Intel Corp (INTC) has seen massive multiple expansion, but business fundamentals remain weak and unprofitable. Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, MU, MP ...
SpaceX (SPCX) trades near a $2.5T valuation despite losses as xAI drags profits. Read the full analysis here. Analyst’s Disclosure: I/we have a beneficial long position in the shares of META either th...
Amazon (AMZN) remains a compelling buy, with a 40% upside potential and a premium justified by robust AI-driven growth and business diversification. Analyst’s Disclosure: I/we have a beneficial long p...
Adobe delivered Q2 financial results, growing fast across business professionals, consumers, and creative segments. Learn why ADBE stock is a buy. Analyst’s Disclosure: I/we have no stock, option or s...
Apple Inc. is rated a Hold due to valuation concerns and regulatory risks despite optimism on business fundamentals. Learn more about AAPL stock here. Analyst’s Disclosure: I/we have a beneficial long...
Intuit’s Q3 2026 revenue rose 10.4% to $8.56B, with Global Business Solutions and TurboTax Live driving growth. Read why INTU stock is upgraded to Strong Buy. Analyst’s Disclosure: I/we have a b...
S&P Global media analyst Naveen Sarma breaks down the deal terms for Paramount-Warner Bros. Discovery on Variety podcast ‘Strictly Business.’ The proposed $111 billion merger between ...
Western Digital’s business is driven by volume growth and margin gains from increased disk density but lacks significant upside. Read why WDC stock is a Sell. Analyst’s Disclosure: I/we have a b...
Morningstar ignores SpaceX largest current business and vastly underestimates all of its future businesses. They come up with a valuation only half of the IPO Morningstar ignores SpaceX largest curren...
Amazon (AMZN) investment outlook: AWS and AI capex fuel growth, Amazon Ads boosts margins, and efficiency gains support returns. See more here. Analyst’s Disclosure: I/we have a beneficial long positi...
