Key Points Nvidia (NASDAQ: NVDA) has long been a giant in the world of graphics processing units (GPUs), or high-powered chips that fuel the simultaneous computations needed for certain applications. In the company’s early days, it mainly sold GPUs to the gaming market, but in more recent times, these chips have become the staple of ...
Key Points Ark expects Nvidia to remain the lead supplier for AI servers even as custom chips gain market share. Wood also likes the prospects of emerging challengers like Cerebras Systems in the AI compute market. Broadcom remains one of Wood’s top stocks for riding the growth of custom chip alternatives. 10 stocks we like ...
Key Points Mastercard’s strengths include its high operating margins and strong long-term growth potential. While similar in many ways to competitor Visa, Mastercard has a slight edge over its rival. Even as its premium valuation could expose it to heavy volatility if macro conditions worsen, consider Mastercard a strong long-term buy at today’s prices. 10 ...
Key Points Netflix’s July earnings report failed to impress the market, and the stock continued to slide. Investors are worried about lower viewer engagement metrics and slowing growth. Netflix stock is trading at its lowest P/E ratio in three years. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) stock jumped 13% in ...
Kolibri Global Energy Inc. (KGEI) could be a solid addition to your portfolio given a notable revision in the company’s earnings estimates. While the stock has been gaining lately, the trend might continue since its earnings outlook is still improving. Analysts’ growing optimism on the earnings prospects of this company is driving estimates higher, which ...
Key Points Ford lost $8.2 billion in 2025, its deepest annual loss since 2008, even as revenue hit a record $187.3 billion. The stock was higher two years later after five of the seven other loss years since 2001. The strongest recoveries followed the final loss of a losing stretch — and that is only ...
Alibaba Group BABA rolled out its next-generation AI video model, Wan3.0, a day after closing an HK$80 billion (roughly $10.2 billion) share placement in Hong Kong, the largest primary follow-on offering by a Hong Kong-listed company. Wan3.0, developed by Alibaba’s Tongyi Lab, generates videos up to 30 seconds long, twice the length of its predecessor, ...
Key Points SpaceX has businesses in three fast-growing segments: space exploration, connectivity, and artificial intelligence (AI) infrastructure. Despite its diversification and close work with large enterprises, the U.S. government, and AI hyperscalers, SpaceX is only on pace to generate about $45 billion of revenue this year. Musk has a long history of missing his promised ...
Key Points Rumors suggest Apple will soon unveil a new foldable iPhone. Reports suggest the device faces production issues due to Apple’s strict quality standards. Apple is viewed as a premium device maker for a reason. 10 stocks we like better than Apple › Shares of Apple (NASDAQ: AAPL) got bruised on Friday, slipping as ...
Key Points Nvidia expects fiscal 2028 revenue growth of about 70%, even though customer forecasts point to stronger demand. Nvidia has increased its supply and capacity commitments from $119 billion to $279 billion as it prepares for future AI infrastructure demand. Nvidia’s revenue opportunity per gigawatt could rise from about $18 billion with Hopper GPUs ...
