Companies in the Semiconductor – General industry are at the forefront of the ongoing technological revolution based on HPC, AI, electrified and automated driving, IoT and other technologies. The semiconductors they produce enable the cloud to function and help analyze data into actionable insights that can be used by companies to operate more efficiently. AI ...
Oddity Tech (ODD) could be a solid addition to your portfolio given a notable revision in the company’s earnings estimates. While the stock has been gaining lately, the trend might continue since its earnings outlook is still improving. Analysts’ growing optimism on the earnings prospects of this online retailer of cosmetics and beauty products is ...
Key Points Alphabet’s custom AI accelerator chips are seeing massive demand. On top of that, the payback period for deploying its TPU systems is extremely fast. That means cash returns should balloon over the next few years. 10 stocks we like better than Alphabet › Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) has come under pressure lately ...
The Zacks Broadcast Radio and Television industry has been benefiting from a massive spike in digital content consumption. Companies such as Netflix NFLX, Fox FOXA, Roku Inc. ROKU and Sirius XM SIRI are thriving due to their diverse content offerings, which include original, regional and short-form content tailored for small screens like smartphones and tablets. ...
Key Points Ford aims to refresh 80% of its North American vehicle portfolio by volume by 2029. Defense contracts and battery energy storage systems are two examples of how Ford is thinking outside the box. Ford’s dividend remains a lucrative high-yield option for investors, especially considering its special dividends. 10 stocks we like better than ...
DATE Thursday, Aug. 20, 2026 at 7:30 a.m. ET CALL PARTICIPANTS Chairman – Joe Tsai Chief Executive Officer – Eddie Wu Chief Financial Officer – Toby Xu Chief Executive Officer of Alibaba E-commerce Business Group – Jiang Fan Head of Investor Relations – Lydia Lu TAKEAWAYS Revenue — RMB 269 billion (US$39.6 billion), an increase ...
For investors who favor exchange-traded funds (ETFs), the market has never been more dynamic. Not only do ETFs now outnumber individual stocks, but the sheer versatility of today’s funds allows investors to target nuanced strategies, from exposure to thematic trends like the memory chip shortage to increasingly risky leveraged short-term speculation. But as with any ...
Key Points At the time of this writing, the three largest companies in the world are Nvidia (NASDAQ: NVDA) at a $5.4 trillion market cap, Apple (NASDAQ: AAPL) at $4.6 trillion, and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) at $4 trillion. There’s still a decent gap between Alphabet and fourth-place Microsoft at $3.65 trillion, and an ...
Key Points Some tech giants already have Anthropic stakes, which you can get exposure to by investing in those companies. The same brokers that offered pre-IPO SpaceX shares will likely offer pre-IPO Anthropic shares. Investors can follow where Anthropic is spending money to discover new opportunities. 10 stocks we like better than Alphabet › Anthropic ...
Marvell Technology MRVL is benefiting from several AI infrastructure growth engines, including custom silicon, interconnect, optics and Ethernet switching. Custom silicon has more than 20 multi-generational socket wins, supporting a broader pipeline beyond individual product cycles. MRVL expects custom revenues to grow more than 20% in fiscal 2027 and more than double in fiscal 2028. ...
