Valero Energy (VLO) appears an attractive pick given a noticeable improvement in the company’s earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company. Analysts’ growing optimism on the earnings prospects of this oil refiner is driving estimates higher, which ...
Key Points Microsoft’s growth has come from expanding products across the same enterprise customers. AI demand looks strong, but heavy infrastructure spending must translate into durable returns on capital. At today’s valuation, I’m more focused on holding and buying dips than adding aggressively. 10 stocks we like better than Microsoft › After holding Microsoft (NASDAQ: ...
Key Points AI stocks are great, but a portfolio needs balance. Netflix has taken a hit this year, and itʻs the cheapest in four years. This is a good time to consider adding some shares of Netflix. 10 stocks we like better than Netflix › If you are like many investors, your portfolio has probably ...
Key Points Chinese automakers have quickly graduated from student to master in the global automotive industry – especially in EVs. Ford pivoting from competing in China’s domestic markets to exporting vehicles as reversed its financial losses. Ford’s joint venture with Geely opens up the door to lower costs in Europe, while learning valuable operating and ...
Key Points The results of Alibaba’s AI investments are finally showing up in Alibaba’s revenue numbers. Pursuing the AI opportunity comes with a huge price tag. If AI and cloud become large, profitable growth engines, Alibaba could soon look very different from the e-commerce company investors know today. 10 stocks we like better than Alibaba ...
Key Points In 2021, Tesla (NASDAQ: TSLA) introduced Optimus, its concept for a humanoid robot, with a dancer dressed in a bodysuit. A year later, Tesla introduced the prototype Optimus to handle tasks that are unsafe, repetitive, or boring for humans. At the World Economic Forum in Davos this January, Elon Musk claimed Tesla could ...
The TJX Companies, Inc. TJX combines rising sales, higher earnings guidance and a larger store-expansion runway with a valuation that remains above key benchmarks. That mix keeps the investment case tied closely to execution. Second-quarter results showed broad strength outside Marmaxx, while cash generation remained substantial. The question is whether those advantages can support the ...
Key Points Former CEO Tim Cook oversaw the initiation of Apple’s share repurchase program in 2012. Remaining shareholders have seen their stakes in Apple soar as the company retires shares. That’s helped boost earnings per share and support a higher earnings multiple for the stock. 10 stocks we like better than Apple › Tim Cook ...
Caterpillar Company Overview Zacks Rank #1 (Strong Buy) company Caterpillar (CAT), known for its iconic yellow machines, is the largest global construction and mining equipment manufacturer. Given that it serves a gamut of sectors – infrastructure, construction, mining, oil & gas and transportation, the company is considered a bellwether of the global economy. Since 1925, ...
Key Points The Direxion Daily Semiconductor Bull 3X Shares ETF (NYSEMKT: SOXL) is a momentum back — but its momentum is moving in the wrong direction today. Over the weekend, as you’ve probably heard, leading tech voices in the AI space Elon Musk, Dario Amodei, and Sam Altman all warned of the dangers of artificial ...
