Seeking catalyst driven opportunity
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? Before we discuss the reliability of brokerage recommendations …
Key Points Alphabet, Amazon, and Microsoft are all spending heavily to support their AI-related ambitions. This suggests the demand for Nvidia’s AI chips will remain strong. Between the company’s market-leading hardware and economic moat, the stock still looks attractive. 10 stocks we like better than …
Spotify Technologies SA (NASDAQ: SPOT) shot down nearly 13% after delivering cautious guidance in its Q1 2026 earnings report. A key area of weakness was in ad revenue, which declined for the second consecutive quarter. Spotify continues to become more efficient at generating revenue by adding premium subscribers. That said, ad revenue still …
Here’s a quick recap of the crypto landscape for Friday (May 1) 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$78,414.67, up by 2.7 percent over …
Ford Motor Company F reported first-quarter 2026 adjusted earnings per share of 66 cents, which beat the Zacks Consensus Estimate of 20 cents by 232.3%. The bottom line increased from 14 cents in the prior-year quarter. F’s total automotive revenues rose 6.4% year over year …
Key Points While artificial intelligence (AI) stocks continue to be market darlings, the same can’t be said for software stocks. Software-as-a-service (SaaS) stocks have been absolutely hammered this year, and there doesn’t appear to be any let-up. While many SaaS companies continue to put up …
Salesforce, Adobe, and HubSpot have all suffered bruising year-to-date stock price declines. Despite the drawdown, each offers double-digit revenue growth, sector-leading margins, and outsized earnings growth projections. Below is a closer look at why these three companies represent a “buy on the dip” opportunity amid …
Rambus’ (NASDAQ: RMBS) stock price took investors on a wild ride in April, surging to fresh highs then collapsing in the wake of its earnings release. The candle formed in late April is scary, a large red candle nearly engulfing the prior two weeks, but …
Key Points If you view earnings presentations as material on which to make a proxy vote over buying, selling, or holding a stock, then you’d think your only choice would be to sell Tesla (NASDAQ: TSLA) stock after the first-quarter earnings report. The key point …
Key Points Amazon Web Services revenue grew 28% year over year in the first quarter of 2026 — the company’s fastest growth rate in 15 quarters. Amazon’s AWS backlog ended the quarter at $364 billion, before factoring in a recently announced deal with Anthropic for …