Key Points It has been about five years since Amazon (NASDAQ: AMZN) founder and CEO Jeff Bezos stepped down from his role as CEO and handed over the reins to Andy Jassy. Those five years were pretty favorable for the stock market, but not so much for Amazon stock. Where to invest $1,000 right now? … Read more
Advanced Micro Devices vs. Navitas Semiconductor: Here's What The Quarterly Revenue Trends of These Artificial Intelligence Companies Reveal to Investors
Russ Cohen
Key Points Advanced Micro Devices currently shows much stronger and significantly more stable revenue generation than Navitas over the observed timeframe. Over the last eight quarters, AMD displayed steady quarter-over-quarter growth before a recent plateau, while Navitas experienced a highly volatile and consistently downward trajectory. Investors should carefully watch whether the massive revenue gap between … Read more
AI Has Entered a Bear Market
Russ Cohen
Listen to the audio version of this article (generated by AI). SOXX dips into a bear market… Luke Lango on when the AI bull will return… one of Jonathan Rose’s favorite trades today… the blue-chip investment that Brian Hunt flagged as just making a new all-time high As I write on Monday, the tech/AI trade … Read more
Three Stocks Just Flashed Seasonal Signals
One window is open, another starts next week, and a bearish pattern begins at month-end Listen to the audio version of this article (generated by AI). Editor’s Note: Technology has a way of making the invisible visible. That’s true in medicine and science. And increasingly, it’s true in investing. As computing power improves, researchers can … Read more
Delta vs. United Airlines Stock: Which Is the Better Buy After Q2 Earnings?
Delta Air Lines DAL) and United Airlines UAL) have both delivered better-than-expected Q2 results, demonstrating that demand for premium, international, and corporate travel remains resilient despite significantly higher fuel costs. Both carriers exceeded Wall Street’s earnings expectations and expressed confidence in the second half of the year. However, they took slightly different approaches to guidance. … Read more
Micron Technology Is Quietly Setting Up for a Strong Earnings Catalyst
Key Points Long-term supply agreements with automakers like General Motors and Ford Motor Company suggest Micron is locking in future demand instead of relying solely on the volatile spot memory market. More agreements could mean fewer surprises. If Micron continues announcing new strategic customer agreements, investors may get a clearer picture of future demand before … Read more