Trading Tips Blog

JD.com shares slipped roughly 2% on Thursday even after the Chinese e-commerce giant beat earnings estimates, a reaction that tells you everything about how nervous investors remain on Chinese consumer stocks. JD.com posted adjusted earnings of 6.29 yuan per ADS, ahead of the 5.61 yuan consensus, on revenue of 346.4 billion yuan — topping the 342.33 billion yuan analysts expected. But that revenue figure still marked a 2.9% year-over-year decline, JD.com's first-ever quarterly revenue drop since its 2014 listing.The headline ...
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EnerSys shares surged more than 15% on Thursday after the industrial battery maker posted adjusted quarterly earnings of $3.66 per share, blowing past the $2.83 consensus estimate by nearly 30%. Revenue rose 4.8% year over year to $935.6 million, topping Wall Street's $928 million forecast. The company also guided next quarter's revenue to roughly $975 million, in line with analyst expectations, suggesting the momentum isn't a one-time blip.The story behind the numbers is data centers. EnerSys management flagged year-over-year sales ...
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SanDisk laid out an aggressive multi-year growth plan at its Investor Day on Thursday, targeting mid-to-high teens revenue growth and gross margins approaching 80% through fiscal 2030. Shares jumped roughly 15% on the news, extending a rally that has already made SNDK one of the best-performing stocks in the S&P 500 this year, up more than 3,000% since its spinoff from Western Digital. Management also said it would return 100% of excess cash to shareholders, a signal to Wall Street ...
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Liberty Energy just delivered a case study in how legacy energy companies can reinvent themselves for the AI era — and investors who spotted it early were rewarded. The oilfield services company, known primarily for hydraulic fracturing and wireline work, closed at $21.48 per share on August 11, giving it a $3.5 billion market cap. Over the trailing 52 weeks, the stock gained 89.75%, even after a rough one-month stretch that saw shares pull back 14.52%. The bigger story is ...
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While copper has dominated the AI infrastructure trade — the Global X Copper Miners ETF is up nearly 100% over the past year — a quieter but equally critical metals story is unfolding in aluminum. Every mile of high-voltage transmission line feeding an AI data center consumes one to two tons of aluminum per megawatt delivered, and the supply side is finally responding to years of pent-up demand. Smelters that shut down during the 2022-2024 price slump are now restarting, ...
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Gold is staging a comeback that has retail and professional investors paying attention again. After tumbling as much as 18% from its 10-year high above $5,300 an ounce earlier this year, the precious metal just logged its best week since January. Gold mining stocks did even better, posting their hottest five-day stretch since 2008. The move comes right as fresh inflation data eased fears the Federal Reserve would need to raise rates again, a shift that changes the calculus for ...
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H&R Block shares surged 15% on Wednesday after the tax-preparation giant issued an upbeat forecast for its 2027 fiscal year that easily cleared Wall Street's bar. The company projected adjusted earnings per share in a range of $6.04 to $6.24, well ahead of the $5.86 per share analysts polled by LSEG had modeled. Revenue guidance of $4.11 billion to $4.16 billion also topped the Street's $4.05 billion estimate. The move pushed the stock to one of its strongest single-day gains ...
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Quantinuum shares rallied more than 21% on Wednesday after the quantum computing company delivered a stronger-than-expected debut earnings report as a newly public company. Second-quarter revenue came in at $8 million, up 279% year-over-year, driven primarily by growth in its cloud business. Management raised full-year 2026 revenue guidance to a range of $28 million to $32 million, topping the roughly $26.5 million analysts polled by FactSet had expected. The stock's move made it one of the biggest gainers on the ...
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