3+ day, 10+ hour ago   (356+ words) What do massive earnings beats from Broadcom, Credo Technology Group, and Snowflake really tell us about the current state of the AI trade? During a recent episode of The AI Investor Podcast, Eric Bleeker and Austin Smith discussed why stocks…...

1+ week, 4+ day ago   (46+ words) 24/7 Wall St. Figures from SEC filings and company reports. Not investment advice. This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. © 2026 24/7 Wall St....

1+ week, 4+ day ago   (382+ words) During a recent episode of The AI Investor Podcast, co-host Eric Bleeker shared his views on Semtech and why he is buying on the idea of them continuing what has been a strong performance as of late. Eric cited Semtech's…...

2+ week, 4+ day ago   (580+ words) As seen on the 24/7 Wall St. homepage on August 25, 2026. Cramer is pinning Dick's Sporting Goods' 20% drop and cut full-year guidance on its newly acquired Foot Locker business, putting the whole athletic footwear channel on notice. Dick's also cut its full-year…...

4+ week, 2+ day ago   (1133+ words) AMAT guides for $8.95B revenue and $3.36 non-GAAP EPS, with CEO Gary Dickerson raising 2026 equipment growth above 30%. China supplied 27% of last quarter's revenue and remains the biggest wildcard despite a 94% Polymarket probability of a beat. Free cash flow collapsed 80% to $210 million against…...

1+ mon, 1+ day ago   (766+ words) LITE guides Q4 to a record ~$985M in revenue and 35% operating margins, yet Q3's beat still sent shares down 5%. NVIDIA's $2.02B direct investment anchors CEO Hurlston's $2B quarterly revenue target and a CPO opportunity he sized at over $5B. EML supply runs more than 30% short…...

1+ mon, 6+ day ago   (969+ words) ABNB faces a 70% EPS miss probability per prediction markets after three straight misses, trading at a stretched 37 P/E. Airbnb's AI assistant now resolves over 40% of support issues without human agents, cutting cost-per-booking 10% and defending a 35% EBITDA margin floor. Reserve Now,…...

1+ mon, 1+ week ago   (959+ words) MELI faces a Q2 bar of $9.74B revenue and $8.69 EPS after shares dropped 12.7% when Q1 barely cleared estimates. Analysts slashed EPS estimates 22.4% over three months, projecting earnings down 16% YoY even as revenue grows 43%. New CEO Ariel Szarfsztejn takes the Q2 call with Brazil credit…...

1+ mon, 1+ week ago   (959+ words) MELI faces a Q2 bar of $9.74B revenue and $8.69 EPS after shares dropped 12.7% when Q1 barely cleared estimates. Analysts slashed EPS estimates 22.4% over three months, projecting earnings down 16% YoY even as revenue grows 43%. New CEO Ariel Szarfsztejn takes the Q2 call with Brazil credit…...

1+ mon, 1+ week ago   (940+ words) AMZN reports Q2 2026 earnings today with a 96% Polymarket beat probability, yet shares are down 7% over the past week ahead of results. AWS sustaining 28% growth is the critical metric, as Amazon's $200B capex program needs validation to silence the capex-bubble critics. Amazon's chip…...