Seeking catalyst driven opportunity
MongoDB MDB is scheduled to report fourth-quarter fiscal 2026 results on March 2. For the fiscal fourth quarter, MDB anticipates revenues between $665 million and $670 million, up 21.7% year over year at the midpoint. Non-GAAP earnings are expected in the range of $1.44-$1.48 per …
Key Points Amazon is seeing explosive demand for its Arm-based Graviton chips. Arm said its data center royalty revenue doubled over the past year. Increasing demand for AI compute should make Arm a winner. 10 stocks we like better than Arm Holdings › Amazon (NASDAQ: …
Key Points IonQ isn’t profitable, and it’s unclear when quantum computing will be a viable market. Micron’s sales and earnings from its memory processor business are rising rapidly, and its shares look cheap. Nvidia has 86% of the GPU data center market, and a surge …
runs online travel and dining reservation marketplaces, helping consumers search, compare, and book accommodations, flights, rental cars, and restaurant tables. Its major platforms include Booking.com, Priceline, Agoda, KAYAK, Rentalcars.com, and OpenTable. The company recently reported its fourth-quarter results, but the stock did not react well …
Key Points The agentic AI market could expand significantly this year. UiPath’s software robots are evolving into more intelligent AI agents. ServiceNow is launching more AI agents to streamline its digital workflow services. 10 stocks we like better than UiPath › Agentic AI applications can …
Key Points Stock splits have regained popularity in recent years. Historically, this has been a hallmark of a business executing at a high level. Netflix, Booking Holdings, and ServiceNow each have a strong track record of growth and the confidence of Wall Street. 10 stocks …
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock’s price. Do they really matter, though? Let’s take …
Key Points Stanley Druckenmiller, who oversees $4.4 billion at the Duquesne Family Office, owned Nvidia (NASDAQ: NVDA) stock, but sold all of his shares in 2024. At the time, he considered the AI giant richly valued, though he did express some regret about his move …
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock’s price, but are they really important? Let’s take a look at what these Wall …
Key Points Apple crushed analyst estimates last quarter, and investors are hoping the same will happen in the fiscal 2026 second quarter. The iPhone 17 lineup is experiencing robust demand, despite a delayed AI-powered update to Siri. It’s reasonable for investors to expect more moderate …