Nvidia, $NVDA, is hiking prices of many servers containing its AI chips by more than 15% as memory costs soar, per Bloomberg. The price hikes will go into effect on systems shipped early next year and will include those with …
Original link: [https://www.barrons.com/articles/chipotle-taco-bell-yum-stock-cyclospora-jalapenos-f89f08e5Chipotle](https://www.barrons.com/articles/chipotle-taco-bell-yum-stock-cyclospora-jalapenos-f89f08e5Chipotle) and Yum! Look Like Bargains After Food-Safety Selloff # The two chains have been performing strongly, and the scares should have a temporary effect on sales. By [Evie Liu](https://www.barrons.com/authors/evie-liu?mod=article_byline) Follow Updated Aug 21, 2026, 2:04 pm EDT …
Market cap : 1.4 trillion dollars Forward pe ratio : 17 Operating cash flow 2006 expected : 140 billion dollars Revenue growth 2026 expected : 28% User base : 45% of global population 3 risks 1. High capex \- Turns …
Over the next few months, I plan to post about every holding in my portfolio. See my previous post for my overview of Coupang. Business overview: Lennar is one of the largest homebuilders in the nation. Their "secret sauce" is …
I often read people recommending the "boring" industrial compounders. Do you have any industrial companies you find both good and interesting in their business model, management, speciality, and so on? I have a full watchlist of companies I look at, …
As I started digging into OCL's core business and revenue distribution, I found a major headwind. The culprit is M365 Copilot. When you discover that a company like Microsoft is the main threat to a company like OCL, your hopes …
If you are a US investor you can kind of ignore this post because both your income and expenses are inherently tied to the dollar. The pitch is aimed at non-US investors who have a large part of their holdings …
Not sure how many people are in this situation because people might not consider MRNA a value stock. I work in investments but have been out of a job almost a year. But I have picked individual stocks since my …
OTC: DTRL is intriguing. I do this for 🏀 sport. Not investment advice. The Detroit Legal News (OTC: DTRL) is an intriguing nano-cap that has plummeted -77% from its all-time high. This legal publishing house, a cornerstone of Michigan legal …
Leading into next weeks results, the thing that got my attention is the 52-week scoreboard in NVIDIA's own supply chain: \- Micron +725% \- Intel +283% \- Marvell +233% \- AMD +186% \- NVIDIA +22% Meanwhile NVIDIA grew FY2026 revenue …