"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Both Micron and Palantir have seen their share prices soar. Micron’s valuation is deceptively expensive, with its current price suggesting a very long earnings cycle. Another artificial intelligence (AI) stock has seen earnings slump as it invests in multiple opportunities for growth, but …
The Stocks Set to Benefit as AI Helps with the War in Iran This past week, the headlines have been dominated by the Iran conflict. From the potential for the shutdown of the Strait of Hormuz, to the drama with Anthropic and the Department of …
Key Points Tesla returned nearly 1,900% on my original investment, but I still wish I’d never bought it. The Twitter acquisition revealed that Elon Musk’s appeal was more self-marketing than tech genius. Great returns don’t mean you were right; sometimes you just got lucky. These …
Key Points Demand for semiconductors and the ancillary products needed to support the data center build-out has surged in recent years. Broadcom’s dizzying assortment of customizable chips and infrastructure products is helping sustain the data center boom. Despite its critical role in the data center …
Key Points Global IT spending is set to surge 10.8% this year as tech companies ramp up their capex. Nvidia dominates the AI data center hardware market and is set to remain dominant in that space. Equinix offers access to data centers and the top …
Seagate Technology Holdings plc’s STX stock has delivered remarkable gains recently, soaring 31% in the past three months, outperforming the Zacks Computer-Integrated Systems industry’s rally of 15.1%. It also surpassed the Zacks Computer & Technology sector and the S&P 500’s fall of 0.6%, respectively. The company has benefited …
In our recent article, , we explained that in the recent rotation from growth to “value”, passive investors, in actuality, are selling value stocks to buy expensive stocks. Confused? In this follow-up, we take our three-tier earnings valuation framework introduced in the article a step …
Key Points Alphabet has performed very well since its stock split, generating a fantastic return of 167%. Netflix has struggled in the months following its stock split, largely due to its bidding war with Paramount Skydance. Nvidia has outperformed the S&P 500 since its split …
Here’s a quick recap of the crypto landscape for Friday (March 13) as of 9:00 a.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$71,790.56, up by 2.6 percent over …
Key Points Amazon is the world’s highest-revenue-making public company. Amazon Web Services revenue growth has re-accelerated from previous quarters. Microsoft is becoming one of the more vertically integrated AI companies. 10 stocks we like better than Amazon › On the heels of an artificial intelligence …