Key Points Nvidia is the market leader in data center GPUs and networking, while Sandisk ranks as the fifth-largest supplier of NAND flash memory. GPUs and networking are the most expensive hardware components of an AI data center, which means Nvidia has a larger addressable market. Sandisk is growing rapidly primarily because a supply shortage ...
Key Points CoreWeave announced a multiyear deal with Perplexity AI. Perplexity AI will leverage CoreWeave’s neocloud platform to power its AI inference workloads While CoreWeave is growing at a blistering pace, investors should exercise care. 10 stocks we like better than CoreWeave › CoreWeave (NASDAQ: CRWV) stock charged sharply higher today, gaining as much as ...
Key Points Oracle and OpenAI are burning cash, and there are significant questions around their ability to raise commensurate funds to achieve their aims. Reports of OpenAI clarifying its spending plans are a positive for Oracle stock. 10 stocks we like better than Oracle › Oracle (NYSE: ORCL) declined 11.7% in March according to data ...
Netflix NFLX stock surged nearly 10% on Feb. 26, 2026, after the streaming giant formally declined to raise its bid for Warner Bros. Discovery‘s WBD studio and streaming assets — a decision that ended what would have been the company’s largest-ever acquisition and handed Paramount Skydance PSKY a clear path to claim the Hollywood legacy ...
Lulu’s Fashion Lounge Holdings, Inc. LVLU shares have surged 65.6% in the past year compared with the industry’s 18.3% growth. The company has outperformed other industry players, including Deckers Outdoor Corporation DECK and Stitch Fix, Inc. SFIX. Shares of DECK and SFIX have declined 19.3% and 29.3%, respectively, in the same time frame. LVLU benefits ...
Key Points Despite similarities in business strategy, these three automakers have traded differently in recent years. Ford is pivoting its strategy to stoke growth on the top- and bottom-lines. Ford Pro could be the automaker’s key to improving profits. 10 stocks we like better than Ford Motor Company › Ford Motor Company (NYSE: F), General ...
Amazon‘s AMZN fourth-quarter 2025 earnings delivered a record $213.4 billion in revenues, up 14% year over year, with Amazon Web Services posting $35.6 billion in quarterly revenues, representing a 24% increase that marked the unit’s fastest growth in 13 quarters. Yet the headline numbers were quickly overshadowed by a single disclosure: the company plans to ...
Tesla, Inc. TSLA has raised the price of its newly introduced Cybertruck AWD from $59,990 to $69,990, marking a 17% increase just 10 days after the variant debuted. On Feb. 19, the company rolled out the new Cybertruck AWD at $59,990, making it the most affordable version of the electric pickup to date. The trim ...
Key Points Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) stock slipped 2.1% through 11:25 a.m. ET Monday on broader market worries over war breaking out in Iran, and across the Mideast, over the weekend. But isn’t there more reason to buy Alphabet stock today than to sell it? Will AI create the world’s first trillionaire? Our team ...
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock’s price, but are they really important? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let’s see ...
