Alibaba Group BABA stock has clawed back some ground in July, but the year-to-date (YTD) scoreboard still tells an unflattering story, and investors weighing whether to hold on or lock in relief are staring at a business whose near-term fundamentals remain considerably shakier and more uncertain than the recent bounce off multi-month lows would otherwise ...
Key Points Amazon previously estimated it would spend $200 billion on capital expenditures this year. Most of that goes to servers and infrastructure related to artificial intelligence. Several factors could cause Amazon’s stock to sink following its earnings report. 10 stocks we like better than Amazon › The most interesting thing about Amazon (NASDAQ:AMZN) and ...
BellRing Brands, Inc. BRBR has seen a sharp valuation reset in 2026 as investors weigh weaker guidance, falling margins and a less certain earnings recovery. The stock’s lower multiple now reflects a more cautious view of the business. The question is whether that discount adequately compensates investors for execution risks tied to promotions, input costs, ...
Key Points Alphabet, Amazon, Meta, and Microsoft plan combined 2026 capital spending of more than $700 billion, most of it for AI infrastructure. Apple spent $12.7 billion on capital expenditures in all of fiscal 2025. Apple reports fiscal third-quarter results on Thursday, July 30. 10 stocks we like better than Apple › There is a ...
Key Points Amazon’s first-quarter results demonstrated massive AI growth, and it’s investing to keep that cycle going. It’s building out the AI business with various parts like land, power, chips, and more. The vast capex spend has already been priced into the stock, giving Amazon stock room to run on positive news. 10 stocks we ...
Key Points Alphabet raised its 2026 capital spending forecast to as much as $205 billion this past week, while Amazon plans about $200 billion and Meta up to $145 billion. Nvidia’s data center revenue rose 92% year over year to $75.2 billion in its most recent quarter. The stock trades at about 32 times trailing ...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the JPMorgan Nasdaq Equity Premium Income ETF (Symbol: JEPQ) where we have detected an approximate $401.3 million dollar inflow — that’s a 1.8% increase week over week in outstanding units (from 431,425,000 to 439,200,000). Among the ...
Verizon Communications Inc. VZ used its second-quarter 2026earnings callto argue that lower churn, disciplined customer acquisition and broadband expansion are creating a more durable growth model. Management raised several full-year targets while detailing a sharper shift away from handset subsidies. Adjusted earnings of $1.30 topped the Zacks Consensus Estimate of $1.27, while revenues of $34.25 ...
Key Points The Vanguard Growth ETF’s 10 largest holdings account for about 60% of its assets. Nvidia and Apple alone make up about 24% of the fund. The fund lost 33% in 2022, the last calendar year in which richly valued growth stocks fell. 10 stocks we like better than Vanguard Growth ETF › The ...
Key Points Netflix (NASDAQ: NFLX) has been evolving its business over the years by adding live sports, podcasts, and even games. Its subscriptions now offer a wider range of entertainment options, and they’ve proven superior to other streaming services, enabling the business to grow while also commanding strong profit margins. But its largest rivalry may ...
