Micron has been caught in the memory sell-off, but its AI-driven business makes it a different story.
Despite facing tough competition and difficult logistical problems, SPCX is very expensive.
Arm Holdings continues to benefit from accelerating AI adoption and growing demand for its chip architecture across multiple end markets.
MOAT is a core, sleep-at-night fund for DIY investors. It cuts out the noise of chasing overhyped stocks by focusing on stable, high-quality businesses bought at reasonable prices.
Advanced Micro Devices reported strong Q2 revenue and earnings growth, but its free cash flow dipped below Q1 levels. But, AMD is undervalued, and a 10% lower short put play yields 3.5% for 1 month.
AMD’s shares sank after its Q2 results despite better-than-expected earnings.
With record first-quarter results setting a high bar, Intuitive Machines' Aug. 13 earnings could be a further defining moment for investors.
Palo Alto is nearing its latest earnings release, backed by strong execution and AI security tailwinds.
Chinese tech giant Baidu is set to report Q2 results on Aug. 18 as investors watch closely.
As the US fall harvest gets underway, it is time to look at Barchart's Cost of Carry tables to tell us if we need to hold 'em, or fold 'em.

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