'All about acceleration': After Nvidia earnings, the tech trade is getting more segmented
19 hours agoAs the AI trade shifts into its next stage, winners and losers are likely to be increasingly segmented, strategists say.
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As the AI trade shifts into its next stage, winners and losers are likely to be increasingly segmented, strategists say.
Tim Cook kept Bitcoin off Apple's balance sheet for 15 years. New CEO John Ternus has not said if that holds.
Sales and earnings beats in fiscal Q2 weren't enough to satisfy investors.
Nvidia remains richly valued, but its AI-driven growth and strong market position could make today's price look very, very reasonable by 2028.
SpaceX stock is expensive -- but now it's buying rocket fuel from ExxonMobil and Cheniere, which are cheap.
Amazon Web Services is rapidly expanding Amazon's operating profits.
This relatively unknown ETF has outperformed the Russell 3000 and the S&P 500 over many periods.
Rezolve AI shareholders got some promising news this week.
Apple's supply chain move could protect margins before the next tariff shock.
A roiling bond market hits jobs week — but the quarter's earnings season isn't done yet.
Alphabet was a late addition to Berkshire's portfolio before Buffett retired.
On September 9, Apple will hold its first product launch under new CEO John Ternus, unveiling a foldable iPhone with the stock hovering near a record high around $320 a share. Moments like this tend to stir the same question...
For the last few years, Wall Street has obsessed over Nvidia's revenue concentration from artificial intelligence (AI) hyperscalers.
The suit represented an uncertainty for the company and shareholders.
The e-commerce and cloud giant is spending $220 billion this year. The last two times its bottom line went negative, the stock had its worst years of the past 15, then some of its best.
The stock market truly transfers money from the impatient to the patient.
When the majority of the investing crowd turns bullish, I've learned to become very suspicious.
MercadoLibre (MELI) is back in focus after fresh comparisons with Amazon.com highlighted its role in Latin American e-commerce and fintech, prompting investors to reassess the stock’s recent performance and long term growth drivers. MercadoLibre’s recent comparisons with Amazon come after a 3 month share price return of 13.59% and a 1 month share price return of 4.70%. However, the 1 year total shareholder return is down 20.49%, which suggests short term momentum is improving while the longer...
The healthcare giant's shares have pulled back more than 12% over the past month.
Record trading volumes are leading to strong earnings for Robinhood and IBKR, but will subscription revenues be the big long-term winner?
Here’s what could happen to ESTC shares next.
Spoken words and implemented policies are not the same thing.
South Korean chipmaker SK Hynix said Thursday it will begin volume production of next-generation HBM4E chips at its Indiana facility in the third quarter of 2029, as CEO Kwak Noh-Jung warned the current memory shortage will persist through 2030. Billion-Dollar...
Your investment would have grown substantially, but only if you exercised discipline and patience.
Amazon trades at half the earnings multiple of MercadoLibre, while the Latin American e-commerce leader grows revenue nearly three times faster.