"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
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 …
Key Points Over the past decade, the tech-heavy Nasdaq Composite has run circles around the two other major U.S. market indexes. That suggests that some of the best growth stocks to buy and hold, at least over the past 10 years, were in the tech …
Key Points The theory isn’t new. When gas prices surge, the transition to electric vehicles should accelerate. Whether that theory will translate into action during the current surge in gas prices, however, is still up in the air. The logic seems straightforward. If gas becomes …
Key Points Joby Aviation is the frontrunner of the nascent eVTOL industry. Morgan Stanley estimates the air mobility market will be worth $5 trillion in 2050. Joby’s air taxis will need to be deeply embedded in everyday life for this stock to grow a hundredfold. …