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Marvell Technology MRVL has been an important benefactor of AI infrastructure capex buildout. Marvell Technology has been transforming itself into a key contributor to the connectivity hardware solutions for AI infrastructure and data centers. Marvell Technology now expects its interconnect business to grow more than 70% year over year in fiscal 2027, supported by scale-out ...
Key Points The S&P 500 Growth index typically outperforms the regular S&P 500 because of its higher exposure to the powerhouse “Magnificent Seven” stocks. But these stocks, which include the likes of Nvidia and Alphabet, delivered a sluggish performance in the first half of 2026. I think the Magnificent Seven stocks will turn around over ...
Key Points With 2026 halfway over, it’s a good time for investors to reassess their holdings. Artificial intelligence (AI) investing has been a bit of a mixed bag this year. Most of the big-name, dominant companies really haven’t had great years so far, and the spotlight has been stolen by some smaller upstarts or companies ...
Key Points The S&P 500 added 15% during Q1 2026, the benchmark index’s best quarterly performance in nearly six years. Following quarterly gains of at least 10%, the S&P 500 has historically returned an average of 13% in the next year. The Wall Street consensus says the S&P 500 will reach 8,918 by July 2027, ...
Darden Restaurants DRI presents a balanced investment debate after fiscal 2026 results. Earnings grew, revenues increased and the company kept returning cash to shareholders while investing in new restaurants. The counterpoint is clear. Estimate revisions, softer momentum indicators, cost inflation and consumer spending sensitivity keep the buy case from becoming automatic. DRI Earnings Growth Supports ...
Key Points Ford Motor Company (NYSE: F) is down nearly 20% from its late-May peak. A weak sales report, uncertainty around tariffs, and another recall largely triggered the pullback. The news wasn’t great, but Ford has an unrelated catalyst investors should pay attention to. Ford Energy, the company’s newest endeavor, marks a shift away from ...
Alibaba‘s BABA digital commerce strategy is evolving into a more integrated, AI-enabled retail ecosystem that could support growth in fiscal 2027. Rather than relying solely on gross merchandise volume expansion, Alibaba is enhancing merchant productivity, consumer engagement and platform monetization across Taobao, Tmall and its instant commerce offerings. The company has also revamped its merchant ...
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Tesla (TSLA), which belongs to the Zacks Automotive – Domestic industry. When looking at the last two reports, this electric car maker has recorded a strong streak of surpassing earnings estimates. ...
Key Points Before the end of its first trading day on the Nasdaq, Elon Musk’s Space Exploration Technologies (NASDAQ: SPCX), or SpaceX, had joined an elite club: stocks with at least $2 trillion in market capitalization. The club is so exclusive that only six other stocks belong to it. And unlike SpaceX, most of them ...
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock’s price. Do they really matter, though? Before we discuss the reliability of brokerage recommendations and how to use ...
The whipping post
