2 Value Stock Picks Emerge as Saas-SOX Correlation Persists
Here is a pair of lesser-known names that are delivering for investors.
We’re Boosting Our Amazon Price Target
Let’s discuss expanding AWS revenue, backlog and margins, and prospects for further shopping share gains.
Adding to a Couple of Troubled Positions as July Comes to a Close
Here’s our trading plan for Friday and the upcoming earnings calendar for portfolio names.
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.
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.
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.
With the Semis Rallying, Can This Stock I’m Watching Hit $600?
Let’s take a look at an important tech stock that could have more upside. Plus, answer your questions.
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.