Stephen Guilfoyle

Florida

Co-Anchor, Street Smarts and Contributing Writer at The Street

Pres, Sarge986 LLC. Writes daily for TheStreet PRO. #MarketRecon Seen often at Fox Biz, Schwab-Ameritrade Network, Yahoo Finance. Former CNBC regular

Articles

Is Awful Good Enough for Kohl's?

1 week ago | pro.thestreet.com | Stephen Guilfoyle

These results certainly are not very good. In fact, they are quite awful. However, these results are better than what had been consensus view coming in and also much better than feared. Kohl's Corporation (KSS) released the firm's fiscal first quarter results on Thursday morning. For the three-month period ended May 3, Kohl's posted a GAAP EPS of -$0.13 on revenue of $3.233 billion.
Nvidia Price Target as CEO Addresses Rumor of China Breakthrough

1 week ago | pro.thestreet.com | Stephen Guilfoyle

On Wednesday evening, high-end chip designer Nvidia (NVDA) went to the tape with the firm's fiscal first quarter financial results. For the three-month period ended April 27, Nvidia posted an adjusted EPS of $0.81 (GAAP EPS: $0.76) on revenue of $44.062 billion. These top- and bottom-line results both beat Wall Street's expectations, while being good enough for year-over-year earnings growth of 57% on revenue growth of 69%.
Nvidia Beats, Tariff Judgment Shocks, 'Confirmation Day' Looms

1 week ago | pro.thestreet.com | Stephen Guilfoyle

How interesting. Investors were treated to the "Day One" bullish reversal of trend (though that bearish trend was short, just four days) on Tuesday coming off of the president having delayed the increasing of his tariffs on European imports. As laid out here in this column about 24 hours ago, we then looked for a pause. It appears that a pause is exactly what we got on Wednesday.
New Rocket Lab Price Target After $275 Million Deal Turns Heads

1 week ago | pro.thestreet.com | Stephen Guilfoyle

Walking on the MoonGiant steps are what you takeWalking on the moonI hope my leg don't breakWalking on the moonWe could walk foreverWalking on the moonWe could live togetherWalking on, walking on the moon- Gordon Sumner (The Police), 1979Core Sarge-folio holding and former core "Stocks Under $10" portfolio holding Rocket Lab USA (RKLB) ran 13.14% on Tuesday. I currently see a last sale with a $29 handle ahead of the opening bells down on Wall Street and up at Times Square.
Nvidia Steps Up to the Plate

1 week ago | pro.thestreet.com | Stephen Guilfoyle

Tonight's the night. Racy hit song sung by Rod Stewart in the mid-1970s? No. Possibly the most important earrings release of the entire quarter? Winner, winner... chicken dinner. Tonight, a day after Wall Street experienced a roaring stock market rally, the chip designer that had become synonymous with gaming, crypto-currency mining, then the data center and cloud computing and now generative artificial intelligence will go to the tape with its fiscal first quarter numbers.
Nvidia Price Target as Earnings Fail to Find Real Consensus

1 week ago | pro.thestreet.com | Stephen Guilfoyle

Every quarter. It happens very late in the season, despite its oversized potential to impact financial markets upon release. I speak of Nvidia (NVDA) earnings. With 96% of S&P 500 companies having already reported their fiscal first quarter financial results, AI-focused, chip-designing giant Nvidia will release the firm's quarterly numbers on Wednesday afternoon after the closing bells stop chiming down at 11 Wall Street and up at Times Square in New York City.
Small-Cap Quantum Computing Name 'Ripe for the Picking' After Surprise Profit

1 week ago | pro.thestreet.com | Stephen Guilfoyle

Some readers will recall that, several months ago, I had been long the equity of both Quantum Computing (QUBT) and D-Wave Quantum (QBTS) . Those same readers will likely recall that I had been more impressed with Quantum Computing's balance sheet than I was with that of D-Wave's. I made a premature exit from D-Wave that cost me the bulk of the recent surge on that stock's share price. However, I have traded in and out of Quantum Computing and have largely held on to those shares.
The Good, the Bad and ... the 'Big Beautiful Bill'

1 week ago | pro.thestreet.com | Stephen Guilfoyle

U.S. equities had it rough last week. The high-profile event was Pres. Trump's "Big Beautiful Bill," a multi-trillion-dollar tax reform package, which in legislative form, spans more than a thousand pages. The bill passed in the House of Representatives by a single vote, 215-214 in partisan fashion.
New Price Target for 'Overrated' Apple After Trump Threat Raises Red Flag

2 weeks ago | pro.thestreet.com | Stephen Guilfoyle

"Overrated." I refer to Apple (AAPL) . Sure, the stock is a cashflow giant. For the quarter ended on March 29, Apple generated operating cash flow of $53.887 billion. That number is enormous, of this there is no doubt. Still, that number was down 13.9% from its year-ago comparison. The firm spent just $6.011 billion on capital expenditures, but that was up 37% year over year. This left free cash flow of $47.876 billion (-17.7%).
Taking a 'Defensive' Stance

2 weeks ago | pro.thestreet.com | Stephen Guilfoyle

Rouge Bouquet (excerpt)For Death came flying through the airAnd stopped his flight at the dugout stair,Touched his prey and left them there,Clay to clay. He hid their bodies stealthilyIn the soil of the land they fought to freeAnd fled away. Now over the grave abrupt and clearThree volleys ring;And perhaps their brave young spirits hearThe bugle sing:"Go to sleep!Go to sleep!Slumber well where the shell screamed and fell. Let your rifles rest on the muddy floor,You will not need them any more.