Key PointsNike and McDonald's are both facing challenges with consumer discretionary spending.Nike's challenges are more entrenched as the stock has been sliding for five years. M
TradingKey - Rothschild & Co Redburn, after updating its valuation model, raised Microsoft's (MSFT) price target from $400 to $440, while continuing to maintain its "Neutral" rating.The price target i
Key PointsAccording to a UBS analyst, share buybacks and long-term contracts can keep Micron's profits elevated even when memory prices start to fall.Micron is expected to report a
Key PointsThe Vanguard S&P 500 ETF (VOO) and the Vanguard Total Stock Market ETF (VTI) have similar returns, volatility levels, and top holdings.VTI includes small-cap and mid-cap
Key PointsAstera Labs is growing rapidly as it provides critical connectivity solutions for high-performance AI infrastructure.Marvell Technology offers a more diversified portfoli
Key PointsFervo's enhanced geothermal energy systems could help to meet the U.S. economy's insatiable need for electricity. The carbon-free power source offers numerous benefits.10
Key PointsReaching 9,000 from the Sept. 22 close of 7,764.64 would take a gain of about 16%, or about 12% annualized through the end of 2027.At an unchanged multiple of about 19.4
Key PointsThe transaction involved 3,864 shares at a weighted average price of $363.28 per share, totaling approximately $1.4 million.The sale involved shares equal to 15% of the s
Key PointsRevolution Medicines has just received good news around a drug meant to treat pancreatic cancer.While the company has multiple drugs in development, buying Revolution Med
TradingKey - As high mortgage rates continue to weigh on the U.S. housing market and pressure homebuilder earnings, Warren Buffett's long-built Berkshire Hathaway (BRK.A) has further expanded its inve
Key PointsCoca-Cola is using its powerful brand and global reach to keep growing as consumer tastes change.Costco’s warehouse expansion gives it more room to grow sales and members
Key PointsMicron’s AI memory boom could fuel years of growth, but the stock is already pricing in a lot of optimism.I think the biggest things to watch are whether AI demand stays
TJX Companies (NYSE: TJX) offers a compelling customer value proposition.Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they d
The business is recovering faster than expected as management's policies are improving operations. Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed
The semiconductor industry is booming, and that's great news for TSMC (NYSE: TSM).Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed
Amazon(NASDAQ: AMZN) has a reasonable chance of generating strong returns from its investments in AI. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double
The firm grip FICO (NYSE: FICO) holds in the marketplace is eroding.Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't
Costco (NASDAQ: COST) stock has traded at a premium valuation for the better part of the previous decade.Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Doub
Micron (NASDAQ: MU) is scheduled to provide an investor update that is likely to impact the entire AI industry.Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think
Shares of Meta Platforms (NASDAQ: META) are soaring.Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2
Key PointsBloom Energy disclosed a total backlog of about $20 billion in February, including roughly $6 billion of product orders.Management plans to double the Fremont factory's a
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Key PointsShares of Archer Aviation have fallen 40% in the past year.The company became the first eVTOL developer to complete the third of four FAA Type Certification phases.10 sto
Key PointsHappily for investors, it flagged the biotech's shares as a buy.Goldman believes they have nearly 40% upside.10 stocks we like better than Iovance Biotherapeutics ›(funct
TradingKey - Broadcom (AVGO) hit a recent intraday low of $335.80 on September 16, down 32% from its all-time high of $494.20 and virtually erasing its year-to-date gains.Yet just a few months ago, Br
Key PointsIn his view, it's now a buy.Its dividend yield is relatively low, however.10 stocks we like better than Welltower ›(function(){var m=document.getElementById("pit-1daeff1c
Key PointsOracle sent Project Jupiter’s developer a force majeure notice that could let it defer payments if the New Mexico data center misses its 2028 target.Loans tied to Project