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News
TXN Starts Raising Prices: Can Higher ASPs Boost Profits in 2026?
2+ day, 10+ hour ago (459+ words) This is important because semiconductor prices typically decline by a few percentage points each year. Keeping prices flat in the first half already represented a positive shift for TXN. Now, higher prices could provide an additional boost to revenues and…...
The Zacks Analyst Blog Highlights AAPL, GXPT, VGT, FTEC, TRUT, TOPT, MGK
2+ day, 16+ hour ago (458+ words) Can Apple's Foldable iPhone Spark Growth? ETFs to Consider Apple is set to unveil its new foldable iPhone at its “Surprise and Shine” launch event on Wednesday, the first major event under new CEO John Ternus. This will mark the…...
ServiceNow Jumps 25% in 3 Months: Buy, Sell or Hold the Stock?
4+ day, 5+ hour ago (436+ words) The Globe and Mail ServiceNow Jumps 25% in 3 Months: Buy, Sell or Hold the Stock? ServiceNowNOW shares have jumped 25% in the past three months, outperforming the broader Zacks Computer and Technology sector’s return of 2%, reflecting improving investor confidence in the company’s…...
AI Data Explosion: Can WDC Become a Bigger Storage Winner?
4+ day, 11+ hour ago (597+ words) The Globe and Mail AI Data Explosion: Can WDC Become a Bigger Storage Winner? As AI models become larger, inference workloads expand and businesses generate mountains of AI-created content, the amount of data that must be stored, accessed and retained…...
The AI Memory Stock That Could Outshine the Obvious Picks
5+ day, 3+ hour ago (476+ words) Silicon Motion Technology creates NAND flash controllers, which are a critical component of the memory boom. It counts Micron, Sandisk, and others as its top customers. The company is posting substantial growth rates and has positioned itself well for the…...
Meet the AI Infrastructure Stock That Has Tripled in 2026 (Hint: It Can Still Double)
5+ day, 10+ hour ago (811+ words) Seagate has been reporting solid growth lately, a trend likely to continue amid a favorable demand-supply environment in the storage space. Seagate's guidance points to a significant acceleration in its growth rate. Seagate's earnings growth potential and valuation suggest further…...
Fundamental Fund Details for Norwegian Krone/Canadian Dollar (NOKCAD)
5+ day, 21+ hour ago (29+ words) The Globe and Mail Instrument NameNorwegian Krone/Canadian DollarInstrument Symbol(NOKCAD) Research, rating and performance. Download in HTML or PDF....
Wall Street Is Obsessing Over Nvidia's $105 Billion Circular Financing Structure With OpenAI. Here's the More Important Deal No One Is Talking About.
1+ week, 3+ day ago (352+ words) Nvidia is pledging up to $105 billion in residual guarantees for OpenAI's Ohio data center project. Nvidia also announced it is acquiring open-source model platform Hugging Face for $12.9 billion. OpenAI and Hugging Face represent two very different opportunities for Nvidia's AI…...
Prediction: This Could Be Micron's Stock Price by the End of 2027 (Hint: It's Above $2,000)
1+ week, 4+ day ago (597+ words) Micron's earnings should continue to grow through 2027 if AI infrastructure players balance their investments. The stock could surpass $2,000 per share if valued at 10 times earnings. Despite this, long-term investors should be cautious about buying in today. Micron Technology's (NASDAQ: MU)…...
Prediction: This AI Infrastructure Stock Will Soar After Sept. 3 (Hint: It's Not Broadcom)
1+ week, 5+ day ago (659+ words) Ciena is capitalizing on the fast-growing demand for optical components. The supply shortage in this niche is giving the company's earnings a massive boost. Ciena has shot up impressively this year, and it can skyrocket further after reporting solid results…...