Core Insights - NVIDIA Corporation (NVDA) and Arm Holdings Plc (ARM) are pivotal players in the semiconductor industry, particularly in the context of artificial intelligence (AI) growth [1][2] - NVIDIA is recognized for its dominance in the GPU market, while Arm is gaining traction with its AI-optimized CPU architectures [1] NVIDIA Overview - NVIDIA is central to AI computing, with significant demand from data centers, gaming, and autonomous vehicles [3] - In Q1 of fiscal 2026, NVIDIA's data center revenues surged 73% year-over-year to $39.1 billion, indicating robust business strength [3][11] - The company’s new GPU platforms, Hopper 200 and Blackwell, are rapidly adopted, enhancing performance for AI workloads [4] - Despite facing export restrictions that led to a projected loss of $10.5 billion in sales from China, NVIDIA anticipates $45 billion in revenues for Q2, reflecting a 50% year-over-year growth [5][11] - NVIDIA's earnings per share (EPS) is projected to increase by 42.1% in fiscal 2026 and 31.3% in fiscal 2027, with upward revisions in estimates indicating strong confidence [12][13] Arm Holdings Overview - Arm Holdings has a long-standing role in the semiconductor sector, with its low-power chip designs prevalent in smartphones and tablets [6] - The company is well-positioned to benefit from the rise of AI and IoT, focusing on energy-efficient chips for smart devices and cloud infrastructure [7] - Arm's business model relies on licensing and royalties, providing steady revenue without heavy capital expenditures [8] - However, Arm faces challenges from global trade issues, with 10-20% of its royalty revenues linked to U.S. shipments, and competition from RISC-V technology in China [9][11] - EPS for Arm is expected to grow by 5.5% in fiscal 2026 and 34.8% in 2027, but recent downward trends in estimates reflect uncertainty [12][14] Comparative Analysis - Over the past year, NVIDIA shares have increased by 6.2%, while Arm Holdings shares have decreased by 16.9% [11] - In terms of valuation, NVIDIA's price-to-sales (P/S) ratio stands at 16.26X, significantly lower than Arm Holdings' 31.2X, suggesting better value for NVIDIA relative to its growth potential [15] - Overall, NVIDIA's scale, technological leadership, and ability to navigate challenges position it as a more favorable investment compared to Arm Holdings, which faces tariff risks and high valuation concerns [16]

Core Insights - Darden Restaurants, Inc. (DRI) is set to report its fourth-quarter fiscal 2025 results on June 20, with earnings per share (EPS) expected to be $2.96, reflecting an 11.7% increase from the previous year [1][8] - Revenue is projected at $3.26 billion, indicating a 10.3% rise compared to the same quarter last year [2][8] Factors Influencing Performance - Darden's fourth-quarter performance is anticipated to benefit from strong brand momentum, strategic menu promotions, and enhanced digital capabilities [3] - Key promotions at Olive Garden, such as the "Buy One, Take One" offer, and seasonal menu items at LongHorn Steakhouse are expected to drive customer traffic [4] - Revenue contributions from Olive Garden and LongHorn Steakhouse are predicted to increase by 6.2% and 9.9% year over year, reaching $1.4 billion and $838 million, respectively [5] Cost Considerations - The partnership with Uber Direct is likely to positively impact performance, with early trends showing check averages approximately 20% higher than traditional to-go orders [6] - However, inflationary pressures, particularly in commodity and labor costs, are expected to affect margins, with an overall inflation rate projected at 3% for the quarter [7] Earnings Prediction - The model indicates a potential earnings beat for Darden, with an Earnings ESP of +0.08% and a Zacks Rank of 3 [8][9]

Key Takeaways XOM awards EnerMech a key contract to decommission the Hoover-Diana deepwater development. The project includes subsea flushing, pigging, and coiled tubing to retire aging infrastructure. This marks the first large Gulf decom job for EnerMech, boosting its presence in a growing U.S. market.Exxon Mobil Corporation (XOM) has awarded a major deepwater decommissioning contract to integrated energy services provider EnerMech for its 25-year-old Hoover-Diana development in the U.S. Gulf of Mexico, ...

Key Takeaways WSR acquired 5000 South Hulen, an 86,907-sq-ft shopping center in Fort Worth, TX. The property lies in a high-traffic zone near affluent neighborhoods and Hulen Mall. WSR aims to remerchandise and maximize value using its local market knowledge.Whitestone REIT (WSR) recently announced the acquisition of 5000 South Hulen, a shopping center spanning 86,907 square feet of space in Fort Worth, TX. The move comes as part of the company’s growth strategy to bolster its portfolio in a thriving and ...

Key Takeaways LLY will acquire Verve to add in vivo gene therapies for heart disease, including VERVE-102. Gene-editing stocks like CRSP, NTLA, and BEAM rose after the LLY-Verve deal was announced. 2025 has seen a resurgence in mergers and acquisitions targeting gene editing and rare diseases. Eli Lilly’s (LLY) recent announcement to acquire Verve Therapeutics, Inc (VERV) , a Boston-based clinical-stage company developing genetic medicines for cardiovascular disease, has put the spotlight on other promisi ...

A downtrend has been apparent in Samsara Inc. (IOT) lately with too much selling pressure. The stock has declined 19.2% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. ...

Senseonics Holdings (SENS) has been beaten down lately with too much selling pressure. While the stock has lost 5.7% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measures the speed and change ...

BASFY stock has gained 4% over the past year compared with the industry's 22.4% decline. Image Source: Zacks Investment Research BASFY's Zacks Rank & Key Picks Key Takeaways BASF SE (BASFY) successfully began its operations at the new world-scale hexamethylenediamine (HMD) plant in Chalampe, France. The company began its construction in 2022, aiming to increase BASF's annual HMD production capacity to 260,000 metric tons. This facility is a key component of BASF's expansion of its polyamide (PA) 6.6 busines ...

Here at Zacks, we offer our members many different opportunities to take full advantage of the stock market, as well as how to invest in ways that lead to long-term success. The Zacks Premium service makes this easier. It features daily updates of the Zacks Rank and Zacks Industry Rank; full access to the Zacks #1 Rank List; Equity Research reports; and Premium stock screens like the Earnings ESP filter. All of these can help you quickly identify what stocks to buy, what to sell, and what are today's hottes ...

Korn/Ferry (KFY) reported $712.05 million in revenue for the quarter ended April 2025, representing a year- over-year increase of 3.1%. EPS of $1.32 for the same period compares to $1.26 a year ago. The reported revenue represents a surprise of +3.35% over the Zacks Consensus Estimate of $688.94 million. With the consensus EPS estimate being $1.26, the EPS surprise was +4.76%. Here is how Korn/Ferry performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall St ...