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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.
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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.
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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...
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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.
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Microsoft is expanding its European footprint through a new AI alliance, and the implications run deeper than expected.
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If TSMC believed there was an AI bubble, it wouldn't be spending $64 billion.
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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.
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Super Micro stock rallies on largely bullish preliminary Q4 earnings. Needham continues to see massive further upside in SMCI shares.
