IBM Stock Is Out Of Favor, But The Margin Commitment Never Came Down | Trefis
By Trefis Team Publication Date: 2026-08-19 15:25:00 The revenue guidance came down after the second-quarter miss; the operating pretax margin…
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How Wide A Year Are Cisco Holders Actually Signed Up For? | Trefis
By Trefis Team Publication Date: 2026-08-19 18:50:00 The options are charging only their usual premium, which makes the width of…
Marvell’s Year Was Made In Interconnect, Not Yet In Custom Silicon | Trefis
By Trefis Team Publication Date: 2026-08-14 17:40:00 The stock outran both Broadcom and NVIDIA over the past year, and the…
Cisco Grew Faster By Selling Hardware And Charging More For It | Trefis
By Trefis Team Publication Date: 2026-08-17 18:54:00 The record quarter was carried by the product line and by price increases…
Cisco Beat On Every Line, Then Fell On What AI Costs To Ship | Trefis
By Trefis Team Publication Date: 2026-08-14 18:26:00 Record revenue, a guide above Wall Street, and a stock down anyway, because…
NVIDIA’s Falling Multiple Is A Bill, Not A Bargain | Trefis
By Trefis Team Publication Date: 2026-08-11 15:31:00 Analysts have the earnings growing into the price, so what a holder is…
Microsoft Stock Runs One Of The Market’s Biggest Cash-Return Machines | Trefis
By Trefis Team Publication Date: 2026-08-10 22:17:00 Microsoft showered investors with one of the largest cash returns on the market,…
Broadcom Stock’s Outlook Is Booming, So Why Is The Price Faltering? | Trefis
By Jms User Publication Date: 2026-08-05 13:31:00 .
What You Are Actually Underwriting In NVIDIA Stock | Trefis
By Trefis Team Publication Date: 2026-08-06 12:08:00 The earnings multiple looks ordinary, but the sales multiple is where the real…
The Unusual Cash Offer Sitting In IBM Stock | Trefis
By Trefis Team Publication Date: 2026-08-04 15:59:00 The technology giant is returning an unusual amount of cash to shareholders, but…