UBS believes the risk-reward profile for leading AI semiconductor stocks is improving, pointing to strong innovation, improved valuations and continued growth in demand for AI computing despite market volatility.
Uber and its future in autonomous taxis and a super app
Uber $UBER has strong growth potential through its partnership with Waymo and the development of autonomous taxis, which could exceed a $2 trillion market within a decade.
Key growth drivers:
-Expansion into a super app - $UBER focuses not only on ridesharing but also on food delivery, travel booking and advertising business
Uber is a very interesting company that has a great business. The service works great and I believe it can be attractive now. I prefer to buy other stocks now and overbuy the big tech.
🔐 Google gets stronger in cybersecurity - Alphabet buys Wiz for a record $32 billion! 🚀 US giant Alphabet $GOOGL has announced the largest acquisition in its history - for $32 billion(over £735 billion) takes over cybersecurity firm Wiz.
Lately I've been thinking about including $TSMstock in my portfolio . TSMC is a great and very important company that is performing well and still has great potential. The stock has fallen nicely since the beginning of the year and the P/E is not that high either.
Are you buying $TSMstock on the current downturn or are you buying other stocks in the sector?
🚀 Intel's new CEO comes with sweeping changes! 🏭 Intel $INTC was once a dominant player in the semiconductor industry, but has failed to keep up with the competition over the past decade. The company has missed out on the smartphone boom, failed to respond to the surge in demand for AI chips , while falling behind technology leaders like TSMC, Nvidia and AMD.
I'm not investing in Intel, but the way I see it, if everything goes right and the CEO makes the right decisions, the company could soon be doing well again and the stock could start to rise.
Nike will report its results on Thursday. The company hasn't been doing too well recently, results have been less than ideal and the stock has been falling for some time. I had $NKE in my portfoliofor a while , but then I sold because I don't find the business very interesting and don't see the potential.
UBS believes the risk-reward profile for leading AI semiconductor stocks is improving, pointing to strong innovation, improved valuations and continued growth in demand for AI computing despite market volatility.
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I've only been buying $AMD for now. I think it's the most undervalued stock in the sector right now and has the most potential.
BofA warns of an early correction in Chinese stocks - a repeat of 2015?
Top Wall Street analysts favor these 3 stocks
Uber and its future in autonomous taxis and a super app
Uber $UBER has strong growth potential through its partnership with Waymo and the development of autonomous taxis, which could exceed a $2 trillion market within a decade.
Key growth drivers:
-Expansion into a super app - $UBER focuses not only on ridesharing but also on food delivery, travel booking and advertising business
-...
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Uber is a very interesting company that has a great business. The service works great and I believe it can be attractive now. I prefer to buy other stocks now and overbuy the big tech.
🔐 Google gets stronger in cybersecurity - Alphabet buys Wiz for a record $32 billion! 🚀
...US giant Alphabet $GOOGL has announced the largest acquisition in its history - for $32 billion (over £735 billion) takes over cybersecurity firm Wiz.
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I think the acquisition is great. $160 is a great price, I'm taking advantage of the drop and buying.
What to expect from Nvidia GTC 2025
Lately I've been thinking about including $TSMstock in my portfolio . TSMC is a great and very important company that is performing well and still has great potential. The stock has fallen nicely since the beginning of the year and the P/E is not that high either.
Are you buying $TSMstock on the current downturn or are you buying other stocks in the sector?
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I've bought $ASML and $AVGO so far, but $TSM looks pretty good so I'm adding it to the watchlist.
Dividend 6.36% and stability: the diversified giant from Europe
These 2 stocks have been falling recently, but experts still consider them expensive
🚀 Intel's new CEO comes with sweeping changes! 🏭
Intel $INTC was once a dominant player in the semiconductor industry, but has failed to keep up with the competition over the past decade. The company has missed out on the smartphone boom, failed to respond to the surge in demand for AI chips , while falling behind technology leaders like TSMC, Nvidia and AMD.
Now, this decaying...
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I'm not investing in Intel, but the way I see it, if everything goes right and the CEO makes the right decisions, the company could soon be doing well again and the stock could start to rise.
Nike will report its results on Thursday. The company hasn't been doing too well recently, results have been less than ideal and the stock has been falling for some time. I had $NKE in my portfoliofor a while , but then I sold because I don't find the business very interesting and don't see the potential.
What's your take on Nike?
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The company may grow nicely over the long term, but the performance is just weak and there are much more interesting companies to be found now.