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Key Points Nvidia just named IBM as a key partner across system building, cloud services, and secure AI storage infrastructure. IBM Cloud will offer Vera Rubin instances with Nvidia’s confidential computing features and Power Systems servers may integrate Vera Rubin accelerators for on-site enterprise AI. This positions IBM’s hybrid cloud strategy at the center of ...
Key Points The current economic environment still looks somewhat disconnected from reality. Oil prices remain elevated, inflation has stayed stubbornly above the Federal Reserve’s target, and mortgage rates near 7% continue to weigh on the housing market. Under normal circumstances, you’d expect that combination to pressure corporate earnings. Instead, many companies continue to beat Wall ...
Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, June 1: Pitney Bowes Inc. PBI: This technology-driven company offering shipping, mailing, and e-commerce logistics solutions worldwide carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing nearly 11% over the last ...
Key Points Figma has steadily dropped for most of its short trading history. The past behavior of Apple and Netflix after notable price target cuts bodes well for Figma’s stock. 10 stocks we like better than Figma › Investment firm Goldman Sachs recently cut the price target on Figma (NYSE: FIG) to $30 per share, ...
This June, SpaceX (NASDAQ:) is expected to list on at a valuation of $1.75 trillion, surpassing Saudi Aramco’s 2019 debut as the largest IPO on record. Welcome to the most audacious IPO ever attempted. Introduction There has never been an IPO quite like this one. In its prospectus published last Wednesday, SpaceX presents itself as ...
Key Points Ford Energy will unlock a new revenue stream, and potentially better valuation for Ford stock. Ford Pro, which caters to commercial customers, continues to drive high-margin business results. Savvy investors recognize that Ford is transforming its business to develop higher-margin opportunities. 10 stocks we like better than Ford Motor Company › Long-term investors ...
MercadoLibre‘s MELI aggressive push into first-party (1P) commerce is emerging as a pressure point on the company’s profitability trajectory. While the strategy is demonstrably strengthening pricing competitiveness and buyer engagement across Latin America, the rapid scaling of inventory-led operations is introducing meaningful margin dilution at a moment when broader ecosystem spending remains heavily elevated. The ...
Key Points Broadcom is now worth more than Tesla, with a market value above $2 trillion. Its AI revenue more than doubled last quarter, driven by custom chips and networking. The stock trades at about 87 times earnings, leaving little room for error. 10 stocks we like better than Broadcom › While Nvidia and Tesla ...
ImmunityBio IBRX is trying to turn a persistent bottleneck in bladder cancer care into a durable demand driver. The long-running U.S. Bacillus Calmette-Guérin (BCG) shortage has created a structural “pull” for regimens that can improve treatment availability and keep patients on schedule. That backdrop matters because Anktiva plus BCG is already the company’s commercial engine ...
Key Points The Vanguard Information Technology ETF offers broad exposure to the technology industry. With more than one-third of its portfolio allocated to semiconductors, it’s well-positioned to ride the artificial intelligence (AI) wave. Over time, this fund could potentially help you generate substantial wealth. 10 stocks we like better than Vanguard Information Technology ETF › ...
