GOOGL eyes Q2 growth on AI-driven Search and Cloud gains, but valuation and competition may keep investors cautious...
Continue ReadingEternal's quick commerce platform, Blinkit, which promises everything from salt to iPhones in under 10 minutes, is widely seen as the front-runner by analysts despite growing pressure from players such as BigBasket, Flipkart, and Amazon. The company's food delivery business, Zomato, is its profitable arm and has historically contributed the larger share of revenue, but Blinkit is closing the gap fast. In the June quarter, Blinkit's net order value surged 127% to 92.03 billion rupees ($1.07 billion), overtaking Zomato's for the first time, the company said...
Continue ReadingA: Amazon, Alphabet, Apple, Meta, Microsoft, Nvidia and Tesla—known as the Magnificent Seven—have lorded over the stock market in recent years, linked by the outsize role they share in the economy’s future and the significant slice they comprise in the S&P 500. This year, though, shares of Nvidia, Meta and Microsoft have climbed about 20% or more, while Apple and Google parent Alphabet are down 16% and 2%, respectively. Each will soon deliver a quarterly scorecard to investors, with Alphabet and Tesla set to report earnings Wednesday, followed by Meta, Microsoft and Apple the following week...
Continue ReadingNFLX dips post-earnings despite strong Q2 results, fueling debate over valuation, subscriber growth, and long-term upside...
Continue ReadingAmazonâs AWS strength and Prime Day momentum offset tariff risks and margin headwinds, with valuation still appealing. See why AMZN stock is a buy...
Continue ReadingThe S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors...
Continue ReadingAlphabet is an eclectic collection of tech-centric businesses. Unfortunately, there isn't one stock to rule them all...
Continue ReadingIn April, Amazon said it would hold the line on prices. The Journal’s analysis of prices from e-commerce data firm Traject Data found that while Amazon’s price rose on 1,200 of its cheapest household goods, competitor Walmart lowered prices on the same items by nearly 2%. The divergent strategies show how major retailers are reshaping prices on popular products as uncertainty about tariffs drags on...
Continue ReadingI see high-quality growth stocks like NFLX and META as overbought and at risk of further pullbacks. Read why I believe a mid-course correction is likely...
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