"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points E-commerce and cloud growth is in the double digits, but the performance of smaller enterprises mostly negated those gains. A rising valuation may call Alibaba’s value proposition into question. 10 stocks we like better than Alibaba Group › Alibaba Group (NYSE: BABA) stock …
Key Points Joby is partnering with Nvidia to develop autonomous flight technology. The company’s approach differs from competitors Archer and Wisk, balancing piloted and autonomous strategies. Joby’s first-mover advantage and risk management make it appealing for exposure to the eVTOL market. 10 stocks we like …
A Wall Street legend explains how essential technology creates massive opportunity before the market catches on… Editor’s Note: Yesterday, we shared Marc Chaikin’s thoughts on how investors can fall behind when markets change and old strategies stop working. Today, he’s taking that idea a step …
Being a leading provider of semiconductor memory solutions, Micron Technology MU is the most searched for stock on Zacks.com outside of Nvidia NVDA. This comes as the storied memory chip shortage has made Micron a central beneficiary of the AI hardware boom. The rapid expansion of …
Here’s a quick recap of the crypto landscape for Friday (February 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$66,633.60, down 1.1 percent over the …
Key Points The recent support for USA Rare Earth highlights the ongoing importance of securing critical rare-earth materials and magnets for the U.S. defense and commercial sectors. MP Materials is not without risk, and investors need to factor that into their thinking. 10 stocks we …
If recent market action feels confusing, it should. Over the past several weeks, many of the market’s former leaders have been sharply repriced, in a trend that has been evolving for months. Mega-cap technology companies such as Microsoft (MSFT) and Amazon (AMZN), along with higher-beta …
Key Points Nvidia is the leader in AI hardware with rapidly growing revenue and EPS. Amazon missed earnings but remains incredibly strong fundamentally. Alphabet is emerging as a leader in both AI software and hardware. 10 stocks we like better than Alphabet › In the …
Key Points Since ChatGPT kicked off the age of AI in late 2022, Nvidia shares are up 11,145%. Yet the stock is a better bargain now by one key metric. Nvidia continues to surprise analysts, and grew earnings by 65.3% year over year last quarter. …
Key Takeaways IEMG is up 44% YoY, tripling the S&P 500’s gain while breaking above multi-year resistance. Technical targets in the high $80s to upper $90s suggest the IEMG breakout may have further to run. Dollar weakness has helped, but broad country leadership and strong …