Vladimir Dimitrov

Summary Amazon's stock held up reasonably well in recent months in spite of the growing fears around hyperscalers' skyrocketing capex figures.

Arm Holdings stock surge has nearly tripled YTD, driven by a major rotation into semiconductor stocks. Read more on ARM stock here.

Summary Agnico Eagle Mines Limited's recent share price drop appears to have gone too far. Margins will likely come under pressure, but so far will remain at record-high levels.

Summary TotalEnergies SE remains attractively valued, trading at a sub-12x P/E, well below the S&P 500 and its historical average.

Summary Ally Financial's (ALLY) Q2 2026 report was largely in-line with expectations, but the market reaction is quite telling.

Summary In spite of the expected industry-wide momentum, the market was not prepared for such a large increase in full-fiscal year guidance.

Cleveland-Cliffs Inc. surges on strong quarterly guidance. Click for this updated look at CLF stock following its Q2 earnings and see if it is right for you.

Summary Home Depot (HD) is headed for yet another rough year as the stock is already underperforming the market by a very wide margin.

Summary Coca-Cola delivered superior risk-adjusted YTD returns even versus the high-flying semiconductors sector.

Summary The market is unimpressed by Kimberly-Clark Corporation's Q2 report, as there were both some positives and negatives during the quarter.