We’re Boosting Our Amazon Price Target
Let’s discuss expanding AWS revenue, backlog and margins, and prospects for further shopping share gains.
Here’s Where to Buy Apple After Post-Earnings Selloff
The Big Tech firm faces a critical stock price and I’d be a buyer.
Microsoft Sparks a Rally, Trump Promises Peace, Truth About Traders
Let’s find out if the relief rally can last, whether we can believe fighting will stop in Gaza … and … what I know about that footage of traders on the news.
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 Meta Rating as Spending Weighs on Expectations
Spending, capex and free cash flow concerns outweigh tangible AI adoption benefits.
As Market Sorts Out AI, I’m Playing 2 Small-Cap Biotechs
I’ve got two biopharma stocks on my radar ahead of earnings.