Nvidia (NASDAQ: NVDA) has made many big moves in recent years, from launching the most powerful artificial intelligence (AI) chips and systems to becoming the first company to reach $4 trillion in market capitalization. The tech giant wisely identified the potential AI opportunity about a decade ago and set its sights on dominating the market. And this was the key move to unlock success. Nvidia's ...
Nvidia (NASDAQ: NVDA) has made many big moves in recent years, from launching the most powerful artificial intelligence (AI) chips and systems to becoming the first company to reach $4 trillion in market capitalization. The tech giant wisely identified the potential AI opportunity about a decade ago and set its sights on dominating the market. And this was the key move to unlock success. Nvidia's AI dreams came true, as it built out a complete AI portfolio including chips, networking tools, and more, and expanded its reach into a broad range of industries -- from healthcare to automotive. All of this has translated into enormous levels of revenue and profit. Stock performance followed, with Nvidia's shares soaring 500% over the past three years. But these days, Nvidia stock is struggling along with other stocks that earlier led market gains. These AI stocks and other growth players have fallen out of favor, at least temporarily, in today's tough market environment. And against this backdrop, Nvidia stock just did something for the first time in 13 years. Here's what history says may happen next... Continue reading
The geopolitical conflict in the Middle East has disrupted global energy markets, driving up oil and natural gas prices. That will directly benefit energy companies like Diamondback Energy (NASDAQ: FANG) , Devon Energy (NYSE: DVN) , and Chevron (NYSE: CVX) . They will probably be strong performers throughout 2026, given the nature of the oil market. Here's what you need to know. It isn't uncommon ...
The geopolitical conflict in the Middle East has disrupted global energy markets, driving up oil and natural gas prices. That will directly benefit energy companies like Diamondback Energy (NASDAQ: FANG) , Devon Energy (NYSE: DVN) , and Chevron (NYSE: CVX) . They will probably be strong performers throughout 2026, given the nature of the oil market. Here's what you need to know. It isn't uncommon for geopolitical conflicts to drive up energy prices. So, in some ways, what is transpiring in the Middle East has had a fairly predictable outcome on commodity markets. However, it is also important to understand that the end of the conflict won't instantly fix the supply disruptions that have impacted global energy prices. Image source: Getty Images. Continue reading
FitLife Brands (NASDAQ:FTLF) executives said the company’s fourth quarter and full-year fiscal 2025 results were shaped by the August 2025 acquisition of Irwin Naturals, while also acknowledging broad-based demand softness that intensified late in the fourth quarter and has persisted into the first
FitLife Brands (NASDAQ:FTLF) executives said the company’s fourth quarter and full-year fiscal 2025 results were shaped by the August 2025 acquisition of Irwin Naturals, while also acknowledging broad-based demand softness that intensified late in the fourth quarter and has persisted into the first
Penguin Solutions (NASDAQ:PENG) used its fiscal second-quarter earnings call to outline what CEO Kash Shaikh described as a market shift in artificial intelligence from model training toward production deployments increasingly focused on real-time inference. Shaikh, who led his first earnings call a
Penguin Solutions (NASDAQ:PENG) used its fiscal second-quarter earnings call to outline what CEO Kash Shaikh described as a market shift in artificial intelligence from model training toward production deployments increasingly focused on real-time inference. Shaikh, who led his first earnings call a
LazingBee/iStock via Getty Images Elme Communities ( ELME ) is currently in the later stages of liquidation. I believe that ELME is currently a BUY because the current trading price is well below the amount that will likely be generated from the liquidation process. I believe the future IRR could be 20% or higher depending on the timing of the redemption payments. On Liquidations A liquidation is ...
LazingBee/iStock via Getty Images Elme Communities ( ELME ) is currently in the later stages of liquidation. I believe that ELME is currently a BUY because the current trading price is well below the amount that will likely be generated from the liquidation process. I believe the future IRR could be 20% or higher depending on the timing of the redemption payments. On Liquidations A liquidation is a process where a company winds up its affairs and ends its existence. It involves the conversion of the company's assets into cash via sales and the payment of its liabilities. If the assets exceed the liabilities, the remaining excess is paid out to shareholders. This process of selling assets and paying liabilities sometimes can take years, with shareholders receiving irregular liquidating payments along the way. When the final liquidating payment is made, the company ceases its existence. The board of directors makes the initial decision to liquidate a company, which must also be approved by shareholders before the formal liquidation is declared and the process of selling assets can begin. When a liquidation is declared, trading in the company stock continues throughout the entire liquidation process. Stockholders have a claim to any resulting asset surplus, which for some companies can be quite valuable. Sometimes shares that were originally listed on a stock exchange may eventually be delisted to save on expenses. But they continue to trade in the OTC market. In the later stages, a stock may be converted into certificates of beneficial interest or liquidating trust units, which would also trade over-the-counter. Why would anyone want to invest in a company that is going out of business? The answer is pretty simple. If the current market of the stock is substantially less than the present value of the future payments to shareholders, you can make a nice profit by purchasing shares that entitle you to the future distributions. In some ways, this is similar to the liquid...
Earnings Call Insights: Cal-Maine Foods (CALM) Q3 fiscal 2026 Management view CEO Sherman Miller framed Cal-Maine’s strategy as “to compound intrinsic value per share over time through thoughtful portfolio evolution, efficient operations and prudent capital allocation,” while emphasizing mix shift, pricing structure changes, and scaling Prepared Foods to improve earnings durability in a cyclical e...
Earnings Call Insights: Cal-Maine Foods (CALM) Q3 fiscal 2026 Management view CEO Sherman Miller framed Cal-Maine’s strategy as “to compound intrinsic value per share over time through thoughtful portfolio evolution, efficient operations and prudent capital allocation,” while emphasizing mix shift, pricing structure changes, and scaling Prepared Foods to improve earnings durability in a cyclical egg market. Miller highlighted portfolio mix changes: specialty eggs were “50.5% of total shell egg sales compared to 24.4%,” Prepared Foods were “9.5% of net sales compared to 0.8%,” and combined specialty plus Prepared Foods were “52.9% of net sales compared to 24%.” Miller described market conditions as less disrupted than last year: “The average layer in flock is up about 2.2% year-over-year and depopulations are down 70.6% year-over-year,” adding that “retail volumes are up about 3% year-to-date,” while wholesale prices faced pressure as supply recovered and inventory building normalized. Miller pointed to M&A as part of tighter integration across the value chain, citing “the acquisition of the shell egg, egg products and prepared foods assets of Creighton Brothers and Crystal Lake,” which he said adds “nearby liquid egg capacity” to support internal sourcing for Prepared Foods ingredients. “For the third quarter of fiscal 2026, net sales were $667 million compared to $1.4 billion, down 53%,” said CFO Max Bowman, detailing that “diluted earnings per share were $1.06 compared to $10.38,” and noting Cal-Maine ended the quarter with “cash and temporary cash investments of $1.152 billion” and remained “virtually debt-free.” Outlook Management reiterated the Prepared Foods buildout timeline: “We expect Prepared Foods capacity to increase more than 30% over the next 18 to 24 months,” CFO Bowman said, adding that margin recovery is expected to be “progressive… beginning in Q4” and “trending back towards baseline through fiscal 2027 and 2028 as scale and network efficiencies ar...
Advanced Micro Devices (NasdaqGS:AMD) and Samsung have expanded their collaboration in AI memory and computing. The agreement secures HBM4 supply for AMD's next generation Instinct accelerators and advanced DRAM for upcoming EPYC CPUs. Both companies are also exploring adding Samsung as a foundry partner for future AMD products. For investors watching NasdaqGS:AMD, this move links a key AI and dat...
Advanced Micro Devices (NasdaqGS:AMD) and Samsung have expanded their collaboration in AI memory and computing. The agreement secures HBM4 supply for AMD's next generation Instinct accelerators and advanced DRAM for upcoming EPYC CPUs. Both companies are also exploring adding Samsung as a foundry partner for future AMD products. For investors watching NasdaqGS:AMD, this move links a key AI and data center roadmap directly to Samsung's HBM4 and DDR5 technologies. The shares recently closed...