- S&P 5007,561.67−0.40%
- Nasdaq 10027,943.74−1.22%
- NVDA$162.85−2.01%
- AAPL$356.27+0.39%
- MSFT$523.88+0.17%
- GOOGL$295.77−0.98%
- AMZN$266.66−0.29%
- META$641.69+2.90%
- TSLA$390.22−1.82%
- AVGO$347.01−4.76%
- AMD$534.06−8.75%
- MU$778.31−2.52%
Stock news
317 stories
Market narrative auditsRambus Expects Product Sales to Offset Lower Royalties Next QuarterProducts would supply 56.5% of revenue at fourth-quarter guidance midpoints, up from 52.4% in Q3, as the royalty outlook steps down. RMBS · OptimistFi Research Desk · 
Investor guidesLam Research Is Up 34% This Year, Even After a Post-Results SelloffSales and margins climbed through September. A recent price reversal and a slower growth forecast make the next profitability test more revealing than the year-to-date gain. LRCX · OptimistFi Research Desk · 
Market narrative auditsMeta's $95 Billion AI Funding Plan Puts Shareholder Dilution in FocusThe company launched a smaller offering package and outlined a conditional stock-sale program. The shareholder cost depends on pricing and actual issuance. META · OptimistFi Research Desk · 
Market narrative auditsAnthropic Raises Its Microsoft Azure Commitment to $44.9 BillionThe minimum spending promise has grown by almost half. Its value to shareholders still depends on delivery costs, revenue timing and the capital Microsoft supplies. MSFT · OptimistFi Research Desk · - Market narrative auditsInsider Selling Isn't the Warning Sign. A Late Filing Is.We looked at 9,137 times three or more insiders sold at least $1 million of their company's stock within a month. Six months later those stocks had kept pace with similar companies. Companies that told the SEC a report would be late trailed by about 12 points.OptimistFi Research Desk ·
Market narrative auditsWhat Must ServiceNow, Inc. (NYSE: NOW) Prove in Q3?The subscription-revenue midpoint requires 2.6% sequential growth. cRPO guidance points to slower growth even as the margin target rises. NOW · OptimistFi Research Desk · 
Market narrative auditsCan RingCentral, Inc. (NYSE: RNG) Turn AI Adoption Into Faster Growth?Paid native AI penetration doubled, but the Q4 revenue midpoint is almost flat with Q3. Better margins do not yet prove faster growth. RNG · OptimistFi Research Desk · 
Market narrative auditsIs Robert Half Inc. (NYSE: RHI) Finally Recovering?Talent Solutions returned to growth and operating margin improved. Flat quarterly revenue and weaker year-to-date results keep the recovery unproven. RHI · OptimistFi Research Desk · 
Market narrative auditsWhat Must GE Vernova Inc. (NYSE: GEV) Prove in Q3?Q2 orders were 2.18 times revenue, but Wind losses widened. Q3 must preserve backlog quality and show that margin gains can broaden. GEV · OptimistFi Research Desk · 
Market narrative auditsElement Solutions Inc. (NYSE: ESI) Growth Is More Than AcquisitionsOrganic sales grew 13%, led by Electronics. Acquisitions still explain much of the reported expansion and add balance-sheet risk. ESI · OptimistFi Research Desk · 
Investor guidesWhy Is Broadcom Inc. (NASDAQ: AVGO) Stock Down 7% This Year?AI semiconductor revenue more than tripled in fiscal Q3, but customer concentration, a faster hardware mix and $61.1 billion of debt keep the next quarter decisive. AVGO · OptimistFi Research Desk · 
Market narrative auditsWhat Must Palantir Technologies Inc. (NASDAQ: PLTR) Prove in Q3?The Q3 revenue midpoint requires 11.7% sequential growth. Hitting the full-year midpoint would still leave another 12.1% revenue step-up for Q4. PLTR · OptimistFi Research Desk ·
RMBS · OptimistFi Research Desk · 
LRCX · OptimistFi Research Desk · 
NOW · OptimistFi Research Desk · 
RNG · OptimistFi Research Desk · 
RHI · OptimistFi Research Desk · 
GEV · OptimistFi Research Desk · 
ESI · OptimistFi Research Desk · 
PLTR · OptimistFi Research Desk ·