"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Nvidia has played a pioneering role in the proliferation of AI, but it wouldn’t have been possible without this company. Nvidia, along with many other chip designers and consumer electronics companies, relies on the manufacturing expertise of this Taiwan-based giant. The wide range …
Key Points Nvidia CEO Jensen Huang predicts annual spending on data center infrastructure and chips will top $1 trillion by 2028. Artificial intelligence (AI) models are becoming more powerful, which means they need more computing capacity to function. The iShares Semiconductor ETF holds many of …
Alphabet’s GOOGL Google continues to dominate the Search business, handling over 5 trillion queries annually, as per Semrush. The company has been actively embedding AI, especially within Search, to enhance user experience, provide better AI-focused features and consequently improve ad performance. Google accounts for 89.66% …
ServiceNow Inc (NYSE:)’s Q2 results and guidance update are a wow moment for investors and an eye-opener for those waiting on AI’s second wave. The second wave, the rise of agentic services and the application of AI, is expected to be a larger, faster-growing, and …
With Capital One COF recently reporting strong Q2 results, investors will be looking forward to Visa’s V and Mastercard’s MA quarterly reports next week on Tuesday, July 29, and Thursday, July 31, respectively. While Capital One’s focus is on consumer and commercial lending, Mastercard and Visa are two of the …
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares U.S. Equity Factor Rotation Active ETF (Symbol: DYNF) where we have detected an approximate $1.4 billion dollar inflow — that’s a 7.0% increase week …
Key Points Ford Motor recently announced stellar sales numbers for the second quarter. Tariffs will likely hurt its financials although the automaker should be able to work through it. Higher sales and higher costs may offset each other, potentially limiting Ford’s near-term upside. 10 stocks …
Alibaba BABA is doubling down on its digital technology and intelligence backbone, Alibaba Cloud, through various strategic partnerships and collaborations. It currently has more than 12,000 partners globally, including Salesforce, Fortinet and IBM, and relies heavily on its partner ecosystem for customer success. The company …
Looking at the sectors faring worst as of midday Thursday, shares of Materials companies are underperforming other sectors, showing a 0.5% loss. Within that group, International Paper Co (Symbol: IP) and Albemarle Corp. (Symbol: ALB) are two of the day’s laggards, showing a loss of …
NIKE NKE and Target TGT have undergone less-than-ideal price action over recent years, underperforming in a big way and regularly posting weaker-than-expected results. Both companies have faced issues concerning inventory, with Target’s more-discretionary merchandise facing big pressure post-COVID. Target saw a huge wave of growth …