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Top Invesco Analyst: The AI Trade That “Lifted All Boats” Is Over. Now Profitability Decides Winners As “Capacity Will Catch Up”
24/7 Wall St.46d agoneutral
Top Invesco Analyst: The AI Trade That “Lifted All Boats” Is Over. Now Profitability Decides Winners As “Capacity Will Catch Up”

Invesco’s Fiona Lim says the AI-fueled semiconductor surge is shifting from a broad, momentum-driven rally to a tougher phase where stock picking and profitability will separate winners from laggards. Speaking on Bloomberg’s Insight with Haslinda Amin on July 3, Lim, who manages Asia ex-Japan equities, warned that the easy gains are likely behind investors: “The ... Top Invesco Analyst: The AI Trade That “Lifted All Boats” Is Over. Now Profitability Decides Winners As “Capacity Will Catch Up”

NVIDIA vs Micron: One Controls the AI Platform, Other Controls the Bottleneck. Only One Bet Will Pay Off in 2027.
24/7 Wall St.46d agoneutral
NVIDIA vs Micron: One Controls the AI Platform, Other Controls the Bottleneck. Only One Bet Will Pay Off in 2027.

NVIDIA (NASDAQ:NVDA) and Micron Technology (NASDAQ:MU) both delivered blockbuster earnings tied to the same AI capex wave, yet the businesses behind the tickers look nothing alike. NVIDIA sells the compute platform. Micron sells the memory that feeds it. With $10,000 to allocate, the question is whether you want the ecosystem owner or the picks-and-shovels supplier ... NVIDIA vs Micron: One Controls the AI Platform, Other Controls the Bottleneck. Only One Bet Will Pay Off in 2027.

Veteran Tech Analyst: The Market Has Wrongly Left Software for Dead in the AI Rotation
24/7 Wall St.46d agoneutral
Veteran Tech Analyst: The Market Has Wrongly Left Software for Dead in the AI Rotation

Richard Windsor, founder of Radio Free Mobile, pushed back against the panic gripping AI stocks in a recent episode of Bloomberg Horizons Middle East & Africa. His argument is that the semiconductor tumble reflects rate sensitivity in richly valued names, and the market has overshot on software incumbents by assuming AI will hollow out application ... Veteran Tech Analyst: The Market Has Wrongly Left Software for Dead in the AI Rotation

How Retirees Can Turn $100,000 Into Steady Monthly Income With This Dividend Stock
24/7 Wall St.46d agoneutral
How Retirees Can Turn $100,000 Into Steady Monthly Income With This Dividend Stock

Retirement changes the arithmetic of investing. When earned income disappears, portfolio cash flow has to replace it, and the timing matters as much as the total. A stock that pays once a year forces retirees to budget around a single deposit; a monthly payer aligns with mortgages, utilities, groceries, and insurance premiums that arrive on ... How Retirees Can Turn $100,000 Into Steady Monthly Income With This Dividend Stock

Price Prediction: Coca-Cola’s Fourth Consecutive Earnings Beat Sets Up a Run Toward a New High
24/7 Wall St.46d agobullish
Price Prediction: Coca-Cola’s Fourth Consecutive Earnings Beat Sets Up a Run Toward a New High

My Coca-Cola (NYSE:KO) call is straightforward. After a 21.97% year-to-date run that has pushed shares to their 52-week high of $84.14, momentum, fundamentals, and defensive positioning all point higher. Our 24/7 Wall St. price target for Coca-Cola is $91.13, implying 8.31% upside over the next 12 months. The recommendation is buy with high confidence at ... Price Prediction: Coca-Cola’s Fourth Consecutive Earnings Beat Sets Up a Run Toward a New High

Tesla Vs. SpaceX: Here’s Which Will Outperform the Other by the End of July
24/7 Wall St.46d agobullish
Tesla Vs. SpaceX: Here’s Which Will Outperform the Other by the End of July

Tesla (NASDAQ: TSLA) and SpaceX (NASDAQ: SPCX) sit on opposite ends of Elon Musk’s empire this July. Tesla is walking into a July 22 Q2 earnings report with vehicle margins under a microscope. SpaceX is fresh off its historic June IPO, riding institutional rotation into launch, Starlink, and its newly folded-in xAI compute segment. Tesla ... Tesla Vs. SpaceX: Here’s Which Will Outperform the Other by the End of July

Elon Musk Has Mojo Back, As Tesla Deliveries Skyrocket
24/7 Wall St.46d agoneutral
Elon Musk Has Mojo Back, As Tesla Deliveries Skyrocket

Tesla’s (NASDAQ:TSLA) blowout Q2 delivery report is a legitimate win for the bulls. However, I’d argue that this beat does not settle the bigger debate around the stock. What is this debate, you might ask? Well, there’s a near-term and long-term view of how Tesla’s sales and deliveries have grown (or not) over time, and ... Elon Musk Has Mojo Back, As Tesla Deliveries Skyrocket

Markets Delivered Their Strongest Quarter Since 2020 — These 3 Stocks Still Have Massive Room to Run
24/7 Wall St.46d agoneutral
Markets Delivered Their Strongest Quarter Since 2020 — These 3 Stocks Still Have Massive Room to Run

Markets just logged their best quarter since 2020. When I read that headline initially, my brain almost exploded. You know, given the souring sentiment we’re seeing prevailing in many headlines of late. That said, certain pockets of tech have taken over growth leadership, and the market has found a way to continue to hover around ... Markets Delivered Their Strongest Quarter Since 2020 — These 3 Stocks Still Have Massive Room to Run