Key Points Tech companies will spend an estimated $1 trillion on AI infrastructure in 2027. AMD’s GPU and CPU sales are rising fast, and the company will likely benefit from agentic AI spending. But Nvidia’s shares are cheaper than AMD’s, and management estimates Nvidia’s total revenue will rise by 89% as tech companies continue to ...
Key Points Nvidia increased its supply commitments by $160 billion last quarter, mostly related to memory. SK Hynix said the memory chip supply shortage could last longer than anyone expects. The market’s reaction to both items is telling. 10 stocks we like better than Micron Technology › Micron Technology (NASDAQ: MU) has seen its revenue ...
Microsoft‘s (NASDAQ: MSFT) stock is down more than 11% over the last month, brought down by multiple factors. A tech sell-off kicked off in July, fueled by concerns in the chip market and the beginning of earnings season. Then, Microsoft’s stock was brought down further when the company released its fourth quarter of 2024 results. ...
Amazon AMZN enters the back half of 2026 with fresh momentum behind its Prime ecosystem, as recent programming and delivery announcements reinforce the loyalty engine underpinning the stock’s retail narrative. On Aug. 13, 2026, Prime Video unveiled its full 2026-27 NBA on Prime schedule, its second season under the 11-year media rights agreement, featuring five ...
The Zacks Domestic Auto industry is showing resilience despite a challenging economic backdrop. New-vehicle sales remain relatively healthy as affluent consumers continue to support demand, while the EV market is experiencing a more uneven recovery following the expiration of federal tax incentives. At the same time, potential tax refunds and new deductions on qualifying auto-loan interest could provide ...
Key Points For years, Alibaba (NYSE: BABA) was synonymous with Chinese e-commerce. Its Taobao and Tmall operations were the crown jewels of its tech empire. The cloud was a promising side business. And investors largely viewed the company through the lens of China’s consumer economy. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. ...
Key Points Tesla (NASDAQ:TSLA) is on a roll when it comes to market-moving announcements. Last month, the EV maker announced the sale of 500 Tesla Semis to Swedish transportation company Einride AB (NASDAQ:ENRD), essentially tripling the truck’s lifetime volumes. The move signaled strength not only for Tesla’s emerging trucking platform, but also for its autonomous ...
Key Points Tim Cook took over from Steve Jobs, filling the Apple founder’s large shoes very well. Cook is now handing the CEO job to John Ternus, but there are some important details to keep in mind this time around. 10 stocks we like better than Apple › The departure of Steve Jobs from Apple ...
Key Points Most of the trillion-dollar technology stocks driving the artificial intelligence (AI) revolution can be found in the Nasdaq-100 index. The index consistently outperforms the more diversified S&P 500 over the long term, because of its high exposure to the technology sector. The Invesco QQQ Trust mimics the Nasdaq-100 index, and it could help ...
Key Points AMD has been consistently gaining share in server CPUs, and it enjoys solid pricing power in this market. AMD’s impressive earnings growth potential suggests that it can jump substantially by the end of the decade. AMD seems poised to easily cross $2 trillion in market cap by 2030, though don’t be surprised to ...
