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Netflix NFLX and Roku ROKU sit on opposite ends of streaming, yet chase the same ad dollar. Netflix has built an ad tier and live events, while Roku, the top U.S. platform by hours, monetizes viewing via its Home Screen and Roku Channel. Both firms’ recent results reaffirmed ad-supported streaming as a growth engine, leaning ...
The Vita Coco Company, Inc. COCO is benefiting from a broader consumer shift toward everyday hydration, with coconut water moving beyond niche wellness shelves into more frequent use occasions. That shift is showing up in results. Vita Coco’s core coconut water brand, international expansion and premium segment ambitions are giving the company several paths for ...
Key Points The prospect of high robotaxi and humanoid robot sales is the main reason Tesla gets away with a P/E ratio close to 300. Ford is working on self-driving technology that can position it to offer robotaxis, and other automakers may follow suit. If more competitors pile into robotaxis, it can put pressure on ...
A blockbuster earnings season doesn’t make every technology giant a strong stock. Listen to the audio version of this article (generated by AI). South Korea’s stock market came to a screeching halt this morning. After the benchmark KOSPI index plunged more than 8%, a marketwide circuit breaker automatically halted trading for 20 minutes to prevent ...
Oracle Corporation ORCL and Alibaba Group BABA sit at opposite ends of the globe but occupy strikingly similar ground in today’s technology race. Both transformed from legacy roots, enterprise software for Oracle and e-commerce for Alibaba, into full-stack cloud and AI powerhouses, pouring billions into data centers, custom silicon, and language models. The comparison feels ...
Key Points Tesla’s robotaxi rollout is delayed, but management remains optimistic about future scaling, even though it will take longer than previously anticipated. A key milestone for the development of the robotaxi rollout will come with the release of the next major version of full self-driving software. These 10 stocks could mint the next wave ...
Key Points None of Nvidia’s expected 2027 growth has been priced into the stock. Nvidia expects strong growth next year, as AI hyperscalers predict higher capital expenditures. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) hasn’t been the workhorse stock it normally is in 2026. This year, it has risen around 11%, ...
SAP SE SAP is tying cloud ERP migration to embedded AI, enterprise data and workflow automation. The strategy is meant to move customers from legacy systems into a cleaner cloud model that can support more autonomous business processes. The investor debate is straightforward. Cloud and AI demand are improving SAP’s growth profile, but software license and ...
Key Points Google Cloud revenue grew 82% in the second quarter, a sharp acceleration. Both Amazon and Microsoft are expected to report significantly lower cloud growth rates. If they can surprise the market with their cloud growth, it could go a long way toward investor confidence. 10 stocks we like better than Alphabet › Alphabet ...
Key Points AMD closed Friday at $521.95, and the average price target across 51 analysts is $570.60 — about 9% higher. The stock trades at about 170 times earnings and about 59 times forward earnings estimates. AMD reports second-quarter results on Tuesday, Aug. 4, after the market closes. 10 stocks we like better than Advanced ...
