Key Points As AI continues to proliferate, data centers are getting larger to achieve greater efficiency. Some of them are becoming so big, in fact, that they are their own digital, physical, and logistical ecosystem. Even without knowing precisely what a hyperscale data center is, knowing who offers cloud-based access to them — and what … Read more
Rivian Reports Q3 Deliveries for the R2 SUV in October. Here's How Investors Should Prepare.
Russ Cohen
Key Points It’s hard to overstate how important the Model Y was for Tesla‘s (NASDAQ: TSLA) overall growth journey. Today, that model alone accounts for more than 90% of Tesla’s vehicle sales. The Model Y allowed Tesla to significantly expand its sales base, which, in turn, enabled the company to scale its production facilities to … Read more
Can Micron (MU) Keep the Earnings Surprise Streak Alive?
Russ Cohen
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Micron (MU), which belongs to the Zacks Computer – Integrated Systems industry. This chipmaker has an established record of topping earnings estimates, especially when looking at the previous two reports. The … Read more
Surging Earnings Estimates Signal Upside for Valero Energy (VLO) Stock
Valero Energy (VLO) appears an attractive pick given a noticeable improvement in the company’s earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company. Analysts’ growing optimism on the earnings prospects of this oil refiner is driving estimates higher, which … Read more
The Fed Just Revealed Something Big About the AI Boom
One company’s investment bill can become another company’s sales. Listen to the audio version of this article (generated by AI). Wall Street can handle bad news. What it really hates is uncertainty. And yesterday, one of the market’s biggest uncertainties disappeared. The Federal Reserve voted to raise its key interest rate by 25 basis points, … Read more
I've Held Microsoft for 10 Years. Here's Why I'm Not Selling a Single Share.
Key Points Microsoft’s growth has come from expanding products across the same enterprise customers. AI demand looks strong, but heavy infrastructure spending must translate into durable returns on capital. At today’s valuation, I’m more focused on holding and buying dips than adding aggressively. 10 stocks we like better than Microsoft › After holding Microsoft (NASDAQ: … Read more