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Hyperscalers Microsoft, Alphabet, Amazon, and Meta are expected to increase cloud and AI capital spending by $45 billion. Analysts foresee a three-year upcycle in capital expenditure within the...
Advanced Micro Devices is well-positioned to claim market share as the demand for AI chips continues to grow. SMART Global is a small-cap tech stock outperforming the Russell 2000 and getting strong...
McDonald's had a mixed quarter, but top-line weakness is negligible, and margins shined. The Mid-East war is weighing on growth in developing markets, but comps are still solid everywhere else. The...
Citi received a double upgrade, moving straight from Underweight to Overweight. Goldman is perhaps the strongest performer, but it doesn’t feel cheap. Bank of America is the laggard but also...
Microsoft had a solid quarter and guided higher, making the post-release sell-off a buying opportunity. The cloud and AI drive company strength; AI is still in its earliest innings. The charts suggest...
IBM stock is up 14.42% in the past month, gapping up 9.49% after better-than-expected fourth-quarter results. CEO Arvind Krishna attributes the success to the accelerating demand for AI. With a...
Advanced Micro Devices had a solid quarter, but results were as expected, leaving the market little choice but to sell off. The decline is alarming, but the uptrend is intact and should continue to...
Airbnb's chart shows heavy-volume upside momentum, sending the stock into a buy zone. The catalyst for the surge was a cross-currency fee increase as Airbnb's international business grows...
Colgate-Palmolive had a solid quarter in Q4 and issued favorable guidance for this year. Analysts are upping their targets, and at least one sees guidance improving as the year progresses. The stock...
Defense stocks are trending higher, but results have Lockheed Martin and RTX Corporation moving in opposite directions. Guidance is solid, but one guided for strength, the other for weakness, and the...
ASML had a solid quarter and gave cautious guidance that sent the market soaring. A 45% YOY increase in net bookings is only one reason to think guidance is weak. A move above critical resistance...
Exxon's risk/reward profile is particularly appealing, and it's looking like the low is already in. With the solar industry bottoming out, Enphase shares should be starting a fresh uptrend. Duke's...
Netflix was expected to produce strength but over-delivered in Q4. Guidance is robust and leads analysts to raise their price targets for the stock. Shares could advance to a new all-time high by...
Shares are continuing to build momentum after a soft start to the year. Several key tailwinds are now in place that should take the stock to a new high. Last week’s upgrade saw a fresh price...
The company’s fundamentals are as good as they’ve ever been and trending in the right direction. Analysts are falling over themselves to increase their price targets on Meta shares. The...
Shares crossed the threshold yesterday, capping a record-setting month for the stock. Microsoft is now the world’s most valuable public company and more gains are on the horizon. Ahead of next...
WK Kellogg, Newmont and WEC Energy Group are trading at low valuations relative to their earnings potential. If 2024 is a more challenging environment, undervalued and value stocks in general may...