Jefferies believes that Broadcom has an edge over rival MediaTek in supplying Alphabet’s next two major chip generations.
This software ETF is in freefall. How to catch the bottom using charts
The iShares Expanded Tech-Software Sector ETF (IGV) is about to notch its eighth losing day, but there’s a right way and a wrong way to play a potential bounce.
Is the AI bubble popping itself? Software’s break from the tech stock boom raises concerns
Many investors expect the sell-off has gone too far, saying agentic AI is unable to meaningfully hurt incumbents in the sector.
Amazon earnings are coming out postmarket Thursday. Here’s what Wall Street expects
Analysts estimate that Amazon will earn $1.97 per share on revenue of $211.33 billion, an LSEG survey shows.
Best Stocks: An energy stock that’s a cash-flow machine and in a nice uptrend
Josh and Sean profile an energy stock that pays a big dividend, buys back a lot of stock and just broke out.
Using options to play this faster growing, undervalued grocery stock
Sprouts Farmers Market has grown more rapidly than traditional grocers, with wider profit margins, because the chain has focused on natural and organic foods.
Wolfe upgrades Zoom, citing improved growth profile and AI monetization
Wolfe Research’s $115 price target implies upside of more than 25% for shares of Zoom Communications.
Stifel downgrades Microsoft, says AI spending and Azure concerns could limit near-term upside
Stifel’s $392 price target implies a 5% downside for shares of Microsoft from here.
Alphabet is slipping after higher capex guidance and a YouTube ads miss. Here’s why analysts are staying bullish
While analysts acknowledged Alphabet’s higher spending, they were also more optimistic than the stock’s 3% slide Thursday morning seemed to suggest.
Thursday’s big stock stories: What’s likely to move the market in the next trading session
The S&P 500 posted back-to-back losses Wednesday as chips and software tumbled.