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An equity research deep-dive on Advanced Micro Devices (NASDAQ:AMD), anchored on the April 25, 2026 close. The chip stock the market spent two years calling 'second source' just had the kind of session that rewrites the AI-silicon narrative.Key HighlightsAMD’s valuation reflects AI-driven growth expectations, …
Micron Technology (NASDAQ:MU) is one of three remaining major DRAM producers globally and a top-tier NAND flash producer. Its product portfolio spans high-bandwidth memory (HBM) for AI accelerators, server DRAM, mobile and client DRAM, automotive and industrial memory, and SSD products that range from …
An equity research deep-dive on Oracle Corporation (NYSE:ORCL), anchored on the April 25, 2026 close. The legacy database giant has spent 2026 doing the most improbable thing in enterprise software — turning into an AI-cloud growth story.Key HighlightsOracle’s valuation reflects a structural shift toward …
Trend Structure: Strong Uptrend Accelerating
Trend Structure: Powerful Uptrend with Acceleration
Trend Structure: Downtrend Remains Intact
AI-Led Revenue Growth Strengthens Intel’s Top Line
Baker Hughes (NASDAQ:BKR) beat Q1 2026 earnings estimates with adjusted EPS of $0.58, driven by record IET orders of $4.9 billion and a $33.1 billion backlog, as Middle East disruptions weighed on oilfield services revenueKey HighlightsAdjusted diluted EPS of $0.58 beat the Wall Street …
Headline Numbers Conceal a More Complicated Story
Procter & Gamble (NYSE:PG) reported Q3 FY2026 adjusted EPS of $1.59, beating estimates, with revenue of $21.2 billion up 7% year-over-year. Organic sales grew 3% across all five segments, but the company flagged tariff and commodity headwinds, signalling results toward the lower end of …
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