earnings growth

ONEOK reports 12% earnings growth, raises 2026 guidance, and plans $2.7-3.2B in expansion projects through 2028 with 4.7% dividend yield.

SoFi Technologies stock plunged 42% amid short-seller attacks and sector weakness, but strong 38% revenue growth and 3.6M new customers suggest potential oversold conditions.

Vertiv surges 270% on strong AI infrastructure demand, outpacing Nvidia and Broadcom. Analysts see 44% upside potential as data center cooling market expected to grow 5x by 2033.

Semiconductor stocks now represent 41.9% of S&P 500 tech market cap and 47.1% of forward earnings, surging 27% monthly on AI chip demand.

Axon Enterprise down 30% in 2026 amid SaaS rotation and concerns over 53x valuation and $610M stock compensation burden despite earnings beat.

Microsoft trades at 20% discount to all-time highs despite 17% revenue growth and 39% Azure expansion, suggesting 20% upside potential if valuations normalize.

Verizon offers superior dividend growth and higher yield versus AT&T, though carries higher payout risk. Both exceed 4% yields in attractive telecom sector.

Nvidia's trailing P/E of 42x appears steep, but forward P/E of 25x reflects ~100% earnings growth. Analysts say stock remains fairly valued amid multi-year AI infrastructure buildout.

Stellantis faces securities class action over alleged false EV strategy claims; investors have until June 8, 2026 to join lawsuit.

Starbucks reports 9% revenue growth to $9.5B in Q2 2026, beating expectations. CEO Niccol's turnaround plan drives 6.2% comp growth; company raises full-year guidance.

American Express trades at sub-20 P/E despite 18% EPS growth, as market punishes reinvestment strategy. Resilient affluent customers and AI technology integration position $AXP as contrarian blue-chip value play.

Iradimed CEO sells $694K in shares via pre-planned strategy while retaining 4M+ shares. Strong 78% stock gain reflects 14% revenue growth, but 42x forward P/E suggests patience before buying.

Semiconductors surge to record 41.9% of IT market cap and 47.1% of earnings amid AI boom, while software faces displacement risks from AI automation.

Virtu Financial posts doubled earnings and $3.6B revenue as trading volumes surge 45%, but faces regulatory risks and cyclical volatility exposure.

Taiwan Semiconductor and ASML Holding show resilience with 20-26% upside potential through 2026, buoyed by strong earnings and analyst support despite equipment spending concerns.

Nvidia reaches record highs and $5 trillion market cap valuation at 24x forward earnings—near cheapest in a year—with historical patterns suggesting continued upside ahead.

Intel's 2024 stock surge trails Nvidia's 73% revenue growth. Despite Intel's AI momentum, Nvidia's proven execution and superior margins make it the better long-term buy.

Eli Lilly shows 43% revenue growth and 51% EPS growth, backed by weight-loss drug leadership and $7B cancer acquisition. Forward P/E of 40 remains below historical average.

Rosen Law Firm alerts Stellantis investors of June 8 deadline in securities lawsuit alleging false EV growth claims and strategy misrepresentation.

Nvidia surges to $5 trillion valuation on robust AI chip demand, posting 4.3% gain with May 20 earnings expected to show triple-digit growth.