NOV Inc. NOV delivered a second quarter that paired softer year-over-year revenues with a much stronger earnings result. Adjusted earnings of 31 cents per share topped the Zacks Consensus Estimate of 16 cents, while revenues of $2.1 billion also exceeded expectations. The investor question is whether margin improvement can carry the story while demand remains uneven. … Read more
Amazon CEO Andy Jassy Just Sold $25 Billion in Bonds to Finance the Company's AI Data Center Build-Out. Amazon Has Committed $200 Billion in Capex for 2026.
Russ Cohen
Key Points Amazon raised $25 billion in bonds in early July. CEO Andy Jassy’s company plans to spend $200 billion this year to build out AI infrastructure. Jassy called AI a “once-in-a-lifetime opportunity.” 10 stocks we like better than Amazon › In 2026, one of the dominant investment themes is concern about how much large … Read more
Prediction: AMD Stock Could Double by 2028. Here's Why
Russ Cohen
Key Points AMD competes with Nvidia in the AI accelerator market. Over the last couple of years, AMD has emerged as a formidable competitor to Nvidia in supporting hyperscale AI workloads. Wall Street expects AMD’s revenue and profit to grow by more than twofold by 2028. 10 stocks we like better than Advanced Micro Devices … Read more
Ford Just Put Apple Maps in the Dashboard of a $30,000 EV. Apple Didn't Have to Build a Car.
Key Points Apple Maps will power navigation on Ford’s Universal Electric Vehicle Platform starting in 2027. The first vehicle on the platform is a midsize EV priced around $30,000. Apple’s services segment set an all-time revenue record of about $31 billion in its most recent quarter. 10 stocks we like better than Apple › Apple … Read more
Alibaba Plunges 19.7% YTD: Hold the Stock or Book Profits Now?
Alibaba Group BABA stock has clawed back some ground in July, but the year-to-date (YTD) scoreboard still tells an unflattering story, and investors weighing whether to hold on or lock in relief are staring at a business whose near-term fundamentals remain considerably shakier and more uncertain than the recent bounce off multi-month lows would otherwise … Read more
Amazon.com's Next Earnings Report on July 30 Could Sink the Stock. Here's Why.
Key Points Amazon previously estimated it would spend $200 billion on capital expenditures this year. Most of that goes to servers and infrastructure related to artificial intelligence. Several factors could cause Amazon’s stock to sink following its earnings report. 10 stocks we like better than Amazon › The most interesting thing about Amazon (NASDAQ:AMZN) and … Read more