Key Points Artificial intelligence (AI) infrastructure spending isn’t slowing down, and that’s not surprising, as major hyperscalers and AI companies need to fulfill massive contractual backlogs. Oracle, for instance, recently reported a contractual backlog of a whopping $664 billion. Meanwhile, Alphabet notes that its Google Cloud backlog hit a whopping $514 billion in the second … Read more
Top 5 Tech Stocks Built to Weather Higher Interest Rates
Russ Cohen
The Federal Reserve raised interest rates 25 basis points yesterday, lifting the federal funds target range to 3.75%-4.00% as policymakers cited still-elevated inflation. The move puts renewed monetary tightening in focus, with higher rates potentially pressuring economic growth, increasing borrowing costs, and compressing valuation multiples across the tech sector. However, companies with fortress balance sheets, … Read more
Surging Earnings Estimates Signal Upside for Valero Energy (VLO) Stock
Russ Cohen
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
Thinking of Buying Alibaba Stock Now? Here's 1 Green Flag and 1 Red Flag.
Key Points The results of Alibaba’s AI investments are finally showing up in Alibaba’s revenue numbers. Pursuing the AI opportunity comes with a huge price tag. If AI and cloud become large, profitable growth engines, Alibaba could soon look very different from the e-commerce company investors know today. 10 stocks we like better than Alibaba … Read more
Elon Musk Says Optimus Will Ship to Customers in 2027. Here's How Much Revenue That Could Actually Generate.
Key Points In 2021, Tesla (NASDAQ: TSLA) introduced Optimus, its concept for a humanoid robot, with a dancer dressed in a bodysuit. A year later, Tesla introduced the prototype Optimus to handle tasks that are unsafe, repetitive, or boring for humans. At the World Economic Forum in Davos this January, Elon Musk claimed Tesla could … Read more
Should Investors Buy TJX as Growth Improves but Valuation Stays Rich?
The TJX Companies, Inc. TJX combines rising sales, higher earnings guidance and a larger store-expansion runway with a valuation that remains above key benchmarks. That mix keeps the investment case tied closely to execution. Second-quarter results showed broad strength outside Marmaxx, while cash generation remained substantial. The question is whether those advantages can support the … Read more