Page 2401 of 9001
There's one "Magnificent Seven" stock that appears to be falling out of favor with investors, but I think it's still a good buy...
Continue Reading
The DOJ is considering breaking up Alphabet and requiring it to share data with competitors, continuing the debate on big tech's accumulated power...
Continue ReadingChinese stocks present undervalued investment opportunities despite risks like short-term investment flow volatility and potential U.S. protectionist policies. See more...
Continue ReadingThe main attraction at Teslaâs We, Robot event was supposed to be the Cybercab, a two-seat, fully autonomous vehicle thatâs long been central to justifying Teslaâs gravity-defying valuation...
Continue Reading
Banks kicked off the earnings season with mostly bullish results and commentary. Click here to read more...
Continue ReadingThe 2024 Q3 earnings season has kicked into a much higher gear, with a nice variety of companies already delivering quarterly results. Next week, the reporting docket is even busier...
Continue ReadingWall Street analysts weigh in on Microsoft, J.B. Hunt Transport Services, Airbnb, Snowflake, and Taiwan Semiconductor Manufacturing...
Continue ReadingThe race to $4 trillion is on, Wedbush Securities managing director and senior equity analyst Dan Ives says, as Apple (AAPL), Nvidia (NVDA), and Microsoft (MSFT) move further from the $3 trillion market cap milestone. Ives joins Market Domination Hosts Julie Hyman and Josh Lipton to discuss his view that Apple will be the first US stock to reach the $4 trillion mark, followed by Nvidia and Microsoft. Apple’s “AI-driven supercycle that starts with iPhone 16 is going to start in the December quarter as more Apple Intelligence gets rolled out. We think 20% of the world's population will access AI through Apple through an Apple device. And this is something as this all plays out next three to six months, I believe this will be a historical year for iPhone units above 240 million." “What we see right now is, actually, this is going to be a 2025 event. Now, you could argue it's a multi-year supercycle as it all plays out. But you have 300 million iPhones that haven't upgraded in four-plus years. You have a pent-up upgrade opportunity that's unprecedented. And that's why I think we're looking the first to hit $4 trillion will be Cook and Cupertino followed by Godfather of AI, Jensen[‘s] Nvidia, and then Microsoft in mid-2025.” To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Naomi Buchanan...
Continue ReadingTesla stock has been under pressure since the electric vehicle maker’s robotaxi event failed to impress. Wedbush Securities managing director and senior equity analyst Dan Ives joins Julie Hyman and Josh Lipton on Market Domination and why he holds steadfast in his bullish view of Tesla. "I came away, in 25 years covering tech, I think (it was) one of the most eye-popping historical events I've ever attended,” Ives tells Yahoo Finance. He says while there was criticism about the event and concerns that the tech is not as advanced as Tesla CEO Elon Musk suggests, Ives says bears said the same thing about iPhone 16, which the analyst expects to fuel a super cycle for Apple (AAPL). “A lot of analysts, if it's not spoon-fed to you, they're bearish. They don't understand. The point is if I look at Cybercab, the autonomous future where this is all going, I mean, I think this is going to really be the start of a whole new company at Tesla.” He says, “I get the lack of details and why people walk away wanting more, but I look, I just have a different take in terms of my view of where things are heading. And I think the way so many analysts have missed a lot of these stocks, going from $1 trillion to $2 trillion to $3 trillion… is that they can find the technology in their spreadsheets on the tenth floor of their New York City office building.” To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Naomi Buchanan...
Continue ReadingTesla (TSLA) kicks off the earnings season for Magnificent Seven tech names next week. Other notable companies publishing their quarterly results include Coca-Cola (KO), Amazon (AMZN), and General Motors (GM) Federal Reserve Bank of Dallas President Lorie Logan and Philadelphia Fed President Patrick Harker are set to deliver commentary next week as well. On the housing front, US existing home sales and new home sales are also due out. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend here. This post was written by Luke Carberry Mogan...
Continue Reading