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Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead speaks with Josh Lipton about Nvidia's (NVDA) biggest competition in AI data centers, as he anticipates the company's market share could fall to 70% from 90% over the next two years.
Zoom reported adjusted earnings of $1.55 a share for the quarter, up from $1.53 a year ago and above analysts’ expectations for $1.48, per FactSet.
The 21-year-old platform matched workers with small digital tasks and once served more than 500,000 workers
Plus: Canada plans retaliatory tariffs of up to 50% on U.S. imports; Persian Gulf shipping insurance costs surge higher.
UnitedHealth still looks like a compelling long-term investment.
BEIJING/SINGAPORE, Aug 26 (Reuters) - China's Moonshot AI is negotiating revenue-sharing agreements with Microsoft, Amazon and Alphabet's Google that would allow the U.S. cloud giants to host its
As the AI boom enters its next phase, investors and analysts have increasingly begun asking if — and when — Nvidia’s growth supercycle could slow.
For three years now, Nvidia’s quarterly performance has become a milestone for the artificial-intelligence trade. Investors get their latest look at Nvidia earnings Wednesday afternoon when the AI-chip leader reports its second-quarter results. Wall Street analysts expect second-quarter adjusted earnings per share of $2.09, doubling over the past year, on sales of $92.3 billion, also twice what the company posted a year ago.
Amazon's 10.8% net margin and $7.7 billion free cash flow contrast sharply with e.l.f.'s 1.6% margin, but one growth rate tells a different story.
Look at the largest holdings of some of the most popular value funds and you might be surprised. The average fund in Morningstar’s Large Value category now has 18% of its portfolio in tech stocks that look expensive by classic valuation metrics. Benjamin Graham and David Dodd, the authors of the famous tome Security Analysis, believed investors should buy stocks trading below book value, an asset-based measure of a company’s net worth on its balance sheet.
These two stocks are no-brainer buy and holds for the next decade.
Y Combinator co-founder Paul Graham said startup founders often struggle to recognize whether they are succeeding or failing because first-time entrepreneurs lack a clear benchmark for performance. Graham Says Growth Is Key To Startup Success On Saturday, Graham explained in...
On August 24, Talen Energy Corporation (NASDAQ:TLN) was initiated by Mizuho with an ‘Outperform’ rating and a price target of $405, implying an upside of over 32% from the current levels. The positive outlook by Mizuho’s Anthony Crowdell reflects the utility’s growing presence in the tightening PJM power markets. Talen has approximately 98% of its […]
Amazon.com has delivered a strong 96.8% share price gain over the past three years, yet current valuation work still points to the stock trading below an estimate of its intrinsic value. Over the past three years Amazon.com returned 96.8%, which puts fresh focus on whether the current price fully reflects its long term cash flow potential. Growth expectations around Amazon's cloud and AI related chip efforts can support the cash flow outlook, while large capital needs for areas such as drone...
Billionaire investors are scooping up tech stocks, whether they're on sale or riding the AI wave.
In August 2026, Kohl’s highlighted several developments, including Martha Stewart’s kitchen electrics expanding from Amazon into Kohl’s stores and Kohls.com, a new DoorDash partnership offering rapid delivery from more than 1,100 Kohl’s locations, and the Board declaring a regular quarterly dividend of US$0.125 per share payable on September 23, 2026. These moves collectively underscore Kohl’s push to refresh its merchandise mix and widen distribution, just as investors await the upcoming...
Azure just crossed a historic revenue milestone, Microsoft's commercial backlog ballooned to a staggering figure, and yet free cash flow dropped sharply. Whether $600 is the next stop or a ceiling depends on what happens inside the next earnings report.
Marvell AI Opportunity Gains Steam as Susquehanna Lifts Target to $265
Rep. Greb Steube (R-FL) has called for a ban on the use of Flock Group Inc. cameras, criticizing the technology as a threat to the citizens’ Fourth Amendment rights. GOP Leader Says Flock Cameras Were Misused in His District In...
Cheaper alternatives are testing the limits of AI pricing power
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