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Key Points The search giant’s cloud business is growing faster than any of its hyperscaler rivals and throwing off rapidly expanding profits. Heavy spending on artificial intelligence is the biggest risk, and management keeps raising the bill. Among the seven, this is the one whose growth and price look the most mismatched. 10 stocks we ...
Key Points Netflix has lost out on deals recently. The lost deals highlight the increasingly competitive nature of its business. The company’s valuation in the recent past likely also played a role in its decline. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) executed a 10-for-1 stock split after the trading session ...
Key Points Ford is shifting from its EV battery tech to energy storage as data centers use more energy. Some analysts estimate the company will generate $500 million in operating profit from Ford Energy by 2030. Ford Energy could be a good move for the company, but it’s not worth buying Ford stock because of ...
PVH Corp. PVH is drawing investor attention after an earnings beat and a valuation profile that screens cheaply against earnings and sales. The question is whether that value case is strong enough when full-year sales are expected to be roughly flat. The answer depends on how investors weigh brand execution and tariff offsets against softer ...
MercadoLibre‘s MELI aggressive expansion of its first-party (1P) business is emerging as a key headwind to margin recovery. While the strategy is strengthening assortment, improving pricing competitiveness and helping the company gain share across key categories, the rapid scaling of inventory-led commerce is introducing structural profitability pressures that could weigh on operating leverage for longer ...
Key Points SpaceX briefly topped Amazon’s market cap on June 16, reaching $2.97 trillion at its intraday peak. The stock trades at 125 times trailing sales, roughly six times pricier than Nvidia. SpaceX stock’s red-hot momentum may cool down considerably over the next couple of years. 10 stocks we like better than Space Exploration Technologies ...
Here’s a quick recap of the crypto landscape for Monday (June 15) as of 10:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$66,552.15, up by 4.3 percent over the past 24 hours. Chart via TradingView. Bitcoin price performance, ...
Key Points Apple CEO Tim Cook said in a recent interview that price increases on the company’s products are unavoidable. The same memory shortage fueling record profits at chipmakers like Micron is now raising Apple’s component costs. Apple’s products segment’s gross margin slipped last quarter, even as its overall results set March-quarter records. 10 stocks ...
Key Points SpaceX is losing money, so its investment thesis depends on future growth. The company plans to rapidly scale the production and deployment of AI compute satellites. Operating these satellites in sun-synchronous orbit could lead to severe light pollution. 10 stocks we like better than Space Exploration Technologies › Where to invest $1,000 right ...
PVH Corp. PVH is trying to turn brand momentum into steadier profitability as apparel demand stays uneven. The company’s latest quarter showed progress in direct-to-consumer channels, digital commerce and inventory control. The stock’s next move may depend on whether those gains can offset tariff pressure, weaker wholesale trends and softer demand in Europe, the Middle ...
The whipping post
