Analysis

According to our estimates, the margins will take a significant hit in the coming months but even with this into account, the valuation seems quite attractive as the PE ratio is way below the historical average.

Tariffs are rattling markets and leading to spikes in volatility. Growth-focused sectors like technology and consumer discretionary are particularly vulnerable given their cyclicality and global exposure.Where to invest $1,000 right now? Our analyst team just revealed what they believe...

It's been a wild week for semiconductor stocks. And for good reason, as tariffs throw a wrench into global supply chains and capital spending, thereby affecting demand for chips.One of the largest semiconductor exchange-traded funds (ETFs) by net assets is the iShares Semiconductor ETF

Financial services giant JPMorgan Chase (NYSE:JPM) reported 2025 results on Friday, April 11, that exceeded analysts' consensus top- and bottom-line expectations. Earnings per share (EPS) of $5.07 solidly beat the analyst estimate of $4.63. Revenue rose to $45.3 billion, topping estimates of $44...

It's been quite a week on Wall Street. The S&P 500 (SNPINDEX: ^GSPC) market index rose 9.5% on Wednesday as President Trump hit the pause button for 90 days on most of his new tariff policies.Many headlines highlighted this massive gain as a historic moment. And why not? This was the S&P 500's bigge

TradingKey - While the S&P 500 Financials sector is expected to increase earnings modestly, 2.3% year over year, by FactSet's estimate, there is huge dispersion in the background. 

Investors and consumers alike have had plenty to worry about in recent weeks. The on-again, off-again tariffs, the ongoing trade war with China, and persistent inflation have led to concerns about a potential recession.

WASHINGTON, April 9 (Reuters Breakingviews) - Conflicts in the 20th century made U.S. defense companies the armorers to the world. The trade war waged by President Donald Trump threatens to diminish their status. Shock tariffs compound schisms with allies over Ukraine, Greenland ...

While global stock markets have been disrupted by U.S. tariff hikes, the IPO of CoreWeave has become a key focus of attention.

TradingKey - CoreWeave Revenue soared from $15.8M in 2022 to $1.92B in 2024, with a staggering 80% CAGR projected through 2026.

TradingKey - Alibaba Cloud’s non-GAAP revenue grew 11% YoY, with AI products posting triple-digit growth for six straight quarters, driven by surging enterprise inference demand.

TradingKey - Visa Q1 FY25 revenue rose 10% YoY to $8.8B, led by strong growth in international transaction fees (+14%) and data processing revenue (+9%).

NEW YORK, April 8 (Reuters) - A dramatic U.S. stock slide is fanning fears of even more dire scenarios for the market, as investors weigh the potential for a prolonged global trade war and a much dimmer corporate profit outlook.

TradingKey - Block is a leading global financial technology company. GPV growth slowed to 10% due to U.S. market saturation (6.9% growth in Q4 2024) and competition from Clover and Toast; international markets and lending (22% of gross profit) offset declines. Growth stalled with monthly active...

TradingKey - Pfizer’s non-COVID portfolio grew 12% in 2024, led by a 65% surge in Vyndaqel sales and 26% oncology revenue growth.

TradingKey - ASML generated €28.3B revenue and €7.6B net income in 2024, with 77% from system sales and 16% YoY growth in recurring services.

Marvell's AI ASICs deliver efficiency benefits but contend with constrained market share (10-15%) and concentrated demand.

TradingKey - Unity Software (U) was founded in 2004 and headquartered in San Francisco, California.   Unity is a leading real-time 3D content creation platform but faces challenges in revenue due to past policy missteps such as the failed Runtime Fee policy.

TradingKey - Palo Alto is the biggest player in the area of network cybersecurity. The revenue growth of the company has been slowing down in the last year due to an aggressive discounting policy, which is a consequence of revamping their sales approach from selling stand-alone products to...

TradingKey - In the crowded space of semiconductor giants, Micron Technology (NASDAQ: MU) has emerged quietly among the most crucial providers to the generative AI revolution.