This article first appeared on GuruFocus. China’s electric car makers had a massive overseas month in November, and the numbers make it hard to ignore. Exports jumped 87% from a year earlier to just under 200,000 vehicles, showing how fast Chinese brands are pushing beyond their home market. Mexico was the real shocker. Shipments there…
This article first appeared on GuruFocus. Evercore ISI tells investors to buy Nvidia (NASDAQ:NVDA) ahead of the company’s Nov. 19 earnings, saying demand momentum, improving supply and an attractive valuation leave the market underestimating growth. The firm keeps an Outperform rating and a $261 price target, calling NVDA a buy into the quarter. Evercore’s channel…
This article first appeared on GuruFocus. Alphabet (GOOGL, Financials) rose more than 5% after Berkshire Hathaway unveiled an unusual tech-sector commitment to the business, which investors saw as a validation of its artificial intelligence plan. In the September quarter, Berkshire bought 17.85 million shares worth $4.93 billion.The investment comes as public attitude toward giant internet…
This article first appeared on GuruFocus. CoreWeave (NASDAQ:CRWV) traded about 5% higher in premarket hours Monday as investors looked ahead to its third-quarter results due after the closing bell. The AI-focused cloud computing firm is projected to post an adjusted loss of $0.36 per share and revenue of $1.28 billion, based on consensus estimates. During…
This article first appeared on GuruFocus. The stock market ignored Palantir (PLTR, Financials) greatest quarter.The software and AI startup reported $1.18 billion in revenue and $0.21 per share in Q3 results this week, exceeding analyst expectations. On paper, that wins. But Palantir’s stock plunged 12% in the days after the revelation, proving that high expectations…
This article first appeared on GuruFocus. Shares of Advanced Micro Devices (AMD, Financials) fell on Tuesday after Morgan Stanley’s negative commentary made investors less optimistic before the company’s third-quarter earnings report. Analyst Joseph Moore gave the stock a Hold rating and a price objective of $246, which means that it won’t go up much from…
This article first appeared on GuruFocus. Netflix (NASDAQ:NFLX) shares rose about 3% on Friday morning after the company said it will move forward with a 10-for-1 stock split The split will provide nine additional shares for every share currently owned. Netflix said the decision is intended to lower the trading price to a range that…
This article first appeared on GuruFocus. U.S. markets opened higher Friday, with the S&P 500 and Nasdaq pushing up as big tech names led gain. The Dow Jones Industrial Average rose about 0.1% to roughly 47,588, a touch below its Oct. 28 record close of 47,706. The S&P 500 opened about 0.7% higher, while the…
This article first appeared on GuruFocus. Intel (NASDAQ:INTC) surged about 5% on Tuesday, Oct. 28, 2025, extending a 2025 rally of nearly 105%, after the chipmaker reported a return to adjusted profit and flagged progress on its product roadmap. Last week, the company posted roughly $0.23 in non-GAAP earnings per share for the third quarter…
This article first appeared on GuruFocus. U.S. equity benchmarks climbed Monday as investors positioned for a busy week of big-tech earnings and an upcoming Federal Reserve decision. The S&P 500 rose about 1% and the Nasdaq Composite climbed about 1.5%, according to market data. Tech heavyweights drew buying interest ahead of results. Qualcomm (NASDAQ:QCOM) surged…