NetApp CEO George Kurian: We had a record-setting quarter; we see really good momentum
NetApp CEO George Kurian says the company had a record-setting quarter and sees 'really good momentum' going forward.
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NetApp CEO George Kurian says the company had a record-setting quarter and sees 'really good momentum' going forward.
Chevron CEO Mike Wirth says the company will more than double its oil production in Venezuela over the next five years via a $7 billion investment.
David Zervos says current levels are good for long-term investors to get involved in the bond market (bullish bonds).
Jim Cramer calls Viking a 'best of breed' company after a decline in the stock, implying it is a buy.
UBS has been quite bullish on the pharma sector
Home prices are going up in Northern Virginia as data centers are built
Rajan argues the Fed might have to act and raise interest rates because it has waited too long
Evercore's Mark Mahaney says Meta's settlement has mostly put its legal issues behind it, a positive for the company going forward.
Jim Cramer says he doesn't want to give up on Dick's and remains a believer in the stock despite major selling.
Bernstein's Stacy Rasgon says Nvidia's earnings numbers should be good.
Diesel prices will keep soaring as global supply shortages collide with rising U.S. demand, feeding into producer inflation.
Walmart raised its full-year outlook after beating Q2 sales expectations, guiding to stronger results ahead.
Target raised its full-year guidance as sales rebound and its turnaround takes hold.
Treasury buybacks can't change the underlying fundamentals of the curve, so the yield decline won't hold.
Potash offers long-term growth.
Dan Ives says Workday's potential acquisition puts a floor on names in the software sector
JPMorgan says Sandisk, up sixfold in 2026, still has room to run on sky-high AI-linked memory demand.
Leon Cooperman says he is very negative on the bond market
deGraaf frames tech as experiencing turbulence that rotates money out of the sector
Jeff deGraaf says the healthcare sector looks to be a beneficiary of the turbulence in tech
Roger McNamee says Meta is not well positioned in the AI race
Invitation Homes CEO says the housing bill banning institutional purchases of existing homes will eventually lower home prices, though not in the short term.
Calvasina says RBC is biased in favor of growth
Mitchell Green says we are absolutely in an AI bubble right now
CoreWeave CEO says older GPU generations will have longer useful life than anticipated, implying better economics for CoreWeave
Jefferies downgraded Apple to underperform with a $263.66 price target, implying nearly 16% downside.
Gene Munster expects a strong next 12 months from Apple.
Dan Yergin says copper is the best-poised commodity for the AI boom.
Lucid CEO says the next capital raise will be very positive for investors.
Media analyst Tom Rogers sees trouble ahead in Disney's advertising business.
Eli Lilly raised its full-year sales outlook on surging Zepbound and Mounjaro demand.
AMD CEO Lisa Su says the data center business will grow well over 100% going into 2027.
Snap issued a current-quarter forecast above analyst estimates after beating on revenue and earnings.
Amy Wu Silverman expects a 'volatility vacuum' in markets in August.
Strategy CEO Phong Le expects Strategy to outperform bitcoin in next year's bull cycle.
Roger Altman says current headwinds aren't enough to destabilize the market.
Samsung posted record profit on AI demand and is ramping HBM4 investment to strengthen its position.
Samsung says the chip crunch will last until 2028.
Ford raised its 2026 earnings forecast after a Q2 beat and says the F-Series recovery is on track.
Katie Stockton says there's still risk to the downside for the Nasdaq-100.
Coca-Cola hikes its full-year outlook, guiding earnings/revenue higher on climbing drink demand
Verizon raises its full-year guidance
Kpler expects the Strait of Hormuz to stay closed until next year, supporting higher oil prices
American Airlines cut its 2026 earnings outlook, citing higher fuel costs that fare increases cannot fully offset.
John Paulson says gold is in the early stages of a long-term bull market.
Anthony Scaramucci says bitcoin grinds higher from here and can't get much worse.
Katie Stockton is bracing for volatility after the Nasdaq broke below recent support, implying further downside.
Cramer says FedEx Freight could be "a spectacular earnings success," implying upside for FedEx.
Joe Lavorgna asserts the Fed has to hike interest rates this year.
Cramer says he is too worried about the trends to call IBM safe to buy after its nosedive.
Hassett sees no excuse to raise rates given the data and says Warsh will push the Fed to the "right answer," implying no hikes and eventual easing.
El-Erian says there is no way the bond market can fund the markets' needs without higher yields.
Melius' Ben Reitzes says they are very bullish on memory, discussing SK Hynix's market debut.
CEO Ed Bastian says higher airfares and pricing power will last, putting Delta's 2026 profit goal in reach.
Cramer says Walmart is worth buying into weakness here.
ETF Action's Mike Akins says software and cloud computing names have strong growth scenarios and are catch-up trades for the rest of the year.
Cramer suggests investors may want to start a position in Constellation Brands
Small caps will continue to outperform through year end, though at a moderating pace
Cramer likes AMD on the dip
Liz Thomas thinks the Mag 7 comes back in the second half of 2026
Meghan Shue says equities will outperform over the next 12 months
Grantham predicts bitcoin will dwindle away with a whimper and fade into irrelevance over decades
Apple is hiking product prices due to rising memory chip costs
Grantham expects a market decline of 70% and is counseling his team to avoid U.S. stocks
Bill Nygren says Salesforce is still growing — 'we don't think they're done growing'
Chevron CFO expects U.S. gasoline prices to fall as Middle East tensions ease
BlackRock's Laipply recommends buying short-dated TIPS as an inflation hedge
Dan Yergin says $70-$85 seems like a reasonable range for oil prices