Key Points Joby Aviation is a leader in eVTOL certification, though it faces notable risks related to its business model and funding. Future dilution is likely due to high cash burn and upcoming capital needs. Competition from autonomous eVTOLs, especially Boeing’s Wisk, poses a long-term threat, but Joby’s potential first-mover advantage is significant. 10 stocks…
Key Points Software stocks have tumbled over the last month, falling sharply in the last two days of January. There was no significant fundamental trigger for the movement, but fears of AI disruption seem to be driving it. No one knows how long the sell-off will last, but buying high-quality stocks is a good way…
Key Points Meta’s revenue grew 24% in Q4, and management guided for a strong start to 2026. Apple’s fiscal Q1 results reflected a strong iPhone cycle and steady services profitability. Apple trades at a premium, but its durability and earnings trajectory look more compelling today. 10 stocks we like better than Apple › With earnings…
The market loved Meta Platforms’ META quarterly results but wasn’t impressed with Microsoft’s MSFT and Tesla’s TSLA December-quarter numbers. The market’s disappointment with the Microsoft report notwithstanding, the company delivered +28.1% earnings growth on +16.7% top-line gains for the period, also handily beating estimates. The sticking point for investors was Azure and other cloud services…
Key Points Nvidia (NASDAQ: NVDA) stock has catapulted 1,330% higher in the past five years (as of Jan. 29). This makes it one of the winners in the ongoing artificial intelligence (AI) boom, supported by insatiable demand from hyperscalers for its premium data center chips. Investors might not know that this company started paying dividends…
Key Points Apple blew past estimates in its fiscal first-quarter earnings report, driven by strong iPhone sales. CEO Tim Cook said that rising memory prices would weigh on gross margins in Q2 and increase from there. Micron is a major memory supplier for Apple and is likely to benefit from strong iPhone sale. 10 stocks…
What happened Shares of Tesla (NASDAQ: TSLA) rose 3.9% on Wednesday following positive analyst remarks. So what New Street analyst Pierre Ferragu believes the electric vehicle (EV) maker’s investors are in store for sizable rewards. He expects Tesla’s stock price to soar more than 40% to $1,580 per share in the year ahead, fueled by…
ExxonMobil declared a first-quarter dividend of $1.03 per share, payable on March 10, 2026, to shareholders of record of Common Stock at the close of business on February 12, 2026. The company increased its fourth-quarter dividend by 4% and has grown its annual dividend-per-share for 43 consecutive years. Apple’s board of directors has declared a…
Key Points When most people think of artificial intelligence (AI) winners, names like Nvidia or Advanced Micro Devices might come to mind. These are chip designers that are powering key AI tasks like the training and inference of models. And these companies already are generating significant revenue growth thanks to their AI businesses. But another…
Key Points Since Warren Buffett announced his departure from Berkshire Hathaway last May, its shares have underperformed markets dramatically. Investors worry that the company has suffered an irreplaceable loss. Nonetheless, the company’s latest earnings rose by 17% year over year and the business has some formidable advantages. 10 stocks we like better than Berkshire Hathaway…