Tag: stock

Key Points Warren Buffett retired as Berkshire Hathaway CEO on Dec. 31, 2025, handing the reins over to value-focused investor Greg Abel. Despite Amazon’s competitive advantages and its artificial intelligence (AI)-driven growth at AWS, valuation concerns and the company’s lofty AI spending forecast may have spooked Berkshire’s now-former boss. Before riding off into the proverbial…

Key Points SpaceX recently filed confidential paperwork with regulators to pave the way for a potential IPO. The company has reportedly retained a team of investment bankers from 21 different firms who will begin pitching IPO shares sometime in early June. In total, SpaceX is supposedly targeting a $1.75 trillion valuation — though it’s possible…

Key Points Total revenue rose 17% in Apple’s fiscal second quarter, with earnings per share jumping 22%. Services hit an all-time record and accelerated from the prior quarter’s pace. A more personalized Siri is on the way, with more than 2.5 billion active Apple devices to lean on. 10 stocks we like better than Apple…

Key Points Intel stock has more than quadrupled over the past 12 months. Recent quarterly results showed an accelerating data center business and significant margin expansion. But some metrics suggest the stock’s run-up may have gone too far. 10 stocks we like better than Intel › Shares of Intel (NASDAQ: INTC) have skyrocketed over the…

Key Points Apple stock has posted an average annualized return of 20% since it went public in 1980. Its walled garden ecosystem has helped it maintain its dominance. But there is another factor that has enabled that model to thrive. 10 stocks we like better than Apple › There are certain stocks that many investors…

Key Points From some perspectives, Tesla (NASDAQ: TSLA) looks outrageously expensive. For example, its shares trade at nearly 14 times sales. For comparison, Rivian, another popular electric vehicle (EV) stock, trades below 4 times sales. To be clear, I’m a big fan of Rivian. I think shares are ridiculously cheap with 1,000% upside potential. But…

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…