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Nvidia's tech AI chips threat
CNBC Television· 2025-07-24 18:20
Welcome back. Alphabet reporting strong earnings and boosted its capex plans by10 billion dollars to $85 billion this year. That big number is increasing shares of Nvidia and Broadcom today.We'll tell you the reason behind those gains is key. Christina Partenee is here to explain in today's tech check. Christina.Oh, Kelly, thanks. You talked about the ramped up capex which really means pouring cash into servers and data centers for Google and it's boosting like you said Broadcom shares up about 2%. The two ...
D.R. Horton: Robust Operations And Liquidity Warrant An Upside
Seeking Alpha· 2025-07-24 18:09
Group 1 - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, with a focus on banks, telecommunications, logistics, and hotels [1] - The popularity of insurance companies in the Philippines has influenced investment strategies, leading to diversification beyond traditional savings in banks and properties [1] - The investment approach has evolved from focusing solely on blue-chip companies to a more diversified portfolio across various industries and market capitalizations [1] Group 2 - The entry into the US market occurred in 2020, following a period of learning and analysis through platforms like Seeking Alpha [1] - The investor has holdings in US banks, hotels, shipping, and logistics companies, indicating a strategic approach to portfolio diversification [1] - The comparative analysis between the US and Philippine markets has been a key aspect of the investment strategy, enhancing market awareness and decision-making [1]
X @Wendy O
Wendy O· 2025-07-24 18:04
MASSIVEAccredited Investors may need to pass a knowledge test, not a money test-The House passed the Equal Opportunity for All Investors Act-allows people to qualify as accredited investors by passing an SEC test instead of meeting wealth and income limits-Aims to expand access to private markets, VC, pre-IPO, hedge funds for informed investors-test will measure knowledge of private securities, risk, illiquidity, financial statements-Goal is to unlock more funding for startups while protecting consumersSOUR ...
TriCo (TCBK) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-07-24 18:02
TriCo (TCBK) reported $103.61 million in revenue for the quarter ended June 2025, representing a year-over-year increase of 5.9%. EPS of $0.84 for the same period compares to $0.87 a year ago.The reported revenue represents a surprise of +2.38% over the Zacks Consensus Estimate of $101.2 million. With the consensus EPS estimate being $0.82, the EPS surprise was +2.44%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their ...
X @The Block
The Block· 2025-07-24 17:55
Strategy upsizes preferred 'Stretch' stock offering to $2 billion to buy more bitcoin https://t.co/1FoK3I5NNZ ...
Is Ralph Lauren (RL) a Solid Growth Stock? 3 Reasons to Think "Yes"
ZACKS· 2025-07-24 17:46
Core Viewpoint - Investors are seeking growth stocks that can deliver above-average growth and exceptional returns, with Ralph Lauren identified as a strong candidate due to its favorable growth metrics and Zacks Rank [1][2]. Group 1: Earnings Growth - Ralph Lauren has a historical EPS growth rate of 51%, with projected EPS growth of 11.4% for the current year, significantly outperforming the industry average of -4.1% [5]. Group 2: Cash Flow Growth - The company exhibits a year-over-year cash flow growth of 10.2%, which is notably higher than the industry average of -5.4% [6]. - Over the past 3-5 years, Ralph Lauren's annualized cash flow growth rate has been 5.4%, compared to the industry average of 4.8% [7]. Group 3: Earnings Estimate Revisions - The current-year earnings estimates for Ralph Lauren have been revised upward, with the Zacks Consensus Estimate increasing by 0.5% over the past month [8]. Group 4: Overall Assessment - Ralph Lauren holds a Zacks Rank of 2 (Buy) and a Growth Score of B, indicating its potential as a solid choice for growth investors [9][10].
3 Reasons Why Growth Investors Shouldn't Overlook Array Technologies (ARRY)
ZACKS· 2025-07-24 17:46
Core Viewpoint - Growth investors are increasingly focused on stocks with above-average financial growth, but identifying such stocks can be challenging due to inherent risks and volatility [1] Group 1: Company Overview - Array Technologies, Inc. (ARRY) is currently recommended as a cutting-edge growth stock by the Zacks Growth Style Score system, which evaluates a company's real growth prospects [2] - The company has a favorable Growth Score and a top Zacks Rank, indicating strong potential for outperformance [10] Group 2: Earnings Growth - Array Technologies has a historical EPS growth rate of 80.4%, with projected EPS growth of 9.3% for the current year, surpassing the industry average of 7% [4] - Double-digit earnings growth is preferred by growth investors as it signals strong future prospects [3] Group 3: Cash Flow Growth - The company exhibits a year-over-year cash flow growth of 56%, significantly higher than the industry average of -31.9% [5] - Over the past 3-5 years, Array Technologies has maintained an annualized cash flow growth rate of 43.4%, compared to the industry average of 12.6% [6] Group 4: Earnings Estimate Revisions - There have been upward revisions in current-year earnings estimates for Array Technologies, with the Zacks Consensus Estimate increasing by 3.7% over the past month [8] - Positive trends in earnings estimate revisions correlate strongly with near-term stock price movements, indicating favorable conditions for the company [7]
Why Southwest Airlines Stock Tumbled Today
The Motley Fool· 2025-07-24 17:27
Other investors are selling Southwest Airlines stock, so now it's time to buy.Southwest Airlines (LUV -11.47%) stock crashed 11.9% through 11:30 a.m. ET Thursday after missing analyst targets for both sales and earnings last night.Heading into the Q2 report, Wall Street expected the airline to report at least $0.51 per share in adjusted profit on quarterly sales of $7.29 billion. Southwest said earnings were actually only $0.43, however, and sales were only $7.24 billion. Southwest Airlines Q2 earningsIt g ...
SentinelOne: Palo Alto Bonus
Seeking Alpha· 2025-07-24 17:13
If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to end July, consider joining Out Fox The Street .Analyst’s Disclosure:I/we have a beneficial long position in the shares of S either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in ...
Popular Q2 Earnings Beat on Strong NII & Fee Income Growth Y/Y
ZACKS· 2025-07-24 17:06
Key Takeaways BPOP's Q2 EPS of $3.09 beat estimates and rose from $2.46 in the year-ago period.Net interest income rose 11.1% to $631.5M, and non-interest income climbed 1.3% year over year.Credit loss provisions rose 4.6% year over year, and expenses climbed nearly 5% from Q2 2024.Popular, Inc. (BPOP) reported second-quarter 2025 adjusted earnings per share (EPS) of $3.09, surpassing the Zacks Consensus Estimate of $2.60. The bottom line compared favorably with $2.46 reported in the year-ago quarter.The re ...