Seeking catalyst driven opportunity
Key Points Hyperscalers, including Microsoft, Amazon, Alphabet, and Meta Platforms, are raising their capital expenditure budgets for 2026. Rising infrastructure spend bodes well for the semiconductor industry. Hyperscalers are racing to secure additional GPUs, while also investing in custom silicon designs. 10 stocks we like …
The market loved Meta Platforms’ META quarterly results but wasn’t impressed with Microsoft’s MSFT and Tesla’s TSLA December-quarter numbers. The market’s disappointment with the Microsoft report notwithstanding, the company delivered +28.1% earnings growth on +16.7% top-line gains for the period, also handily beating estimates. The …
Magnificent Seven giant just released its much-anticipated Jan. 29 earnings report. For the iPhone maker, 2025 was a tale of two halves. Through the first six months of the year, shares were down approximately 18%. Tariff worries and the company’s lack of a clear artificial …
Previously we had commented on how to value microcaps with lumpy revenue. See https://www.zacks.com/stock/news/2279978/how-to-invest-in-microcaps-with-lumpy-revenue. Here we highlight 2 new names in this vein. Image Source: Zacks Investment Research AMREP Corporation (AXR), operates substantially from Rio Rancho, NM, primarily engaging in land development and homebuilding. …
Apple’s AAPL first-quarter fiscal 2026 results, to be reported on Jan. 29, are expected to have benefited from strong iPhone 17 sales. The company expects iPhone sales to grow in double digits year over year in the to-be-reported quarter. The device accounted for 47.8% of …
Key Points There’s no question that the electric vehicle (EV) market has become more competitive for Tesla (NASDAQ: TSLA). At the same time, the company’s long-term competitive position is strengthening, and it’s well positioned to win the EV market. Tesla is already winning First, much …
Here’s a quick recap of the crypto landscape for Monday (January 26) as of 9:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin and Ether price update Bitcoin (BTC) was priced at US$87,515.29, …
Key Points Alibaba has begun to recover as the worries of past years have begun to abate. Founder Jack Ma’s return to Alibaba seems to have boosted investor confidence. Alibaba’s low valuation may point to the potential of geopolitical tensions reemerging. 10 stocks we like …
Rivian Automotive, Inc. RIVN, an electric truck maker, is supporting a citizen-led ballot initiative in Washington state that would permit EV manufacturers to sell vehicles directly to consumers, intensifying a long-standing battle over auto sales regulations that currently give Tesla, Inc. TSLA a unique advantage. …
Key Points Apple delivered a record-setting quarter, sporting its best growth since 2021. iPhone sales were “staggering,” setting sales records across every geographic segment. Users traded up to the higher-priced models, driving a sizeable margin boost. These 10 stocks could mint the next wave of …