When supply tightens, the companies controlling the chokepoint often win the most. Listen to the audio version of this article (generated by AI). Editor’s Note: Wall Street spends a lot of time debating which company will build the smartest AI. But my colleague Eric Fry is asking a much more basic question… Where are these ...
Oracle Corporation ORCL and Alibaba Group BABA sit at opposite ends of the globe but occupy strikingly similar ground in today’s technology race. Both transformed from legacy roots, enterprise software for Oracle and e-commerce for Alibaba, into full-stack cloud and AI powerhouses, pouring billions into data centers, custom silicon, and language models. The comparison feels ...
Rare earth magnets sit inside robots, EVs, satellites, and chipmaking equipment – and China controls the supply chain Listen to the audio version of this article (generated by AI). In October 1973, America learned an unforgettable lesson about what happens when a strategic rival controls the one input everything runs on… Arab oil producers announced ...
Key Points Space Exploration Technologies‘ (NASDAQ: SPCX) second-quarter earnings have come and gone, sparking much intrigue among investors. SpaceX posted strong revenue growth and a narrowing of its operating loss compared with past quarters. However, huge capital expenditures of roughly $18.4 billion in the quarter drove the stock down during the day following earnings. Missed ...
Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, August 11th: Pan American Silver Corp. PAAS: This mining company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing nearly 23% over the last 60 days. Pan American Silver Corp. ...
Key Points Apple Chief Executive Officer Tim Cook dropped a bombshell on investors during the company’s latest quarterlyearnings call noting a “100-year flood” in memory chip pricing, suggesting a major event had occurred that upended all the company’s usual analysis. This could be a major problem for Apple, as it has to raise prices just ...
Listen to the audio version of this article (generated by AI). Four Actionable Stock Ideas From a Legendary Investor This week, Digest writer Jeff Remsburg is on vacation. But don’t worry – the Digest isn’t going anywhere. While he’s out, we’ll go straight to our experts, letting them share the ideas they’re most fired up ...
Key Points Alphabet saw its backlog of contracted cloud computing services climb to $514 billion last quarter. It’s spending huge amounts of capital to build additional capacity. The long-term profit and cash-generation potential can’t be ignored. 10 stocks we like better than Alphabet › The amount of money being spent on AI compute was plainly ...
Listen to the audio version of this article (generated by AI). Wall Street has a strange habit of worrying most when things are going well. We got a perfect example last week. SanDisk Corporation (SNDK) reported fourth-quarter earnings of $39.25 per share, easily topping analysts’ expectations of $34.51 per share. Revenue surged 372% year-over-year to ...
Are your holdings on the move? See my updated ratings for 122 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 ...