts by exiting the credit card segment and enhancing core services. Recent improvements in credit quality and disciplined deposit management position the company for organic growth, although macroeconomic challenges may persist. Despite previous missteps, Ally's fundamentals suggest a promising future, making it an attractive option for long-term investors.
Source: YAHOO
Reported 4 months ago
The bullish thesis on Joint Stock Company Kaspi.kz (KSPI) highlights its position as a leading fintech super app in Kazakhstan, integrating services like marketplace commerce, digital payments, and lending within a single mobile platform. Despite geopolitical risks, its strong financials and market dominance suggest it may be undervalued, with growth potential beckoning investors. However, cautiousness regarding regional instabilities is advised.
Source: YAHOO
Reported 4 months ago
TransMedics Group, Inc. (TMDX) is gaining attention for its innovative warm perfusion technology that enhances organ transplant viability, addressing critical issues in organ utilization. Despite a significant stock price decline from its peak, the company is experiencing explosive growth with revenues projected to exceed $140 million in Q1 2025. Investors see strong long-term potential due to high barriers to entry and limited competition in a vital healthcare market, with forecasts suggesting a substantial upside by 2030.
Source: YAHOO
Reported 4 months ago
A recent bullish thesis on Casey’s General Stores, Inc. (CASY) highlights its effective strategy focused on high-margin food offerings, positioning itself as a unique player in the convenience retail market, especially in rural areas. With a robust expansion plan under new leadership, including significant acquisitions and a focus on modernizing food options, Casey's aims to grow its presence while enhancing customer loyalty. Despite concerns about potential overreach from aggressive acquisitions, the company's strengths in fresh food and accessible locations signify a solid growth trajectory.
Source: YAHOO