The Market Has Changed Its AI Test
Four hyperscalers combined will spend $725 billion this year, but some are achieving better returns. The single AI trade era is over.
A Classic Washout and More Mixed Reactions to Earnings
Amazon is up and Apple is down after their reports.
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.
Latest Earnings Move the AI Goalposts From U.S. to Asia
The market’s response to the Microsoft-Meta earnings pair and Hynix-Samsung numbers gives a clear indication.
New Microsoft Price Target After a Quarter With ‘a Lot to Like’
Here’s why we’re gladly back in this Mag 7 name.
The Bond Market Delivered the Verdict, and It Isn’t Pretty
The 30-year yield hit a 19-year high, and the earnings reports split the hyperscalers.
New Waste Management Price Target Amid Margin Changes
As recent earnings showed, the company is a margin and free cash flow story, and that’s more than fine with us.
New Paccar Price Target, Checkpoint After Earnings Release
Rising production volumes and favorable pricing point to a stronger second half ahead.
Chart of the Day: Meta’s Day of Reckoning Is Here
This mega-cap is set to report earnings on July 29 amid downbeat expectations.