"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Nvidia could reach $375 per share if AGI arrives by 2030, doubling from today’s price as it becomes a $9 trillion company. Hidden growth vectors from synthetic research to digital beings represent trillions in computing demand that Wall Street hasn’t modeled. The company’s …
Aiming to shift manufacturing back to the United States, President Trump had previously made Apple AAPL his main target of companies that would face steep penalties if they continued to ramp up production outside of domestic soil. This threat includes a 100% tariff on imported semiconductor …
Alphabet GOOGL shares have appreciated 11.3% in the past month, outperforming the broader Zacks Computer & Technology sector’s appreciation of 3.8%. The outperformance can be attributed to Alphabet’s strong second-quarter 2025 results that revealed the benefits of AI infusion across its Search business and a …
Trump’s 100% tariff on semis and what it means… what McDonald’s earnings say about the U.S. consumer… checking in on Jonathan Rose’s NioCorp trade… a laundry list of winners In yesterday’s Digest, we reported on President Trump’s plan to unveil new tariffs on semiconductor companies …
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock’s price, but are they really important? Let’s take a look at what these Wall …
There’s been a lot going on between enduring the sweltering summer heat, kicking back and watching the Olympics, and getting ready for back-to-school season. But the stock market just had arguably its most dramatic month of the year, with many mega-cap tech stocks plummeting, plenty …
Looking at the universe of stocks we cover at Dividend Channel, on 8/11/25, Ford Motor Co. (Symbol: F), Rollins, Inc. (Symbol: ROL), and Global Industrial Company (Symbol: GIC) will all trade ex-dividend for their respective upcoming dividends. Ford Motor Co. will pay its quarterly dividend …
Key Points Nvidia and TSMC are two leading AI infrastructure stocks still trading at cheap valuations. Alphabet and Alibaba are strong cloud computing companies trading at cheap prices. Salesforce has fallen into bargain territory and has a huge opportunity ahead in agentic AI. 10 stocks …
Key Points Palantir (NASDAQ: PLTR) has given shareholders plenty to celebrate once again. The high-flying data analytics company blew away expectations for the second quarter. Its revenue growth accelerated, this time coming in at 48%, topping the $1 billion mark for the first time. That …
It’s been a bullish earnings season for technology stocks, but that hasn’t been the case for CrowdStrike Holdings (NASDAQ:) Inc. The cybersecurity stock is down more than 14% in the last 30 days. Some context is important. Even after the pullback, CRWD stock is still …