Key Points Microsoft and other tech giants have been spending aggressively on artificial intelligence (AI). High spending levels have raised concerns about whether AI investments are worthwhile. Recently, Microsoft told employees to be more mindful of AI usage. 10 stocks we like better than Microsoft › The trouble with tech is that many companies want ...
Key Points Shares of the streaming giant have dropped as revenue growth slows. However, Netflix is well-positioned as the subscription video-on-demand leader. Management is leveraging its content expense to expand margins and grow cash flow. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) has seen its stock drop around 46% since peaking ...
Lear Corporation LEA reported second-quarter 2026 adjusted earnings of $4.28 per share, up 23.3% year over year. Earnings beat the Zacks Consensus Estimate of $3.89 by 10.03%. Revenues rose 3% to $6.21 billion and surpassed the consensus mark of $6.14 billion by 1.17%. The quarter benefited from strong net operating performance, new Seating business and ...
Oracle Corporation ORCL and Alibaba Group BABA sit at opposite ends of the globe but occupy strikingly similar ground in today’s technology race. Both transformed from legacy roots, enterprise software for Oracle and e-commerce for Alibaba, into full-stack cloud and AI powerhouses, pouring billions into data centers, custom silicon, and language models. The comparison feels ...
Key Points Space Exploration Technologies‘ (NASDAQ: SPCX) second-quarter earnings have come and gone, sparking much intrigue among investors. SpaceX posted strong revenue growth and a narrowing of its operating loss compared with past quarters. However, huge capital expenditures of roughly $18.4 billion in the quarter drove the stock down during the day following earnings. Missed ...
Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, August 11th: Pan American Silver Corp. PAAS: This mining company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing nearly 23% over the last 60 days. Pan American Silver Corp. ...
Key Points Apple Chief Executive Officer Tim Cook dropped a bombshell on investors during the company’s latest quarterlyearnings call noting a “100-year flood” in memory chip pricing, suggesting a major event had occurred that upended all the company’s usual analysis. This could be a major problem for Apple, as it has to raise prices just ...
Key Points Alphabet saw its backlog of contracted cloud computing services climb to $514 billion last quarter. It’s spending huge amounts of capital to build additional capacity. The long-term profit and cash-generation potential can’t be ignored. 10 stocks we like better than Alphabet › The amount of money being spent on AI compute was plainly ...
Super Micro Computer, Inc. SMCI is set to report its fourth-quarter fiscal 2026 results on Aug. 11, 2026, after market close. For the fourth quarter of fiscal 2026, SMCI expects net sales between $11 billion and $12.5 billion. The Zacks Consensus Estimate is pegged at $11 billion, indicating growth of 91% from the year-ago quarter’s ...
Key Points Moonshot AI recently released the full weights for its new Kimi K3 model, the first Chinese model to achieve frontier-level performance. Cloud providers benefit from increased compute demand, while frontier labs could face margin pressure from more affordable alternatives. 10 stocks we like better than Microsoft › On July 16, the Chinese AI ...
