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Cisco Raises Expectations on Strong AI Spending
Image Source: TradingView By Brian Nelson, CFA Cisco (CSCO) recently reported fiscal third-quarter 2026 results for the period ended April 25 that came in better than expected on both the top and bottom lines. The company achieved double-digit top and bottom-line growth, exceeding the high end of its guidance range for the period. It posted…
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Nvidia Delivers Exceptional Fiscal First Quarter Results
Image Source: TradingView By Brian Nelson, CFA Nvidia (NVDA) recently reported first-quarter fiscal 2027 results for the period ending April 26 that beat expectations on both the top and bottom lines. The company showcased record revenue of $81.6 billion (consensus was $79.2 billion), up 85% from the year-ago period, while Data Center revenue also hit…
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Valuentum’s Dividend Growth Newsletter Portfolio
*Portfolio Information as of published date in top, left corner of table. The Dividend Growth Newsletter portfolio is not a real money portfolio. Past results are not a guarantee of future performance, and actual results may differ from simulated information provided. There is substantial risk associated with investing in financial instruments. The Dividend Growth Newsletter portfolio puts into…
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Valuentum’s Best Ideas Newsletter Portfolio
*Portfolio information as of published date in top, left corner of table above. The Best Ideas Newsletter portfolio is not a real money portfolio. Past results are not a guarantee of future performance, and actual results may differ from simulated information provided. There is substantial risk associated with investing in financial instruments. By The Valuentum…
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Visa’s Results Show Consumer Spending Remains Resilient
Image Source: TradingView By Brian Nelson, CFA Visa (V) recently reported second-quarter fiscal 2026 results that came in better than expected on both the top and bottom lines. Net revenue increased 17% (16% on a constant currency basis), driving GAAP net income 32% higher. Non-GAAP net income advanced 17%, as non-GAAP diluted earnings per share…