Texas Instruments Soars on AI-Driven Data Center Boom
Despite a mixed earnings report, Texas Instruments stock surged over 11% this week, powered by explosive growth in its data center business as AI demand fuels infrastructure spending.
Despite a mixed earnings report, Texas Instruments stock surged over 11% this week, powered by explosive growth in its data center business as AI demand fuels infrastructure spending.
Netflix shares have tumbled from recent highs amid investor skepticism over a potential $72 billion acquisition. Despite the sell-off, some Wall Street firms are upgrading the stock, citing strong fundamentals and a historically attractive valuation.
The equipment rental giant's stock suffered its worst week in recent memory after quarterly results fell short of Wall Street's expectations, compounded by a price target cut from a major bank.
This week's Big Tech earnings revealed a stark divide: companies using existing cash cows to fund AI ambitions versus those betting the farm on a future payoff. The market's patience for visionary spending is wearing thin, demanding concrete timelines and a path to profit.
Citigroup reaffirms its bullish stance on AppLovin (APP), highlighting the rapid adoption of its Axon platform by e-commerce clients and improved customer quality as key growth drivers, with a price target of $820.
In a significant shift from its long-standing marketing playbook, Pizza Hut will not advertise during NBC's Super Bowl pre-game coverage this year, ending a tradition that spanned over a decade. The move comes as the chain undergoes a strategic review and reallocates its ad budget toward other sports and partnerships.
For long-term investors, volatility presents both opportunity and peril. We examine one stock with explosive potential and two others where caution may be warranted amid shifting market dynamics.
High valuations demand exceptional growth. We examine two companies whose business models justify the premium and one where the price may be running ahead of reality.
Amid a volatile economic backdrop, consumer discretionary stocks are lagging the broader market. We examine three companies—Columbia Sportswear, Movado, and iHeartMedia—whose business models and valuations make them vulnerable in the current climate.
While the small-cap index is a hunting ground for growth, some constituents face significant headwinds. We examine three companies where valuation and market dynamics warrant a cautious approach.
While investors chase AI's headline names, optical networking leader Ciena has quietly outperformed the sector. With surging demand for high-speed data transmission and an attractive valuation, it presents a compelling case for the coming year.
The business services sector has outperformed, riding a wave of corporate demand for efficiency. But with economic sensitivity looming, we analyze two companies with robust models and one where caution may be warranted.
While market gains have been concentrated in a handful of tech giants, a select group of companies across semiconductors, beauty, and banking have delivered consistent, triple-digit returns by mastering the fundamentals of growth, margins, and capital efficiency.
ARK Invest's Cathie Wood made a significant $26 million investment in Broadcom stock last week, highlighting a strategic pivot towards AI infrastructure amid portfolio reshuffling. The move follows Broadcom's blockbuster earnings and comes as Wall Street maintains a bullish outlook on the chipmaker.
Despite a six-month rally fueled by strong quarterly results, analysts point to sluggish long-term sales growth, weak cash flow, and declining returns on capital as reasons for caution, suggesting investors look elsewhere for opportunity.
Amazon is set to eliminate 16,000 corporate roles, marking its largest workforce reduction since 2023. As the tech giant streamlines operations and doubles down on AI, investors are weighing the long-term strategy against near-term turbulence.
While the sales and marketing software segment broadly exceeded revenue expectations in Q3, investor sentiment has turned sour, with most stocks falling post-earnings. We analyze the divergent performances of Upland Software, Sprinklr, DoubleVerify, PubMatic, and Sprout Social.
CNBC's Jim Cramer questions Meta's direction, citing investor skepticism over its AI strategy and spending. Yet strong Q4 earnings reveal a more complex financial picture, sparking debate on Wall Street.
A surprise announcement from Google DeepMind triggered a sector-wide sell-off, hitting mobile gaming and ad-tech stocks. Analysts debate the long-term implications for companies like AppLovin.
As hyperscalers seek alternatives to expensive GPUs, Broadcom's custom chip design expertise positions it to capture a massive share of the projected $1.4 trillion data center capex market by 2030.