Key Points Alphabet’s autonomous vehicles are a common sight now in several major U.S. cities, such as Los Angeles. Interestingly, some don’t immediately identify this next-generation vehicle developer as an auto company. 10 stocks we like better than Alphabet › As with nearly everything associated with Tesla and its colorful CEO Elon Musk, the hype ...
Key Points Berkshire Hathaway (NYSE:BRKA)(NYSE:BRKB)‘s 13F filing for the second quarter came out recently, which highlighted the company’s changes in holdings during the period. While under previous CEO Warren Buffett, the company has been cautious about buying stocks and adding to its positions, that has changed of late under Greg Abel, who took over at ...
Key Points Google Cloud revenue climbed 82% year over year to $24.8 billion in the second quarter, accelerating from 63% growth in the first. Microsoft reported 43% growth in Azure and other cloud services for the quarter ended June 30, while Amazon Web Services grew 37%. Google Cloud’s backlog reached $514 billion, and Alphabet says ...
Key Points SpaceX’s prospects appear bright, but there is little margin for error at current levels. CoreWeave’s massive backlog is more than 13 times its trailing-12-month revenue. Intel is tapping into a large opportunity, but several issues may hinder its progress. 10 stocks we like better than Space Exploration Technologies › Nvidia (NASDAQ: NVDA) is ...
Checking in on the bond market… Washington’s $4 billion bandaid… why the vigilantes are furious at Warsh… Luke Lango’s 5% line in the sand… the number Yardeni is watching As I write on Wednesday, the bond market just got rescued…for the moment. Yesterday, the 30-year Treasury yield touched 5.33% – a 19-year high. The “Bond ...
Key Points Nvidia’s revenue is expected to nearly double in its second quarter, making the stock look like a good value. Demand from hyperscalers, AI start-ups, and SpaceX should continue to fuel its growth. Its profits could double from 2026 to 2028. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has jumped ...
Salesforce (CRM) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended July 2026. This widely-known consensus outlook gives a good sense of the company’s earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term ...
One chart shows why agentic AI adoption is about to explode and which companies stand to benefit most Listen to the audio version of this article (generated by AI). When earlier this year an Australian man named Andrew asked his Openclaw AI agent to book him a gym class, he ended up on a waitlist. ...
Key Points Sandisk (NASDAQ: SNDK) stock fell 6.1% through 11:25 a.m. ET Monday on some potentially worrisome news from its former parent company Western Digital (NASDAQ: WDC), which announced today it is working hard to develop “post-quantum cryptography hard drives” for a world where AI has become ubiquitous, and need for NAND memory less intense. ...
Key Points Pershing was able to purchase Netflix stock after a major sell-off earlier this year. Ackman also took new positions in Visa and Mastercard. Ackman and his team bought the dip on stocks that investors have sold amid concerns about disruption from artificial intelligence. 10 stocks we like better than Netflix › Say what ...
