NEWS
Dell's AI Server Backlog Dwarfs Its Valuation Premium Over Server Rivals
Dell's AI server business doubled revenue to $16.4B in Q2 with a $95B backlog, but a 460-basis-point margin drop raises questions about profit leverage.
·5 min read
S
Sarah Chen
Financial Writer at InvestorStack
109 articles
Articles by Sarah Chen
NEWS
CLARITY Act Cloture Vote Triggers Broad Crypto Stock Selloff as Macro Headwinds Compound Legislative Risk
Crypto stocks shed 3–5% in premarket trading as Senate cloture hurdles, surging oil prices, and a looming Fed rate hike converged on September 15.
·5 min read
NEWS
SanDisk Drops 5.5% as DeepSeek's Leaner AI Model Stirs Memory Demand Doubts
SanDisk fell 5.5% pre-market as DeepSeek's memory-efficient AI model and safety-related slowdown calls stoked doubts about long-term memory demand.
·4 min read
NEWS
Sandisk Shrugs Off Citi's Bullish Reiteration as Shares Slide Nearly 4%
Sandisk dropped 3.8% Thursday, reversing gains from a Citigroup buy reiteration. The analyst projects mid-teens NAND demand growth fueled by AI and edge devices.
·4 min read
NEWS
Big Tech CEOs Are All Sounding the Same Alarm — And It Points Directly to Micron and Sandisk
Four top tech CEOs — Cook, Musk, Jassy, and Huang — all flagged the same AI bottleneck this earnings season: memory. Here's what that means for Micron and Sandisk.
·5 min read
NEWS
U.S. Markets Slide as Middle East Tensions Flare, Oil Prices Surge — But August Closed Strong
U.S. stocks fell Monday as U.S.-Iran military tensions escalated, spiking oil prices. Despite the selloff, August closed with strong gains across major indexes.
·4 min read
NEWS
Global Bond Yields Surge to Multi-Decade Highs as Middle East Conflict Reignites Inflation Fears
Global bond yields surged to multi-decade highs on September 2, 2026, as Middle East military escalation drove oil prices sharply higher and intensified central bank rate hike fears.
·4 min read
NEWS
Wall Street Futures Retreat to Open September as Bond Yields and Oil Prices Climb
U.S. stock futures slipped Tuesday as rising Treasury yields and higher oil prices pressured markets at the start of September, historically the worst month for equities.
·4 min read
NEWS
Markets on Edge: U.S. Futures Pause as Iran Tensions, Oil Surge, and Japan Bond Yields Command Attention
U.S. futures held flat Tuesday as investors weighed U.S.-Iran tensions, surging oil prices, and Japan's 10-year bond yield topping 3% for the first time since 1996.
·4 min read
NEWS
Nvidia's AI Data Center Expansion Goes Far Beyond GPUs as Revenue Surges Toward $108 Billion
Nvidia posted 106% revenue growth to $96.2B in fiscal Q2 2027 and guided for $108B in Q3 as its AI data center business expands well beyond GPUs.
·5 min read
NEWS
Semiconductor Stocks Steal the Spotlight From Big Tech in the AI Investment Boom
Semiconductor stocks are dramatically outpacing Big Tech in the AI boom, with Micron up 220% and a chip ETF gaining 70% while the Magnificent Seven ETF lags at just 4%.
·5 min read
NEWS
Phibro Animal Health Crushes Q2 Estimates, Shares Jump 7% on Strong Earnings Beat
Phibro Animal Health (PAHC) beat Q2 2026 estimates on revenue, EPS, and EBITDA, with shares surging 7.3% to $38.78 following the strong results.
·4 min read
NEWS
Three Sub-$50 Stocks Examined: One Community Bank Stands Out While Two Others Raise Concerns
A screening of sub-$50 stocks surfaces one standout community bank with a 29.2% net interest income growth rate and two names facing growth and profitability headwinds.
·4 min read
NEWS
Three Industrial Sector Stocks Flashing Caution Signs for Investors
Ameresco, NN, and Toll Brothers face a range of financial headwinds — from declining EPS to shrinking backlogs — as the industrial sector lags the broader market.
·4 min read
NEWS
Nvidia Earnings on Deck: What the Numbers Reveal About NVDA's Valuation and Volatility
Nvidia reports Q2 earnings August 26. Analysts expect $92B revenue and $2.09 EPS, but slowing growth rates and FCF margins are the real story to watch.
·5 min read
NEWS
Doximity Director Sold 7,500 Shares on the Same Day the Stock Surged 33% — Here's the Full Picture
Doximity director Timothy Cabral sold 7,500 shares on August 7 — the same day DOCS surged 33% — but a pre-scheduled trading plan set in February explains the timing.
·4 min read
NEWS
Costco's 40x+ Forward P/E: Premium Valuation or Justified Price for a Retail Powerhouse?
Costco trades at 40x+ forward earnings, well above its consumer staples peers. Here's what the valuation data and recent financials reveal about the warehouse giant.
·4 min read
NEWS
TSMC Trades 10% Below Its 52-Week High — What Valuation History Reveals
TSMC shares sit about 10% below their 52-week high near $480. Valuation data and CEO commentary reveal what investors are watching closely.
·4 min read