Key Points Netflix earns its premium; Disney sells at a discount. Investors are paying up for Netflix’s proven streaming economics, while Disney is still being valued as a complex turnaround story. Profitable streaming is being overshadowed by concerns about linear TV, capital spending, and the broader media business. 10 stocks we like better than Walt ...
Magna International Inc. MGA reported second-quarter 2026 adjusted earnings of $1.86 per share, up 29% year over year. The figure surpassed the Zacks Consensus Estimate of $1.53 by 21.57%. Results benefited from productivity gains, operational improvements and tariff recoveries. Sales increased 3% to $10.98 billion and beat the consensus estimate of $10.74 billion by 2.19%, ...
Here are two stocks with buy rank and strong value characteristics for investors to consider today, August 14th: Norwegian Cruise Line Holdings Ltd. NCLH: This cruise company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 2.1% over the last 60 days. Norwegian Cruise Line Holdings ...
Alibaba‘s BABA weakening cash flow could become a headwind to its long-term growth potential if heavy investments continue to outpace cash generation. The company generated solid revenue growth in fiscal 2026, but its cash generation deteriorated sharply as it accelerated spending on AI infrastructure, cloud capacity, quick commerce and the Qwen AI ecosystem. Operating cash ...
Key Points Rivian (NASDAQ: RIVN) launched its R2 SUV in the U.S. on June 9. The premium EV maker expects the new vehicle, which costs less than its R1T pickup and R1S SUV, to expand its addressable market and widen its moat against Tesla (NASDAQ: TSLA). But how many R2 SUVs does Rivian need to ...
Key Points Apple’s hardware business feeds into its high-margin services business. Coca-Cola has unmatched brand equity and distribution. Alphabet’s Google is a great flywheel business, while it is also the most complete AI player. 10 stocks we like better than Apple › Investor Warren Buffett may have retired as head of Berkshire Hathaway (NYSE: BRKA) ...
Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, August 13th: Blue Bird Corporation BLBD: This school buses company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 4.8% over the last 60 days. Blue Bird Corporation Price and ...
Key Points It’s becoming increasingly clear that OpenAI and Anthropic are driving much of the spend on artificial intelligence compute at data centers. However, these companies are still not in the best financial state. Chinese competitors are also releasing open-source models with improving performance that are reportedly much cheaper than OpenAI and Anthropic. 10 stocks ...
Key Points After dominating the AI training market, Nvidia has positioned itself to be a leader in inference as well. Cerebras’ super-fast inference solution should help it gain a foothold in the huge market. AMD is aggressively tackling inference from multiple angles. 10 stocks we like better than Nvidia › Inference has become the fastest-growing ...
Intel Corporation INTC and Qualcomm Incorporated QCOM are two premier U.S.-based semiconductor firms focusing on AI (artificial intelligence), advanced chip technologies and the data center semiconductor ecosystem. Both are competing hard in the AI-powered PC processor market, with Intel pushing Xeon-based AI infrastructure and Qualcomm expanding its AI accelerator and data-center CPU roadmap, expanding its ...
