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 ...
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 ...
