The worst is likely in the price. The Kokai bet and CTV tailwinds are not.
The stock is still down 29% from its peak. H1 results beat a low bar. The real...
Revenue up 48%, margins at 52.7%, and Q1 guidance 9% above the Street.
A $140B wafer fab equipment outlook meets a highest-stakes earnings call in chip equipment.
Ten straight profitable quarters, 14.7 million members, and a stablecoin nobody saw coming.
The chip giant is financing the infrastructure it sells into.
The chip world's invisible quality cop is set to report fiscal Q4 earnings.
A $9.4B quarterly orders number and 58% revenue growth meet an ~$18.7B total-debt load at earnings.
A ~$110 billion merger hit a wall this week. The arbitrage math is complicated.
The turnaround is real. The valuation at 45x earnings leaves no room for a miss.