Tag: stock takes
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GE Vernova’s gas turbines aren’t the only way it’s winning from the AI boom
Electrification secured $2.4 billion in data center equipment orders during the first quarter of 2026, beating the segment’s total for all of 2025.
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Meta’s plan to launch a cloud business eases the biggest overhang on the stock
The stock’s struggles in 2026 had been due to concerns about its aggressive AI spending.
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We thought these 5 stocks could make a 2026 comeback. Here’s our midyear scorecard
Despite war volatility and AI concerns, the S&P 500 still managed to jump 9.5% year to date.
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Nvidia mostly sat out the chip sector’s best quarter ever. What needs to change?
The problem cannot be explained by looking at Nvidia’s reported results.
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Our rating, price target and outlook for newly spun off Honeywell Aerospace
Given the robust backlog, streamlined operations, and high demand for its products, we see plenty of upside in our newest position.
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The AI trade cooled and oil sank. A closer look at Wall Street’s volatile week
Micron finished the week in the red despite a blockbuster earnings report. But falling oil prices was good news for the fight against inflation.
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Alphabet burnishes one of its best weapons in the battle for AI supremacy
The Google parent’s homegrown silicon is a big advantage in the AI compute race.
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Meta’s flurry of AI initiatives this month hasn’t helped lift the stock. What will?
Meta has to justify its AI spending to unlock the struggling stock.
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Apple stock gets slammed on bigger Mac, iPad price hikes. Why it can weather the storm
The stock had its worst session in more than a year as management made its first official move to pass higher memory costs onto consumers.
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An off-grid power project gets a major proof of concept. What it means for GE Vernova
AI data centers powered by off-grid power plants took a major step forward this week, a good sign for GE Vernova as industry challenges pile up.
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