Key Points Alphabet, Amazon, Meta, and Microsoft plan combined 2026 capital spending of more than $700 billion, most of it for AI infrastructure. Apple spent $12.7 billion on capital expenditures in all of fiscal 2025. Apple reports fiscal third-quarter results on Thursday, July 30. 10 stocks we like better than Apple › There is a ...
Key Points Amazon’s first-quarter results demonstrated massive AI growth, and it’s investing to keep that cycle going. It’s building out the AI business with various parts like land, power, chips, and more. The vast capex spend has already been priced into the stock, giving Amazon stock room to run on positive news. 10 stocks we ...
Key Points Alphabet raised its 2026 capital spending forecast to as much as $205 billion this past week, while Amazon plans about $200 billion and Meta up to $145 billion. Nvidia’s data center revenue rose 92% year over year to $75.2 billion in its most recent quarter. The stock trades at about 32 times trailing ...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the JPMorgan Nasdaq Equity Premium Income ETF (Symbol: JEPQ) where we have detected an approximate $401.3 million dollar inflow — that’s a 1.8% increase week over week in outstanding units (from 431,425,000 to 439,200,000). Among the ...
Verizon Communications Inc. VZ used its second-quarter 2026earnings callto argue that lower churn, disciplined customer acquisition and broadband expansion are creating a more durable growth model. Management raised several full-year targets while detailing a sharper shift away from handset subsidies. Adjusted earnings of $1.30 topped the Zacks Consensus Estimate of $1.27, while revenues of $34.25 ...
Key Points The Vanguard Growth ETF’s 10 largest holdings account for about 60% of its assets. Nvidia and Apple alone make up about 24% of the fund. The fund lost 33% in 2022, the last calendar year in which richly valued growth stocks fell. 10 stocks we like better than Vanguard Growth ETF › The ...
Key Points Netflix (NASDAQ: NFLX) has been evolving its business over the years by adding live sports, podcasts, and even games. Its subscriptions now offer a wider range of entertainment options, and they’ve proven superior to other streaming services, enabling the business to grow while also commanding strong profit margins. But its largest rivalry may ...
Key Points Thanks to its incredible brand power, Ferrari possesses what is arguably the widest moat in the auto sector. Ford Motor Company’s profit growth is significantly weaker than what the Italian carmaker has registered. Ferrari is deserving of a much higher price-to-earnings ratio than Ford. 10 stocks we like better than Ferrari › Since ...
Key Points Innovative new tech could bring the power of advanced AI models to the iPhone. Partnerships with Chinese cloud leaders will help Apple bring AI services to its largest international market. 10 stocks we like better than Apple › Shares of Apple (NASDAQ: AAPL) jumped to a record high on Wednesday, following some positive ...
Artificial intelligence is reshaping the semiconductor industry, creating new opportunities across data centers, enterprise computing, networking and advanced manufacturing. For Intel Corporation INTC, these trends are driving a broader transformation that extends well beyond its traditional PC business. The company’s ability to capitalize on AI infrastructure demand while executing its manufacturing roadmap will likely play ...
