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Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth...
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The stock market whipsawed again Wednesday, but mostly closed higher. Google, Tesla and Nvidia teased buys. Taiwan Semi earnings loom...
Continue ReadingNotion that Google has lost the ability to innovate is a common refrain that we have heard over the past several years and one that we subscribed to ourselves at one stage. Read more here...
Continue ReadingIts American depositary receipts are trading at the highest premium to its Taipei shares since 2002, on a 50-day moving average basis. The ADRs have surged 54% this year, outpacing the 38% gain in the Taiwan listing, as global traders boost bullish bets. “We are positive on TSMC’s outlook and expect it to raise its full-year 2025 sales growth outlook,” said Rex Chen, a Taipei-based fund manager at Capital Investment Trust Corp...
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Jamie Dimon isn't buying the AI bubble hype, but he's not sugarcoating the fallout either. In an interview with Fortune, the JPMorgan Chase & Co. (NYSE:JPM) CEO doubled down on his belief that artificial intelligence is not a fad and that the payoff .....
Continue ReadingThe Bristlemoon Global Fund returned 5.0 percent for the September 2025 quarter, with a 5.6 percent return for the month of September 2025, net of fees. Read more here...
Continue ReadingAntero Midstream Corp. (NYSE:AM) owns, operates, and develops infrastructure for natural gas and water handling in the Appalachian Basin of the U.S. It will report its Q3 2025 earnings on Oct. 29. Wall Street analysts expect the company to post EPS of .....
Continue ReadingSeattle-based F5 Inc. disclosed on Wednesday morning in a regulatory filing that nation-state hackers had breached its networks and gained “long-term, persistent access” to certain systems. The intruders stole files including portions of source code from the company’s BIG-IP suite of application services, which are widely used by Fortune 500 companies and government agencies, in addition to details about some flaws that could be used to target the company’s customers. Representatives for F5 have told customers that the hackers were in the company’s network for at least 12 months, according to the people, who asked not to be named as they aren’t authorized to speak publicly about the incident...
Continue ReadingAlphabet's profitability, rapid revenue growth, and TPU efficiency edge position it as a leader in enterprise AI adoption. Read why GOOG stock is a Buy...
Continue ReadingIn many ways, Apple’s (AAPL) 2025 story has been one of quiet resilience. Despite sluggish global smartphone demand, the world’s most valuable business was able to find new ways to bend the curve. Its success had everything to do with supply-chain recalibrations, a steady premium mix, along .....
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