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As you know, I’ve been watching the travel industry for a long time, and the data right now is telling a compelling story that’s hard to ignore. Despite the negative headlines, rising oil prices and a healthy dose of political noise, global travel is running at full throttle. By virtually every meaningful metric, the runway ...
Key Points Nvidia is not just a leader in training, but also in AI inference. AMD has carved out a nice niche in inference, and also has a nice agentic AI opportunity with its CPUs. Broadcom is set to benefit from a surge in custom AI chips. 10 stocks we like better than Nvidia › ...
Key Points Micron (NASDAQ: MU) stock skipped 2.3% higher through noon ET on Wednesday after the maker of computer memory products announced earnings. Or more precisely, announced that it’s going to announce earnings. Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” ...
Key Points Amazon was the stock most held by hedge fund managers in January, according to the Hazeltree Crowdedness Report. Shares of Amazon have been trading at a reasonable valuation. Microsoft and Nvidia were Nos. 2 and 3 on the list. 10 stocks we like better than Amazon › In January, hedge funds and institutional ...
Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today: Primo Brands Corporation PRMB: This branded beverage company with a focus on healthy hydration, delivering sustainably and domestically sourced diversified offerings across products, formats, channels, price points and consumer occasions, distributed primarily in every state and Canada, has seen the Zacks ...
Key Points Philippe Laffont is a prominent tech investor. Laffont is also known as a Tiger Cub, a group of investors that worked as research analysts for Julian Robertson’s Tiger Management. In the fourth quarter of 2025, Laffont’s fund, Coatue Management, sold its entire stake in the digital adtech company The Trade Desk and significantly ...
Allison Transmission Holdings ALSN reported fourth-quarter 2025 earnings of $1.70 per share, which beat the Zacks Consensus Estimate of $1.56 but declined 15.4% year over year. Quarterly revenues of $737 million declined 7.4% year over year but surpassed the Zacks Consensus Estimate of $722 million. Allison Transmission Holdings, Inc. Price, Consensus and EPS Surprise Allison Transmission ...
Here’s a quick recap of the crypto landscape for Friday (February 20) as of 9:00 p.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$67,697.37, up by 0.9 percent over the last 24 hours. Chart via TradingView. Bitcoin price performance, ...
Amazon AMZN and Alibaba Group BABA are the world’s two largest e-commerce and cloud computing empires. Both are aggressively investing in AI and cloud infrastructure, making this comparison timely for investors. While Amazon leverages its logistics network and Amazon Web Services (AWS) dominance, Alibaba is repositioning as China’s AI platform. Let’s delve deep and closely ...
Key Points Tesla is repurposing its factory in Fremont, California, from electric vehicle production to manufacturing for Optimus robots. Optimus can learn to do basic tasks by watching humans or videos. While Optimus has enormous upside potential, investors have already priced in meaningful upside into Tesla stock. These 10 stocks could mint the next wave ...
The whipping post
The whipping post
