"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Broadcom and Arista Networks are two top data center networking plays. Alphabet’s TPUs give it a big advantage with inference. AMD and Arm Holdings look poised to be big beneficiaries of agentic AI and the need for more CPUs. 10 stocks we like …
Key Points The lack of a new hyperscaler deal and capital raises have caused investors to rush for the exits. Iren is still in the right place at the right time in one of the most promising industries. Iren is securing more gigawatts and buying …
Key Points Jamie Dimon expects the top five hyperscalers to increase their AI spending by more than 60% to $725 billion in 2026. AI infrastructure companies will profit from that trend, but smaller software companies could suffer. 10 stocks we like better than Nvidia › …
Key Points There are some services people can hardly go without in our modern world. The list includes utilities. Even when internet companies raise their prices, few people choose to opt out of paying for Wi-Fi. Even fewer would cancel their water or electricity service …
Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today: AerSale ASLE: This company which provides an integrated, diversified aviation aftermarket products and services for aircraft owners and operators to realize savings in the operation, maintenance and monetization of their aircraft, …
Key Points Canada and Mexico create BYD’s strategic pathway toward eventual U.S. market entry. BYD’s scale advantage will be tough for other automakers to compete with. BYD will still be reliant on Tesla’s charging network if it does enter the U.S. market. 10 stocks we …
Here’s a quick recap of the crypto landscape for Monday (April 6) 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$69,233.41, up by 4 percent over …
Key Points With a market cap of $1.3 trillion and cutting-edge technology, Tesla (NASDAQ: TSLA) has earned its membership in the vaunted “Magnificent Seven” group of top tech stocks, but there’s an important difference between Tesla and the rest of the Magnificent Seven. The six …
Key Points Globalstar‘s (NASDAQ: GSAT) stock recently popped amid reports that Amazon (NASDAQ: AMZN) was in talks to acquire the satellite maker for $8.8 billion. Let’s see why Amazon might be interested in Globalstar, and if a takeover would drive its stock higher. Why could …
Alibaba Group BABA has staked its future on artificial intelligence (AI), channeling billions into cloud infrastructure, proprietary chip development and the relentless rollout of frontier large language models. Yet the deeper the company wades into this spending cycle, the worse its financials appear. What was …