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 ...
One company’s investment bill can become another company’s sales. Listen to the audio version of this article (generated by AI). Wall Street can handle bad news. What it really hates is uncertainty. And yesterday, one of the market’s biggest uncertainties disappeared. The Federal Reserve voted to raise its key interest rate by 25 basis points, ...
Key Points Microsoft’s growth has come from expanding products across the same enterprise customers. AI demand looks strong, but heavy infrastructure spending must translate into durable returns on capital. At today’s valuation, I’m more focused on holding and buying dips than adding aggressively. 10 stocks we like better than Microsoft › After holding Microsoft (NASDAQ: ...
Key Points AI stocks are great, but a portfolio needs balance. Netflix has taken a hit this year, and itʻs the cheapest in four years. This is a good time to consider adding some shares of Netflix. 10 stocks we like better than Netflix › If you are like many investors, your portfolio has probably ...
If you’re worried about the AI slowdown, there’s another way to participate in AI’s growth… Listen to the audio version of this article (generated by AI). In 2009, an Israeli venture capitalist watched a video in total disbelief. “This has to be fake,” he thought, as a person moved in front of a camera and ...
Key Points Chinese automakers have quickly graduated from student to master in the global automotive industry – especially in EVs. Ford pivoting from competing in China’s domestic markets to exporting vehicles as reversed its financial losses. Ford’s joint venture with Geely opens up the door to lower costs in Europe, while learning valuable operating and ...
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Wednesday (September 16) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$75,930.77, trading 1.3 percent lower over the past 24 hours. Bitcoin price chart ...
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 ...
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 ...
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 ...
Russ Cohen
Russ Cohen
