Key Points Apple needs to develop a real AI strategy. Nvidia is growing rapidly from all of the AI buildout. Alphabet and Microsoft have booming cloud computing segments. 10 stocks we like better than Apple › If you haven’t heard the news, Apple (NASDAQ: AAPL) is getting a new CEO. On Sept. 1, Tim Cook…
Amazon AMZN reported first-quarter 2026 earnings of $2.78 per share. Excluding a pre-tax gain from the company’s investment in Anthropic, adjusted earnings came in at $1.56 per share compared with the Zacks Consensus Estimate of $1.60. Net sales of $181.5 billion rose 17% year over year, ahead of management’s prior guidance of $173.5-$178.5 billion. The…
Key Points Meta raised its capex forecast in part because of higher component prices. Cloud computing growth is accelerating among the hyperscalers, a good sign for AI spend. Nvidia and Micron are well-positioned to capitalize on price increases and higher capex. 10 stocks we like better than Meta Platforms › Big tech earnings are in…
Key Points Semiconductor investors, particularly in the AI space, have earned outsized returns amid insatiable demand for chips. However, the chip-manufacturing process requires helium, and an estimated 30% of the world’s production is offline because it has to go through the Strait of Hormuz, the flashpoint of the U.S. conflict with Iran. Although this also…
Apple’s AAPL) report for its fiscal second quarter will be under a microscope tomorrow, Thursday, April 30. Beyond the strong quarterly results analysts expect from Apple’s growing services business and demand for its AI-powered iPhone 17s and M5-based MacBook, Wall Street will be looking for insight on the tech giant’s leadership transition. This comes…
Bloom Energy: An Innovative Clean Energy Provider Bloom Energy (BE) is a clean-energy/fuel-cell provider that designs, manufactures, and installs solid-oxide fuel cell (SOFC) systems that generate electricity on-site. The Zacks Rank #1 (Strong Buy) company is best known for its energy servers, called “Bloom Boxes.” Unlike traditional power plants that burn fuel to create steam…
Key Points If you view earnings presentations as material on which to make a proxy vote over buying, selling, or holding a stock, then you’d think your only choice would be to sell Tesla (NASDAQ: TSLA) stock after the first-quarter earnings report. The key point is that the company ramped up its near-term capital spending…
Key Points Nvidia makes most of its sales from data center spending, particularly from the biggest hyperscalers. Many hyperscalers are developing their own custom artificial intelligence (AI) chips. However, Nvidia is expanding its customer base, and its sovereign AI revenue more than tripled in its most recent fiscal year. 10 stocks we like better than…
Key Points Chipmaker Nvidia still has a long way to go before its AI growth trend is wrapped up. Data center specialist Nebius is one of the fastest-growing companies on the market. Quantum computing pure play IonQ could be a major winner if it can advance its technology to the point we’re its broadly commercially…
Key Points After weeks of Iran dominating markets, investors are beginning to shift their attention elsewhere, especially with earnings season in full swing and the AI trade back in fashion. However, that doesn’t mean the war’s impact on the global economy is gone. Even as the ceasefire holds, President Trump reportedly told his staff to…