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Banks kicked off the Q1 earnings season on a positive note, and while the bigwigs like JPMorgan JPM) will get most of the attention, several regional banks are starting to look attractive as well. Regional banks have been doing well because several fundamental tailwinds have shifted in their favor, improving profitability, investor sentiment, and balance-sheet ...
Key Points I’d argue that no other generative AI company has created as much buzz around AI as Anthropic. Its Claude Mythos model was so impressive that it required a coalition between several companies to patch software, and it may never be released. This could lead to further buzz around a more tamed-down Anthropic model, ...
Key Points With Warner Bros. Discovery in the process of being acquired, I sold my shares in the company and instead have put money into these two top artificial intelligence (AI) names: Broadcom (NASDAQ: AVGO) and Advanced Micro Devices (NASDAQ: AMD). Nvidia has ridden the first wave of the AI boom to great heights, but ...
Here’s a quick recap of the crypto landscape for Friday (April 17) as of 12 noon UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$75,589.10, up by 4.2 percent over the last 24 hours. Chart via TradingView Bitcoin price performance, ...
Investors should consider buying two of the best buy-and-hold stocks on Wall Street heading into their quarterly earnings releases during the week of April 20. Wall Street is furiously buying stocks as investors cheer the possibility of an Iran deal and stellar, AI-boosted earnings growth (as well as expansion throughout most of the economy). The ...
Alphabet GOOGL shares have returned 7.4% year to date (YTD), outperforming the Zacks Computer & Technology sector’s 4.1%. The company’s prospects are expected to benefit from its growing AI-powered search capabilities and significant investments in cloud computing. However, capacity constraints, despite the improving pace of server deployments and data center construction, are expected to hurt ...
Key Points Warner Bros. Discovery shareholders will vote on the Paramount Skydance acquisition on April 23, and approval is widely expected. The UK’s Competition and Markets Authority is already preparing to investigate the deal. History shows that media mega-mergers typically pass with significant concessions rather than outright blocks. 10 stocks we like better than Warner ...
For the past few weeks, investors have been trapped in a “fog of war.” They’ve been fixated on the headlines, worrying about oil prices, inflation and the implications for future rate cuts. That is understandable. The good news is that the first-quarter earnings season has arrived just in time. Because after weeks of anxiety, rumor ...
Ford Motor Company F manufactures about 80% of the vehicles it sells in the United States, which positions it as one of the country’s largest automakers. The company maintains a significant domestic manufacturing footprint, supporting numerous jobs both directly and indirectly while contributing substantially to the broader economy. Last year, it added several more domestic ...
Microsoft MSFT continues to double down on AI infrastructure, most recently announcing its intent to purchase approximately 3,200 acres of land in Cheyenne, Wyoming, to develop a new data center campus. The move signals that the company’s capital deployment is accelerating well into fiscal 2026, further expanding an already formidable infrastructure footprint. The scale of ...
The whipping post
The whipping post
The whipping post