AI-powered Alphabet’s Google Finance is now live worldwide. Click for this GOOG stock update and learn how rapid AI rollout could differentiate its business. Analyst’s Disclosure: I/we have a be...
Palantir faces heightened risk from AI agent disruption, the Anthropic fallout impacting its government business. Check out why PLTR stock is a sell. Analyst’s Disclosure: I/we have no stock, option o...
That’s according to Reuters sources, but I wonder what it might reveal about Elon Musk’s combination of companies now that papers for a public offering have apparently been filed. [Link: Exclusive: Sp...
Microsoft’s recent valuation compression overstates risks tied to elevated AI-driven CapEx and margin pressure. Read why I rate MSFT stock a Buy. Analyst’s Disclosure: I/we have a beneficial lon...
Alphabet faces intensifying AI competition and surging CapEx, threatening its core search business and free cash flow profile. Learn more about GOOG stock here. Analyst’s Disclosure: I/we have no stoc...
Plains All American is rated a Buy due to stable midstream crude oil business with attractive quarterly distribution yield. Read more on PAA stock here. Analyst’s Disclosure: I/we have no stock, optio...
Nvidia’s sentiment has not finished washing out, even in the face of great business execution, as fundamentals lag sentiment. Learn more about NVDA stock here. Analyst’s Disclosure: I/we have a ...
Microsoft remains a highly profitable business, but its AI economics may not continue to expand margins. Read why MSFT stock is downgraded to hold. Analyst’s Disclosure: I/we have no stock, option or ...
One NFL writer has been impressed with how the Panthers have done business this offseason. Following the first week of free agency, football writer Marc Ross of NFL.com came up with what he referred t...
Advanced Micro Devices offers significant upside at current levels; the AI accelerator business presents major optionality. Read why AMD stock is a strong buy. Analyst’s Disclosure: I/we have a benefi...
