U.S. legacy automakers Ford F and General Motors GM have moved in different directions since their second-quarter earnings reports. GM has gained 14.4% since reporting on July 21, while Ford is down 3% since its July 28 results. That divergence is notable because both automakers delivered stronger earnings and raised their full-year outlooks. So, the question is ...
NVIDIA just shattered Wall Street’s slowdown thesis. Now, attention could quickly shift to the companies powering the broader AI buildout… Few video games are easier to understand – or harder to master – than Tetris. It began as a simple program created by a Soviet engineer in 1984. Five years later, Nintendo put it in ...
Alibaba Group Holding Limited BABA used its first-quarter fiscal 2027earnings callto put AI infrastructure at the center of its growth strategy, with management forecasting faster cloud revenue growth and margin improvement. The forward message came with mixed headline results. Non-GAAP earnings of $1.26 per ADS missed the Zacks Consensus Estimate of $1.94, while revenues of $39.64 ...
Key Points Nintendo could rebound with its new console out and the unwinding of the memory chip boom. “Magnificent Seven” stocks are on the other side of the table, benefiting from huge demand for AI services. Nintendo looks like a cheaper stock for the rest of this year. 10 stocks we like better than Nintendo ...
Key Points If you’re beginning or adding to a portfolio, focus on three things: diversification, long-term growth, and minimal fees. The Vanguard Total Stock Market ETF (VTI) serves as the core of a portfolio. The Vanguard Growth ETF (VUG) and the Vanguard Total International Stock ETF (VXUS) round things out with higher growth potential. 10 ...
Key Points Pershing Square (NYSE: PS), the company headed by high-profile investor Bill Ackman, has emerged as one of the largest corporate bulls on Amazon (NASDAQ: AMZN). Despite recently trimming its stake in the monster retailer as part of a portfolio reallocation, Pershing still holds nearly 8.6 million shares of the company. According to Pershing’s ...
Listen to the audio version of this article (generated by AI). The inflation gauge Warsh actually watches… Bitcoin’s 200-day reclaim… don’t forget silver… Nvidia’s earnings? The July Personal Consumption Expenditures (PCE) price index report dropped this morning, coming in a touch hotter than Wall Street wanted. Headline PCE rose 0.2% in July, holding the 12-month ...
Key Points AMD (NASDAQ: AMD) stock has been a great investment this year, rising by more than 120%. However, unless you have access to a time machine, this information is more of a fun fact and doesn’t have much bearing on the future. But investors need to make decisions now about portfolio positioning for the ...
Outside of Nvidia NVDA), Marvell Technology MRVL) will provide the semiconductor market’s most closely watched earnings report this week when it posts Q2 results after the closing bell on Thursday, August 27. Marvell has become a prime beneficiary of the AI infrastructure boom through custom AI silicon, optical interconnects, and Ethernet switching, with hyperscale relationships ...
Key Points Amazon stock is trading at 21 times earnings. Other than a dip to 19 in June, it is Amazon’s lowest valuation in at least 10 years. The company has a whopping $496 billion in backlog contracts. 10 stocks we like better than Amazon › Amazon (NASDAQ: AMZN) stock has trailed the S&P 500 ...
