Amazon (AMZN) is poised to see higher profitability as the macro environment has "significantly impr...
Continue ReadingVertiv (VRT) is more likely to collaborate with Amazon (AMZN) rather than compete with it regarding...
Continue ReadingWith earnings next week, analysts still see upside for Netflix, citing strong trends, a hit content sale, and growing ad revenue...
Continue ReadingTracey Ryniec looks at the 5-year performance of MSFT, AAPL, AMZN, GOOGL, TSLA, NVDA, and META...
Continue ReadingTraders and investors have ridden an extraordinary spring rally by betting against President Donald Trump’s myriad tariff threats, a play known as the TACO trade, for “Trump Always Chickens Out.” The pace of those gains is slowing, and the risk associated with hoping that the president will soften or reverse his increasingly complex tariff gambits is mounting. Adam Turnquist, chief technical strategist at LPL Financial says five stocks— Nvidia Meta Platforms Broadcom Amazon.com and Microsoft —are responsible for half of the S&P 500’s 5.2% gain over the past month...
Continue ReadingThe Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage...
Continue ReadingThe Dow Jones index dropped 300 points Friday on Trump tariff news. Nvidia-backed CoreWeave tumbled...
Continue ReadingVertiv Holdings stock was dropping again Friday in response to Amazon.com Amazon Web Services development of a new cooling system of its own that could disrupt the leader in data-center cooling solutions. Analysts, however, think the selloff is “overblown.” The infrastructure can be installed in new and existing data centers designed for power-hungry artificial-intelligence computing, the company said...
Continue ReadingAlphyn Capital Management, an investment management firm, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Master Account of the fund returned 12.4% net in the second quarter compared to 10.9% for the S&P 500 Index. As of the second quarter of 2025, the top ten holdings accounted […]...
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