Tag: club earnings
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We’re raising our Apple price target, seeing plenty of good despite the memory crunch knocks
It was a good but not great quarter as Apple worked to mitigate the memory shortage, which impacted the reported quarter and guidance.
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Amazon soars after CEO Andy Jassy makes the case for its massive AI investment
Amazon jumped about 10% to $258 in after-hours trading, putting shares at their highest level since early June.
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The market is overreacting to Meta’s earnings and guidance. Here’s our plan
Nothing we saw today changes changes our long-term thesis on the stock.
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We’re raising our price target on Starbucks after a home-run quarter
Shares jumped in extended trading Thursday as CEO Brian Niccol’s turnaround gathers momentum.
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Microsoft’s AI spending guide is music to our ears, quieting the bears — for now
Microsoft broke ranks — and the troubled stock was handsomely rewarded Wednesday evening.
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Here’s a closer look at our decision to change course on P&G
Our remaining position was tiny, and our thesis isn’t holding up.
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Corning plunges despite strong quarterly results — here’s our plan for the stock
Corning is a broken and hated stock, despite its solid performance and growth prospects.
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We’re upgrading our rating on Boeing as CEO Ortberg’s turnaround bears fruit
Boeing’s second-quarter results leaped over Wall Street expectations on the financial metric that matters most.
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Intel’s turnaround under CEO Lip-Bu Tan gains steam with another strong quarter
It’s hard not to be impressed by Tan, who, in a little more than a year, has transformed the company.
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We’re raising our Honeywell Technologies price target, reflecting post-spinoff optimism
Honeywell Technologies bucked a broader market selloff after the industrial automation company delivered a strong quarter and raised guidance.
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