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Khac Phu Nguyen Retail - Cyclical Ulta Beauty Shocks Wall Street: Sales Soar and Shares Surge 10%
How Ulta's bold moves in loyalty, exclusive brands, and digital innovation defy a tough retail landscape. Dec 06, 2024
GuruFocus News Insurance Morning Brew: Nonfarm Payrolls Surge and Rubrik Impresses with Strong Results
Dec 06, 2024
ShantiPutri Credit Services Insider Sell: SOFI Director's Firm Slashes Its Position in the Stock
SoFi Technologies Sees Major Insider Sell-Off in the past 12 months Dec 06, 2024
Faizan Farooque Hardware iPhone 17 Air Challenges Pressure Apple's China Prospects, Jefferies Says
Due to China's prospects and constraints, Jefferies expects Apple to remain “range bound” in the short future. Dec 06, 2024
Nauman khan Software MicroStrategy Stock Sinks 4.5% as Bitcoin Hits $100K Milestone
Bitcoin Boom Spells Trouble for MicroStrategy's Stock Dec 06, 2024
Faizan Farooque Software Microsoft AI Revenue Signal Renewed Investor Confidence, Bernstein Says
AI revenue, drawn from services like Copilot and Azure AI, provides a stable income less dependent on startups. Dec 06, 2024
Nauman khan Hardware Super Micro Stock Surges 30% Amid Governance Overhaul and Investigation Findings
SMCI Stock Soars as Internal Probe Clears Management, But Risks Remain Dec 06, 2024
Nauman khan Hardware Super Micro Stock Surges 30% Amid Governance Overhaul and Investigation Findings
Despite a turbulent year, Super Micro's stock jumped as the company moves past internal investigation findings Dec 06, 2024
Faizan Farooque Semiconductors NVIDIA Leads Magnificent Seven in 2024 Stock Surge with AI Dominance
AI continues to be a major theme for the markets this year and the next. Dec 06, 2024
GuruFocus News Hardware Hewlett Packard Enterprise Co (HPE) Q4 2024 Earnings Call Highlights: Record Revenue and AI Growth Amid Margin Pressures
Hewlett Packard Enterprise Co (HPE) reports strong revenue growth driven by AI and hybrid cloud, while navigating challenges in Intelligent Edge and margin pressures. Dec 06, 2024
GuruFocus News Medical Devices & Instruments The Cooper Companies Inc (COO) Q4 2024 Earnings Call Highlights: Record Revenues and Strategic Growth Plans
Discover how The Cooper Companies Inc (COO) achieved record revenues and navigates challenges with strategic growth initiatives for fiscal 2025. Dec 06, 2024
GuruFocus News Retail - Cyclical Ulta Beauty Inc (ULTA) Q3 2024 Earnings Call Highlights: Strong Sales Growth Amid Competitive Pressures
Ulta Beauty Inc (ULTA) reports a 1.7% increase in net sales and a 5% growth in loyalty members, while navigating challenges in the prestige beauty segment. Dec 06, 2024
GuruFocus News Retail - Defensive The Kroger Co (KR) Q3 2024 Earnings Call Highlights: Strong Digital Growth and Strategic Investments Amid Economic Challenges
The Kroger Co (KR) reports robust digital sales and strategic advancements, despite facing macroeconomic pressures and reduced fuel profitability. Dec 06, 2024
GuruFocus News Retail - Defensive Dollar General Corp (DG) (Q3 2024) Earnings Call Highlights: Navigating Growth Amidst Challenges
Despite a rise in net sales, Dollar General Corp (DG) faces margin pressures and aims for strategic growth through remodels and same-day delivery initiatives. Dec 06, 2024
GuruFocus News Transportation Market Today: SoundHound AI Surges 30% with New Deal, UiPath and Argan Post Strong Earnings
Dec 05, 2024
GuruFocus News Medical Devices & Instruments The Cooper Companies Inc (COO) Q4 2024 Earnings: GAAP EPS of $0.58 Misses Estimates, Revenue at $1,018.4 Million Below Expectations
Strong Performance in CooperVision and CooperSurgical Segments Dec 05, 2024
GuruFocus News Retail - Cyclical Ulta Beauty Inc Surpasses Q3 Expectations with $5.14 EPS and $2.53 Billion Revenue
Ulta Beauty's Q3 Earnings Beat Analyst Expectations Amid Modest Sales Growth Dec 05, 2024
GuruFocus News Hardware Hewlett Packard Enterprise Co (HPE) Reports Q4 Revenue of $8.5 Billion, EPS of $0.99, Surpassing Estimates
Strong Performance in Hybrid Cloud and Server Segments Drive Growth Dec 05, 2024
Faizan Farooque Software IT Budgets Poised to Expand Significantly in 2025, Boosting Enterprise Software Giants
IT budgets are projected to grow by 3.9% year-over-year in 2025, according to a KeyBanc survey. Dec 05, 2024
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