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Key Points Oracle’s credit risk is rising as AI-driven spending accelerates. Massive AI spending is driving AI infrastructure growth, but also pushing up debt. Strong margins and a $553 billion backlog support long-term upside, but execution risks are high. 10 stocks we like better than Oracle › Shares of Oracle (NYSE: ORCL) have declined over ...
Key Points In the last decade, Netflix has posted tremendous growth in subscribers, revenue, and operating income. Thanks to Netflix’s monster 2,870% return over the past 15 years, it’s received a lot of attention from investors. But this streaming stock is much cheaper than Netflix, which introduces potential valuation upside. 10 stocks we like better ...
Key Points Rivian (NASDAQ: RIVN) became one of the market’s hottest EV stocks after its 2021 IPO. Today, it trades 80% below its IPO price and more than 90% below its all-time high. Like many other smaller EV makers, Rivian lost its luster after missing its ambitious production targets and incurring steep losses. Rising interest ...
Key Points SpaceX put the wheels in motion for its IPO, with the space and artificial intelligence (AI) titan seeking a valuation of $1.75 trillion. Many of the largest IPOs in history flopped in the months following their debuts. Additionally, SpaceX is being priced for perfection amid imperfect and unpredictable industries. These 10 stocks could ...
When scouting for stocks, a standard metric that comes into focus is free cash flow. In its simplest form, free cash flow is the total cash a company keeps after operating costs and capital expenditures. Free cash flow strength allows for more growth opportunities, a higher potential for share buybacks, stable dividend payouts, and the ...
Key Points The hype machine is running at full speed ahead of SpaceX’s IPO. The space company, founded by Elon Musk, has confidentially filed with the Securities and Exchange Commission (SEC) to go public and is poised to be the biggest listing in history. Major news outlets suggest that SpaceX is looking to raise roughly ...
Dell Technologies DELL Client Solutions Group (CSG) has been gaining traction, particularly in the commercial PC market, which includes notebooks, desktops, workstations, and peripherals for enterprise customers. The commercial PC segment’s growth is a critical driver for Dell’s overall Client Solutions Group (CSG), which saw a 5% revenue increase to $12.5 billion in the first ...
Key Points When it comes to industry-leading businesses, very few companies can hold a candle to Amazon (NASDAQ: AMZN). While it didn’t invent online retail, its success in e-commerce is the stuff of legend. The company pioneered modern cloud computing when it launched Amazon Web Services (AWS) in 2006, a space it still dominates and ...
Here’s a quick recap of the crypto landscape for Wednesday (April 1) as of 11:00 a.m. 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$68,508.40, up by 1.5 percent over the last 24 hours. Chart via TradingView. Bitcoin price performance, ...
Key Points Clarity often arrives after market-beating opportunities become obvious. Artificial intelligence (AI) infrastructure spending hasn’t blinked as the hyperscalers continue to move at full speed. The Nasdaq correction is a rare entry point for investors to pounce on high-quality compounders at a discount. 10 stocks we like better than Micron Technology › In late ...
