Diageo inches higher on reports of new job cuts affecting as much as 30% of the workforce. Here’s what these layoffs really mean for DEO stock.
Near-term headwinds, including elevated capital expenditures and margin pressure, could keep a lid on Microsoft's short-term upside. But the company's long-term investment case remains solid.
Fortinet announced a collaboration with Intel to develop the Fortinet Security Processor 6 on the Intel 4 process, making Fortinet the first named cybersecurity customer for Intel Foundry.
MCD fell to a 52-week low near $264, down 23% from March highs, ahead of Aug. 4 earnings. Valuation looks cheaper, but FCF yield still falls short of GARP standards. Better to wait for post-earnings clarity...
Super Micro's $60 billion order haul and margin surprise sent shares up 13%, but a low-end revenue print, an undisclosed backlog balance, and an ongoing export-control review complicate the celebration....
In an interview, General Motors' CFO Paul Jacobson said that the stock is a "bargain" at around $75 per share. He is right, considering the tepid valuations.
Microsoft is expanding its European footprint through a new AI alliance, and the implications run deeper than expected.
If TSMC believed there was an AI bubble, it wouldn't be spending $64 billion.
The company could theoretically retire more than 40% of its outstanding shares. However, that is not as easy as many make it out to be.
Super Micro stock rallies on largely bullish preliminary Q4 earnings. Needham continues to see massive further upside in SMCI shares.

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