Latest Articles
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Is NVIDIA Funding Its Own Stock Rally?
If you hold NVIDIA (NVDA) stock, one number deserves your attention: roughly a quarter. That is the share of fiscal 2028 business management expects from AI labs it will back with its own balance sheet. NVIDIA’s revenue more than doubled ye...
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What Are AMAT Stock Bears Missing?
Applied Materials (AMAT) runs a services business, Applied Global Services, that grew 22% from a year earlier in its latest quarter. You probably think of the company as a seller of chipmaking machines, a business that rises and falls with factor...
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Can Dell’s Margins Catch Up With Its Stock?
Dell Technologies (DELL) stock has returned 341% over the past twelve months, the best record among the six companies in its peer group. Its revenue growth also ranks first. Its operating margin ranks only fourth, and that gap is what a buyer tod...
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Can Visa Stock Keep Climbing After The World Cup?
Visa (V) stock has run well ahead of the market, returning 13.5% over the past three months against 4.2% for the S&P 500. It now trades about 4% below its 52-week high. The next leg depends less on card swipes than on the services Visa sells ...
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Is CrowdStrike Stock A Buy Today As AI Threats Lift Demand?
The popular view of CrowdStrike (CRWD) is that AI has made a fast-growing security company grow even faster. The stock returned 98% over the past year. The S&P 500 returned 18.5% over the same period. For that view to be right, two things mus...
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Is It Too Early To Buy Adobe Stock Before Its Free Users Pay Off?
Adobe (ADBE) stock has lost about a third of its value over the past year, while the S&P 500 (SPY) gained about 18%. It has already bounced 28% in three months. Yet near $250 it still sits about 32% below its 52-week high. At current levels, ...
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Marvell Technology Stock: 5 Straight Green Days, Up 18%
Marvell Technology (MRVL) stock has gained 18% in a rally that has now lasted for 5 consecutive trading days. That move has added about $35 billion to the company’s market value. For anyone holding the stock, this recent performance is a sh...
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Coherent Stock Climbs 21% On A 5-Day Winning Streak
A five-day surge has put the stock back on the map, but the underlying numbers suggest caution for investors chasing momentum. A five-day run in Coherent (COHR) stock has added about $11 billion to the company’s market value. The streak ha...
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5 Green Days In A Row: Ciena Stock Is Up 14%
A five-day run has pushed the stock higher, but a look at the underlying business metrics suggests a more complicated picture. Shares of Ciena (CIEN) have now risen for five consecutive trading days, delivering a cumulative gain of 14% over the ...
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Could You Have Seen Merck Stock’s Pipeline Run Coming?
Merck (MRK) stock gained about 89% in the year from mid-September 2025, against a 17.1% price gain for the S&P 500. It also beat Johnson & Johnson (JNJ), up 58%, and Eli Lilly (LLY), up 54%. The signs were public long before the run, in w...
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Why Is JNJ Stock Beating Rivals That Grow Faster?
Johnson & Johnson (JNJ) stock has returned 58% over the past twelve months, second best in a group of six health care companies. Its revenue growth ranks only fourth of the six. Three peers grew faster and returned less, Eli Lilly among them....
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How Far Can BSX Stock Swing After Losing More Than Half Its Value?
Boston Scientific (BSX) stock has fallen 55.5% over the past twelve months, and at $43.72 it trades barely above its 52-week low of $42.63. The options market now prices a likely one-year range from $28.46 to $67.16 a share. That band is wide, bu...
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Should Boeing Stock Investors Worry About Its Money-Losing Jet Business?
If you own Boeing (BA), the worry is whether its commercial airplane business can earn money on the jets it sells. In the second quarter of fiscal 2026, that business lost money. Its operating margin was negative 2.7%, meaning costs ran above sal...
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Why Did Vicor Stock Jump Before It Raised Its Outlook?
Vicor (VICR) stock gained 21.2% in the week to Monday, Sep 21, while the S&P 500 rose 1.9%. The spark was a new license for its AI power technology. The company said what that license adds to its sales only after Monday’s close, when it...
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How Will Paychex Stock React To Its Upcoming Earnings?
Paychex (NASDAQ:PAYX) is set to report its earnings on Wednesday, September 23, 2026. The company has $41 billion in current market capitalization. Revenue over the last twelve months was $6.5 billion, and it was operationally profitable with $2....
