Nvidia and Micron Technology have drawn significant investor attention as they power AI infrastructure, but savvy investors may also want to turn some of that attention to Applied Materials (NASDAQ: AMAT). Applied Materials doesn't make chips, but it designs vital equipmen
A study shows job openings shrinking and employee bargaining power weakening, prompting firms to roll back remote work and perks. Job seekers face diminishing leverage as remote work opportunities decline and workplace perks disappear, according to new data. A study highli
Quick Read - Rizzo holds AMD and NVDA, citing NVDA at just 14x forward earnings as proof semis remain undervalued despite a 100% run. - MU and AVGO posted cycle-peak results, with Micron revenue up 346% and Broadcom guiding AI chip sales to $16 billion, up 200% year over year. -...</stron
Quick Read - Amazon (AMZN) earns a BUY with a $323 price target, offering 34% upside as AWS growth hits a 15-quarter high at 28%. - Amazon's Trainium chips threaten NVIDIA (NVDA) at a $20 billion run rate as Meta (META) commits 5 GW of AI compute to AWS. - Even the bear case...</
Quick Read - Intel's 159x forward P/E masks a $3.7B quarterly loss while Microsoft's $37B AI business grows 123% at just 19x forward earnings. - Microsoft's $627 billion contracted revenue backlog and 52 Buy ratings with zero Sells make it the overlooked retirement-grade... <
Within the Vanguard exchange-traded fund (ETF) lineup, one fund has delivered the best performance across the past three-, five-, and 10-year timeframes -- the Vanguard Information Technology ETF (NYSEMKT: VGT). There's no question about what's been driving it Momen
Quick Read - GD topped Q1 estimates on 21% Marine Systems growth; LMT missed EPS consensus and burned $291M in free cash flow. - GD's 192% cash conversion, four straight EPS beats, and $188B submarine-heavy backlog offer stronger downside protection than LMT's fixed-price...
Asian semiconductor stocks tumbled on Thursday, tracking tech losses on Wall Street after Meta Platforms Inc.'s plan to develop a business that would sell access to AI computing power raised worries about overcapacity.Brian Belski, CEO and founder at Humilis Investments,... <
Quick Read - General Mills (GIS) offers retirees a 6.5% yield, near-zero beta, and 9x P/E, making it the only one of the three contrarian picks that comes with a dividend attached. - Mattel's $1.5 billion buyback authorization and iconic IP give it stronger downside support than...</stron
PARIS — De Bethune has tapped Antoine Pin as chief executive officer. The Swiss watchmaker was founded in 2002 by Denis Flageollet and David Zanetta, the latter leaving the brand in 2017 Named after a French nobleman and precision horology buff of the Enlightenment
ادخل بحساب جوجل لمشاركة رأيك والتفاعل مع الأخبار — بلا كلمة مرور.
إيميلك يبقى موثّقاً وخصوصيتك محفوظة.