Latest Articles
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A 5-Day Winning Streak Has Skyworks Solutions Stock Up 24%
A semiconductor stock’s sudden rally puts its performance and its fundamentals in sharp contrast. A five-day run in Skyworks Solutions (SWKS) stock has added about $2.5 billion to the company’s market value, which now stands at about...
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13 Red Days In A Row: Equity Lifestyle Properties Stock Is Down 8.6%
A persistent slide in this stock has drawn attention, but the underlying business numbers may tell a different story. Equity Lifestyle Properties (ELS) stock has now moved lower for 13 consecutive trading days, a cumulative loss of 8.6%. That s...
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What Are You Really Paying For Reddit’s Ad Growth?
Reddit (RDDT) stock is down about 35% over the past twelve months. Yet at about $155 it still trades at about 26.5 times trailing adjusted earnings, meaning normalized net income with stock-based compensation added back. The forecast that makes R...
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Would You Be Glad To Own Accenture If Its Consulting Work Stays Slow?
Accenture (ACN) trades about 37% below its 52-week high after a 27% drop over the past year. In fiscal Q3 2026, new bookings fell and a couple of managed services deals slipped into fiscal 2027. Selling a put pays you now to agree to buy the shar...
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Is Uber Stock Cheap, Or Is The Cash Already Spent?
Uber Technologies (UBER) generates free cash flow worth 6.8% of its market value a year, against 4.5% for the median S&P 500 company. A gap that wide usually points to a business the market expects to shrink. Uber is not shrinking; revenue gr...
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Why Did Freeport-McMoRan Stock Drop On Doubts Over A Tariff It Would Gain From?
Freeport-McMoRan (FCX) stock fell 6.6% on Thursday to close at $71.21, while the S&P 500 slipped 0.6%. Copper sold off on surging yields and on reports that the White House has yet to decide on copper tariffs, raising concern the plan could b...
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How Far Could Take-Two Stock Fall In A Market Shock, With Grand Theft Auto VI Still To Come?
Take-Two Interactive Software (TTWO) stock is down 13.4% over the past month, though still up 3.1% over three months. Over the past twelve months it has lost 12.5% while the S&P 500 returned 17.9%. The weakness is not the market’s, and ...
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Is Cipher Digital Stock Expensive, Or Just Early?
At about $15.90 a share, Cipher Digital (CIFR) trades at 34.1 times sales, against 3.1 for the S&P 500, while its quarterly revenue falls. But those sales were booked before its data centers collected any rent. What you are buying is three le...
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How Far Could Cisco Stock Swing On You As AI Networking Orders Grow?
Cisco Systems (CSCO) stock trades at $107.44, and its options price a range over the next twelve months from near $74 to near $156. The market gives the shares about a two-in-three chance of finishing inside that band, and the band carries no vie...
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What Did Dell Technologies Say Before Its Stock Quadrupled?
Dell Technologies (DELL) stock more than quadrupled over the past year, a 323% gain, against about 18% for the S&P 500, and even Hewlett Packard Enterprise (HPE), up 130.6%, finished far behind. Management had described most of the drivers be...
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Does Arrow Electronics Still Buy Back Enough Stock To Matter?
Arrow Electronics (ARW) stock has gained about 50% over the past six months and then stopped. It has slipped 1.0% over the past three months and trades roughly 9% below its 52-week high. Underneath the run is a machine that pays owners whether or...
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Arista Networks Stock Rallied, But Is It Now A Bet On Its Suppliers?
Arista Networks (ANET) stock has gained about 51% since mid-December, against about 12% for the S&P 500. Peers Dell Technologies (DELL) rose 293% and Hewlett Packard Enterprise (HPE) 135%, while Cisco Systems (CSCO) gained about 40%. AI deman...
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EBAY Paid Holders $19 Billion While The Stock Trailed The Market
The online marketplace sent owners a torrent of cash, yet the stock trailed the pack. Here is the accounting of what that trade-off actually bought. eBay stock trades around $105 a share, having underperformed the S&P 500 over the past year...
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How Far Could Alphabet Stock Move On You In A Year?
Alphabet (GOOGL) stock trades at about $332, and options expiring roughly a year out price a 68% probability range running from roughly $233 to roughly $474. That floor sits just under the stock’s 52-week low of $235.96, while the ceiling c...
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How Far Could Meta Stock Swing While Its Data Center Bill Climbs?
At about $644.38 a share, Meta Platforms (META) stock carries options that price a range from roughly $418 to $993 for about a year out. The floor of that band would take about a third off a position, and the ceiling would add more than half. Wid...
