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2024-06-20 08:12:19 ET Summary Affirm Holdings disappointed due to central bank delaying rate cut timeline. Affirm Card adoption and gross merchandise volume trends show healthy growth. Affirm Holdings is undervalued with potential for re-rating and long-term growth. Bei...
2024-06-20 07:40:36 ET More on Apple, Microsoft and Nvidia Nvidia: The Paper Gains Need To Be Converted To Cash Apple: Upgrading iPhone For AI Is An Option, Not An Obligation Nvidia: Valuation Seems Reasonable After Recent Rally Biggest stock movers today: NV...
2024-06-20 07:30:00 ET Summary Last Year, I predicted IYW would be a better investment than VGT. IYW has outperformed due to its greater concentration in fewer stocks, and it's tracking an index that includes stocks VGT's index expelled. Both VGT and IYW's 1-year results are l...
2024-06-20 07:30:00 ET Summary High dividend yield typically indicates high risk. But there are exceptions. Here are 8%+ yielding REITs that I am buying. A common belief is that if a stock is offering a high dividend yield, then it must be risky.... Read the full a...
2024-06-19 19:47:42 ET Summary Coatue Management's 13F portfolio value increased from $23.84B to $25.50B this quarter, with around 75 individual stock positions. New stakes include Qualcomm, Broadcom, Dell Technologies, and Constellation Energy, while stakes in Apple, Walt Disney,...
2024-06-18 16:01:56 ET More on Nvidia Nvidia Stock And Its Real Value Nvidia: Why The Company And Its GPUs Will Dominate AI Processors Nvidia: The Greatest Quarter In The History Of Capitalism IV Nvidia convinces US Supreme Court to hear bid to dismiss suit: ...
2024-06-18 13:36:24 ET More on Nvidia Nvidia Stock And Its Real Value Nvidia: Why The Company And Its GPUs Will Dominate AI Processors Nvidia: The Greatest Quarter In The History Of Capitalism IV Stocks with revenue enhancement from AI - GS Nvidia ris...
2024-06-18 13:24:50 ET More on the markets Microsoft is the AI Bugatti, Amazon is the minivan: Wedbush's Dan Ives at SA Summit Warning Flags For The Stock Market Consumer Survey Shows Rising Bullishness Nasdaq, S&P, Dow open little changed after retail sa...
2024-06-18 12:33:48 ET Summary I had rated Amazon a 'Neutral/Hold' last June but upgraded it to a 'Buy' at the end of Jan this year, capturing +3.96% in active return. Now, I'm revising that to a 'Neutral/Hold' again as I note merely adequate growth in its E-commerce segment and r...
2024-06-18 12:28:00 ET Wedbush Securities sees Microsoft ( NASDAQ: MSFT ) as the clear leader in artificial intelligence (AI) right now, likening the Satya Nadella-led tech giant to a "Bugatti" going at "100 miles an hour."... Read the full article on Seeking Alpha For f...
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2024-07-23 16:27:00 ET Amazon (NASDAQ: AMZN) stock is gaining in Tuesday's trading. The e-commerce and cloud-computing giant's share price ended the daily session up 2.1%, according to data from S&P Global Market Intelligence . Amazon stock enjoyed solid bullish momentum...
Amazon.com, Inc. (NASDAQ: AMZN) has caught the attention of the investment community today with its bullish price action. The company's shares have moved 3.45% on the day to $188.85. Amazon.com, Inc. engages in the retail sale of consumer products and subscriptions through online and physical ...
2024-07-23 10:08:26 ET When it comes to investing, I am constantly looking for high-quality companies trading at great valuations. However, sometimes valuations get way out of hand and that is why I chose to cut this stock entirely from my portfolio. The two stocks I believe are worth b...