Key Points Despite reporting plummeting profitability in its recent fiscal fourth-quarter earnings report (for the period ended March 30), Alibaba (NYSE: BABA) shares jumped as investors were excited about the Chinese company’s artificial intelligence (AI) road map. The stock is now trading around breakeven on the year, as of this writing. Let’s dig into the ...
Key Points Everybody would like catalysts to appear sooner rather than later for their stocks, and that’s definitely the case with Tesla (NASDAQ: TSLA). Investors have waited for years for the robotaxi rollout, for the Optimus robot, for full self-driving (FSD) software revenue to take off, and for the Semi truck to begin production. The ...
Key Points Amazon’s artificial intelligence (AI) business is growing rapidly, and it has many facets, including development tools and a chip business. E-commerce is still the core business, and Amazon is now the second-largest grocer in the U.S. Amazon is getty ready to launch Amazon Leo, a satellite broadband business. 10 stocks we like better ...
Key Points Snowflake (NYSE: SNOW) is expanding its partnership with Amazon (NASDAQ: AMZN), specifically Amazon Web Services (AWS), in a collaboration aimed at accelerating AI capabilities among enterprise customers. The news of the multiyear deal sent Snowflake’s shares soaring more than 35%. Here’s what investors need to understand about the partnership. The agreement aims to ...
Key Points Nvidia recently significantly increased its dividend per share. However, the company has other priorities right now besides its income program. The stock remains a top pick for growth investors, but not so much for dividend seekers. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has arguably been the quintessential growth ...
ImmunityBio IBRX is trying to turn a persistent bottleneck in bladder cancer care into a durable demand driver. The long-running U.S. Bacillus Calmette-Guérin (BCG) shortage has created a structural “pull” for regimens that can improve treatment availability and keep patients on schedule. That backdrop matters because Anktiva plus BCG is already the company’s commercial engine ...
Key Points Humanoid robots — along with fully driverless vehicles — are one of the Next Big Things in artificial intelligence (AI). At this early stage, no publicly traded company seems to be generating significant revenue from the sale of humanoid robots or components used to make them. So, investors might want to spread their ...
Key Points Amazon generates higher total revenue than Microsoft, though the latter demonstrates a much smoother and more consistent baseline growth pattern. Amazon experiences distinct quarter-over-quarter revenue spikes during its fourth-quarter periods, while Microsoft maintains a steady, uninterrupted upward trajectory across all evaluated quarters. Investors should carefully watch whether the wide absolute revenue gap between ...
In a study of analyst recommendations at the major brokerages, for the underlying components of the S&P 500, CrowdStrike Holdings Inc (Symbol: CRWD) has taken over the #72 spot from Netflix Inc (Symbol: NFLX), according to ETF Channel. Below is a chart of CrowdStrike Holdings Inc versus Netflix Inc plotting their respective rank within the ...
Over the past month, shares of U.S. legacy automaker Ford F and electric vehicle tech giant Tesla TSLA have rallied more than 23% and 15%, respectively, outperforming the industry. Despite weakening vehicle sales in the country amid affordability concerns, the expiration of federal electric vehicle tax credits and supply chain issues, Ford and Tesla shares ...
