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Key Points Wall Street banker Bernstein spooked the market with worries over spot demand for NAND yesterday. The banker still thinks Sandisk is a buy, however, as buyers compete for limited memory supply. 10 stocks we like better than Sandisk › Sandisk (NASDAQ: SNDK) stock took a tumble on Thursday, sliding 5% on a report ...
Key Points Nvidia (NASDAQ: NVDA) isn’t just a company that designs GPUs and products that support its hardware ecosystem; it also has an investment wing. While its portfolio of outside holdings is not as big as some companies hold, it is sizable, and taking note of what Nvidia owns is a smart strategy, because it ...
Listen to the audio version of this article (generated by AI). The AI trade shifts to CPUs… Luke Lango with a batch of AI stocks to consider… Jonathan Rose eyes a Canadian oil squeeze … Louis Navellier is positioning for the Warsh Era If you acted on our March 19 Digest and jumped into Intel ...
Key Points Azure’s constant-currency growth has been essentially flat for three straight quarters. Microsoft’s commercial backlog grew just 26% year over year when excluding OpenAI. Calendar 2026 capital expenditures are expected to reach roughly $190 billion. 10 stocks we like better than Microsoft › Shares of Microsoft (NASDAQ: MSFT) have had a difficult year so ...
Key Points Despite its pivot in artificial intelligence (AI), Meta Platforms remains primarily a digital ad company. Alphabet’s move into AI relies mostly on localized energy sources and customer bases. Netflix’s content production, streaming, and advertising are not heavily reliant on the Middle East. 10 stocks we like better than Meta Platforms › The conflict ...
Here’s a quick recap of the crypto landscape for Wednesday (May 6) as of 11:00 a.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$82,298.09.68, up by 0.6 percent over the last 24 hours. Chart via TradingView Bitcoin price performance, ...
In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Delta Air Lines Inc (Symbol: DAL) has taken over the #230 spot from Ford Motor Co. (Symbol: F), according to The Online Investor. Market capitalization is an important data point for investors to keep an eye on, for ...
Key Points Nvidia’s market share in China has cratered over the past few years. The company has performed well despite that issue and should do so again in its first quarter. 10 stocks we like better than Nvidia › Not much has gone wrong for Nvidia (NASDAQ: NVDA) over the past three years. The company’s ...
Key Points Led by visionary founder Elon Musk, Tesla (NASDAQ: TSLA) is currently attempting an incredible evolution in how it generates money. For the past few years, Tesla’s auto sales have actually been on the decline. Still, the company’s market cap remains well above $1 trillion. Investors appear to believe in Musk’s vision for Tesla’s ...
Shares of are trading around $110 following another explosive week for the stock. It has seen a move of more than 400% over the past 12 months and more than 150% since the start of April alone. While the company’s broader turnaround has been the key driver in the multi-month rally, this week’s report that ...
