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Key Points Broadcom’s AI semiconductor revenue more than doubled year over year in its most recent quarter. Taiwan Semiconductor’s high-performance computing platform now accounts for more than 60% of total revenue. Both stocks have been winners, but one’s growth profile and visibility look more compelling. 10 stocks we like better than Broadcom › When it ...
Shares of CBL & Associates Properties, Inc. CBL have gained 4.2% since the company reported results for the quarter ended March 31, 2026, outperforming the S&P 500 Index’s 1.4% increase over the same period. Over the past month, the stock gained 8.2% compared with the S&P 500’s 6.8% growth. CBL’s Earnings Snapshot CBL reported first-quarter ...
Key Points Nvidia (NASDAQ: NVDA) is heading to China this week, with CEO Jensen Huang accompanying President Trump on his visit to meet with President Xi Jinping, and announcing a deal that will permit it to ship H200 artificial intelligence chips to the Middle Kingdom. Nvidia stock is up more than 2% on the news, ...
Key Points Microsoft’s commercial remaining performance obligations have surged to roughly $625 billion, showing multiyear contracted revenue visibility that far exceeds peers and is heavily driven by AI workloads. The company is locking in GPUs, land, and long-term power (including multidecade energy deals) because compute capacity is the real constraint in the AI era. Microsoft’s ...
Netflix NFLX has shed roughly 16% over the past month, underperforming the Zacks Broadcast Radio and Television industry and the Zacks Consumer Discretionary sector, prompting investors to question whether the stock’s long-term investment thesis remains intact. The global streaming leader has navigated a turbulent macro environment, yet a closer look at its first-quarter 2026 results, ...
Here’s a quick recap of the crypto landscape for Wednesday (May 13) 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$80,794.77, trading flat over a 24 hour period. Chart via TradingView Bitcoin price performance, May 13, ...
Key Points Full-size trucks and SUVs helped power Ford’s first-quarter earnings beat. For a second consecutive year, Ford is unleashing an employee pricing promotional strategy. Inventory is tighter than normal on F-Series trucks due to a supplier fire. 10 stocks we like better than Ford Motor Company › Full-size trucks have long been known to ...
Key Points Cerebras, with its high-powered compute for AI, aims to rival chip giant Nvidia. The young chip designer recently signed a deal that makes its chips available through Amazon Web Services, the world’s biggest cloud provider. 10 stocks we like better than Nvidia › Artificial intelligence (AI) players have been among the hottest stocks ...
Key Points Direxion Daily Semiconductor Bull 3X ETF (NYSEMKT: SOXL) has been a market-beater in recent years, but it was a different story today. The exchange-traded fund (ETF) highlighted the downside of leveraged funds, falling as much as 20.9% at 1 p.m. ET as investors rotated out of lofty valuations in the chip sector. Why ...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares U.S. Equity Factor Rotation Active ETF (Symbol: DYNF) where we have detected an approximate $337.0 million dollar inflow — that’s a 1.0% increase week over week in outstanding units (from 531,425,000 to 536,525,000). Among ...
The whipping post
