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AWS just posted its fastest cloud growth in 18 quarters, and Wall Street is still scrambling to price it in. Our conviction call on Amazon sits far above analyst consensus, and the gap reveals something most models are missing.
Most AI ETFs quietly repackage the same Nasdaq heavyweights and charge you extra for the privilege. A closer look at the full field reveals three funds that actually go somewhere the index cannot follow.
It's time to double down on the stock.
Chip stocks were a mixed bag on Monday as the Philadelphia semiconductor index, known as SOX, struggled to hold gains. However, Nvidia stock retook a key support level. In afternoon trades on the stock market today, the SOX rose a fraction.
Apple, Alphabet, and Amazon are all printing record numbers this year, but the real question is whether the AI buildout can push them toward price targets that would make even bulls nervous to say out loud.
Applied Optoelectronics just cleared the hardest gate in optical networking, and the move that followed may be the smallest gain investors see all year. Here are the three structural forces now pushing AAOI toward a potential billion-dollar revenue year.
SpaceX is about to face Wall Street for the first time since its record-shattering $85.7 billion IPO.
Nvidia (NASDAQ:NVDA) just closed a loop that sounds almost recursive. On July 26, the company said its Vera CPU is now being used inside the electronic design automation workflows that will produce Nvidia’s own next-generation CPUs and GPUs, with early testing on Cadence and Synopsys tools showing up to 1.5x faster verification and simulation performance. […]
Salesforce (NYSE:CRM) currently trades at $184.02, while the Wall Street consensus price target sits at $241.72. That implies roughly 31% upside from current levels. Salesforce sells cloud-based CRM software and has repositioned itself as the operating system for what CEO Marc Benioff calls the “agentic enterprise,” with Agentforce and Data 360 driving growth. Wall Street ... Salesforce Remains Down But Turning Positive: 100%+ Returns Lie Ahead According to This Analyst
TSMC dominates on every traditional metric, yet one overlooked structural factor is quietly making its scrappier rival a more compelling bet for the next 24 months.
The Nvidia CEO has maintained an optimistic outlook despite recent downturns.
AMD (AMD) and Sandisk (SNDK) are both set to report quarterly earnings this week. Zacks Investment Management chief market strategist Brian Mulberry, Yahoo Finance Senior Business Reporter Ines Ferré, and Yahoo Finance Senior Reporter Brooke DiPalma discuss how markets could react to both earnings reports.
Every time AMD drops, the market hands out a discount on what may be the most strategically vital company in the AI infrastructure race, and three specific forces keep pulling this investor back to the buy button without hesitation.
Amazon just handed investors a Q2 earnings report that raised a question most analysts are tiptoeing around: when a company at nearly $3 trillion in market cap accelerates its biggest business to an 18-quarter high while its free cash flow turns negative, is that a crisis or a signal?
Microsoft soundly beat expectations when it posted its Q4 numbers last week.
The market wasn't impressed by Robinhood's Q2 report, even though it looked quite strong. Is it time to sell the stock?
CNH just served up a quarterly report that has given investors a lot to be excited about.
Two of America's biggest automakers poured billions into EVs, faced brutal write-offs, and fought for market share, yet their investors came away with wildly different results. The gap between them reveals something deeper than a few bad product bets.
Uber and Lyft report earnings this week, but one ride-sharing giant stands out as the much stronger long-term buy.
Oracle is catching a double tailwind from easing geopolitical tensions and an expanded AI partnership with Alphabet.
The memory stock is down about 35% from its 52-week high.
Berkshire is banking on a rebound in the housing market.
Cloud computing is the main story for Amazon's Q2 earnings, but there are also a bunch of smaller stories that can drive meaningful growth in the future.
A sudden shift in geopolitical risk flipped the switch on AI cloud stocks Monday morning, sending CoreWeave, Snowflake, Oracle and Nebius sharply higher, but the group carries a history of giving back gains just as fast as it captures them.
Michael Saylor built his reputation as Bitcoin's most devoted corporate accumulator, but his latest SEC filing tells a very different story about where Strategy's priorities actually lie.
A few years ago, this would have been an earthquake for the crypto sector.
The consensus bottom-line forecasts most investors were comparing its results to didn't appear to factor in changes stemming from a recent spinoff, or any one-time costs related to it.
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