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Investment Ideas: Archive

Ethan Feller

Broadcom Beats Earnings Estimates as AI Revenue Triples

Broadcom is now one of the leaders in the rapidly expanding custom AI silicon industry

AMZNPositive Net Change AAPLPositive Net Change MRVLPositive Net Change AVGONegative Net Change

Andrew Rocco

The Semiconductor Supercycle: 5 Reasons to Stay Bullish

Semiconductor stocks are in the sweet spot between robust forward expectations, clean balance sheets, and fresh multi-month technical breakouts. Stock Strategist Andrew Rocco unpacks why the odds strongly favor higher prices in this leading industry.

AMDPositive Net Change NVDANegative Net Change MRVLPositive Net Change AVGONegative Net Change SMHPositive Net Change ALABPositive Net Change

Andrew Rocco

Can Semis Continue to Shine Amid AI Boom? What Management Teams Say

When it comes to public companies, insiders know best. Stock Strategist Andrew Rocco explains how several CEOs in the semiconductor industry echo the notion that growth will remain solid, driven by the AI boom.

AMDPositive Net Change NVDANegative Net Change MRVLPositive Net Change AVGONegative Net Change ALABPositive Net Change

Shaun Pruitt

2 Top-Performing Stocks to Watch After Earnings: AI, UNFI

With appealing growth narratives, C3.ai (AI) and United Natural Foods (UNFI) have been two of the stock market's top performers this year and their rallies could continue.

UNFIPositive Net Change AIPositive Net Change MSFTNegative Net Change ADBEPositive Net Change

Shaun Pruitt

Can the Rally in Alphabet (GOOGL) Stock Continue with New Quantum Computing Chip?

Roaring to new 52-week highs, Alphabet's (GOOGL) stock has made headlines this week following the announcement of its new state-of-the-art quantum computing chip.

GOOGLNegative Net Change AMZNPositive Net Change METANegative Net Change

Ethan Feller

Apple Taps Broadcom for Custom AI Server Chips

Broadcom will be join the increasingly important custom AI chip industry in this new deal with Apple

AMZNPositive Net Change AAPLPositive Net Change NVDANegative Net Change MRVLPositive Net Change AVGONegative Net Change

Andrew Rocco

Will Bulls Continue to Run? 5 Stock Market Predictions for 2025

Wall Street is notoriously unpredictable. However, predicting the next year can be a fun exercise. Stock Strategist Andrew Rocco makes his 5 boldest predictions.

AMZNPositive Net Change MSFTNegative Net Change KRNegative Net Change ACINegative Net Change QQQNegative Net Change AIPositive Net Change IWMPositive Net Change GOOGLNegative Net Change RGTIPositive Net Change

Bryan Hayes

CPI Data Meets Expectations but Remains Sticky: Stocks to Watch

This market continues to show signs of strong momentum as the Nasdaq hits a new all-time high.

AAPLPositive Net Change TSLANegative Net Change GOOGLNegative Net Change

Derek Lewis

Google Unveils Quantum Chip Willow: A Closer Look

Alphabet has found itself in the headlines following the announcement of Willow, its new quantum computing chip that boasts state-of-the-art performance across key metrics and enables major achievements in the field.

GOOGLNegative Net Change

Shaun Pruitt

Buy the Dip in Coinbase (COIN) Stock as Bitcoin Slides Below $100K?

Coinbase Global (COIN) appears to be taking advantage of the growing optimism and support for Bitcoin among other cryptocurrencies.

COINPositive Net Change HOODNegative Net Change

Derek Lewis

This AI Stock Has Quietly Doubled in Value

A widely popular stock caught in the middle of the AI frenzy, Super Micro Computer, has seen its shares melt higher over the last month following favorable news surrounding its accounting troubles.

SMCINegative Net Change

Ethan Feller

Is Marvell the Next Big AI Winner?

Marvell has exploded onto the AI scene with its custom chips and data center products

AMZNPositive Net Change MSFTNegative Net Change NVDANegative Net Change MRVLPositive Net Change GOOGLNegative Net Change

Ethan Feller

Is AI the Future for Salesforce? Insights from Recent Earnings

Salesforce reported adequate earnings, but the stock rallied thanks to the AI product unveil

MSFTNegative Net Change CRMPositive Net Change GOOGLNegative Net Change

Derek Lewis

Bitcoin Breaches $100K: 2 Crypto Miners to Buy

With Bitcoin breaching the highly-watched $100K mark, investors are fully coming around to the momentum in crypto. And these two miners have seen their shares pop thanks to the bullish price action in BTC.

MARAPositive Net Change RIOTPositive Net Change

Andrew Rocco

MSTR Stock Trade Review (Or How to Gain 257.42% in 2 Months)

Studying past stock market winners can help you spot the next one. MicroStrategy's 2024 move was one for the books.

BLKNegative Net Change NVDANegative Net Change TSLANegative Net Change MSTRNegative Net Change COINPositive Net Change IBITPositive Net Change FBTCPositive Net Change

Shaun Pruitt

Time to Buy Arista Networks (ANET) Stock After 4-1 Split?

Implementing a 4-1 stock split on Tuesday, let's see if now is still a good time to buy Arista Networks (ANET) stock with the cloud solutions leader aiming to make shares more accessible to a broader base of investors

ANETNegative Net Change MSFTNegative Net Change NVDANegative Net Change METANegative Net Change

Shaun Pruitt

Can the Rally in Amazon's Stock Continue with New Powerful AI Chip?

Hitting a new 52-week high of $220 a share on Wednesday, investors and technical traders may be amused by Amazon's (AMZN) AI initiatives.

AMZNPositive Net Change NVDANegative Net Change METANegative Net Change

Ethan Feller

3 Top Ranked Stocks on the Verge of a Breakout (VST, FTNT, ZM)

Vistra, Fortinet and Zoom Communications all boast top Zacks Ranks and strong price momentum

FTNTPositive Net Change VSTNegative Net Change ZMPositive Net Change

Derek Lewis

3 Stocks Flashing Bullish Momentum: SOFI, TSLA, PLTR

Momentum investing is all about riding bullish trends where buyers are in control. And that's precisely what we've seen with Tesla, SoFi, and Palantir as of late.

TSLANegative Net Change PLTRNegative Net Change SOFINegative Net Change

Ethan Feller

Opportunities Among the Magnificent Seven (TSLA, AMZN, META)

Tesla, Meta Platforms and Amazon all boast multiple bullish catalysts

AMZNPositive Net Change TSLANegative Net Change METANegative Net Change

Andrew Rocco

3 Reasons the US Equity Bull will Continue

Bullish momentum, expanding breadth, and a dovish Federal Reserve board are three reasons for investors to remain bullish stocks into year-end.

MSFTNegative Net Change NVDANegative Net Change QQQNegative Net Change IWMPositive Net Change QQQEPositive Net Change

Bryan Hayes

Historical Odds Favor Year-End Rally: Stocks to Watch

If we finish in this territory, it would be the first time since 1998-99 that the S&P 500 rose 20% or more in consecutive years.

AMZNPositive Net Change CRMPositive Net Change MRVLPositive Net Change LULUPositive Net Change TSLANegative Net Change SQPositive Net Change PSTGNegative Net Change

Andrew Rocco

Coinbase (COIN): A Crypto Powerhouse

Coinbase is the true market leader in the crypto exchange industry. The stock should benefit from global crypto adoption, strategic partnerships, and a strong balance sheet.

AAPLPositive Net Change MSTRNegative Net Change SMLRPositive Net Change COINPositive Net Change IBITPositive Net Change RUMPositive Net Change FBTCPositive Net Change ARKBPositive Net Change

Andrew Rocco

Buy Semis into Year-End (Supply Concerns Overblown)

Semiconductor stocks are ready to rally into year-end after Nvidia supply issues are quelled and a bullish technical and valuation envirionment emerges.

AMDPositive Net Change NVDANegative Net Change ARMNegative Net Change SMCINegative Net Change SMHPositive Net Change

Andrew Rocco

Trump Threatens Tariffs: Are Chinese Stocks Doomed?

Despite tariff threats from the incoming Trump administration, Chinese equities are stabilizing. Cheap valuations, strong technicals, and low valuations make Chinese stocks a buy into 2025.

BIDUPositive Net Change FXIPositive Net Change JDPositive Net Change BABAPositive Net Change FUTUPositive Net Change SOSNegative Net Change