CNBC's Jim Cramer expresses apprehension ahead of Advanced Micro Devices' quarterly report, suggesting even strong results may not satisfy a market exhibiting a new, unforgiving pattern toward chip stocks.
CNBC's Jim Cramer has spotlighted Merck & Co. as a strategic holding, praising the pharmaceutical giant's acquisition-driven strategy to build a more balanced portfolio ahead of its blockbuster drug's patent cliff.
As the artificial intelligence boom enters a new phase of enterprise deployment, investors are looking beyond pure software to the foundational hardware layer. We analyze three key companies powering the AI revolution and why their roles may offer a compelling, lower-risk investment thesis this February.
Despite a strong year of outperformance for automotive safety giant Autoliv, investment firm Tweedy Browne has significantly reduced its holding, sparking debate on whether the move signals caution or prudent portfolio management.
HP Inc. announced an immediate leadership transition on Tuesday, appointing board member Bruce Broussard as interim CEO after Enrique Lores stepped down to pursue a new opportunity.
NVIDIA's previously discussed multi-billion dollar investment in OpenAI has stalled, with CEO Jensen Huang clarifying the figure was never a binding commitment. The development redirects investor attention to the chipmaker's capital discipline and diversified partnerships amid soaring AI infrastructure demand.
While speculative 'story stocks' dominate headlines, Swiss manufacturing group Mikron Holding (VTX:MIKN) presents a case study in sustained profitability. With EPS growing at 26% annually over three years and significant insider ownership, the firm offers a contrast to loss-making ventures. Yet, flat revenue and EBIT margins prompt questions about its long-term growth trajectory.
Adobe's stock outlook softens as multiple analysts adjust ratings and price targets, citing increased competition in creative software and a lack of near-term catalysts, despite its strong market position.
Bank of America and Stifel reaffirm bullish stances on MongoDB, citing strong performance of its Atlas platform and strategic expansion into AI capabilities as key drivers for future growth.
Following its quarterly earnings, ServiceNow (NOW) retains strong buy ratings from major analysts who see the recent stock dip as a buying window for a premium AI-driven workflow platform.
Morgan Stanley and RBC Capital have both lowered their price targets for Oracle (ORCL), citing concerns over the capital intensity of its GPU-as-a-Service expansion and the near-term pressure on software firms navigating the AI transition.
Verizon's aggressive shift to a customer-centric strategy yields its strongest subscriber growth in years, coupled with a massive share repurchase plan, sparking a rally and reigniting investor debate on the telecom giant's value.
The Trump administration launches a major public-private initiative to stockpile essential minerals for tech and defense industries, combining a $10 billion EXIM loan with $1.67 billion in private capital to mitigate supply chain risks.
Analysts at DA Davidson reaffirm Datadog (DDOG) as a top software pick, citing its strong positioning in the AI infrastructure space and sustained growth momentum, despite expectations of conservative near-term guidance.
Elon Musk consolidates his AI and aerospace ambitions, merging xAI with SpaceX to create a new entity valued at $1.25 trillion. The move signals a massive gamble on the future of orbital data centers and the viability of space-based computing for AI development.
Analysts have lifted Man Group's fair value estimate, reflecting a cautiously optimistic recalibration of growth and risk assumptions. The move aligns with a broader trend of upward revisions across the Street, though questions remain about how much future performance is already priced into the stock.
Nasdaq-listed SharpLink Gaming (SBET) is undergoing a radical transformation, pivoting from sports betting to a crypto-centric strategy anchored in Ethereum. This strategic shift coincides with the complete exit of significant institutional holder Apeiron Capital, raising questions about the company's future direction and investor base.
Advanced Micro Devices' stock has soared over 115% in the past year, fueled by AI optimism. But with shares trading at a steep premium and facing fierce competition, investors are questioning if the rally has room to run.
Sens. Jeanne Shaheen (D-N.H.) and Susan Collins (R-Maine) have warned Defense Secretary Pete Hegseth that relocating the Pentagon's dedicated Havana Syndrome team risks sidelining critical research and care for affected personnel, in a move that appears to contradict earlier commitments.
While the broader market has surged, Ambarella shareholders have watched their investment erode over a half-decade, with a recent $179 million weekly loss intensifying the pain. We examine the underlying business metrics behind the chipmaker's prolonged decline.
