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Key Points Apple’s latest iPhones and wearables refresh the lineup, but the higher-margin services business is doing the real heavy lifting. Services now account for close to one-third of the tech giant’s revenue, with materially higher margins than hardware. The stock’s premium valuation means the investment case hinges more on services compounding than on any ...
Key Points Massive investments in AI infrastructure are set to boost Meta’s already dominant digital advertising business. Amazon’s dominance in cloud computing, e-commerce, and advertising can translate into impressive gains. 10 stocks we like better than Meta Platforms › Global spending on information technology is expected to reach nearly $5.4 billion in 2025, driven primarily ...
Key Points IBM‘s (NYSE: IBM) efforts to capitalize on the rise of generative AI aren’t its only big bet on future technology. Alongside this, the company has also been investing heavily in quantum computing. Quantum computing utilizes quantum mechanics to solve complex problems more quickly than classical computers. The potential use cases of this technology ...
Shares of Kewaunee Scientific Corporation KEQU have declined 19.7% since reporting first-quarter fiscal 2026 results. This compares with the S&P 500 index’s 0.4% rise over the same period. Over the past month, the stock has fallen 23.8%, while the S&P 500 has advanced 1.9%. The performance highlights a sharp underperformance relative to the broader market ...
Key Points Prior to the launch of ChatGPT, big tech’s capital expenditures were around $100 billion annually. That figure is expected to rise to almost $500 billion by 2026 as the rapid buildout of data center infrastructure continues. This dynamic will serve as a powerful tailwind for Nvidia as it continues to roll out more ...
Why Eric Fry remains bullish on Oracle even after its price surge… Luke Lango’s notes from Day 3 of the All-In Summit… how to invest in XPU’s today VIEW IN BROWSER On Wednesday, Oracle Corp. (ORCL) surged 38% after the company announced blowout guidance. It was the tech company’s best single-day performance since 1992. As ...
Investor Sentiment Remains Bearish The S&P 500 Index is up 12.5% year-to-date, 17% over the past six months, and is at an all-time high. In fact, small caps, large caps, and tech stocks are all hovering near all-time highs. However, the one item not near new highs is investor sentiment. Despite the stellar market performance ...
Here’s a quick recap of the crypto landscape for Wednesday (September 10) as of 9:00 p.m. UTC. Get the latest insights on Bitcoin, Ethereum and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin and Ethereum price update Bitcoin (BTC) was priced at US$113,543, a 1.9 percent increase in 24 hours. Its highest valuation ...
Disney’s DIS Direct-to-Consumer (DTC) momentum is emerging as a real turning point for entertainment growth. After years of heavy investment in streaming, the company reported its third consecutive profitable quarter. In the third quarter of fiscal 2025, the DTC segment posted operating income of $346 million, a sharp reversal from a $19-million loss a year ...
Ford Motor Company F shares have gained 23.4% over the past six months compared to the Zacks Automotive – Domestic industry’s growth of 38.4%. In the past six months, Ford has outperformed electric vehicle startup, Lucid Group, Inc. LCID, but underperformed its closest peer, General Motors Company GM. Lucid has lost 2%, while General Motors ...
The whipping post
The whipping post
The whipping post