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2023-06-07 15:32:57 ET Summary Amazon seems to be struggling in the last few quarters - especially as growth rates for AWS slow down. Over the long run, Amazon has not only growth potential in ecommerce and its cloud business, but also in healthcare or its "Project Kuiper". Ho...
2023-06-07 12:50:19 ET Summary BlackRock Capital Allocation Term Trust continues to trade at an attractive discount and offers a diverse investment portfolio. The fund has seen improved performance in 2023, but its increased distribution may not be warranted based on its prior-yea...
2023-06-07 12:05:14 ET Summary Amidst a recovery in the tech sector driven by AI-hype, Affirm has been a surprise beneficiary. This comes even as top-line growth slows dramatically due to the tough macro environment. Management remains committed to achieving non-GAAP profitabi...
2023-06-07 11:00:13 ET Affirm Holdings ( NASDAQ: AFRM ) stock jumped 14% in Wednesday morning trading after announcing that U.S. merchants offering Amazon ( NASDAQ: AMZN ) Pay can now add its Adaptive Checkout feature as a payment option. Adaptive Checkout offe...
2023-06-07 10:35:31 ET Summary There was no doubt that CrowdStrike Holdings, Inc. beat on all fronts for its FY1Q24, but the market was expecting a larger raise in guidance that did not materialize. I found it very positive about management's comments about their sustainable data ...
2023-06-07 09:42:26 ET Summary Broadcom Inc.'s AI exposure is expected to increase to 25% of semiconductor revenues next year. AI switches to grow from 15% in FY23 (~$4bn) to 25% of semi revenues in FY24. Altogether, I believe that around 20% of Broadcom's total revenues next year...
2023-06-07 09:30:00 ET Summary An erudite and thoughtful conversation about AI with Ramy Taraboulsi, CFA and Kirk Spano. Neural networks, hype and building something we don't understand. Major problem with AI is lack of computing power. What stocks make sense? Lockheed Mar...
2023-06-07 09:00:00 ET Summary AT&T shares have declined significantly, but the company remains undervalued and could be a long-term value play. Amazon entering the communications space would be devastating for competitors, but it is unlikely to happen without acquiring a majo...
2023-06-07 08:59:41 ET Summary AWS is a powerhouse in the hyperscale cloud space, with a unique background and significant investments in chip development. Amazon has built strong long-term relationships with customers and continues to innovate in the cloud computing industry. ...
2023-06-07 07:45:00 ET Consumers drive the U.S. economy -- an estimated 68% of America's gross domestic product comes from personal consumption. This means that stocks of companies where consumers open their wallets can be significant long-term investments. I have identified a few high-...
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Stock markets worldwide are reaching record-breaking highs. This unprecedented rally, spanning from Tokyo to New York, has seen 14 of the world'...
2024-05-18 07:22:00 ET While it's tough to argue that most of the "Magnificent Seven" stocks would be bad long-term investments, there are two in particular that I'd be eager to buy right now. Amazon.com (NASDAQ: AMZN) is trading at just 2% below its all-time high, but its profi...
2024-05-18 05:10:00 ET You're, of course, familiar with e-commerce giant Amazon (NASDAQ: AMZN) . It's one of the world's biggest companies (as measured by market cap), while its stock is one of the market's best-performing equities since the company went public back in 1997, up near...