Key Points The Space Explorations Technology Corp. (NASDAQ: SPCX) IPO has already exceeded many analyst expectations. Consider the warnings from Morningstar analysts on June 9 — days before the record-breaking IPO. “The SpaceX IPO is shaping up to be one of the largest and most closely watched market debuts in recent memory,” the Morningstar report ...
The Zacks Computer – Micro Computers industry players like Apple AAPL and Dell Technologies DELL are benefiting from steady demand for enterprise devices, including laptops, tablets and smartphones. The improving availability of 5G-enabled smartphones has been a key catalyst for industry participants. The launch of foldable and artificial intelligence (AI) and machine learning-infused smartphones, tablets, ...
PVH Corp. PVH is leaning on the global appeal of Calvin Klein and Tommy Hilfiger while navigating uneven demand, tariff pressure and a softer outlook for Europe, the Middle East and Africa. Shares have gained 21.8% in the past three months, outpacing the industry’s 0.1% rise. The next phase depends on whether brand momentum and digital ...
Key Points Amazon’s cloud arm may begin selling its custom Trainium AI chips to outside companies, according to a report. Marvell helps design those chips, so a larger market for them could mean more business for it. Marvell is also set to join the S&P 500 before the open on Monday, June 22. 10 stocks ...
Key Points Advanced Micro Devices (NASDAQ: AMD) has been one of the market’s hottest stocks over the past year, and the announcement that it is set to acquire MEXT could help the company continue its charge higher. MEXT has developed a memory-optimization technology, driven by artificial intelligence (AI), that can make NAND (flash) memory appear ...
Key Points A few years ago, growth investors were rushing toward electric vehicle (EV) stocks. But today, high-growth AI stocks and big IPOs have largely overshadowed the EV market. Concerns about lower government subsidies, higher tariffs, supply chain disruptions, inflation, and elevated interest rates are also making EV stocks less attractive — even if the ...
Key Points First-quarter revenue more than doubled year over year, and the contracted backlog reached nearly $100 billion. The latest rally was likely helped by the company’s pending addition to the Nasdaq-100. Heavy borrowing and rising capital spending leave little room for missteps at the current valuation. 10 stocks we like better than CoreWeave › ...
Macy’s, Inc. M is showing better execution as its Bold New Chapter strategy gains operating traction across stores, digital and luxury banners. The key issue for investors is whether these gains can hold against pressure from costs and uneven discretionary demand. The latest results show progress, but not a clean break from risk. Macy’s still ...
Key Points Netflix is dominating the streaming industry with loads of content and impressive margins. Walt Disney has a more diverse business with loads of iconic assets in its portfolio. Both stocks have been struggling and are down more than 10% this year. 10 stocks we like better than Walt Disney › Netflix (NASDAQ: NFLX) ...
Key Points Ford churned out some highly profitable years on the back of SUVs and trucks. A return to the sedan market makes sense with an affordability crisis in the auto industry. The strategic shift shouldn’t hinder Ford’s ability to improve EBIT margins to 8% by 2029. 10 stocks we like better than Ford Motor ...
