"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Nvidia now trades at about 29 times earnings, well below its average valuation over the past year. ON Semiconductor tumbled after announcing a $7 billion all-stock acquisition of Synaptics. Intel’s stock has soared on its turnaround, even though the company is profitable only …
Key Points After months of record-breaking growth, the market has wobbled recently. The S&P 500 (SNPINDEX: ^GSPC) dropped by around 2% over the past five days, as of this writing, while the tech-heavy Nasdaq Composite (NASDAQINDEX: ^IXIC) dipped by nearly 3.5% in that time. To …
For most of the AI cycle, investors debated technology: the best model, the best chip, the best architecture. The question for the next phase is different. It’s about who can afford to build and who gets paid while they wait. This week’s TechEdge covers: The …
Key Points Nvidia has transformed itself into an end-to-end AI infrastructure company. Alphabet is the most complete AI stock. Amazon is both an e-commerce and cloud computing leader. 10 stocks we like better than Nvidia › With the latest dip in the tech sector, several …
Here’s a quick recap of the crypto landscape for Monday (June 15) as of 10:00 p.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$66,552.15, up by 4.3 percent over …
Key Points There are four major competitors in the artificial intelligence (AI) chip game: Nvidia (NASDAQ: NVDA), AMD (NASDAQ: AMD), Broadcom (NASDAQ: AVGO), and Marvell (NASDAQ: MRVL). These four can be split up into two groups: designers of broad-purpose computing chips and designers of narrow-purpose …
Key Points Nvidia stock is up just 4% this year, underperforming the S&P 500 and its semiconductor peers. Wall Street expects Nvidia’s EPS to nearly double this year. Uncertainty about an AI bubble is holding the stock back. 10 stocks we like better than Nvidia …
The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Microsoft Corporation (Symbol: MSFT) presently has …
Brown-Forman Corporation BF.B enters fiscal 2027 with a familiar mix of premium brand strength and uneven consumer demand. The stock’s outlook rests on whether innovation, emerging markets and better route-to-consumer execution can offset soft trends in developed markets. The company still has valuable levers. Jack …
Key Points Netflix’s valuation is beyond cheap for a high-margin growth stock. Some investors are viewing Netflix’s acquisition attempts as a red flag. Netflix has a strong content pipeline and geographically diverse distribution. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) hit …