This Grocer’s Shopping List Includes Bigger Profits

A top U.S. supermarket chain just posted stronger-than-expected earnings, raised full-year guidance, and expanded its share repurchase program.

With cost efficiencies kicking in and private-label growth boosting margins, the stock’s steady performance could be a defensive anchor for the months ahead.

See the breakdown and four other names to watch below.

Never Miss a Stock Alert Again!

We now send our daily picks via SMS too — so you’ll get the same high-conviction ideas, even if you miss the email.

👉 Click here to get stock picks by text and stay in the loop, always.

CoreWeave Inc. | CRVW

Price: $99.51

CoreWeave’s AI-focused cloud infrastructure business is scaling at breakneck speed, with Q2 revenue hitting $412 million, up 72% year over year.

Gross margins expanded to 59% from 51% as utilization rates climbed, and operating cash flow more than doubled to $132 million.

Net income flipped to a $48 million profit from a loss last year, underscoring the operating leverage now kicking in.

Beyond the headline numbers, the company secured a $500 million credit facility to accelerate data center builds and locked in partnerships with top AI software providers.

Management’s Q3 revenue forecast of $430–$450 million topped analyst expectations, suggesting momentum will carry into year-end.

Even after a modest post-earnings pullback, shares remain up triple digits in 2025.

Why It Matters:
CoreWeave is emerging as a backbone player in the AI boom.

Rising profitability, secured growth capital, and deep integration with software leaders give it both the cash and the credibility to sustain outsized growth into 2026.

Big Upside Ahead (Sponsored)

The Power of Triple-Digit Potential

The market is rewarding smart moves — but there’s still room to aim higher.

Our latest report reveals 5 companies with the chance to double within the year.

Backed by rigorous analysis and proven criteria, these picks have shown massive upside before.

Don’t settle for average when this opportunity is on the table.

Available free — but only until midnight.

[Download Now]

*This free resource is being sent by Zacks. We identify investment resources you may choose to use in making your own decisions. Use of this resource is subject to the Zacks Terms of Service.
*Past performance is no guarantee of future results. Investing involves risk. This material does not constitute investment, legal, accounting, or tax advice. Zacks Investment Research is not a licensed dealer, broker, or investment adviser.

Cisco Systems Inc. | CSCO

Price: $69.27

Cisco’s fiscal Q4 results showed it can grind out gains even in a soft IT spending environment.

EPS of $1.05 beat consensus by four cents, while revenue of $15.1 billion slipped 1% but still topped forecasts.

Strength in Secure, Agile Networks offset slower collaboration growth, and gross margin rose to 66.5%. Free cash flow was a robust $4.2 billion.

Forward guidance for FY26 EPS of $4.55–$4.65 met expectations, but the bigger story is Cisco’s growing AI-driven networking pipeline, already worth $500 million in booked orders.

The company also raised its dividend 3%, signaling confidence in cash generation.

Trading at just 13x forward earnings, Cisco is priced well below many enterprise tech peers despite a clearer runway for AI-related demand.

Why It Matters:
Cisco’s transition toward recurring revenue streams and its foothold in AI networking give it the mix of stability and upside investors crave.

Multiple expansion could follow if the AI order book converts into sustained growth.

Warner Bros. Discovery Inc. | WBD

Price: $11.77

WBD’s Q2 results were a mixed bag, with $10.4 billion in revenue coming in slightly light, but adjusted EBITDA of $2.2 billion beating expectations.

Direct-to-consumer streaming led the bright spots, adding 1.8 million subscribers, much of it from HBO Max’s overseas rollout.

The Studios segment lagged, weighed down by underperforming theatrical releases despite solid TV licensing sales.

Debt reduction remains a central theme. The company paid down $1.5 billion in Q2 and reaffirmed its $4 billion free cash flow target for the year.

Shares are down 28% year to date, but the pace of decline has eased as investors warm to the cost-cutting program.

Sustained streaming growth paired with debt discipline could set the stage for a rerating.

Why It Matters:
For WBD, the turnaround hinges on execution. If management keeps cutting debt while growing streaming subscribers, the narrative could shift from survival mode to recovery play.

Policy Change Alert (Sponsored)

The New Administration’s Market Shake-Up Begins

Sweeping policy changes are already reshaping industries — and certain companies could be positioned to surge.

We’ve identified 6 stocks with strong upside potential based on political momentum, sector shifts, and long-term fundamentals.

In the past, similar reports have pinpointed stocks that went on to deliver triple-digit gains.

Now, the clock is ticking for this one.

[See the full list free before midnight.]

*This resource is provided by Zacks.com for informational purposes only. It is not investment advice. Use of this resource is subject to the Zacks Terms of Service.
*Past performance is not a guarantee of future results. All investments carry risk. Information is subject to change. No recommendation or suitability is implied.

Jabil Inc. | JBL

Price: $217.35

Jabil continues to prove its resilience, posting Q3 EPS of $2.31 against $2.14 expected on $8.6 billion in revenue, up 4% year over year.

Growth came from renewable energy and EV components, helping offset weakness in lower-margin categories. Gross margin held steady at 8.9%, and free cash flow reached $330 million.

The board green-lit a $1 billion share buyback, and management reaffirmed FY26 EPS guidance of $9.25–$9.55.

With a track record of navigating supply chain complexity and shifting production to higher-margin verticals, Jabil remains well-positioned to capture growth in next-gen manufacturing markets through 2026.

Why It Matters:
Jabil’s diversification across industries gives it insulation from sector downturns, while the buyback plan underlines management’s confidence.

Long-term cash flow growth potential makes this a manufacturing name to watch.

Kroger Co. | KR

Price: $69.23

Kroger delivered another solid quarter, beating Q2 EPS estimates with $1.02 versus $0.96 expected. Revenue of $35.8 billion rose 3% year over year, with same-store sales up 2.4% excluding fuel.

Private-label performance and digital channel gains drove the uptick, while gross margin expanded by 42 basis points thanks to supply chain efficiencies.

Full-year EPS guidance was raised to $4.55–$4.65, and the company expanded its buyback authorization by $1 billion.

The proposed Albertsons merger is still under FTC review, but integration planning is underway.

Trading at 11.5x forward earnings, Kroger offers defensive appeal and a potential scale boost if the merger clears.

Why It Matters:
Kroger’s consistent execution and margin gains make it a steady performer.

If the Albertsons deal is approved, the resulting efficiency gains could create one of the most formidable players in U.S. grocery retail.

From AI infrastructure to grocery aisles, this week’s lineup shows that earnings season is still rewarding operational execution and clear forward guidance.

Companies like Kroger and CoreWeave are demonstrating that growth and profitability can coexist, while Jabil and Cisco are proving that disciplined capital allocation drives shareholder value.

For Warner Bros. Discovery, the path forward is more about stability than speed, but the groundwork for a turnaround is being laid.

For investors, the theme is clear: leadership in niche markets, improving margins, and tangible capital return plans remain the winning formula.

Stat of the Day – $1.1 Billion
Bullish, a U.S. crypto exchange, raised $1.1B in its August 2025 IPO, valuing the firm at $5.4B.

Shares opened at $90, more than 200% above the $37 offering price, and surged to $118 before closing at $70, an 89% first-day gain.

Backed by Peter Thiel and led by NYSE veteran Tom Farley, the listing underscores growing institutional confidence in crypto markets, even as volatility and regulatory scrutiny remain key risks.