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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 › ...
Key Points Amazon (NASDAQ: AMZN) just delivered one of the best quarters in recent history. It posted results much better than any analyst expected, and the stock popped the day following earnings. There’s one division in particular that was noteworthy, and it’s the Amazon segment most exposed to AI: Amazon Web Services (AWS). AWS blew ...
Key Points Nvidia and Cerebras both have SRAM-based solutions that could make them leaders in inference. AMD’s chiplet design lets it package its chips with more HBM, a memory technology invented by memory leader SK Hynix. Broadcom is set to benefit from the trend of hyperscalers turning to custom AI chips for inference. 10 stocks ...
Key Points If you’re an Nvidia (NASDAQ: NVDA) investor, listening to what the artificial intelligence (AI) hyperscalers say is a must-do. These companies are huge clients, purchasing billions of dollars’ worth of computing equipment from it. Microsoft (NASDAQ: MSFT) just made a big announcement regarding its plans, and it bodes well for the chipmaker. This ...
Listen to the audio version of this article (generated by AI). For the past few years, Big Tech has been ordering everything on the AI menu: more chips, more data centers, more power, more servers and more advanced models. These firms are pouring hundreds of billions of dollars into the infrastructure needed to power artificial ...
Key Points Microsoft stock closed at $36.35 on Feb. 4, 2014, the day Satya Nadella became CEO. A $10,000 investment on that day has grown to about $124,000, or about $150,000 with dividends reinvested. Azure revenue surpassed $100 billion in fiscal 2026 for the first time. 10 stocks we like better than Microsoft › Microsoft ...
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 Wednesday (July 29) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$63,580.04, up by 1.2 percent over the past 24 hours. Simon-Peter Massabni, head ...
Key Points Shares of the streaming giant have dropped as revenue growth slows. However, Netflix is well-positioned as the subscription video-on-demand leader. Management is leveraging its content expense to expand margins and grow cash flow. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) has seen its stock drop around 46% since peaking ...
Key Points Ford plans to make Level 3, eyes-off driving road-ready on its Universal Electric Vehicle platform in 2028. Second-quarter adjusted earnings before interest and taxes rose to $2.5 billion, and Ford raised its full-year guidance. The stock costs about 9 times forward earnings, and its dividend yields about 3.9%. 10 stocks we like better ...
Vista Energy VIST remains a difficult stock to frame after its latest results. The company is delivering fast production growth, larger scale in Vaca Muerta and inexpensive earnings multiples. The offset is clear. Vista missed second-quarter earnings expectations, estimates have moved lower and the stock sits close to its stated price target. That makes the ...
