Based on the average brokerage recommendation (ABR), Meta Platforms (META) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
Based on the average brokerage recommendation (ABR), Meta Platforms (META) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
According to the average brokerage recommendation (ABR), one should invest in Micron (MU). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
According to the average brokerage recommendation (ABR), one should invest in Micron (MU). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
The average brokerage recommendation (ABR) for Broadcom Inc. (AVGO) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
The average brokerage recommendation (ABR) for Broadcom Inc. (AVGO) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
Half of individual investors think the stock market will be lower six months from now. That's a level of bearishness that intrigues contrarians like us!
Half of individual investors think the stock market will be lower six months from now. That's a level of bearishness that intrigues contrarians like us!
Things aren't going so well in the video game industry. Consoles are getting more expensive , games are shutting down , layoffs are prevalent , the live-service space is a mess , major platforms are entering eras of uncertainty , and AI is infiltrating the medium in frustrating ways . Finding a bright spot is rare. But amid all of that, one company has managed to stay the course: Nintendo, which h...
Things aren't going so well in the video game industry. Consoles are getting more expensive , games are shutting down , layoffs are prevalent , the live-service space is a mess , major platforms are entering eras of uncertainty , and AI is infiltrating the medium in frustrating ways . Finding a bright spot is rare. But amid all of that, one company has managed to stay the course: Nintendo, which has navigated this tumultuous period by largely ignoring trends and focusing on what it does best. Let's look at just the last few weeks as an example. Nintendo has managed to keep a consistent release schedule over the Switch 2's first year , and in March … Read the full story at The Verge.
MercadoLibre's AI-powered ad tools are accelerating advertising growth and boosting spend, but intensifying competition may challenge how far this momentum can run.
MercadoLibre's AI-powered ad tools are accelerating advertising growth and boosting spend, but intensifying competition may challenge how far this momentum can run.
Sundry Photography/iStock Editorial via Getty Images I Remain Bullish On MRVL Even before the latest news around Nvidia's ( NVDA ) investment announcement, Marvell Technology, Inc. ( MRVL ) stock was one of the best-performing major semiconductor stocks on this turbulent market (on a YTD basis), as can be seen from the YCharts data below: Data by YCharts I was bullish on MRVL since March 2025, and...
Sundry Photography/iStock Editorial via Getty Images I Remain Bullish On MRVL Even before the latest news around Nvidia's ( NVDA ) investment announcement, Marvell Technology, Inc. ( MRVL ) stock was one of the best-performing major semiconductor stocks on this turbulent market (on a YTD basis), as can be seen from the YCharts data below: Data by YCharts I was bullish on MRVL since March 2025, and my most recent bullish update on it came out in late January 2026 - I liked that MRVL's custom silicon and electro-optics businesses were projected to double by 2028, and the very fact that their data center revenue was exploding, which seemed to provide better earnings visibility and promised some bullish revisions for forward EPS and sales estimates. Now, Marvell is clearly moving to a specialized AI infrastructure powerhouse with its custom ASICs, optical interconnects, PCIe retimers, and Ethernet switches, and the $2 billion investment from Nvidia has just validated its tech moat. My previously laid out bullish points still hold, and I think the stock remains undervalued because its forward earnings consensus estimates are likely underestimated to date. Why Do I Think So? MRVL's fiscal 2026 sales of $8.195 billion were up by 42% on a YoY basis, with the main growth driver being data center revenue, which went up by 46% YoY and surpassed $6 billion in size. In Q4, the DC revenues were up 9% QoQ (+21% YoY) with a 74% share in the total mix - Marvell is gradually increasing this share quarter after quarter, which is good to see because thanks to this shift, the firm's EBITDA margins have been steadily expanding: Data by YCharts Just a few years ago, the company's custom silicon business was generating virtually zero in sales, and in fiscal 2026, it brought in ~$1.5 billion, effectively doubling as the programs entered full production. Marvell has managed to exit FY2026 with record design wins, seeing its bookings accelerating at a historic pace. The management guided for ...
Google is developing its own fitness band, aiming to compete with screenless wearable devices from companies such as Whoop and Oura Health, Bloomberg News reported. The Alphabet ( GOOG ) ( GOOGL ) unit has been developing the new model under the Fitbit brand and plans to launch it later this year, the report added , citing a person familiar with the matter. Google did not immediately respond to a ...
Google is developing its own fitness band, aiming to compete with screenless wearable devices from companies such as Whoop and Oura Health, Bloomberg News reported. The Alphabet ( GOOG ) ( GOOGL ) unit has been developing the new model under the Fitbit brand and plans to launch it later this year, the report added , citing a person familiar with the matter. Google did not immediately respond to a request for comment from Seeking Alpha. The device will include basic features but will need a paid subscription to unlock more functionality, similar to the latest screenless wearables, the report noted. Steph Curry, an NBA player for the Golden State Warriors, teased the device on social media on Tuesday without elaborating on the branding or functionality. In a post on Instagram, Curry said , I am excited for what this is going to be for the world, for health and wellness. It's a first of its kind in a way. "I won't spoil it. You kinda have to see it for yourself." Google said Curry has been “working with the team to cook up something special” and that the company will share more “soon.” Curry said in his video that the device will unlock a “new relationship with your health.” The launch will tie into an AI-powered Fitbit personal health coach that will be inside the newly redesigned Fitbit app. The personal health coach's public preview started in October, the report noted. The device is a gray cloth fitness band with orange lining that looks similar to Whoop’s current screenless fitness band. Unlike Whoop, Google will charge for the hardware, the report added. Whoop’s business model is based on subscription. The device would add to Google’s growing portfolio of wearables, which includes its Google Pixel smartwatch and more standard Fitbits. On Tuesday, Google-owned Fitbit introduced new personal health coach features for its app. It provides insights around cycle health and mental health and nutrition and water intake tracking. Meanwhile, other wearable makers like App...
The vice-president’s follow-up to Hillbilly Elegy is announced as speculation builds over a 2028 run to succeed Trump US vice-president JD Vance has announced a new memoir centred on his conversion to Catholicism, adding to mounting speculation about a potential 2028 presidential run. The book, titled Communion: Finding My Way Back to Faith, will be published on 16 June by HarperCollins and is des...
The vice-president’s follow-up to Hillbilly Elegy is announced as speculation builds over a 2028 run to succeed Trump US vice-president JD Vance has announced a new memoir centred on his conversion to Catholicism, adding to mounting speculation about a potential 2028 presidential run. The book, titled Communion: Finding My Way Back to Faith, will be published on 16 June by HarperCollins and is described as “a spiritual exploration of what it means to be a Christian across the seasons of Vance’s life”. Continue reading...
Ashton Jeanty jumps on teammate Daniel Carlson as the Las Vegas Raiders celebrate after Carlson hit a 60-yard field goal against the Kansas City Chiefs with eight seconds left in the fourth quarter of their season-closing game at Allegiant Stadium in Las Vegas on Jan. 4, 2026. The 14-12 win was the Raiders' first against the Chiefs at Allegiant Stadium. Ethan Miller | Getty Images The National Foo...
Ashton Jeanty jumps on teammate Daniel Carlson as the Las Vegas Raiders celebrate after Carlson hit a 60-yard field goal against the Kansas City Chiefs with eight seconds left in the fourth quarter of their season-closing game at Allegiant Stadium in Las Vegas on Jan. 4, 2026. The 14-12 win was the Raiders' first against the Chiefs at Allegiant Stadium. Ethan Miller | Getty Images The National Football League on Tuesday approved a succession plan for the sale of the Las Vegas Raiders by controlling owner Mark Davis to Egon Durban, the co-CEO of Silver Lake, according to a person with firsthand knowledge of the deal who asked not to be named because the transaction is private. On Tuesday, the league approved Durban buying 3.5% of the team at an $11 billion valuation. Another 3.5% sale is expected to Durban or other investors in the near future, bringing the total stake to 7%. The deal includes a 10% "flip tax" the buyers are paying the NFL, the person said. As part of the relocation agreement between the Raiders and the NFL when the team moved to Las Vegas from Oakland, California, in 2020, anyone who buys a piece of the Raiders through March 2037 must pay the league a percentage of the purchase price, according to a person familiar with the terms of the agreement who asked not to be named because the matter is private. Under the agreement, the flip tax rate is 10% from April 2022 through March 2027, he said. The Raiders, picking first in the 2026 NFL Draft, are expected to select quarterback Fernando Mendoza, who won the Heisman Trophy this past season as he led Indiana University to its first national championship and a 16-0 record . Along with the sale of the stake in the Raiders, the NFL also approved Davis giving Durban the right of first refusal should Davis decide to sell his controlling stake in the team. Durban and Meldman bought a combined 15% of the Raiders in December 2024 at a $6.5 billion valuation, including the 10% flip tax, according to the person wi...