My WordPress Blog
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 ...
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Monday (July 27) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$65,210.56 , up by 1.3 percent over the past 24 hours. Bitcoin price ...
Key Points Shares of Nvidia (NASDAQ: NVDA) sank on Monday following reports that the chipmaker was in discussions to guarantee financing for a colossal data center project. Image source: Getty Images. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when ...
Key Points Microsoft expects about $190 billion of capital expenditures in calendar 2026, up 61% from last year. Management said about $25 billion of the spending reflects higher component prices, not added capacity. Azure and other cloud services revenue grew 39% in constant currency last quarter, with demand still exceeding supply. 10 stocks we like ...
Waste Connections, Inc. WCN is putting artificial intelligence to work in pricing, routing and customer service. The investment case rests on whether these tools can move from pilots and early savings to recurring margin support, especially when labor availability, fuel costs and weaker commodity values can pressure waste-services profitability. WCN Turns AI Pricing Into Measurable Benefits ...
Key Points Netflix plummeted 9% in two days after falling short on revenue and offering up weak guidance. It has started to recover, and I remain bullish — even after being humbled this month. There are some clear headwinds facing Netflix, but the company has faced harder markdowns and overcome them to hit new all-time ...
Key Points Ford Motor currently generates a larger volume of revenue, maintaining a consistently higher baseline than Tesla over the observed periods. Over the last eight quarters, both companies experienced quarter-over-quarter fluctuations, with Ford Motor showing higher cyclical peaks and Tesla displaying a recent upward shift. Investors should watch whether the revenue gap between the ...
The whipping post
The whipping post
The whipping post