Tokyo Electron Ltd. controls an estimated 86.6% of the $3.78 billion photoresist track equipment market, but specialty semiconductor manufacturers have requirements that differ from those of high-volume logic and memory fabs. S-Cubed’s Quad Z…
Getty Realty has handed investors 13 straight years of dividend raises and a yield near 7%, but its portfolio leans heavily on a single sector that carries risks most net-lease landlords avoid entirely.
Cadence Design Systems (NASDAQ:CDNS | CDNS Price Prediction) is expected to report third-quarter results Monday, October 26, after the close. The stock is up only 0.61% year to date, so this report needs to…
Coca-Cola (NYSE:KO | KO Price Prediction) reports third-quarter results on October 27 before the market opens. Coca-Cola has beaten EPS estimates for six straight quarters, and shares are up 38.07% this year. That leaves…
Optical networking stocks that powered the AI data-center trade this year are falling fast, and the selling is landing on the group’s biggest names at once. Coherent (NYSE:COHR | COHR Price Prediction) stock is…
Verizon (NYSE:VZ | VZ Price Prediction) reports third-quarter results on October 26, days after SpaceX (NASDAQ:SPCX) announced a roughly $8 billion deal for nationwide 800 MHz spectrum. I think the deal makes this report…
Brad Gerstner says we are on the brink of superintelligence and whoever controls the most compute wins, but the company doing the heaviest spending may not be the one pocketing the profits.
Power stocks that rallied on the AI data center trade are reversing, and the selling is landing hardest on the fuel cell makers most exposed to that expansion. Bloom Energy (NYSE:BE) stock leads the…
CoreWeave (NASDAQ:CRWV) sold bonds due in 2032 at a 9.625% yield. Last week a widely shared chart showed those bonds yielding about 15%, and Reuters reported that the company’s credit default swaps topped 1,000…
European Lithium holders voted heavily for a takeover that would give their acquirer full control of a Greenland rare earth project, and shares of the buyer are sliding anyway. Critical Metals (NASDAQ:CRML) stock is…
PepsiCo trades nearly 19% below its 52-week high while Wall Street sits overwhelmingly on the sidelines, but one struggling business unit holds the key to whether this Dividend King is a bargain or a…
Buying Bitcoin at its record high felt exciting until the price started falling, and now a full recovery demands far more than simply retracing lost ground. History hints at how long the wait could…
CNN’s Fear & Greed Index rose to 31 on Wednesday, deep in “Extreme Fear” territory. A week ago, it read 30. The increase follows a hot inflation report, new attacks in the Middle East,…
Elon Musk has raised the idea of competing with the world’s largest online retailer. A user said that Amazon (NASDAQ:AMZN | AMZN Price Prediction) was blocking Grok bots from placing orders. The SpaceX (NASDAQ:SPCX)…
ASML just told investors its EUV machines are sold out through 2028, yet the stock sits well below its 52-week high. Whether supply constraints become a ceiling or a catalyst depends on one question…
