Key Points Tech companies will spend an estimated $1 trillion on AI infrastructure in 2027. AMD’s GPU and CPU sales are rising fast, and the company will likely benefit from agentic AI spending. But Nvidia’s shares are cheaper than AMD’s, and management estimates Nvidia’s total revenue will rise by 89% as tech companies continue to ...
These companies deserve a very close look right now. Listen to the audio version of this article (generated by AI). Editor’s Note: Years ago, my colleague InvestorPlace Senior Analyst Luke Lango recommended Nvidia when it was still best known as a supplier of specialized chips to other technology companies. As Nvidia has grown to maintain ...
Key Points Nvidia increased its supply commitments by $160 billion last quarter, mostly related to memory. SK Hynix said the memory chip supply shortage could last longer than anyone expects. The market’s reaction to both items is telling. 10 stocks we like better than Micron Technology › Micron Technology (NASDAQ: MU) has seen its revenue ...
Something around September 24 could clear the way for his next move. Here’s what he’ll have to buy first. Listen to the audio version of this article (generated by AI). One of the most profitable questions investors can ask during a massive investment boom is surprisingly simple: What’s becoming scarce? Our technology expert, Luke Lango, ...
Microsoft‘s (NASDAQ: MSFT) stock is down more than 11% over the last month, brought down by multiple factors. A tech sell-off kicked off in July, fueled by concerns in the chip market and the beginning of earnings season. Then, Microsoft’s stock was brought down further when the company released its fourth quarter of 2024 results. ...
Amazon AMZN enters the back half of 2026 with fresh momentum behind its Prime ecosystem, as recent programming and delivery announcements reinforce the loyalty engine underpinning the stock’s retail narrative. On Aug. 13, 2026, Prime Video unveiled its full 2026-27 NBA on Prime schedule, its second season under the 11-year media rights agreement, featuring five ...
The Zacks Domestic Auto industry is showing resilience despite a challenging economic backdrop. New-vehicle sales remain relatively healthy as affluent consumers continue to support demand, while the EV market is experiencing a more uneven recovery following the expiration of federal tax incentives. At the same time, potential tax refunds and new deductions on qualifying auto-loan interest could provide ...
These must-have suppliers could be the real opportunity. Listen to the audio version of this article (generated by AI). A peek at Elon Musk’s shopping list It was an iconic moment – both technologically and culturally. In January 2007, Apple’s CEO, Steve Jobs, famously stood before a crowd and unveiled a three-in-one device – the ...
Key Points For years, Alibaba (NYSE: BABA) was synonymous with Chinese e-commerce. Its Taobao and Tmall operations were the crown jewels of its tech empire. The cloud was a promising side business. And investors largely viewed the company through the lens of China’s consumer economy. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. ...
Listen to the audio version of this article (generated by AI). Editor’s Note: One of the biggest lessons I’ve learned after three decades in the options market is also one of the simplest… Stop trading the story and start trading the structure. Once you do that, you start seeing what’s really moving markets — the ...
