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Nvidia Stock Falls. It Has a Google AI Chip Conundrum.
Barrons.com1d agobearish
Nvidia Stock Falls. It Has a Google AI Chip Conundrum.

A familiar problem is haunting Nvidia The chip maker’s stock has paused in its latest effort to break out to new highs and part of the problem is Google. Nvidia shares were down 0.4% at $228.06 in early trading Wednesday. The biggest threat is Alphabet’s Google and its Tensor Processing Units, designed in collaboration with Broadcom Although Nvidia and Google’s rivalry is generally an amicable one, investors keep a close eye on which chips the biggest players use.

How Far Can Comcast Stock Fall, And How Long Would You Wait?
Trefis1d agobearish
How Far Can Comcast Stock Fall, And How Long Would You Wait?

Comcast (CMCSA) trades near $22, about 29% below its 52-week high, and the market has not been falling with it. The S&P 500 returned close to 18% over the past year, while Comcast lost about 21%. The company is in the middle of a broadband pivot that it says is holding its own results down. So the question is not how hard Comcast drops in a crisis. It is how long it stays down.

Cisco Stock Falls as Piper Sandler Cuts Price Target Over Growth Concerns
TIKR1d agobearish
Cisco Stock Falls as Piper Sandler Cuts Price Target Over Growth Concerns

Key Stats for Cisco StockPrice change for Cisco stock in last 6 months: 35%$CSCO Stock Price as of Sep. 22: $10652-Week High: $130$CSCO Stock Price Target: $137What Happened?Cisco (CSCO) stock dropped almost 5% on Tuesday after Piper Sandler cut its price target on the networking company to $125 from $132.

Investing.com1d agobearish
AppLovin drops 3% as Edgewater analyst warns of stalled market share growth

Investing.com -- AppLovin (NASDAQ: APP) shares fell 3.5% after Edgewater Research analyst Joe Wittine cautioned that the mobile ad platform’s market share expansion has effectively stalled. Following fresh channel checks, Wittine set a materially lower bar for Wall Street, forecasting the company’s fourth-quarter revenue growth at just 8% to 9% quarter-over-quarter. Wittine concluded that the company’s share of wallet (SOW) and share of voice (SOV) metrics are no longer consistently growing from

ValueAct’s 2 Stock Picks You Shouldn’t Miss
Insider Monkey1d agobearish
ValueAct’s 2 Stock Picks You Shouldn’t Miss

ValueAct Capital takes concentrated, long-term positions in publicly traded companies and works with management teams and boards to improve shareholder value. The firm is led by co-Chief Executive Officers Mason Morfit and Rob Hale. ValueAct’s 13F filing for the second quarter shows that Amazon.com (NASDAQ:AMZN) and Rocket Companies (NYSE:RKT) were among the firm’s largest disclosed […]