GuruFocus

Texas Instruments beat every estimate on July 22, with revenue up 23% year-over-year to $5.46 billion and EPS of $2.14, yet TXN shares dropped roughly 4% in after-hours trading, signaling that investo…

Investor Michael Burry purchased long-dated call options on Microsoft, buying December 2028 LEAPs with strikes in the low $700s. Microsoft shares rose about 1% in pre-market trading after the disclosu…

Nvidia stock has trailed the S&P 500 for much of 2026, and a Seeking Alpha analysis argues three factors may extend the underperformance: hyperscaler custom chip programs, AI spending sustainability c…

Vertiv Holdings completed the acquisition of Italian cooling specialist ThermoKey on June 12, 2026, adding dry coolers and microchannel heat-exchange technology to its thermal management portfolio for…