All Work

Jeremy Phillips

Cramer Says Skip Klarna Despite Buy-Now-Pay-Later Buzz

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,…

Jeremy Phillips · 7 months ago

Cramer Calls Broadcom Undervalued Despite Recent Declines

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…

Jeremy Phillips · 7 months ago

Analyst: “Every Bureaucratic Delay Hands AI Markets Directly to Huawei”

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) –…

Jeremy Phillips · 7 months ago

TSMC’s $56B AI Bet Just Made These 3 Stocks Millionaire Makers

TSMC just committed $56 billion to AI chip manufacturing capacity. That’s not money disappearing into factories. It’s money flooding into the equipment makers who build those factories. Three suppliers stand to capture the lion’s…

Jeremy Phillips · 8 months ago

The reality check everyone’s ignoring

Welcome to Today’s Smart Money Roundup. Software stocks are getting crushed, and Barron’s is calling it “overdone.” Salesforce (CRM) is down 27% over the past year despite Wall Street hyping its Agentforce AI platform…

Jeremy Phillips · 8 months ago

What I’m watching for in Netflix’s earnings report

Netflix (NASDAQ: NFLX | NFLX Price Prediction) reports Q4 2025 earnings Tuesday, January 20, after the bell. After a brutal six-month selloff that’s knocked shares down 28% to around $89, this report could reset…

Jeremy Phillips · 8 months ago

Why Cloudflare is AWS for the AI Era and So Much More

When we think about cloud infrastructure powering the internet, AWS typically dominates. But Cloudflare (NASDAQ:NET | NET Price Prediction) is building something fundamentally different – and arguably more relevant for what comes next. The Business…

Jeremy Phillips · 9 months ago

Ford Fails Again

When Ford (NYSE:F | F Price Prediction) announced a $19.5 billion write-off on its electric vehicle business, shareholders didn’t panic. They exhaled. The stock barely flinched, trading near 52-week highs at $13.67, because investors were…

Jeremy Phillips · 9 months ago