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Michael Burry expands short positions against Nvidia and AI, while piling into de-risked value stocks like Lululemon and DraftKings.
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Read original at benzingaLululemon has demonstrated a strong track record of beating earnings estimates, with an average surprise of 3.22% over the last two quarters. The company has a positive Earnings ESP of +0.70% combined with a Zacks Rank #3 (Hold), suggesting a high probability of another earnings beat in its September 3, 2026 report. Stocks with this combination historically beat consensus estimates nearly 70% of the time.
Read original at zacks-investment-researchlululemon is expected to report Q2'26 earnings decline of 42.3% with revenues at $2.5B, facing headwinds from weak North America demand, higher markdowns, tariffs, and elevated SG&A costs. The company's Power of Three X2 strategy supports growth through international expansion, particularly in China, but near-term margin contraction and cautious consumer spending remain concerns.
Read original at zacks-investment-researchMeta's nearly $17 billion settlement is grabbing headlines, but the bigger story is how it's changing Instagram for teens.
Read original at benzingaAlphabet reported Q2 2026 Google ad revenues of $81.63B, up 14.4% YoY, driven by Search growth (17% to $63.27B) and YouTube ads (13% to $11.06B). Gemini AI integration is boosting advertiser performance with 500,000 adopters seeing 15% more conversions. However, Alphabet faces tougher Q3 comparisons and FX headwinds, while competitors Reddit and Meta continue gaining ground with strong ad revenue growth.
Read original at zacks-investment-researchNvidia’s Unusual Move Please click here for an enlarged chart of NVIDIA Corp (NASDAQ:NVDA). Note the following: The chart shows that NVDA gapped up above the low band of Zone 1 (resistance). RSI on the
Read original at benzinga