We’re Boosting Our Amazon Price Target
Let’s discuss expanding AWS revenue, backlog and margins, and prospects for further shopping share gains.
3 Reasons Why Apple Shares Are Falling
The potential iPhone upgrade cycle, product pricing and the Apple Upgrade program are a powerful combination.
Supply Shortage Takes Bite Out of Apple: 8 Key Items Shaping the Stock Market Friday
Euro-area inflation rises in July, Amazon soars, SpaceX-Tesla chatter, and other headlines moving stocks this morning.
VIDEO: Why Amazon’s AWS Results Are Likely to Be More Like Microsoft’s Than Meta’s
Let’s connect more dots from rising AI and cloud revenue to our holdings.
Microsoft Delivers the AI Relief Investors Were Looking For
Capital spending is still rising, but margin pressure and cash flow are manageable.
New Meta Rating as Spending Weighs on Expectations
Spending, capex and free cash flow concerns outweigh tangible AI adoption benefits.
Putting Capital to Work in 4 Portfolio Holdings
We’re leveraging the market’s pullback and insights from Samsung, Lam Research and Microsoft earnings.
Microsoft Pushes Higher: 8 Key Items Shaping the Stock Market Thursday
OPEC+ meeting expectations, politician Warsh and other headlines are moving stocks this morning.
Fed Makes Interest Rate Decision Amid ‘Elevated Uncertainty’
The market is offering an immediate reaction to the Federal Reserve’s interest rates decision on Wednesday.