Advanced Micro Devices AMD) and Meta Platforms META) were two of Monday’s biggest mega-cap winners, with both stocks surging roughly 10% as enthusiasm around artificial intelligence returned in force. AMD reached a $1 trillion market-cap threshold for the first time, joining Meta in the exclusive trillion-dollar club, as investors piled back into AI-related semiconductor stocks. … Read more
Bull of the Day: NVIDIA Corp. (NVDA)
Russ Cohen
NVIDIA Corp. NVDA is back to being a Zacks Rank #1 (Strong Buy). Are you in? NVIDIA is the leading AI and accelerated computing company in the world. It is in the exclusive “trillion-dollar” club. NVIDIA has a market cap of $5.4 trillion. NVIDIA Beat Again in the Fiscal Second Quarter 2027 On Aug 26, … Read more
Bill Ackman Built a $2.4 Billion Stake in Microsoft, Calling It a "Core Holding" Bought at a "Highly Compelling Valuation." Here's Why He's Betting Big on Big Tech.
Russ Cohen
Key Points Earlier this year, Pershing Square (NYSE: PS) founder and CEO Bill Ackman piled into a stock well-known not only to tech investors, but the general public at large: Microsoft (NASDAQ: MSFT). Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called … Read more
eBay Upgraded, Airbnb Downgraded: Updated Rankings on Top Blue-Chip Stocks
Are your holdings on the move? See my updated ratings for 95 stocks. Source: iQoncept/Shutterstock.com Listen to the audio version of this article (generated by AI). During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a … Read more
Alibaba Is Down 60% From Its All-Time High. Is This the Once-in-a-Decade Setup That Patient Investors Wait For?
Key Points Alibaba looks cheap, but its earnings are falling sharply while AI and instant-commerce spending drain cash. Cloud growth is promising, but it isn’t yet big enough to offset those costs. For me, that makes BABA a risky turnaround story, not a once-in-a-decade bargain. 10 stocks we like better than Alibaba Group › Alibaba … Read more
Tesla Trades at 331 Times Trailing Earnings While Facing Growing Competition From China's BYD. Is Elon Musk's Premium Valuation Still Justified?
Key Points Tesla trades at a highly growth-dependent valuation and faces challenges in its core EV market. CEO Elon Musk’s track record is far from perfect, but he still has some incredible wins under his belt that suggest visionary qualities. Tesla stock does deserve a “Musk premium” and could still deliver strong long-term gains, but … Read more