Key Takeaways AVGO shares fell nearly 20% from their high after issuing soft gross margin guidance for fiscal 2026. AI revenues surged 74% YoY in Q4, with a $21B order from Alphabet driving XPU momentum. AVGO's total backlog hit $162B in FY25, including $73B in AI, with strong demand for Tomahawk 6.Broadcom (AVGO) shares closed at $326.02 on Wednesday, down 19.7% from the 52-week high of $414.61, it hit on Dec.10. The decline can be attributed to AVGO’s soft gross margin guidance for fiscal 2026 due to high ...

Key Takeaways SBAC benefits from rising mobile data use as carriers invest heavily in network upgrades and expansion.SBA Communications relies on long-term tower leases, supporting stable revenues and high operating margins.SBAC expanded its portfolio with 447 sites acquired and 151 towers built, with more sites under contract.SBA Communications' (SBAC) portfolio is well-positioned to gain from wireless carriers’ high capital spending for network expansion amid growth in mobile data usage. The long-term lea ...

Shares of Perma-Pipe International Holdings, Inc. (PPIH) have gained 9.9% since the company reported its earnings for the quarter ended Oct. 31, 2025. In contrast, the S&P 500 index has declined 1.4% during the same period. Over the past month, Perma-Pipe’s stock has surged by an impressive 38.1%, significantly outperforming the broader market, which rose just 2.6%.For the third quarter of 2025, Perma-Pipe reported diluted earnings per share (EPS) of 77 cents, more than doubling from 31 cents a year earlier ...

Bill Baroo, what you got. >> Intuitive surgical multi-year compounder. It's been consolidating this year, stable revenues, great margins, and I think we're gonna have a great one next year.>> The Linkster, >> I continue to like the consumer Dicks. It's down 11% from its highs. It trades at 11 times earnings, strong franchise excellence, same store sales, and they will fix Foot Locker.>> Okay. All right. >> They will.>> You know it. >> Ahead of plan. >> All right, Josh Brown.Uh Toast looks like it wants to u ...

Artificial intelligence is beginning to reshape how hotel rooms may soon be searched and booked, as emerging platforms like DirectBooker seek to give AI agents direct, real-time access to hotel rates, availability, and amenities.Online travel agencies, including Booking Holdings Inc. (NASDAQ:BKNG) , Expedia Group, Inc. (NASDAQ:EXPE) , and TripAdvisor, Inc. (NASDAQ:TRIP) , remain well-positioned to benefit from AI-driven booking, according to BTIG analyst Jake Fuller.Fuller discussed AI’s impact on travel wi ...

Lululemon Athletica Inc (NASDAQ:LULU) and Nike Inc (NYSE:NKE) are navigating similar consumer slowdowns, but the stock market is treating them like entirely different businesses. One trades like a premium franchise. The other trades like a value stock — despite stronger margins, cleaner execution, and now activist pressure.Track LULU stock here.That disconnect is why Elliott Management's $1-billion stake purchase grabbed investor attention.LULU Vs. NKE: A Tale Of Two StocksLululemon's stock is still down sh ...

Lululemon Athletica Inc (NASDAQ:LULU) and Nike Inc (NYSE:NKE) are navigating similar consumer slowdowns, but the stock market is treating them like entirely different businesses. One trades like a premium franchise. The other trades like a value stock — despite stronger margins, cleaner execution, and now activist pressure.Track LULU stock here.That disconnect is why Elliott Management's $1-billion stake purchase grabbed investor attention.LULU Vs. NKE: A Tale Of Two StocksLululemon's stock is still down sh ...

Artificial intelligence is beginning to reshape how hotel rooms may soon be searched and booked, as emerging platforms like DirectBooker seek to give AI agents direct, real-time access to hotel rates, availability, and amenities.Online travel agencies, including Booking Holdings Inc. (NASDAQ:BKNG) , Expedia Group, Inc. (NASDAQ:EXPE) , and TripAdvisor, Inc. (NASDAQ:TRIP) , remain well-positioned to benefit from AI-driven booking, according to BTIG analyst Jake Fuller.Fuller discussed AI’s impact on travel wi ...

koto_feja/iStock via Getty Images Listen below or on the go via Apple Podcasts and Spotify Trump Media’s $6B merger with fusion company TAE. (0:15) Inflation drops – with caveats. (1:30) OpenAI valued at $750B. (3:21) The following is an abridged transcript: TAE Technologies, a long-running nuclear fusion developer backed by major technology and energy investors, is set to go public through a $6 billion merger with Trump Media & Technology Group (DJT) — a milestone for the fusion energy sector amid s ...

AvantisAVIVchuck jaffecore strategies Content Hubetf of the weekexpert insightsPodcaststodd rosenbluth Earn free CE credits and discover new strategies VettaFi's Head of Research Todd Rosenbluth discussed the Avantis US Small Cap Value ETF (AVUV) on this week's "ETF of the Week†podcast with Chuck Jaffe of "Money Life.†For more news, information, and strategy, visit the Core Strategies Content Hub. RELATED TOPICS ...