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Key Points Broadcom is now worth more than Tesla, with a market value above $2 trillion. Its AI revenue more than doubled last quarter, driven by custom chips and networking. The stock trades at about 87 times earnings, leaving little room for error. 10 stocks we like better than Broadcom › While Nvidia and Tesla ...
ImmunityBio IBRX is trying to turn a persistent bottleneck in bladder cancer care into a durable demand driver. The long-running U.S. Bacillus Calmette-Guérin (BCG) shortage has created a structural “pull” for regimens that can improve treatment availability and keep patients on schedule. That backdrop matters because Anktiva plus BCG is already the company’s commercial engine ...
Key Points The Vanguard Information Technology ETF offers broad exposure to the technology industry. With more than one-third of its portfolio allocated to semiconductors, it’s well-positioned to ride the artificial intelligence (AI) wave. Over time, this fund could potentially help you generate substantial wealth. 10 stocks we like better than Vanguard Information Technology ETF › ...
Key Points Amazon (NASDAQ: AMZN) is finally back in the market’s favor after a blowout first-quarter report that showed its fantastically high spending is leading to incredible results. There was a lot of good news, including triple-digit growth in its chips business and an 170% increase in client spend, quarter over quarter, on its Bedrock ...
Here’s a quick recap of the crypto landscape for Wednesday (May 27) as of 9:00 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$74,879.12, trading 1.1 percent lower over the past 24 hours. Chart via TradingView. Bitcoin price performance, ...
Key Points Nvidia’s impressive earnings growth indicates that the stock is currently undervalued. The company’s focus on expanding into new AI niches will help it grow at a significantly faster pace than the broader market. 10 stocks we like better than Nvidia › Shares of Nvidia (NASDAQ: NVDA) have appreciated 58% over the past year. ...
Key Points Taiwan Semiconductor Manufacturing will be a winner regardless of which chip designers come out on top. Nvidia and AMD are designing hardware for the inference and agentic AI markets. Broadcom has huge opportunities ahead as a designer of custom chips for hyperscalers. 10 stocks we like better than Nvidia › While he may ...
There is no doubt that there has been a renewed focus on the energy grid as well as other critical infrastructure in the US. The power outages due to extreme weather and natural disasters appear to be happening more frequently and for longer durations. Additionally, an aging infrastructure as well as increased demands due to ...
Key Points Amazon generates higher total revenue than Microsoft, though the latter demonstrates a much smoother and more consistent baseline growth pattern. Amazon experiences distinct quarter-over-quarter revenue spikes during its fourth-quarter periods, while Microsoft maintains a steady, uninterrupted upward trajectory across all evaluated quarters. Investors should carefully watch whether the wide absolute revenue gap between ...
Key Points Netflix shares have fallen 27% over the past year, following a botched buyout and recent financials that proved mortal. The end of the Warner Bros. Discovery deal wasn’t a fiasco. Investors don’t see it that way, for now. With its annual shareholder meeting on June 4, Netflix has a great opportunity to get ...
The whipping post
The whipping post
The whipping post