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TD Cowen analysts led by Michael Elias tell investors that the firm’s channel checks at Nvidia’s (NVDA) GTC event and DCD Connect indicate aggregate data center demand has increased year-over-year, despite more pervasive lease cancellations and deferrals by Microsoft (MSFT) than initially thought. The pullback from Microsoft has created an opportunity for both Google (GOOGL) and Meta (META) to backfill capacity, the firm says. Hyperscale redesigns for higher densities are driving slower DC equip...
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The company is working with the startup Firmly.ai to help make it easy for any brand, big or small, to start selling goods directly through its service...
Continue ReadingWorkplace experts say employer ‘block lists’ are common, especially in tech. Being an ‘activist’ or even quitting at the wrong time could quietly get you blacklisted...
Continue ReadingPresident Trump announces 25% tariffs on cars imported to the U.S. from anywhere in the world. The policy is much worse than Wall Street expected...
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We recently published a list of 15 Dividend Zombies to Invest in. In this article, we are going to take a look at where International Business Machines Corporation (NYSE:IBM) stands against other dividend zombies to invest in. The broader market has posted consecutive annual gains of 25%, largely fueled by growth stocks and companies capitalizing […]...
Continue ReadingDiscover strategies for navigating SP500 volatility, hedging risks, and diversifying with EU value stocks amid macroeconomic uncertainty...
Continue ReadingBMW proves resilient as an investment despite US tariffs, with strong brand value, 5.9% yield on shares, and strategic BEV/ICE balance. Read why I rate BMWKY as a Buy...
Continue ReadingCommerce Secretary Howard Lutnick is publicly backing Tesla (NASDAQ:TSLA) and its CEO, Elon Musk, on TV, sparking a wave of criticism from ethics experts, investors and public figures, including Tesla bull Gary Black. Praising Musk and Tesla on Fox News During a recent appearance on Fox News, Lutnick lavished praise on Musk, calling him “probably the best person to bet on I’ve ever met.” He claimed Tesla stock is massively undervalued and urged viewers to buy in. “It’ll never be this cheap again...
Continue ReadingPresident Trump made good on his promise to impose tariffs on foreign automakers...
Continue ReadingMorning Brief hosts Brad Smith and Madison Mills highlight three stories to watch for. President Trump's push for a 25% tariff on autos is sending shockwaves through the European and American auto industries, with European stocks falling and automakers like Mercedes-Benz (MBGYY) facing potential major losses. American car stocks are mixed today, with General Motors (GM) and Ford (FORD) lower while Tesla (TSLA) trades higher. Additionally, President Trump threatens larger tariffs on the EU and Canada, and US stock futures (ES=F, NQ=F, YM=F) point to a lower open as investors digest the news of Trump's tariffs. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here...
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