NVIDIA’s (NVDA) New Blackwell GPU Expected to Keep Momentum Strong in 2025
NVIDIA (NVDA) continues to double revenue year-over-year. And the new Blackwell GPU should carry momentum into 2025.
Stock of the Week
Advanced Micro Devices (AMD) is in a Steep Ramp Up of Datacenter AI GPUs
Amd (AMD) is ramping up production of its Artificial Intelligence (AI) products, with strong demand seen for its Instinct GPUs.
Amazon.com (AMZN) Delivers Strong Quarter as AWS Growth Was a Standout
Amazon (AMZN) delivered solid results last quarter as Amazon Web Services (AWS) revenue increased 19% and margins rose.
Fiserv (FI) Stock is One of the Best Values in the Stock Market Today
Fiserv (FI) is one of the best values in the stock market today as this is a consistent mid-teen profit grower with a P/E of only 19.
Clearwater Analytics (CWAN): Asset Management Software for Money Managers
Clearwater Analytics (CWAN) has portfolio management software that specializes in alternative assets. Here’s our first look at CWAN.
ServiceNow’s (NOW) AI Platform Assist AI Contracts Doubled Since Last Quarter
ServiceNow (NOW) is really leading the AI revolution as its Now Assist AI had contract values double in just three months.
Cadence Design Systems (CDNS): Is the Recent Pullback a Buying Opportunity?
Cadence Design Systems (CDNS) has been one of the best stocks this past decade. The trouble is CDNS is usually too high to buy.
Vertiv (VRT) Shows Strong Orders Growth and It Doesn’t Stop There
Vertiv (VRT) has strong order growth for its AI infrastructure solutions last quarter. And there’s more to the story here: Margins
Lower Interest Rates are on the Way! Which is Good News for DR Horton (DHI)
DH Horton (DHI) is expected to be a bienifactor of lower interest rates as this will spur homebuying and also save on expenses.
Factset Research (FDS) Shows Strong Growth Despite Market Challenges
Factset Research (FDS) is a high quality stock that hardly ever sells at a discount. But with a P/E of 25, this stock is a good value.
Accenture’s (ACN) New Bookings Growth Signal Business is Getting Better
Accenture (ACN) has been growing slowly lately, with -1% sales growth last qtr. But bookings grew 22%, signaling better times ahead.
With a P/E of Just 22, Travel Site Booking (BKNG) Has Room to Move Higher
Booking (BKNG) — parent of Priceline, OpenTable and KAYAK — might finally get the respect it deserves, which is a P/E of 30.