5h ago
Bank of Marin outlines ~25 bp monthly loan-yield benefit as margin tailwinds build
The Q3 earnings report showed margin expansion. Rising loan yields were a positive.
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GRAMTON-3.43%
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11h ago
CoreWeave: Leading In The NeoCloud Space Comes At A Cost
CoreWeave remains a Strong Buy despite a reduced 2027 price target to $179, reflecting higher unsecured debt costs.
13h ago
Musk Flags 'Neocloud Armageddon'
The dividend will be funded by gains from the sale of Kioxia shares. The payout will amount to about 80% of the estimated gains.
1d ago
Netflix Stock: The Ad Miss Is Offset By Record Buybacks (NASDAQ:NFLX)
Netflix looks undervalued after its sharp drop, with strong growth, margins, and buybacks.
1d ago
Vicor: Don't Get Off This Ride
Vicor Corporation is supply-constrained rather than demand-constrained.
10-24
Cerebras: I Waited For This Entry Point
Cerebras Systems Inc. stock is down 69%, but revenue, RPO, and cash are soaring. Click here to read this bullish analysis of the CBRS stock.
10-24
Amerant targets $7.3B in loans and $8.5B in deposits by Q4 2026, with a 3.65%-3.70% net interest margin
The bank is targeting a net interest margin of 3.65%-3.70%. It put deposits at $8.5 billion. It also announced a $50 million buyback.
10-23
Micron: HBM’s Margin Drag Flips Into A Profit Driver In 2027 (NASDAQ:MU)
Micron Technology earns a Strong Buy on strong growth, low valuation, and buyback potential. Click to read this updated look at the MU stock's prospects.
10-22
SK hynix: AI Memory Prices Could More Than Double In 2027
Explore why SK hynix Inc. is rated Buy with 47% upside as 2027 HBM repricing boosts profits. Click for this SKHY earnings preview.
