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News

Sahm
sahmcapital.com > news > content > cme-group-cme-stock-looks-expensive-after-an-81-five-year-run-2026-08-29

CME Group (CME) Stock Looks Expensive After An 81% Five Year Run

2+ week, 1+ day ago   (339+ words) CME Group Inc. Class A CME Group has delivered a strong 80.5% return over the past 5 years, yet current valuation checks suggest the stock is trading at a premium to what its fundamentals imply. Both the Excess Returns intrinsic value estimate…...

Sahm
sahmcapital.com > news > content > hp-enterprise-stock-at-a-crossroads-earnings-could-trigger-a-big-move-2026-08-29

HP Enterprise Stock at a Crossroads: Earnings Could Trigger a Big Move

2+ week, 1+ day ago   (460+ words) Alphabet Inc. Class C Hewlett Packard Enterprise (NYSE:HPE) has retreated from its year-to-date high, falling from $63.73 to a current $52.31 as it slowly carves out a double-bottom pattern ahead of earnings. HP Enterprise has become one of the biggest players…...

Sahm
sahmcapital.com > news > content > nvidia-earnings-put-these-ai-data-center-stocks-on-investor-watch-2026-08-27

Nvidia Earnings Put These AI Data Center Stocks On Investor Watch

2+ week, 5+ day ago   (157+ words) Monolithic Power Systems, Inc. Monolithic Power Systems sits where AI power demand, premium pricing and falling margins intersect, yet most attention still goes to GPU vendors. Get the fuller picture, including valuation pressure and insider moves, in the analysis report…...

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sahmcapital.com > news > content > why-is-sandisk-stock-up-on-friday-2026-08-28

Why Is Sandisk Stock Up on Friday?

2+ week, 2+ day ago   (483+ words) Sandisk Corp (NASDAQ:SNDK) stock is up on Friday after being down in the morning, during a broader pullback in the semiconductor memory sector driven by profit-taking. Nasdaq futures are down 0.26% while S&P 500 futures were little changed. • SanDisk stock…...

Sahm
sahmcapital.com > news > content > td-synnexs-expanded-partnerfirst-ai-platform-might-change-the-case-for-investing-in-snx-2026-08-28

TD SYNNEX’s Expanded PartnerFirst AI Platform Might Change The Case For Investing In SNX

2+ week, 1+ day ago   (157+ words) The future of work is here. Discover the 37 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. TD SYNNEX's narrative projects $90.7 billion revenue and $1.6 billion earnings by 2029. This requires 9.1% yearly revenue growth and an earnings…...

Sahm
sahmcapital.com > news > content > micron-technology-consolidation-soaring-memory-revenue-meets-fresh-policy-uncertainty-2026-08-28

Micron Technology Consolidation: Soaring Memory Revenue Meets Fresh Policy Uncertainty

2+ week, 1+ day ago   (476+ words) PHLX Sox Semiconductor Sector Ishares Invesco PHLX Semiconductor ETF Invesco S&P 500 Momentum ETF Micron Technology Inc. (NASDAQ:MU) stock is down in early Friday trading as investors weighed a softer tech backdrop against strong AI-driven memory demand, elevated pricing…...

Google News
sahmcapital.com > news > content > paypal-stock-falls-after-reports-that-advent-stripe-abandon-50-billion-bid-2026-08-28

PayPal Stock Falls After Reports That Advent, Stripe Abandon $50 Billion Bid

2+ week, 2+ day ago   (171+ words) PayPal Holdings Inc. (NASDAQ:PYPL) shares are trading lower following reports suggesting that a consortium of Advent and Stripe walked away from its pursuit of PayPal. Advent, Stripe Abandon $50 Billion Bid According to Bloomberg, buyout firm Advent and payment processor…...

Sahm
sahmcapital.com > news > content > salesforce-stock-is-down-24-from-its-high-can-q2-earnings-turn-the-tide-2026-08-26

Salesforce Stock Is Down 24% From Its High: Can Q2 Earnings Turn The Tide?

2+ week, 3+ day ago   (412+ words) Salesforce, Inc. (NYSE:CRM) heads into Wednesday’s earnings print with one of enterprise software’s roughest charts for 2026. Shares trade near $205.69, down 24.4% from a 52-week high of $269.11, giving the company a market cap near $168.5 billion and a price-to-earnings ratio of 23.83, according…...

Sahm
sahmcapital.com > news > content > brookfield-stock-and-2-alternative-asset-managers-funding-ai-infrastructure-2026-08-26

Brookfield Stock And 2 Alternative Asset Managers Funding AI Infrastructure

2+ week, 3+ day ago   (221+ words) Operations: Pershing Square generates all of its US$768.7 million in revenue from asset management activities in the United States. Pershing Square’s concentrated AI exposure and permanent capital structure could be masking a very different risk reward profile than many investors…...

Sahm
sahmcapital.com > news > content > intuit-shares-fall-as-management-targets-slower-customer-growth-with-a-strategic-reset-2026-08-26

Intuit Shares Fall as Management Targets Slower Customer Growth With a Strategic Reset

2+ week, 3+ day ago   (439+ words) Intuit Inc. (NASDAQ:INTU) shares traded lower on Wednesday after the company reported a fourth-quarter earnings beat on Tuesday. Management used Tuesday’s earnings call to acknowledge shortcomings in customer acquisition and reset priorities to focus on winning new users. The…...