Articles by Seeking Alpha: Crypto News & Expert Market Analysis | BingX

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TSMC Falls 18%; 2nm Ramp Should Change That

The stock's price-to-earnings ratio has fallen from 31.7x to 25.7x. The 2nm ramp could become a growth engine. A 'Buy' rating is maintained. Elevated capital expenditure remains a medium-term risk.

ServiceNow Post-Earnings Dip Is a Major Opportunity

ServiceNow's AI net new ACV rose 65% year over year. Control Tower bookings increased 6x year over year. Q4 cRPO guidance decelerated to 18.5%, though the extent of the slowdown may be smaller than the market reaction indicated.

Clorox forecasts 3.5%–4.5% organic sales growth as input cost inflation rises to $240M

Input cost inflation rose to $240 million. The company is also facing a CEO transition.

Amazon: Don't Look At The Cash Flow

Amazon.com, Inc. keeps a Strong Buy as operating income jumps 61% and AWS backlog swells. Click for this earnings update of AMZN stock.

Sandisk Trades at 5x Earnings Despite Stock Drop

Sandisk's Q1 revenue and EPS exceeded guidance. Data center revenue rose 61% quarter over quarter. Gross margin stood at 85%.

Intel Takes Major Step Back After Rating Downgrade

Intel cut its Q4 revenue guidance to $15–16 billion. That was below market expectations. Its stock was downgraded.

Buenaventura outlines San Gabriel path to 3,000 tpd and 85% recovery by 2028 while approving $0.5508 interim dividend

Buenaventura Q3 2026 earnings: revenue, EBITDA, and cash surged as San Gabriel ramp-up faced constraints.

Sandisk: It Is Never Good Enough

Sandisk delivered a blowout fiscal Q1 2027, with $11.03B revenue and $49.51 adjusted EPS, far surpassing expectations.

Federated Hermes Expects $7B MDT Equity Additions as $6.5B Pipeline Is Set to Fund

A further $6.5B in pipeline funding is set to be in place over the next two quarters. The amount is additional pipeline funding.

Risk Warning

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