Here’s the latest from Ian Campbell, currently of Reuters breaking views, but formerly an illustrious and frequent participant in our comments section.
Here’s the latest from Ian Campbell, currently of Reuters breaking views, but formerly an illustrious and frequent participant in our comments section.
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BRZE beats revenue estimates with 27.9% growth, but EPS misses. AI drives strong guidance.
iPhone shipments in China drop 7.7% in Feb. Overall phone shipments down 14.6%. Watch for demand shifts.
MU's revenue triples on AI demand, but consumer segments face price hikes. Buy or sell?
WSM beats EPS, misses revenue. AI & cost cuts boost margins. Is it a buy?
FIVE beats Q4 estimates with 15.4% comp sales growth & strong guidance. Trades at $232.
QCOM down 25% YTD, but $20B buyback & dividend hike signal value. Trades at 12x forward earnings.
Dirty Dozen fruits/veggies hit with 100% pesticide residue. Traders eye organic alternatives for growth.
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