There’s a line buried in HPE’s latest earnings commentary that tells you everything about where this company is headed. An HPE executive put it plainly: “Networking, which now represents 30% of our revenue and…
Does a hypothetical $150 oil level matter to Broadcom (NASDAQ:AVGO | AVGO Price Prediction)? A little, but probably not in the way you think. Broadcom (AVGO): AI Infrastructure Play The Case That It Doesn’t…
McDonald’s (NYSE:MCD | MCD Price Prediction) looks like it should be deeply exposed to oil. Beef production is energy-intensive. Packaging is petroleum-derived. Drive-through customers feel every tick higher at the pump. Delivery partners burn…
With oil at $1o8, he question of what happens to Nvidia if oil hits $150 sounds dramatic. But the real answer reveals something important about what kind of company Nvidia actually is. The Short…
Jim Cramer made a pointed observation recently, and it’s worth unpacking for anyone watching the AI chip space. “While Broadcom has been a huge winner in the AI era, up nearly 500% since the…
It’s a packed week for tech earnings, and three companies are coming in with very different stories to tell. HPE: The Juniper Bet Gets Its First Real Test Hewlett Packard Enterprise (NYSE:HPE | HPE…
Oracle (NYSE:ORCL | ORCL Price Prediction) has had a brutal run since its moment in the AI spotlight. But Jefferies analyst Brent Thill isn’t running away from it. He just reiterated his Buy rating…
Two of the most important custom chip makers in AI just delivered back-to-back blowout quarters, and the market is taking notice. The thesis is simple: custom AI accelerators sold by Broadcom and Marvell are…
CNBC’s Kristina Partsinevelos put it plainly after Broadcom (NASDAQ:AVGO | AVGO Price Prediction) reported earnings this week: “Broadcom just did what Nvidia couldn’t explain.” That’s the whole story. But let’s unpack why it matters.…
Jim Cramer just handed investors a clear pecking order in the payments space, and if you own Klarna, pay attention. Following a major Bank of America rollout covering five names in payments and buy-now-pay-later,…
Jim Cramer made a straightforward call on Broadcom (NASDAQ:AVGO | AVGO Price Prediction) after its latest earnings: the stock is undervalued, full stop. And when you look at what the business actually reported, it…
You can buy a rotisserie chicken at Costco for under $5. You can also, apparently, buy a $150,000 diamond ring. That contrast is the whole point. Costco Wholesale (NASDAQ:COST | COST Price Prediction) reported…
A new framework for controlling AI chip exports is circulating inside the U.S. government, with significant implications for Nvidia (NASDAQ:NVDA | NVDA Price Prediction), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), and Qualcomm (NASDAQ:QCOM) –…
Mario Gabelli is looking at the defense sector and seeing a multi-year, capital-intensive buildout across the entire missile supply chain. He’s not just buying the obvious names. “Anyone that’s producing missile rocket engines, seeker…
Consumer staples stocks generate reliable income, hold up during downturns, and tend to raise dividends even when growth slows. The iShares Global Consumer Staples ETF (NYSEARCA:KXI) packages that defensive logic into a single fund,…
Dave Ramsey built an empire on one deceptively simple rule: live below your means. Spend less than you earn, save the difference, stay out of debt. Yet the personal savings rate fell to just…
Apple Inc (NASDAQ:AAPL | AAPL Price Prediction) investor Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management, dropped a bombshell on X Tuesday: “It’s time for Tim Apple to resign. He hasn’t done…
Tesla (NASDAQ:TSLA | TSLA Price Prediction) CEO Elon Musk declared this week that the company’s Optimus 3 humanoid robot will “move the needle” on US GDP, backing the claim with a $20 billion capital…
Amazon (NASDAQ:AMZN | AMZN Price Prediction) just announced 16,000 job cuts worldwide, the second massive layoff in four months following 14,000 cuts in October. Combined, that’s 30,000 corporate roles eliminated in 120 days. This…
NVIDIA CEO Jensen Huang just told us what the market already knew but few wanted to price in: we need trillions more dollars for AI infrastructure buildout. Not billions. Trillions. His timing is pointed,…
