Bloom Energy's stock price was cut in half. Now it might soar again.
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How did investors get AI and Salesforce so wrong?
Meta just got crushed on a quarter where ad revenue grew nearly 28% year over year, and the gap between that selloff and the stock's actual fundamentals is creating one of the more compelling setups in large-cap tech right now.
This company is one of the leading players in the AI race.
Lone Pine Capital's latest 13F reveals five positions that trace one unified macro thesis from jet engine alloys to AI advertising, and three of them are trading well below what their raised guidance actually implies.
This stock is down nearly 40% this year, but you don't have to fix what isn't broken.
CoreWeave partnered with Leidos to provide AI cloud services for federal agencies.
Will the developer-driven token bounce back this year?
Both companies are burning cash and unprofitable, but their technology bets and customer rosters tell a starkly different story.
One funds electric air taxis with a $1.5 billion airline order; the other generates $3.8 billion in annual free cash flow.
The REIT is famous for its monthly dividend, but stay focused on the long-term story.
Investors looking to add one of these tech giants to their portfolios have an easy decision to make.
Intel has delivered its strongest revenue growth in fifteen years and rewarded patient investors with a massive run, yet the stock just shed nearly a third of its value in a single month. Understanding what is behind that violent pullback reveals whether this beaten-down chip giant deserves a spot in your portfolio right now.
Four industrial names with decades of uninterrupted dividend growth sit largely ignored while yield-seekers chase REITs and telecoms, and their free cash flow coverage ratios tell a story the crowd keeps missing.
One is profitable on paper but faces accounting restatements; the other burns cash but claims triple-digit growth.
Seagate recently reported a beat on both revenue and earnings, along with guidance that came in above estimates.
One generates billions in free cash flow but faces commodity volatility; the other burns cash while betting on hydrogen's future.
One builds the chips; the other licenses the blueprint. Their vastly different business models and risk profiles demand different investor strategies.
Buying the dip in Apple's stock may be tempting, but I'd hold off.
Financial stocks like XLF, JPMorgan, and Bank of America hit new highs on strong Q2 earnings as investors rotate out of technology, though bank shares pulled back ahead of the Fed meeting.
Abbott trades at half Lilly's valuation multiple, but Lilly's 45% revenue surge and 32% net margin raise the stakes for growth-focused investors.
Which of these three high-tech market newcomers is the best?
Financial stocks have been among the market’s best performers this month. The Fed’s next move, however, may determine how much further the rotation can run.
Sure, SpaceX is down 50%, but I'd rather buy the profitable growth story. Here's why Cava looks like the smarter long-term investment.
The index encompasses 500 big companies, but some are far more influential than others.
Rapid commercial momentum could justify Wall Street's bullish outlook.
Nebius and CoreWeave investors have nothing to fear.
This successful hedge fund manager seems to have had a snack craving in Q1.
Qualcomm's stock is down, but its 2.5% yield and data center ambitions could make this the best time to buy.
There are several great bargains available in the AI investment sector.