Having always been a learning machine, I speak five languages, have worked as a sales agent, project manager, translator, computer consultant, software engineer, built a house with my own hands, published books and essays on literature, philosophy and art, have written for magazines of various kinds in different countries. After retiring early in 2004, little by little, I have become a fund manager for some friends and myself, following the principles of value investing laid out by Benjamin Graham, Phil Fis ...

Group 1: Intel Corporation (INTC) - Intel is transitioning from a PC-centric business model to data-centric businesses, focusing on AI and autonomous driving [1][3] - The company has launched AI chips, including the Intel Core Ultra with a neural processing unit, achieving 2.5x better power efficiency than previous generations [3][4] - Intel's AI solutions are expected to drive down costs and improve performance across the semiconductor ecosystem, with a target to ship over 100 million AI PCs by the end of 2025 [4] - Despite these advancements, Intel faces challenges due to significant revenue dependence on China and increasing competition from domestic chipmakers [5] - The Zacks Consensus Estimate for Intel's 2025 sales indicates a year-over-year decline of 1.7%, while EPS is expected to grow by 215.4% [10] Group 2: HubSpot, Inc. (HUBS) - HubSpot is enhancing its platform by integrating AI tools and acquiring companies like Clearbit and Frame AI to improve customer data utilization [2][8] - The introduction of a seat pricing model is expected to lower barriers for new customers and drive growth [6][7] - HubSpot's fiscal 2025 sales are projected to grow by 17.4%, with EPS expected to rise by 16.9% [11] - The company has launched a $20 per month marketing starter pack, which may attract new customers but could also impact average revenue per customer [9] - Long-term earnings growth expectations for HubSpot are at 19.5%, indicating a strong growth outlook compared to Intel's 7.1% [17] Group 3: Comparative Analysis - Over the past year, Intel's stock has gained 17.2%, while HubSpot's stock has decreased by 8.6% [13] - Intel's shares trade at a price/sales ratio of 1.93, significantly lower than HubSpot's 7.08, making Intel more attractive from a valuation standpoint [14] - Both companies are rated with a Zacks Rank 3 (Hold), indicating a neutral outlook [16]

Thursday, August 21, 2025Pre-market futures are sliding back into the red at this hour, on less-than-stellar numbers out this morning for Weekly Jobless Claims, Philly Fed and Walmart earnings. The Dow is -157 points currently, the S&P 500 is -24, the Nasdaq -90 and the small-cap Russell 2000 is -12. Over the past five trading days, these major indexes are down between -1% (Dow) and -3% (Nasdaq).Economic Prints Ahead of the Bell: Jobless Claims, Philly FedInitial Jobless Claims are out this Thursday morning ...

Key Takeaways PANW launched an ASPM module in Cortex Cloud to stop risks before code reaches production.ASPM supports partner tools and fits into PANW's platformization strategy.Cortex and Cloud ARR grew ~25% Y/Y in Q4, reflecting strong platform momentum.Palo Alto Networks (PANW) has expanded its Cortex Cloud platform with a new prevention-first Application Security Posture Management (ASPM) module. The new ASPM module aims to stop risks before code hits production and also supports an open ecosystem of pa ...

Jim Wyckoff has spent over 25 years involved with the stock, financial and commodity markets. He was a financial journalist with the FWN newswire service for many years, including stints as a reporter on the rough-and-tumble commodity futures trading floors in Chicago and New York. As a journalist, he has covered every futures market traded in the U.S., at one time or another. Jim is the proprietor of the "Jim Wyckoff on the Markets" analytical, educational and trading advisory service. Jim also worked as a ...

Guess logo is seen at a store in Krakow, Poland on January 24, 2024. (Photo by Jakub Porzycki/NurPhoto via Getty Images)NurPhoto via Getty Images Guess Stock (NYSE: GES) is entering a crucial stage, revealing its intentions to privatize through a $1.4 billion agreement with co-founders Maurice and Paul Marciano, CEO Carlos Alberini, and Authentic Brands, the owner of Reebok. Authentic Brands will obtain 51% of Guess’s intellectual property, while the remaining shares will remain with current shareholders. S ...

Sometimes you just have to pay for quality. I advocate this no more than with IRadimed Corporation (NASDAQ: IRMD ), a business with among the most exceptional economic characteristics I have come across inEquity strategist (US Equities)Technical focus on fundamental value drivers of business economics to uncover high probability long-term compounders. Seeking to buy at appropriate prices relative to intrinsic worth. Partners are represented over the cross-section of financial markets, from speculators, hedg ...

Key Takeaways PVH expects Q2 revenues of $2.1B, up 1.3%, and EPS of $1.97, down 34.6% year over year.Brand portfolio and PVH+ Plan support growth through marketing and global expansion.Margin pressure persists from promotions, higher costs, and weak consumer sentiment.PVH Corporation (PVH) is likely to post a year-over-year decline in its bottom line when it reports second-quarter fiscal 2025 results on Aug. 26, after market close. The Zacks Consensus Estimate for quarterly revenues is pegged at $2.1 billio ...

Key Takeaways Estimates for GBX's 2025 earnings rose 28%, reflecting brokers' confidence in growth.GBX shares gained 3.2% in 90 days, topping the industry's 0.2% decline over the same period.Q3 results saw an 18% gross margin, $140M cash flow and a $2.5B railcar backlog.The Greenbrier Companies (GBX) is benefiting from its robust operational efficiency, boosting its prospects. The company’s shareholder-friendly initiatives are also commendable. Due to these tailwinds, GBX shares have performed impressively ...

Key Takeaways Lam Research trades at a 22.33 forward P/E, below industry and key peers like KLAC and ASML.LRCX's revenues jumped 34% to $5.17B in Q4 2025, with EPS surging 64% year over year.China made up 34% of LRCX revenues, down from 42%, amid trade tensions and export curbs.Lam Research Corporation (LRCX) , a leader in semiconductor fabrication equipment, currently trades at a forward 12-month price-to-earnings (P/E) ratio of 22.32, significantly lower than the Zacks Electronics – Semiconductors industr ...