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New analysis on $MU just dropped on @SeekingAlpha and yes I think it is exciting even if the bears think AI or SI is fake!
Trump rejects calls for AI slowdown @seekingalpha
...together with inflation being "beautiful" and a tariff second coming, not sure we can dub DJT as a populist anymore
BofA sees memory chip supercycle extending through 2028 @seekingalpha
Here is my assessment on $GOOGL Q3 earnings on @SeekingAlpha
Wells Fargo: September CPI will decide Fed's next move @seekingalpha
WBD Seesaws Amid Court Filing In Paramount Skydance Saga – @SeekingAlpha
$WBD $PSKY
Here is Oppenheimer's top buy and sell stock ideas within each sector via SeekingAlpha
- Within Technology: Buy Apple $AAPL, Sell Fair Isaac Corporation $FICO
- Within Communication Services: Buy Google $GOOG, Sell Walt Disney $DIS
- Within Consumer Discretionary: Buy Amazon $AMZN, Sell Home Depot $HD
- Within Energy: Buy Targa Resources $TRGP, Sell EQT Corporation $EQT
- Within Materials: Buy Corteva $CTVA, Sell International Paper $IP
- Within Industrials: Buy W.W. Grainger $GWW, Sell Uber Technologies $UBER
- Within Consumer Staples: Buy Archer-Daniels-Midland $ADM, Sell PepsiCo $PEP
- Within Healthcare: Buy Neurocrine Biosciences $NBIX, Sell Danaher Corporation $DHR
- Within Financials: Buy JPMorgan Chase $JPM, Sell Jack Henry & Associates $JKHY
- Within REITs: Buy Welltower $WELL, Sell Crown Castle $CCI
- Within Utilities: Buy Entergy $ETR, Sell Constellation Energy $CEG
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Goldman Sachs’s Robin Brooks: The Fed will not raise interest rates by 50 basis points @seekingalpha
76 stocks in the S&P 500 have reported earnings so far per SeekingAlpha
Of those 76 stocks:
- 62 stocks beat EPS expectations
- 48 stocks beat Revenue expectations
- 60 stocks grew EPS from the same quarter last year
- 64 stocks grew Revenue from the same quarter last year
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BofA: NVIDIA, Intel among chip stocks to benefit as open-weight models prove expensive @seekingalpha $NVDA $INTC
