Stock Market & Financial News
Photronics: DRAM Shortage And CapEx Surge Support Long-Term Margin Expansion And Rerating
Photronics' Q4 earnings and Q1 outlook confirm my initial thesis of a return to YoY growth in FY 2026. The ongoing DRAM shortage driving captives to outsource more high-end photomask production to merchants positions Photronics for a multi-year cycle of revenue growth and EBIT margin expansion. Photronics' ongoing expansions in Korea and the US position it to capitalize on Micron's and Samsung's DRAM capacity expansion projects, expected to come online in 2027 and 2028, respectively.
Mitsubishi UFJ (MUFG) Could Be a Great Choice
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does MUFG (MUFG) have what it takes?
How Low Can AMD Stock Go?
Advanced Micro Devices (AMD) shares have decreased by 18.6% over the course of 21 trading days. This recent downturn stems from revived worries concerning intense competition in AI and Oracle's capital expenditure troubles, yet steep declines such as this often prompt a more challenging inquiry: is the current weakness short-lived, or indicative of more profound issues?
Get Paid 8.5% To Buy Starbucks Stock At A 30% Discount
At about $85.35 a share, Starbucks (SBUX) is trading roughly 25% below its 52-week high as investors weigh slower traffic trends, near-term margin pressure, and a turnaround that is taking longer to play out.
Macquarie Core Equity Fund Q3 2025 Contributors And Detractors
For 3Q25, Macquarie Core Equity Fund Institutional Class shares underperformed the Fund's benchmark, the S&P 500 Index. Cummins Inc. saw steady share price gains and positive momentum due to strong revenue and earnings growth, particularly in its power generation business, which has significant datacenter exposure. Fiserv Inc.'s (FISV) stock experienced weakness in 3Q25 primarily due to a slowdown in the growth of its Clover payment processing unit.
Zillow shares fall as Google tests new real estate ad format
Zillow (NASDAQ:Z) shares fell 8.5% on Monday after reports that Alphabet Inc (NASDAQ:GOOG)'s Google is testing a new mobile real estate advertising format that could challenge the online property portal's lead-generation business. The search giant's new ad unit, developed in partnership with real estate analytics and brokerage firm ComeHome, allows users to view live MLS listings directly within Google search results and request home tours through a “Request a tour” button.
Serve Robotics Deploys 2,000 Robots & Leads U.S. Sidewalk Delivery
SERV reaches its 2025 target with 2,000+ autonomous robots, becoming the largest U.S. sidewalk delivery fleet through rapid expansion and disciplined execution.
Dell Technologies vs. Apple: Which PC Stock Has an Edge Now?
DELL is positioning for upside via AI PCs, enterprise demand, and the Windows 11 refresh, despite Apple's M5 Macs and strong adoption keeping it ahead in PCs.
Finally! U.S. Federal Jobs Data - Global Week Ahead
The shutdown-delayed U.S. jobs report for November will shed light on the extent of labor market weakening that could help determine the Federal Reserve's next rate move.
DAKT or KLAC: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Electronics - Miscellaneous Products sector might want to consider either Daktronics (DAKT) or KLA (KLAC). But which of these two companies is the best option for those looking for undervalued stocks?
CWENA vs. ORA: Which Stock Is the Better Value Option?
Investors interested in Alternative Energy - Other stocks are likely familiar with Clearway Energy (CWENA) and Ormat Technologies (ORA). But which of these two stocks is more attractive to value investors?
BFH or AXP: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Financial - Miscellaneous Services sector might want to consider either Bread Financial Holdings (BFH) or American Express (AXP). But which of these two stocks presents investors with the better value opportunity right now?
MTG vs. ZURVY: Which Stock Is the Better Value Option?
Investors with an interest in Insurance - Multi line stocks have likely encountered both MGIC Investment (MTG) and Zurich Insurance Group Ltd. (ZURVY). But which of these two stocks presents investors with the better value opportunity right now?
GEN vs. TT: Which Stock Is the Better Value Option?
Investors with an interest in Technology Services stocks have likely encountered both Gen Digital (GEN) and Trane Technologies (TT). But which of these two stocks presents investors with the better value opportunity right now?
EIX or NEE: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Utility - Electric Power sector might want to consider either Edison International (EIX) or NextEra Energy (NEE). But which of these two stocks presents investors with the better value opportunity right now?
USB vs. NTRS: Which Stock Is the Better Value Option?
Investors looking for stocks in the Banks - Major Regional sector might want to consider either U.S. Bancorp (USB) or Northern Trust Corporation (NTRS). But which of these two companies is the best option for those looking for undervalued stocks?
ARI or LADR: Which Is the Better Value Stock Right Now?
Investors interested in REIT and Equity Trust stocks are likely familiar with Apollo Commerical Finance (ARI) and Ladder Capital (LADR). But which of these two stocks is more attractive to value investors?
PECO vs. SKT: Which Stock Is the Better Value Option?
Investors interested in stocks from the REIT and Equity Trust - Retail sector have probably already heard of Phillips Edison & Company, Inc. (PECO) and Tanger (SKT). But which of these two stocks is more attractive to value investors?
CUZ or EGP: Which Is the Better Value Stock Right Now?
Investors interested in stocks from the REIT and Equity Trust - Other sector have probably already heard of Cousins Properties (CUZ) and EastGroup Properties (EGP). But which of these two companies is the best option for those looking for undervalued stocks?
SNX or EPAM: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Computers - IT Services sector might want to consider either TD SYNNEX (SNX) or Epam (EPAM). But which of these two stocks presents investors with the better value opportunity right now?
Is Nutanix Stock A Good Buy At $48?
Nutanix (NTNX) stock has dropped by 29.7% in under a month, falling from $67.71 on 12th Nov, 2025 to $47.58 currently. What lies ahead?
EnWave Corporation (ENW:CA) Q4 2025 Earnings Call Transcript
EnWave Corporation (ENW:CA) Q4 2025 Earnings Call Transcript
Citigroup Nears Regulatory Approval for 25% Banamex Stake Sale
C nears regulatory approval to sell a 25% stake in Banamex, advancing its plan to exit Mexican consumer banking.
Lidar-maker Luminar files for bankruptcy
Lidar company Luminar has filed for Chapter 11 bankruptcy protection after months of layoffs, executive departures, and a legal fight with its largest customer, Volvo.
Nvidia: H200 China Sales And The Margin Tradeoff
Using prior $2B–$5B H20 upside guidance as a baseline, I model H200 net upside of roughly $3.75B–$15B if Nvidia Corporation absorbs the full fee. If NVDA splits the 25% fee with Chinese hyperscalers via pricing increases, I see net upside rising to about $4.37B–$17.5B per quarter. Even though my model is a very rough estimate, it shows that the NVDA stock upside is material.
Here's Why RenaissanceRe Shares Are Attracting Prudent Investors Now
RNR shares are up 10% in six months as rising premiums, investment income and strategic deals strengthen its growth outlook.
Tempus AI Near $75 Target? Valuation, Upside and Risks
Tempus AI's rally meets a $75 target. Here's how valuation, catalysts, risks, and key numbers set up the risk-reward into 2026.
Cinemark Stock Could Fall Even More If Netflix Buys Warner Bros., Analyst Says
Deutsche Bank analyst Bryan Kraft lowered his price target on Cinemark to $32 from $34.
Westlake Corporation (WLK) Discusses Facility Closures and Profitability Improvement Actions in Performance and Essential Materials Segment Transcript
Westlake Corporation (WLK) Discusses Facility Closures and Profitability Improvement Actions in Performance and Essential Materials Segment Transcript
Profit taking tempers early gold gains; silver solidly up
Jim Wyckoff has spent over 25 years involved with the stock, financial and commodity markets. He was a financial journalist with the FWN newswire service for many years, including stints as a reporter on the rough-and-tumble commodity futures trading floors in Chicago and New York.
