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Key Points Nvidia is the AI model training leader and well positioned for the rise in inference. SK Hynix is the leader in the surging HBM market. TSMC is poised to benefit from the continued surge of chips going into AI data centers. 10 stocks we like better than Nvidia › With Alphabet and Amazon ...
Key Points As of Aug. 3, Advanced Micro Devices (NASDAQ: AMD) has delivered returns of around 180% over the last year. This occurred as the company became more competitive with market leader Nvidia in the AI accelerator space. Not surprisingly, those gains have brought much higher valuations, which likely was a factor in Cathie Wood’s ...
Key Points Although the Magnificent Seven have traditionally done the heavy lifting on Wall Street, all but one have underperformed the benchmark S&P 500 in 2026. Investors are getting fed up with otherworldly spending on artificial intelligence (AI) and punishing companies with negative free cash flow. Meanwhile, the Magnificent Seven companies that chose not to ...
Key Points Microsoft’s stock has been red hot in recent days. The company’s Q4 numbers were impressive, and its Azure growth rate improved from the previous quarter. The stock is a bit more expensive, but not nearly at the levels it was at a year ago. 10 stocks we like better than Microsoft › This ...
Key Points Netflix may have made the right decision to walk away from a deal to acquire assets from Warner Bros. Discovery. Paramount is tied up in legal limbo trying to acquire Warner Bros. Discovery. The Netflix stock price is down 38% over the last 12 months, with few catalysts seemingly available to reignite investor ...
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 Friday (July 31) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$62,949.41, down by 2.7 percent over the past 24 hours. Chart via TradingView. ...
Looking at the universe of stocks we cover at Dividend Channel, in trading on Thursday, shares of Ford Motor Co. (Symbol: F) were yielding above the 4% mark based on its quarterly dividend (annualized to $0.6), with the stock changing hands as low as $14.63 on the day. Dividends are particularly important for investors to ...
Amazon AMZN stock is ripping higher on Friday after the e-commerce and cloud computing giant delivered a blockbuster Q2 report that comfortably exceeded Wall Street’s expectations yesterday evening. The company’s accelerating momentum in artificial intelligence, booming Amazon Web Services (AWS) business, and robust profitability reassured investors that Amazon remains one of the biggest beneficiaries of ...
Key Points Cathie Wood believes that Space Exploration Technologies’ reusable rockets will be a cost-effective solution to the space economy. She expects the company’s thousands of satellites to drive accelerating broadband capacity and generate millions in gross profit by 2030. SpaceX stock is still expensive while it’s reporting losses. 10 stocks we like better than ...
Key Points Apple has soared in recent weeks as it’s avoided the capex pitfalls of its big tech peers. Investors are now fearful that memory costs could take a bite out of profits. Apple didn’t give specific numbers, but said that memory prices were expected to rise. 10 stocks we like better than Apple › ...
The whipping post
The whipping post
