Key Points Ackman’s hedge fund already owns Alphabet, Amazon, and Meta. These three stocks alone made up over 39% of Pershing Square Capital Management’s portfolio at the end of 2025. In February, Ackman said he and his team capitalized on another great opportunity to buy a “Magnificent Seven” stock at a discount. 10 stocks we ...
Key Points The artificial intelligence (AI) boom is driving incredible demand for specialized data center chips, which is benefiting Advanced Micro Devices (AMD) and Broadcom. Both AMD and Broadcom are producing accelerating revenue growth in their AI hardware businesses, and that momentum is expected to continue. Shares of AMD and Broadcom are soaring, but picking ...
Shares of NeurAxis, Inc. NRXS have gained 2.5% since the company reported earnings for the quarter ended March 31, 2026, outperforming the S&P 500 Index’s 1.3% increase over the same period. Over the past month, the stock advanced 13.5%, also ahead of the S&P 500’s 7.3% rise. NeurAxis’ Earnings Snapshot NeurAxis reported first-quarter 2026 revenues ...
Key Points China appears to have passed on an opportunity to buy H200 artificial intelligence chips from Nvidia. President Trump says China wants to develop its own chip industry instead, with potential implications for Nvidia — and for Micron, too. 10 stocks we like better than Micron Technology › It’s getting hard to tell where ...
Key Points Cerebras shares were priced higher than expected and skyrocketed in the company’s public market debut. The company makes large graphics processing units (GPUs) that it says are 58 times larger than one of Nvidia’s Blackwell models. The larger GPUs have more on-chip memory and memory bandwidth than competitors. 10 stocks we like better ...
Key Points Despite its pivot in artificial intelligence (AI), Meta Platforms remains primarily a digital ad company. Alphabet’s move into AI relies mostly on localized energy sources and customer bases. Netflix’s content production, streaming, and advertising are not heavily reliant on the Middle East. 10 stocks we like better than Meta Platforms › The conflict ...
Key Points Chinese carmakers have gained momentum in Europe’s passenger car market, and are now entering new segments. Chinese automakers won’t face additional European Union tariffs with electric vans. Ford is countering the incoming Chinese competition with the Transit City, which is built in China. 10 stocks we like better than Ford Motor Company › ...
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock’s price. Do they really matter, though? Let’s take a look at what these Wall Street heavyweights have to ...
Alibaba BABA is scheduled to report fourth-quarter fiscal 2026 results on May 13. For the fiscal fourth quarter, the Zacks Consensus Estimate for revenues is pegged at $35.23 billion, suggesting an 8.12% rise from the year-ago quarter’s reported figure. The Zacks Consensus Estimate for earnings is pinned at $1.22 per share, indicating a decline of ...
Tesla’s TSLA energy storage business recorded 8.8 GWh of deployments in the first quarter of 2026, reflecting a sequential decline of 38% and a 15% year-over-year decrease. At first glance, the drop may appear to signal a slowdown in momentum. However, energy storage deployments are inherently volatile, as large utility-scale projects depend on customer timing ...
