Qualcomm QCOM shares are down 5% since its fiscal first quarter report last Wednesday, and have now fallen nearly 20% year to date. Even though Qualcomm exceeded quarterly expectations, its guidance came in below Wall Street's estimates, attributed to the well-documented memory chip shortage. Despite record Q1 sales, a cautious tone surrounding the shortage from Qualcomm’s management has weighed o...
Qualcomm QCOM shares are down 5% since its fiscal first quarter report last Wednesday, and have now fallen nearly 20% year to date. Even though Qualcomm exceeded quarterly expectations, its guidance came in below Wall Street's estimates, attributed to the well-documented memory chip shortage. Despite record Q1 sales, a cautious tone surrounding the shortage from Qualcomm’s management has weighed on investor sentiment and analysts' outlook for the stock. Triggering a Zacks Rank #5 (Strong Sell), Qualcomm is experiencing an unfavorable trend of declining EPS revisions, and lands the Bear of the Day. Image Source: Zacks Investment Research The Global Memory Chip Shortage Qualcomm has emphasized that memory chip shortages are hurting smartphone demand, which directly impacts its core handset processor business. The company has warned that original equipment manufacturers (OEMs) are pulling back on orders due to memory constraints, which is expected to weigh on sales in the near term. While investors love upstream suppliers during a shortage that can raise prices, such as storage and flash-chip memory providers, like Sandisk SNDK and Western Digital WDC, they typically avoid downstream component providers in the supply chain, like Qualcomm, which designs processors and modems that go into the finished devices. In other words, upstream suppliers sell the scarce resource; downstream suppliers depend on it. Weak Guidance & Declining EPS Revisions Qualcomm’s Q2 revenue guidance of $10.2–$11 billion missed the consensus estimates of $11.1 billion. More concerning, Q2 EPS guidance of $2.45–$2.65 was well under the Zacks Consensus of $2.85. Suggesting more downside risk ahead is that over the last 30 days, Qualcomm's fiscal 2026 and FY27 EPS estimates have now dropped over 7%, following a noticeable decline in the last week. Image Source: Zacks Investment Research Bottom Line Ironically, skyrocketing demand for AI data centers has diverted memory supply away from smartphones, c...
Key Points Micron is a cyclical stock, but it's enjoying a fantastic cycle right now. Microsoft is a cloud king that's looking historically cheap. Both AI stocks appear to be good picks, but one is more attractive over the long term. 10 stocks we like better than Microsoft › Momentum is great -- until it screeches to a halt. Both Micron Technology(NASDAQ: MU) and Microsoft(NASDAQ: MSFT) are good e...
Key Points Micron is a cyclical stock, but it's enjoying a fantastic cycle right now. Microsoft is a cloud king that's looking historically cheap. Both AI stocks appear to be good picks, but one is more attractive over the long term. 10 stocks we like better than Microsoft › Momentum is great -- until it screeches to a halt. Both Micron Technology(NASDAQ: MU) and Microsoft(NASDAQ: MSFT) are good examples of this. Micron's shares were soaring but are now down roughly 15% below the high set earlier this month. Microsoft has lost more than 20% of its value since late October 2025. Many forward-looking investors know that both of these artificial intelligence (AI) stocks could rebound strongly. Which is the better AI stock to buy on the dip: Micron or Microsoft? Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Micron: The law of supply and demand is on its side The main knock against Micron is that it's a cyclical stock, and no one knows when the cycle will swing downward. That's a fair criticism. However, the reality is that the law of supply and demand is firmly on Micron's side for now -- and could be for a while to come. Micron is one of three suppliers of high-bandwidth memory (HBM). AI applications require massive amounts of HBM. Micron revealed in its fiscal 2026 first-quarter update in December 2025 that its entire 2026 HBM supply had sold out. The tremendous demand for HBM is expected to continue. Micron projects that the total addressable market for HBM will increase by a compound annual growth rate of around 40% over the next three years, with the market expanding from $35 billion in 2025 to $100 billion in 2028. HBM isn't the only positive for Micron, though. The demand for DRAM and NAND memory is also so strong that the company is negotiating multi-year supply deals. Such agreements haven'...
Thomas Frank has been sacked by Tottenham, the final straw for the head coach coming on Tuesday when his team lost at home to Newcastle, leaving Spurs 16th in the Premier League, five points above the relegation zone. The Tottenham Hotspur Stadium crowd again rebelled against Frank, booing him and chanting that he would be sacked in the morning. The Dane, appointed on 12 June on a three-year contr...
Thomas Frank has been sacked by Tottenham, the final straw for the head coach coming on Tuesday when his team lost at home to Newcastle, leaving Spurs 16th in the Premier League, five points above the relegation zone. The Tottenham Hotspur Stadium crowd again rebelled against Frank, booing him and chanting that he would be sacked in the morning. The Dane, appointed on 12 June on a three-year contract to succeed Ange Postecoglou, leaves after eight games without a win in the league. The team are on a run of two victories in 17 in the competition. They also endured early exits in both domestic cups. The club’s form in the Champions League has been positive, a fourth-place finish in the league phase securing automatic passage to the last 16, but the mood towards Frank among supporters has been overwhelmingly negative. It was as much the stodginess of Frank’s football that drove a wedge between him and the fans and spelled the end. His team routinely lacked creativity and cutting edge, options on the ball. They struggled with their buildup work, to play through-balls and get runners in behind. Tottenham often fell back on predictable crosses and the supporters came to question the direction of travel under Frank: what they were evolving towards. Frank did not get the productivity from his attackers. Richarlison scored seven times in the league but Mohammed Kudus, Xavi Simons, Wilson Odobert, Mathys Tel and Randal Kolo Muani managed only six between them in the competition. Dominic Solanke has missed most of the season because of an ankle injury. Since his return, he has contributed two league goals. The Spurs board did not want to sack Frank. They were mindful of the problems he faced. The sheer number of injuries: Frank departs with 11 players out. The overall level of the squad. The draining demands of the Champions League. How the season was always likely to be one of transition, partly because of the unprecedented number of leadership position changes across the clu...
If a lofty price target seems too good to be true, it often is. Over the last century, no asset class has come close to matching the annualized return of stocks. But when the lens is narrowed to the past decade, Wall Street's major stock indexes haven't been able to hold a candle to cryptocurrency returns. In February 2016, the cumulative value of all digital currencies totaled less than $8 billio...
If a lofty price target seems too good to be true, it often is. Over the last century, no asset class has come close to matching the annualized return of stocks. But when the lens is narrowed to the past decade, Wall Street's major stock indexes haven't been able to hold a candle to cryptocurrency returns. In February 2016, the cumulative value of all digital currencies totaled less than $8 billion. As of this writing in the late evening on Feb. 7, the aggregate value of digital currencies is approximately $2.38 trillion, based on data from CoinMarketCap.com. Widely held digital tokens Bitcoin (BTC 3.23%) and XRP (XRP 4.15%) have catapulted higher by 18,500% and 17,450%, respectively, over the trailing decade. Despite these life-altering gains, optimism for this highly popular cryptocurrency duo hasn't slowed on Wall Street. Select pundits (Wall Street analysts or industry experts) are looking for up to three-to-four-digit upside for Bitcoin and XRP in the coming years. However, when an investment seems too good to be true, it often is. XRP: Implied upside of 768% by the end of 2028 Among Wall Street analysts, Standard Chartered's Geoffrey Kendrick sports the highest price target for XRP, the bridge currency used for cross-border payments in Ripple's payment network. His firm's report, published early last year, called for XRP to reach $8 in 2026, $10.40 per token in 2027, and $12.50 by the end of 2028. If accurate, Kendrick's call would represent 768% upside from the current price per XRP token. One of the leading catalysts for XRP, according to Kendrick, was the expected approval of spot XRP exchange-traded funds (ETFs), which has occurred since Standard Chartered's report was published. Giving investors access to spot XRP ETFs should lead to cash inflows and make it significantly easier for optimists to wager on the token's success. Kendrick also pointed to the end of a multi-year legal battle between the U.S. Securities and Exchange Commission (SEC) and Ripple a...
Erik Isakson/DigitalVision via Getty Images DigitalOcean ( DOCN ) has seen a significant turnaround in 2025 due to improved execution, rising profits, and higher adoption of AI-related products, which have renewed investor confidence. DigitalOcean was mostly unaffected during the broader market's SaaS sell-off related to AI disruption feats in the software space. This is a reflection that DigitalO...
Erik Isakson/DigitalVision via Getty Images DigitalOcean ( DOCN ) has seen a significant turnaround in 2025 due to improved execution, rising profits, and higher adoption of AI-related products, which have renewed investor confidence. DigitalOcean was mostly unaffected during the broader market's SaaS sell-off related to AI disruption feats in the software space. This is a reflection that DigitalOcean's business model may be relatively resilient to AI-driven disruption. DigitalOcean is a cloud infrastructure provider that provides customers with server, storage, and network resources that support their website, application, and online services. Rather than investing in their own physical hardware, customers rent these services on demand through an online platform and pay only for what they use. As demand for simple, cost-efficient cloud infrastructure continues to grow, DOCN may have further upside, especially given its reasonable valuation. Steady Growth In Q3 2025 , the company experienced overall faster growth across all metrics compared to the prior quarters. Total revenues of $230 million represent a 16% increase over the $218 million reported in Q3 2024. DigitalOcean's projected total revenues for the full year 2025 have increased to $897 million from previous estimates of $896 million. Annual recurring revenue increased to $919 million, or 16% above the prior year. The company's reported $44 million of incremental annual run-rate revenue in quarter three 2025 is the highest of any reported period of time in the company's history. Additionally, DigitalOcean reported a year-on-year increase of 72% in customer-generated revenue from customers generating over $1 million in annual run-rate revenue to more than $110 million. Furthermore, profitability continues to improve as the company generated $100 million of adjusted EBITDA in the quarter, representing a 15% increase in adjusted EBITDA and an increase in adjusted EBITDA margin to 43%. While DOCN reported net in...
Hansa Biopharma press release ( HNSBF ): Q4 GAAP EPS loss of SEK1.62 Revenue of SEK 76M (+135% Y/Y) Cash and short-term investments of SEK701.1M More on Hansa Biopharma Hansa Biopharma AB (publ) (HNSBF) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Seeking Alpha’s Quant Rating on Hansa Biopharma Historical earnings data for Hansa Biopharma Financial information for Hansa Bio...
Hansa Biopharma press release ( HNSBF ): Q4 GAAP EPS loss of SEK1.62 Revenue of SEK 76M (+135% Y/Y) Cash and short-term investments of SEK701.1M More on Hansa Biopharma Hansa Biopharma AB (publ) (HNSBF) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Seeking Alpha’s Quant Rating on Hansa Biopharma Historical earnings data for Hansa Biopharma Financial information for Hansa Biopharma
Key Points After hitting $4 per share in 2025, Plug Power stock is back to $2 per share. One thing needs to happen for the stock to double. 10 stocks we like better than Plug Power › Plug Power (NASDAQ: PLUG) has long been a volatile stock. The company's main revenue generator -- the design and manufacture of hydrogen fuel cell systems -- has historically been an up-and-down business. Some years, ...
Key Points After hitting $4 per share in 2025, Plug Power stock is back to $2 per share. One thing needs to happen for the stock to double. 10 stocks we like better than Plug Power › Plug Power (NASDAQ: PLUG) has long been a volatile stock. The company's main revenue generator -- the design and manufacture of hydrogen fuel cell systems -- has historically been an up-and-down business. Some years, hype for this clean energy technology has been rampant. In other years, the financial reality of hydrogen fuel cell systems becomes a drag on the stock price. Late last year, Plug Power stock soared from roughly $2 per share to more than $4 per share. With the stock price back at about $2, could another dramatic rise be around the corner in 2026? Another price spike is very possible, but a few catalysts will need to line up. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Plug Power will face financial difficulties in 2026 Before we get to any potential catalysts in 2026, it's important that investors understand the reality of Plug Power's business model right now. Around the world, hydrogen fuel cell systems largely remain economically unviable versus conventional systems. Airplanes, for example, are a wonderful use case for hydrogen fuel. Hydrogen fuel cells can replicate the energy density required for air travel. And the fact that planes almost always land and take off in regular locations (i.e., airports) makes it easy to co-locate hydrogen storage and transfer infrastructure. In theory, we could transition the entire airline industry over to a relatively clean-burning fuel source over the next few years. There's just one problem: Conventional fossil fuels remain far more cost-effective than hydrogen-based fuels. This reality is consistent across nearly every other industry and end market. At the end...