Lyrical Asset Management 2024 U.S. Value Review Letter
Lyrical had a respectable year in 2024 with our CS composite generating a 13.4% net return. Click here to read the full ...
Qualcomm: Overcoming Potential $7.7 Bln Apple Modem Business Loss
Apple’s switch could result in a $7.7 billion revenue impact by FY2028, but Qualcomm's strong non-Apple relationships and ...
The Best Stocks to Invest $50,000 in Right Now
The stock market looks bulletproof right now. The average price-to-earnings ratio (P/E) for the market is 30, which is close to an all-time high. Regardless of how well stocks such as Nvidia or ...
Affirm Earnings Soar Past Estimates. The Stock Is Climbing.
Affirm Holdings Inc (AFRM) reports strong customer growth and international expansion, while navigating margin pressures from ...
Apple's $725 billion investment is fueling its growth, and it has nothing to do with AI
Although many of Wall Street's most-influential businesses have leaned on AI as a way to fuel their growth, one of Wall ...
After Earnings, Is Apple Stock a Buy, a Sell, or Fairly Valued?
The bottom line: We maintain our $200 fair value estimate for wide-moat Apple. We believe our long-term thesis for slowing ...
Apple's App Store Booms As ChatGPT, Productivity Apps Drive Revenue Growth, Analyst Says
Analyst reiterates Buy rating and $265 price target for Apple based on strong App Store revenues and diversification in app categories.
Apple App Store revenue up 18% in January, says UBS
App Store revenue demonstrates strength in January but off a relatively easy comp, UBS analyst David Vogt tells investors in a ...