Alaska Air Group ALK is pushing through a costly transition aimed at improving the quality of its revenue base. The strategy centers on premium travel, loyalty growth, long-haul flying and a more modern fleet. The plan could make the combined Alaska and Hawaiian network more durable over time. It also raises execution demands at a ...
Ford Motor Company F used its second-quarterearnings callto highlight a broader shift toward higher profitability, stronger pricing discipline and new growth areas. Management raised its full-year outlook as it emphasized improving quality, cost control and business mix. The company also outlined progress across commercial vehicles, connected services, electric vehicles and energy storage while addressing investor ...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Avantis Emerging Markets Equity ETF (Symbol: AVEM) where we have detected an approximate $275.1 million dollar inflow — that’s a 1.1% increase week over week in outstanding units (from 276,900,000 to 279,900,000). Among the largest ...
Key Points The prospect of high robotaxi and humanoid robot sales is the main reason Tesla gets away with a P/E ratio close to 300. Ford is working on self-driving technology that can position it to offer robotaxis, and other automakers may follow suit. If more competitors pile into robotaxis, it can put pressure on ...
Key Points Apple recently launched a new leasing program in which customers make low monthly payments for the latest devices. Klarna is partnering with Apple to provide the financial infrastructure. This could be a major needle-mover for Klarna’s business over the next few years. 10 stocks we like better than Klarna Group › Apple (NASDAQ: ...
NOV Inc. NOV delivered a second quarter that paired softer year-over-year revenues with a much stronger earnings result. Adjusted earnings of 31 cents per share topped the Zacks Consensus Estimate of 16 cents, while revenues of $2.1 billion also exceeded expectations. The investor question is whether margin improvement can carry the story while demand remains uneven. ...
Key Points Amazon raised $25 billion in bonds in early July. CEO Andy Jassy’s company plans to spend $200 billion this year to build out AI infrastructure. Jassy called AI a “once-in-a-lifetime opportunity.” 10 stocks we like better than Amazon › In 2026, one of the dominant investment themes is concern about how much large ...
Key Points AMD competes with Nvidia in the AI accelerator market. Over the last couple of years, AMD has emerged as a formidable competitor to Nvidia in supporting hyperscale AI workloads. Wall Street expects AMD’s revenue and profit to grow by more than twofold by 2028. 10 stocks we like better than Advanced Micro Devices ...
Key Points Palantir’s fundamentals continue to improve as U.S. government and commercial contracts accumulate. A high P/E ratio and $300 billion market cap make it more difficult for Palantir to produce substantial long-term returns. Still, if you want a growth stock that can beat the S&P 500 in the long run, Palantir may be worth ...
Key Points The S&P 500 and Dow aren’t as tech-centeric as the Nasdaq Composite. Alphabet has been punished for its AI spending. Apple is soaring because its growth doesn’t depend on AI capital expenditures. 10 stocks we like better than Alphabet › In 2023, 2024, and 2025, the Nasdaq Composite (NASDAQINDEX: ^IXIC) outperformed the S&P ...
