Is Advanced Micro Devices (AMD) On NVIDIA’s Level for AI GPUs?
Advanced Micro Devices (AMD) isn’t nearly as pricey as NVIDIA’s stock is. But is AMD on NVIDIA’s level when it comes to AI?
Advanced Micro Devices (AMD) isn’t nearly as pricey as NVIDIA’s stock is. But is AMD on NVIDIA’s level when it comes to AI?
A slow economy and exiting Russua are hurting EPAM’s (EPAM) results. Still, management sees things picking back up later in 2023.
Arista Networks’ (ANET) results weren’t that impressive last quarter. But that could be a seasonality issue, as next qtr could be strong.
McDonald’s (MCD) is delivering strong results as same store sales jumped 13% last qtr due to strong sales of McCrispy sandwiches.
Booking.com (BKNG) just set quarterly records for room nights and gross bookings, as the Summer travel season is heating up.
MasterCard (MA) is seeing good growth for its cybersecurity and fraud prevention services. Cross-border volume has been good too,
Meta Platforms (META) is utilizing AI to get users to stay on its Facebook and Instagram longer, while helping ad campaigns.
First Solar (FSLR) has growth opporunity as it ramps up new plants in Ohio, Alabama, and India. Profits could soar in the years ahead.
Apple’s (AAPL) growth has stagnated, with year-over-year profits flat. Perhaps Apple Pay could become the company’s next catalyst?
O’Reilly Automotive (ORLY) continues to deliver doubld-digit growth as the average age of US vehicles is greater than 13 years.
Block (SQ) managment was bragging about its Gross Profits in last quarter’s earnings call. Meanwhile, the company lost money.
Shopify (SHOP) is cutting expenses and getting rid of that expensive logistics idea. But the stock’s P/E of 218 is still very high.