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Intel Corporation INTC and Pinterest, Inc. PINS are two major players in the technology sector with key expertise in their respective domains. Intel, reportedly the world’s largest semiconductor company and primary supplier of microprocessors and chipsets, is gradually reducing its dependence on the PC-centric business by moving into data-centric businesses, such as AI and autonomous ...
Key Points Shares of Palantir continued their impressive run in 2025. Alibaba and AMD are both positioned to accelerate their revenue growth in key AI segments. Their stock valuations are far more compelling than Palantir’s, setting them up to outperform. 10 stocks we like better than Alibaba Group › After climbing 167% in 2023 and ...
The Fed’s easing cycle is starting to ripple across the financial sector, which is host to many rate-sensitive companies that are starting to benefit in the process. Capping off the last policy meeting of the year, the Federal Reserve cut rates by another 25 basis points on Wednesday, December 10. This lowers the benchmark federal ...
Note: The following is an excerpt from this week’s Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>> Here are the key points: For 2025 Q4, total S&P 500 earnings are currently expected to be up +6.9% from the same period last ...
Key Points When you look at the stock market performance of the 11 major U.S. business sectors, there’s tech, and then there’s everyone else. The tech sector has considerably outperformed other sectors and has positioned itself as the go-to for investors seeking high-growth opportunities. Twenty years ago, at the end of 2005, only one of ...
Key Points Netflix has a resilient business with an excellent outlook and a new acquisition that may boost its prospects. Shopify is riding the e-commerce tailwind while inching closer than ever to consistent profitability. 10 stocks we like better than Netflix › If you had invested in either Netflix (NASDAQ: NFLX) or Shopify (NASDAQ: SHOP) ...
Rivian Automotive, Inc. RIVN continues to double down on its philosophy to drive efficiencies across the organization to help self-fund the technologies that set it apart. Per Rivian’s third-quarter earnings transcript, the company remains committed to channeling resources into strategic differentiators, most significantly, its autonomous driving training, without losing sight of disciplined spending. This approach ...
As one of the few companies positioned to rival Nvidia NVDA in custom AI chips, the market is heavily anticipating Broadcom’s AVGO fiscal fourth quarter results on Thursday, December 11. Thanks to its central role in the artificial intelligence boom, Broadcom stock has spiked +75% in 2025, impressively outperforming the broader market and Nvidia’s +38%. Needless to ...
Baidu BIDU presents an intriguing investment case for those evaluating China’s technology sector at current valuation levels. Trading at a forward price-to-earnings ratio of 20.37x, the stock sits at a substantial discount to the Zacks Internet-Services industry’s 29.57x and the Zacks Computer and Technology sector’s 29.03x. This valuation gap raises important questions about whether the ...
First, to everyone who joined us yesterday at the American Dream 2.0 Summit – thank you. It was one of our most energetic and engaged events of the year, and I was grateful to share the stage with my colleagues Luke Lango and Eric Fry. In the event, we walked through: The $11.3 trillion buildout ...
