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Jim Cramer Favors Dell (DELL) Over Super Micro (SMCI) as AI Server Demand Surges
Insider Monkey9d agobullish
Jim Cramer Favors Dell (DELL) Over Super Micro (SMCI) as AI Server Demand Surges

During the September 8 episode of Mad Money, a caller asked for thoughts on Super Micro Computer, Inc. (NASDAQ:SMCI), noting a large backlog, gross profit improvement, and low valuation despite owning 200 shares. Jim Cramer replied: Okay, so SMCI, to me, has some irregularities that are related to accounting. I cannot recommend it. I see […]

3 Market-Beating Stocks with Promising Prospects
StockStory9d agobullish
3 Market-Beating Stocks with Promising Prospects

Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.

3 Market-Beating Stocks on Our Buy List
StockStory9d agobullish
3 Market-Beating Stocks on Our Buy List

Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.

Odessa American, Texas9d agobullish
US rig count up three as prices soar

The rig count in the Permian Basin was unchanged this week, the latest count Friday by Baker Hughes shows, with 268 rigs active in the region. A year ago, 254 rigs were active in the region. Nationally, the oil and gas rig count is up three from last week at 591 rigs. A year ago, 539 rigs were active. The count shows that 450 rigs sought oil, up one from the previous week, and 132 explored for ...

An Intel-Backed Startup Says It Can Beat HBM. Is Micron’s AI Memory Boom Vulnerable?
Insider Monkey9d agobullish
An Intel-Backed Startup Says It Can Beat HBM. Is Micron’s AI Memory Boom Vulnerable?

Micron Technology, Inc. (NASDAQ:MU) has become one of the AI boom’s biggest beneficiaries because high-bandwidth memory has turned into a scarce strategic resource. An Intel Corporation (NASDAQ:INTC)-backed startup now wants to challenge that scarcity. Barron’s reported September 10 that Kepler Computing emerged from stealth with a new memory architecture using ferroelectric materials and 3D stacking. […]

RTX Corporation (RTX) Doubles Down on Defense Manufacturing — Is the Stock Still a Buy?
Insider Monkey9d agobullish
RTX Corporation (RTX) Doubles Down on Defense Manufacturing — Is the Stock Still a Buy?

On August 27, RTX Corporation (NYSE:RTX) announced that its Raytheon unit had completed a $50 million expansion of its Forest, Mississippi, manufacturing facility. The project is set to expand the production capacity for vital electronic warfare and radar systems, including the Next Generation Jammer Mid-Band (NGJ-MB) and other airborne radar programs. For investors, the question […]

Adobe Beat and Raised but Fell. Salesforce Shows What Investors Now Demand From AI Software
Insider Monkey9d agobullish
Adobe Beat and Raised but Fell. Salesforce Shows What Investors Now Demand From AI Software

Adobe Inc. (NASDAQ:ADBE) delivered another quarter showing that artificial intelligence can strengthen incumbent software companies. Investors still want more proof. Reuters reported September 10 that Adobe’s third-quarter revenue rose to $6.76 billion, beating the $6.70 billion consensus estimate. Adjusted earnings of $6.13 per share also topped expectations. Adobe also raised its full-year revenue and earnings […]

Benchmark Assigns Buy Rating to SiTime (SITM) Amid Timing Technology Market Expansion
Insider Monkey9d agobullish
Benchmark Assigns Buy Rating to SiTime (SITM) Amid Timing Technology Market Expansion

On August 20, Gary Mobley from Benchmark initiated his coverage of SiTime Corp. (NASDAQ:SITM) with a target price of $850. The analyst assigned a Buy rating to the stock, backed by the expectations of increased relevance of precision timing for system manufacturers. Let’s explore the underlying growth drivers and potential threats for a company that […]