Shares sold off after hours despite a sixth straight bottom-line beat, with revenue landing a hair under consensus. Adjusted EBITDA margin expanded 1,060 basis points year over year, and full-year adjusted EPS guidance went up to $1.68 to $1.72 with the RealSense deal set to close this quarter.
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The Smart Money Is Sending a Mixed Signal on AI Stocks
Insider disposals, bearish options positioning, and fading retail sentiment are flashing caution on NVIDIA even as the fundamentals keep accelerating. Here is why our model reads that tension as an opportunity rather…
Forget Betting Everything on Tesla’s Robot. This Fund Already Owns the Robotics Winners
Owning Tesla (NASDAQ:TSLA | TSLA Price Prediction) for the robotics story is now the dominant retail thesis: bulls argue Optimus and the Cybercab are option value the market has not paid for,…
5 Stocks With Real Revenue From Physical AI Today (Not 2030 Promises)
Jensen Huang keeps quoting a $40 trillion humanoid robot TAM, and the market is rewarding every concept video and 2030 roadmap that mentions the word robot. I have been studying physical AI…
Jensen Huang Just Said $40 Trillion. Here Are 5 Physical AI Stocks Wall Street Is Quietly Loading Up On Before the Rest of the Market Catches On
NVIDIA CEO Jensen Huang has called humanoid robots and labor automation a $40 trillion total addressable market, and on the Animal Spirits podcast, Derek Yan argued physical AI is “potentially bigger” than…
How 4 Dividend Growth ETFs Beat Inflation While the Fed Keeps Cutting Rates
With the Federal Reserve having cut rates from 4.5% to 3.75% over the past six months, the calculus for income investors is shifting. Cash and money market yields are drifting lower, while…
BOTZ Is A Robotics ETF That Quietly Bets Big on AI Chips
Most robotics ETFs promise broad exposure to the automation revolution. The Global X Robotics & Artificial Intelligence ETF (NYSEARCA:BOTZ) delivers that, but with a twist that investors often underestimate: nearly a third…
Beyond Tesla and Nvidia: 2 Overlooked Robotics Stocks Just Blew Out Earnings
Everyone knows NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Tesla (NASDAQ:TSLA) are the marquee names in robotics and autonomous systems. But with both stocks carrying trillion-dollar valuations, the leverage may be limited.…
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Allstate, Chubb Ltd., Eli Lilly, KLA Corp., Lockheed Martin, MongoDB, Roku, and More
Pre-Market Stock Futures: The futures are trading lower after what started as a bounce-back Monday turned into a reversal Monday, as the AI/Datacenter rotation trade continues to gather steam during the last…
Here Are Wednesday’s Top Wall Street Analyst Upgrades and Downgrades: American Eagle Outfitters, Equinix, Garmin, Honeywell, Uber, Wendy’s and More
Pre-Market Stock Futures: Futures are trading lower on Wednesday after an ADP report showing job losses, following a stellar day across Wall Street on Tuesday. All of the major indices finished the…
Thursday’s Top Analyst Upgrades and Downgrades: Best Buy, Carnival, Caterpillar, Foot Locker, Peloton, Texas Instruments and More
Thursday's top analyst upgrades and downgrades included Best Buy, Carnival, Caterpillar, Centene, ChargePoint, Foot Locker, Hewlett Packard Enterprise, Palo Alto Networks, PDD, Peloton Interactive, Realty Income, Sunrun, Texas Instruments and UDR.
Friday’s Top Analyst Upgrades and Downgrades: CarMax, Cinemark, Diamondback Energy, Etsy, Home Depot, Intel, Lucid, Nvidia, Teladoc Health, Walgreens and More
Friday's top analyst upgrades and downgrades included AppLovin, CarMax, Cinemark, Diamondback Energy, Enovix, Etsy, Graphic Packaging, Home Depot, Intel, Lucid, Nvidia, Teladoc Health, Walgreen Boots Alliance and Workday.
Monday’s Top Analyst Upgrades and Downgrades: ADM, Crowdstrike, GoodRx, Oracle, Rivian, Salesforce, Teladoc, Toast and More
Monday’s top analyst upgrades and downgrades included Archer Daniels Midland, Crowdstrike, GoodRx, Illumina, Oracle, Payoneer Global, Palo Alto Networks, Playa Hotels, Rivian Automotive, Salesforce, Teladoc, Toast and Warby Parker.
Will July’s Employment Report Make or Break? Analysts Upgrade or Downgrade PayPal, XPeng and More
Wednesday's additional top analyst upgrades and downgrades included CF Industries, Cognex, Incyte, PayPal, XPeng and Xylem.