Key Points Nvidia remains the king of AI infrastructure. AMD is carving out an important niche with AI inference. Broadcom is a networking giant that also has a big opportunity with custom AI chips. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) recently said it expects artificial intelligence (AI) infrastructure spending to ...
Key Points Stanley Druckenmiller’s Duquesne Family Office added a new position in Microsoft as Azure cloud growth accelerated last quarter. Bill Ackman’s Pershing Square bought a $1.3 billion stake in Amazon as it reported its best e-commerce growth in three years. 10 stocks we like better than Microsoft › Buying and holding shares of the ...
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock’s price. Do they really matter, though? Let’s take a look at what these Wall Street heavyweights have to ...
It is a holiday-shortened trading week, with markets closed in the US on Monday for the Labor Day holiday. It marks the unofficial end of summer, with kids returning to school and traders coming back from the Hamptons. Hopefully, it also signals the end of the summer malaise we’ve seen over the past few weeks. ...
Netflix (NFLX) has recently been on Zacks.com’s list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock’s performance in the near future. Over the past month, shares of this internet video service have returned +2.2%, compared to the Zacks S&P 500 composite’s +2.1% ...
Not long ago, Tesla TSLA was practically the only brand people thought of when they pictured an electric car. The brand had become synonymous with EVs, much like Amazon became the go-to name for online shopping or Netflix for streaming. Tesla transformed the auto industry and sparked a global EV revolution. But today, the playing ...
Alibaba BABA is redefining AI innovation with its seventh consecutive quarter of triple-digit growth in AI-related product revenues. This surge is powered by innovations such as the Lingma AI coding assistant and the newly launched Qwen3 models, signaling strong momentum toward the company’s strategic AI ambitions. This momentum pushed Cloud Intelligence Group revenues up 18% ...
Key Points Tesla stock is down in 2025, but shares remain overvalued compared to other automotive stocks. While Tesla’s EV business faces significant headwinds, investor focus remains largely on the company’s long-term artificial intelligence (AI) growth potential. If the AI bubble bursts, or Tesla fails to make enough AI-related progress, shares could be in for ...
Investors in Apple (NASDAQ: AAPL) have experienced anxious times recently. The company was feared to have fallen behind in the AI race due to the lack of groundbreaking AI initiatives like those announced by its “Magnificent Seven” peers. Moreover, after the company’s strong, five-year run, some may believe Apple is overvalued. Even Warren Buffett sold ...
Roku’s ROKU Devices business is facing mounting pressure as hardware revenues continue to decline. In the second quarter of 2025, Devices revenues dropped 6% year over year to about $136 million, pressured by tariffs, intense competition from Amazon and Apple, and slower consumer demand as households hold on to existing devices. While the platform segment ...
