Key Points Nvidia (NASDAQ: NVDA), the world’s largest producer of data center GPUs, is the linchpin of the booming AI market. Most of the world’s top AI companies use its GPUs to train their large language models (LLMs), and Nvidia locks in those clients with its proprietary software. Nvidia still has a bright future, but ...
Key Points Meta is reportedly building a cloud business that would sell AI computing power, putting it in competition with Amazon Web Services. AWS revenue grew 28% year over year in the first quarter — its fastest growth in 15 quarters. AWS generated $14.2 billion of Amazon’s $23.9 billion in first-quarter operating income. These 10 ...
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock’s price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use ...
Netflix NFLX continues to strengthen its advertising platform, positioning the business as an increasingly important growth driver beyond subscription revenues. The company is expanding its in-house ad technology, broadening advertiser access and improving campaign measurement, steps expected to help it capture a larger share of the growing connected television advertising market. This complements Netflix’s expanding ...
Key Points As competition heats up and demand for electric vehicles (EVs) in the U.S. cools down, shares of Tesla (NASDAQ: TSLA) have unsurprisingly fallen more than 14% in 2026. Simultaneously, Tesla’s self-driving capabilities have come under intense scrutiny for both safety reasons and the pace at which they’re being rolled out. Is the dip ...
MercadoLibre‘s MELI aggressive expansion of its first-party (1P) business is emerging as a key headwind to margin recovery. While the strategy is strengthening assortment, improving pricing competitiveness and helping the company gain share across key categories, the rapid scaling of inventory-led commerce is introducing structural profitability pressures that could weigh on operating leverage for longer ...
Key Points SpaceX’s IPO gave the company funds to begin its Terafab project, with Musk praising ASML specifically. Major memory makers announced big capital expenditure increases. Wall Street analysts also raised their expectations for semiconductor equipment spending out to 2028. 10 stocks we like better than ASML › Shares of semiconductor equipment giant ASML Holdings ...
Key Points TSMC stock has more than doubled over the past year, and its position as the largest semiconductor foundry suggests it can deliver further gains to investors. ASML is the only supplier of advanced chipmaking equipment deployed by TSMC and others, and that’s going to accelerate the company’s growth. 10 stocks we like better ...
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 ...
Meta Platforms META is focusing on strengthening privacy across its platforms, including Facebook, WhatsApp and Instagram. The latest announcement of introducing WhatsApp usernames strengthens META’s long-term strategy of making its messaging ecosystem more privacy-centric while lowering one of the biggest barriers to user adoption, sharing personal phone numbers. The feature allows users to connect through ...