Seeking catalyst driven opportunity
Key Points Nvidia holds 86% of the AI data center revenue market and has more than 4 times the annual revenue of Cerebras. But Cerebras could benefit from a new wafer technology that’s more efficient than Nvidia’s. Cerebras is worth watching, but it’s too early …
Key Points Nebius’ terrific backlog and focus on boosting its data center pipeline should help the company sustain its red-hot growth. Nebius is monetizing its data centers by offering software-centric solutions that should aid its bottom-line growth. The stock’s exponential revenue growth is likely to …
Here’s a quick recap of the crypto landscape for Wednesday (May 20) as of 8:00 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$77,336.69, an increase of 0.7 percent …
Netflix NFLX has shed roughly 16% over the past month, underperforming the Zacks Broadcast Radio and Television industry and the Zacks Consumer Discretionary sector, prompting investors to question whether the stock’s long-term investment thesis remains intact. The global streaming leader has navigated a turbulent macro …
Key Points Ford’s F-Series inventory is lower than usual due in part to an aluminum factory fire late last year. GM is also battling low inventory but has plans to ramp things up to take advantage of Ford’s weakness. Investors should look for GM’s full-size …
Key Points Opportunities continue to mount for the AI chipmaker. Several Wall Street analysts have increased their price targets ahead of the company’s financial report next week. 10 stocks we like better than Nvidia › Shares of Nvidia (NASDAQ: NVDA) were sharply higher on Thursday, …
Key Points SpaceX is on the verge of the biggest initial public offering (IPO) in history and has recently filed its S-1 prospectus statement with the Securities and Exchange Commission (SEC). The filing has given investors the first in-depth look at the company’s financials. With …
Here’s a quick recap of the crypto landscape for Wednesday (May 20) as of 8:00 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$77,336.69, an increase of 0.7 percent …
Key Points Even though Berkshire Hathaway no longer owns Amazon, it is still well-positioned to cash in on AI. Two of Berkshire Hathaway’s largest holdings are outstanding long-term bets on AI. 10 stocks we like better than Alphabet › Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) …
Meta Platforms META shares have dropped 10.3% in a month, underperforming the broader Zacks Computer & Technology sector’s appreciation of 7%. Over the same timeframe, META shares have lagged close peers, including Alphabet GOOGL, Amazon AMZN and Microsoft MSFT. While Microsoft shares have dropped 2.7%, …