Seeking catalyst driven opportunity
Key Points Intel has had a rough few years and lost one of its biggest business partners in Apple. The company’s revenue has been declining since 2021 and shows no signs of stopping. Despite hefty government investment, Intel’s outlook doesn’t look good. 10 stocks we …
Hello, Reader. It’s true that the future is inherently unknowable, but that doesn’t mean the past can’t serve as a time-honored teacher. This fact becomes especially relevant every January when I conceive my outlook for the year ahead. Last year serves as a textbook example. …
Key Points We’re seeing signs that some AI stocks are running out of steam, while others still trade at high valuations. Prologis is a stock with significant untapped AI potential at a reasonable price. The company is investing billions in data centers and has some …
Take-Two Interactive Software TTWO is scheduled to release third-quarter fiscal 2026 results on Feb. 3. For the third quarter of fiscal 2026, Take-Two expects GAAP net revenues between $1.57 billion and $1.62 billion. It expects a loss per share between 49 cents and 35 cents. …
Here’s a quick recap of the crypto landscape for Friday (January 30) as of 12 noon 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$83,062.62, …
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 …