Cisco logo illuminated against a tech backdrop. Key Points After 25 years, Cisco’s share price has finally recovered from its post-dot-com crash lows. The long journey required a rebrand of its services, including a focus on AI services and subscriptions. The company has now rewarded shareholders with earnings beats in 32 out of the past 33 quarters dating back to 2017. Interested in Cisco Systems, Inc.? Here are five stocks we like better. It has been a long time coming, but after 25 years, share ...

Core Insights - Micron is expected to report earnings per share (EPS) of 3.91 and revenue of approximately 12.7 billion, with some estimates slightly higher at 12.8 billion [1][2] - The company has shown strong execution this year, particularly in the AI memory segment, which is experiencing accelerating growth, especially in high bandwidth memory [2][4] - Micron's stock has significantly outperformed, increasing over 176% year-to-date, benefiting from challenges faced by competitors [4] Performance Expectations - The key focus is on Micron's performance heading into 2026, with high expectations set by the market [3][6] - Analysts are concerned that despite strong earnings, stock reactions may be negative if expectations are not met, similar to trends seen with other tech companies [3][4] Market Position and Strategy - Micron has historically prioritized execution over market share, with a focus on high bandwidth memory (HBM) and upcoming products like HBM 3e and HBM4 [8][14] - The company is positioned to face challenges from competitors like Samsung, particularly in the high bandwidth memory space [8][14] Industry Dynamics - Memory is becoming a critical bottleneck for AI infrastructure, and Micron's ability to integrate memory with GPUs is essential for addressing this issue [10][12] - The demand for memory, especially in the high-performance memory segment, is expected to remain strong, with growth rates exceeding 200-250% [14][15]

and you guys will uh will join in this as well. But certainly very happy to have Greg Peters, the co-CEO of Netflix, join us now on a morning in which of course their deal to acquire uh Warner Brothers Discovery has been reaffirmed essentially by the Warner board. You heard from Sam Dipazo ear uh just a little while ago uh right here.Greg, great to have you with us this morning. Thank you. Um >> good to be here.love to start with antitrust because it has been one of the key risks seen for both your deal and ...

of the combined company and he joins us now a first on CNBC interview to discuss. Uh Greg welcome. So tell me this is big you guys and Udemy are two very big public names in this space.the stocks have uh have suffered since 2021, but you in particular Corsera continued to grow across your um universities, business with degrees, uh the consumer and the enterprise. What's the rationale for combining. >> Well, I think the rationale is pretty straightforward.The world has never needed the ability to scale and u ...

Core Points - Federal Reserve Governor Christopher Waller emphasizes the importance of central bank independence during his upcoming interview with President Donald Trump [1][2] - Waller has a strong background in advocating for central bank independence, having spent 20 years focused on this issue and possessing a substantial paper trail [2] Group 1 - Waller is one of five finalists to potentially succeed Jerome Powell as Federal Reserve chairman when his term ends in May [2] - Waller's interview with Trump is scheduled for this week, highlighting the significance of the upcoming discussions regarding the Federal Reserve's leadership [2]

Sands Capital, an investment management company, released its “Sands Capital Global Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global Growth adopts a flexible approach to identify the most promising growth companies worldwide. Global equities surged in the quarter, although leadership remains concentrated. In this environment, the strategy returned -2.0% compared to 7.6% for the MSCI ACWI. You can check the fund’s top 5 holdings to know more about its best ...

After two pieces in the second half of the year, it's fair to say the ' Pizookie Dip ' didn't take long to show its face.I’m an equity analyst and founder of Goulart’s Restaurant Stocks, a research firm focused on the U.S. restaurant industry — from quick-service and fast casual to fine dining and niche concepts. I lead all thematic research and valuation efforts, applying advanced financial modeling, sector-specific KPIs, and strategic insights to uncover hidden value across public equities. In addition to ...

Core Insights - Beauce Gold Fields has achieved a significant milestone with the completion of a Leapfrog™ 3-D geological model for the Grondin Zone, enhancing the understanding of its gold-bearing structures [1][2][10] - The model integrates drill data from 2023 and 2025, providing a three-dimensional visualization of the antiform-saddle reef mineralized system, which has been traced over an 8-km geophysical signature [1][4] - The company reported an impressive 88% drill success rate across its recent campaigns, significantly higher than the typical 20-40% success rate for early-stage gold exploration [5][7] Geological Model Highlights - The 3-D model incorporates various geological data, including digitized drill sections, gold assay intervals, and lithological logs, resulting in a high-resolution visualization of the mineralized system [4][10] - Gold-bearing intervals range from 0.200 ppm to 11 ppm, with a mineralized strike length of 600 meters confirmed [4][5] - The model indicates mineralization extends to depths of approximately 40 meters and remains open along strike and at depth [5][10] Drill Results - A total of 14 out of 16 drill holes returned gold grades of 0.3 g/t Au or higher, confirming the presence of a robust, continuous mineralized corridor [7][8] - Detailed drill results from 2023 and 2025 show various intervals with significant gold concentrations, including notable assays of 11.4 g/t and 8.85 g/t [6][8] - The company plans to utilize the new model to refine drill targeting for the upcoming winter campaign [2][11] Future Exploration Plans - The company intends to deploy a borehole televiewer to determine the precise dip and orientation of gold-bearing structures, which will aid in optimizing deeper drilling efforts [10] - Upcoming exploration will focus on step-out drilling to test lateral continuation along the 600-meter corridor and deeper drilling beyond the confirmed vertical extent of mineralization [11][12] - Integration of new geophysical, geochemical, and historical data sets will further enhance exploration strategies [11][12]

Core Insights - V2X, Inc. has been awarded a $72 million contract to provide support and engineering services for the Gateway Mission Router (GMR) [1] - The GMR is designed to enhance air-to-ground operations and adapt to evolving mission needs through open-standard interfaces, enabling a unified common operating picture [2] - The system supports the Department of Defense's Combined Joint All Domain Command and Control initiative, aiming for faster, data-driven decision-making across multiple domains [3] Company Developments - The contract represents a significant milestone for V2X as it continues to advance the GMR program and expand its applications within the U.S. military [4] - This new contract builds upon a previous $49 million contract, indicating ongoing investment and growth potential in the GMR program [4] - The estimated completion date for the current contract is June 25, 2030, highlighting a long-term commitment to the project [4] Company Overview - V2X specializes in integrating physical and digital environments to enhance mission readiness, optimize resource management, and improve security [5] - The company employs approximately 16,000 professionals and focuses on innovation across national security, defense, civilian, and international markets [5] - V2X incorporates AI and machine learning capabilities to address complex challenges across various operational domains [5]

JPMorgan Chase has launched a $100 million tokenized money-market fund on Ethereum (ETH), adding fresh Wall Street backing to the world’s second-largest blockchain. Ethereum is trading around $2,926, down -1% in the past 24 hours, with a market cap of $353 billion, while Bitcoin (BTC) changes hands at $86,782 (-0.5% on the day). The move lands just as high-profile strategist Tom Lee reiterates a bold call for ETH to reach $20,000 within a year, sparking a debate over how fast institutional tokenization can ...