Shares of Vertiv Holdings $VRT have seen a 25% decline over the past month, which can be attributed to the broader trend in the technology sector, particularly as it relates to AI-focused stocks. Still, Wall Street is bullish on Vertiv, as evidenced by the fact that all 14 analysts who follow the company recommend its stock as a buy.
I see the share price took a ride with the CrowdStrike incident. That's the risk of doing business in the same industry. However, nothing has changed fundamentally on the company and this decline can be exploited to the maximum :)
Taiwan Semiconductor Manufacturing's $TSMsales rose 45% in July, accelerating the pace of growth from the June quarter and boosting hopes for continued strong demand for artificial intelligence chips from companies such as Nvidia Corp.
Are you investing in $TSM or are the risks associated with China the big bogeyman?
The drop came even after the company managed to achieve its highest earnings per share for the quarter. and matched the highest sales figure for the quarter. Investors were now expecting more from the markets, and in this earnings season, more than one stock got burned for the first time in a while. Well, for those of us who don't own this stock, it's an interesting opportunity. But at $40 it would be even better :)
I, as a proud Apple sheep😂was pretty excited about all the announcements with Apple Intelligence. If they can launch it quickly, it will be great. at the moment, it looks like some of the major features that have been introduced won't come until the end of the year. I think the market reaction after WWDC spoke volumes. If any company has to create the most useful assistant on a phone, it's Apple because of its size and because of the integration.
💼 Rheinmetall: Defence giant on the rise amid global conflicts! 🚀
The German company Rheinmetall $RHM.DE,a leading player in the defense industry, currently has record orders worth 48.6 billion euros, a clear indication of the growing demand for military equipment in the context of the conflicts in Ukraine and the Middle East.
The company produces a wide range of military... Read more
Yeah, great company. While its stock has really grown quite a bit over the past few years, it's one of the companies I could see continuing to grow even in this difficult market situation. Very good financials, growth and business. It's hard to find downsides here.
Missed opportunity: how Intel missed the chance to invest in OpenAI
Flash news: Computer maker HP plans to shift more than half of its computer production out of China over concerns about geopolitical risks with Taiwan, Nikkei Asia reported.
How much are you willing to pay for $HPQstock ? Do you think this move will translate into earnings?
THE TRADE DESK - DIGITAL ADVERTISING CAMPAIGNS AND BELOW-AVERAGE VALUATIONS
The Trade Desk $TTD is steadily becoming a major player in digital advertising, thanks in large part to its advanced technology using artificial intelligence. While the company is not traditionally seen as an AI company, its recent moves in this direction, particularly the introduction of Kokai... Read more
VERTIV HOLDING: AI AND DATA CENTRES
Shares of Vertiv Holdings $VRT have seen a 25% decline over the past month, which can be attributed to the broader trend in the technology sector, particularly as it relates to AI-focused stocks. Still, Wall Street is bullish on Vertiv, as evidenced by the fact that all 14 analysts who follow the company recommend its stock as a buy.
Financials...
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I see the share price took a ride with the CrowdStrike incident. That's the risk of doing business in the same industry. However, nothing has changed fundamentally on the company and this decline can be exploited to the maximum :)
Strong July confirms TSMC's dominance
Taiwan Semiconductor Manufacturing's $TSMsales rose 45% in July, accelerating the pace of growth from the June quarter and boosting hopes for continued strong demand for artificial intelligence chips from companies such as Nvidia Corp.
Are you investing in $TSM or are the risks associated with China the big bogeyman?
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There are some risks, but I was thinking of putting it in the portfolio. What price would you buy in at?
New CEOs could bring significant changes to three big companies
I see $MNSTstock is down more than 10% after the results. For me, the stock is currently getting to an interesting price.
Anyone buying in?
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The drop came even after the company managed to achieve its highest earnings per share for the quarter. and matched the highest sales figure for the quarter. Investors were now expecting more from the markets, and in this earnings season, more than one stock got burned for the first time in a while. Well, for those of us who don't own this stock, it's an interesting opportunity. But at $40 it would be even better :)
News from Apple WWDC 2024 and AI Initiative
Introducing Apple Intelligence:
- At the annual Worldwide Developers Conference (WWDC), $AAPL unveiled its new artificial intelligence ecosystem called Apple Intelligence.
Hyperpersonalized Assistant:
$AAPL aims to transform the iPhone into a hyper-personalized AI assistant reminiscent of Jarvis from Iron Man - a system that can...
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I, as a proud Apple sheep😂was pretty excited about all the announcements with Apple Intelligence. If they can launch it quickly, it will be great. at the moment, it looks like some of the major features that have been introduced won't come until the end of the year. I think the market reaction after WWDC spoke volumes. If any company has to create the most useful assistant on a phone, it's Apple because of its size and because of the integration.
💼 Rheinmetall: Defence giant on the rise amid global conflicts! 🚀
The German company Rheinmetall $RHM.DE,a leading player in the defense industry, currently has record orders worth 48.6 billion euros, a clear indication of the growing demand for military equipment in the context of the conflicts in Ukraine and the Middle East.
The company produces a wide range of military...
Read more
Zobrazit další komentáře
Yeah, great company. While its stock has really grown quite a bit over the past few years, it's one of the companies I could see continuing to grow even in this difficult market situation. Very good financials, growth and business. It's hard to find downsides here.
Missed opportunity: how Intel missed the chance to invest in OpenAI
Flash news: Computer maker HP plans to shift more than half of its computer production out of China over concerns about geopolitical risks with Taiwan, Nikkei Asia reported.
How much are you willing to pay for $HPQstock ? Do you think this move will translate into earnings?
Zobrazit další komentáře
I was thinking about buying them before, but I don't want their stock in my portfolio at the moment.
THE TRADE DESK - DIGITAL ADVERTISING CAMPAIGNS AND BELOW-AVERAGE VALUATIONS
The Trade Desk $TTD is steadily becoming a major player in digital advertising, thanks in large part to its advanced technology using artificial intelligence. While the company is not traditionally seen as an AI company, its recent moves in this direction, particularly the introduction of Kokai...
Read more
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It will be interesting to see the results today. They can move the price significantly and give further possible direction.
3 interesting stocks from the footwear industry
A steadily growing giant that doesn't intend to let up