Arista (ANET) management says demand for AI networking equipment increased quickly, especially for faster 800-gig systems.
Arista Networks (ANET): Demand for AI Networking Equipment Increased Quickly Read More »
Meta Platforms (META) doubles down on AI after its deal with Advanced Micro Devices (AMD) despite investor concerns.
Meta Platforms (META) Expands AI Positioning With AMD Partnership Read More »
AMD (AMD) is rolling in the business as companies build out their AI infrastructure. Revenue could grow 35% a year into the future.
Advanced Micro Devices (AMD) Revenue & Profits are Set to Soar on AI Surge Read More »
ServiceNow (NOW) stock has gone from ~$200 to ~$100 on investor worries about AI. But now the stock looks like a bargain.
ServiceNow (NOW) Stock Gets Slammed on Concerns AI Will Take Over Software Read More »
Microsoft (MSFT) delivered strong performance last qtr, but the stock is in a rut as the software sector is weak due to AI concerns.
Microsoft (MSFT) Stock’s Recent Decline Looks Like a Buying Opportunity Read More »
Costco (COST) continues to slide even though profits grew a respectable 11% last quarter. Here’s the price I think COST should be.
Costco (COST) Stock is in a Downtrend, But the Shares Are Still Expensive Here Read More »
Oracle (ORCL) made it clear demand is not an issue, the challenge is building capacity fast enough to deliver already-signed deals
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Oracle (ORCL) Demand Remains Strong as Execution Becomes the Bottleneck Read More »
Intuit (INTU) reported a strong quarter as its all-in-one platform boosts profits. And with a P/E of 29, the stock seems undervalued.
Intuit’s (INTU) AI-Powered Solutions Drive Solid Growth with Profits Up 34% Read More »
Eli Lilly (LLY) stock reaches an All-Time High in late November, fueled by strong performances from Mounjaro and Zepbound.
Mounjaro and Zepbound Drive Eli Lilly (LLY) Stock to an All-Time High Read More »
NVIDIA (NVDA) is the brains behind most AI datacenters. And its new Rubin GPU is set to become the next catalyst in 2026.
NVIDIA (NVDA) Remains the King of AI Datacenters, With Solid Upside for 2026 Read More »
MercadoLibre (LIBE) is soing more free delivery, which is hampering profits in the short term, but could pay dividends in the long-term.
What’s Up With MercadoLibre (MELI): Spend More Now to Grow Faster Later Read More »
Last qtr, Amazon (AMZN) had its best AWS growth since 2022. Meanwhile, grocery delivery is the next frontier to dominate.
Amazon (AMZN) Stock is Hot as AWS & Grocery Delivery Provide Room for Growth Read More »
