Micron Technology, Inc. (NASDAQ:MU) is among the 10 Best Performing S&P 500 Stocks in the Last 2 Years. Server DDR5 Is A Promising Opportunity For Micron Technology, Inc. (MU), Says Stifel On March 2, Stifel elevated the price target on Micron Technology, Inc. (NASDAQ:MU) to $550 from $360 and maintained a Buy rating. This upward revision in target was driven by memory prices hitting high levels u...
Micron Technology, Inc. (NASDAQ:MU) is among the 10 Best Performing S&P 500 Stocks in the Last 2 Years. Server DDR5 Is A Promising Opportunity For Micron Technology, Inc. (MU), Says Stifel On March 2, Stifel elevated the price target on Micron Technology, Inc. (NASDAQ:MU) to $550 from $360 and maintained a Buy rating. This upward revision in target was driven by memory prices hitting high levels unexpectedly, reflecting a growing supply-demand imbalance. The firm views server DDR5 as a promising opportunity alongside high-bandwidth memory, which it believes will accelerate server RDIMM gross margins by over 80%. According to Stifel, consumer memory pricing has surged in recent months, doubling to more than $1 per gigabyte. With that said, the firm now projects blended gross margins to reach software-like levels by mid-year, in the mid-to-upper 70% range, sustaining through the end of this year. Moreover, the firm views the consensus estimate as too low. UBS analyst Timothy Arcuri says that industry checks signal favorable pricing trends across both core DRAM and NAND, with shortages existing through the latter half of next year and into 2028, mainly for DRAM. The firm lifted its price target on Micron Technology, Inc. (NASDAQ:MU) from $450 to $475 and reaffirmed a Buy rating on March 2. Micron Technology, Inc. (NASDAQ:MU) is an Idaho-based company specializing in memory and storage products. Incorporated in 1978, the company operates through four segments, including the Cloud Memory Business Unit and Core Data Center Business Unit. While we acknowledge the potential of MU as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 10 Unstoppable Stock...
Corning Incorporated (NYSE:GLW) is among the 10 Best Performing S&P 500 Stocks in the Last 2 Years. Why UBS Is Bullish on Corning Incorporated (GLW) as AI and Fiber Demand Surge On February 27, UBS lifted the price target on Corning Incorporated (NYSE:GLW) to $171, up from $160, and reiterated a Buy rating. This upward price revision is driven by Nvidia’s earnings report, which is a favorable fact...
Corning Incorporated (NYSE:GLW) is among the 10 Best Performing S&P 500 Stocks in the Last 2 Years. Why UBS Is Bullish on Corning Incorporated (GLW) as AI and Fiber Demand Surge On February 27, UBS lifted the price target on Corning Incorporated (NYSE:GLW) to $171, up from $160, and reiterated a Buy rating. This upward price revision is driven by Nvidia’s earnings report, which is a favorable factor for the company’s performance in the times ahead. The firm lowered its long-term projections for 2027 and 2028 to better present a cautious outlook on the ramp-up of CPO and scale-up fiber. While stating that it could update its estimates if Corning Incorporated (NYSE:GLW) provides a revised framework at the OFC conference, UBS noted that the previous forecasts may have exaggerated the scale-up sales prospects during the early ramp phase. Just a week earlier, UBS had elevated the price target on Corning Incorporated (NYSE:GLW) to $160 from $125 because of the substantial capex revision from leading data center hyperscalers. The firm believed that the company is well-positioned to benefit from the AI infrastructure buildout, with the accelerating demand for fiber-optic cables. The firm maintained a Buy rating on the company. Corning Incorporated (NYSE:GLW) is a New York-based company that operates various businesses, including optical communications, specialty materials, automotive, and life sciences. Founded in 1851, the company also provides laboratory products, general labware, polysilicon products, and glassware and equipment. While we acknowledge the potential of GLW as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 10 Unstoppable Stocks That...
Palantir Technologies Inc. (NASDAQ:PLTR) is among the 10 Best Performing S&P 500 Stocks in the Last 2 Years. Why Analysts Are Bullish on Palantir Technologies Inc. (PLTR) With the U.S. government mandating a six-month phase-out period for Anthropic’s LLMs, Rosenblatt believes it will provide “ample time” to transition to one of the many LLMs that are backed by Palantir Technologies Inc. (NASDAQ:PL...
Palantir Technologies Inc. (NASDAQ:PLTR) is among the 10 Best Performing S&P 500 Stocks in the Last 2 Years. Why Analysts Are Bullish on Palantir Technologies Inc. (PLTR) With the U.S. government mandating a six-month phase-out period for Anthropic’s LLMs, Rosenblatt believes it will provide “ample time” to transition to one of the many LLMs that are backed by Palantir Technologies Inc. (NASDAQ:PLTR). The firm notes that global uncertainty and the dire need for wartime solutions will initiate agreements like the July U.S. Army deal that consolidated 75 separate contracts into a single agreement with the company. In the long term, the firm said that Middle East tensions possibly “highlight the strength and leverage of Palantir’s solution vs. just another LLM.” With that said, Rosenblatt lifted the price target on Palantir Technologies Inc. (NASDAQ:PLTR) from $150 to $200 and reiterated a Buy rating on March 3, according to TheFly. On the same day, Piper Sandler reaffirmed an Overweight rating and a price target of $230 on Palantir Technologies Inc. (NASDAQ:PLTR). The firm pointed out that the public dispute over the Pentagon’s decision to end contracts with Anthropic due to national security risks will result in near-term operational setbacks for Palantir. Palantir Technologies Inc. (NASDAQ:PLTR), incorporated in 2003, is a Florida-based software platform provider for the intelligence community, supporting counterterrorism investigations and operations. While we acknowledge the potential of PLTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Follow Insider Monkey on Goog...
Palantir Technologies Inc. (NASDAQ:PLTR) is among the 10 Best Performing S&P 500 Stocks in the Last 2 Years. Why Analysts Are Bullish on Palantir Technologies Inc. (PLTR) With the U.S. government mandating a six-month phase-out period for Anthropic’s LLMs, Rosenblatt believes it will provide “ample time” to transition to one of the many LLMs that are backed by Palantir Technologies Inc. (NASDAQ:PL...
Palantir Technologies Inc. (NASDAQ:PLTR) is among the 10 Best Performing S&P 500 Stocks in the Last 2 Years. Why Analysts Are Bullish on Palantir Technologies Inc. (PLTR) With the U.S. government mandating a six-month phase-out period for Anthropic’s LLMs, Rosenblatt believes it will provide “ample time” to transition to one of the many LLMs that are backed by Palantir Technologies Inc. (NASDAQ:PLTR). The firm notes that global uncertainty and the dire need for wartime solutions will initiate agreements like the July U.S. Army deal that consolidated 75 separate contracts into a single agreement with the company. In the long term, the firm said that Middle East tensions possibly “highlight the strength and leverage of Palantir’s solution vs. just another LLM.” With that said, Rosenblatt lifted the price target on Palantir Technologies Inc. (NASDAQ:PLTR) from $150 to $200 and reiterated a Buy rating on March 3, according to TheFly. On the same day, Piper Sandler reaffirmed an Overweight rating and a price target of $230 on Palantir Technologies Inc. (NASDAQ:PLTR). The firm pointed out that the public dispute over the Pentagon’s decision to end contracts with Anthropic due to national security risks will result in near-term operational setbacks for Palantir. Palantir Technologies Inc. (NASDAQ:PLTR), incorporated in 2003, is a Florida-based software platform provider for the intelligence community, supporting counterterrorism investigations and operations. While we acknowledge the potential of PLTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Follow Insider Monkey on Goog...
Palantir Technologies Inc. (NASDAQ:PLTR) is among the 10 Best Performing S&P 500 Stocks in the Last 2 Years. Why Analysts Are Bullish on Palantir Technologies Inc. (PLTR) With the U.S. government mandating a six-month phase-out period for Anthropic’s LLMs, Rosenblatt believes it will provide “ample time” to transition to one of the many LLMs that are backed by Palantir Technologies Inc. (NASDAQ:PL...
Palantir Technologies Inc. (NASDAQ:PLTR) is among the 10 Best Performing S&P 500 Stocks in the Last 2 Years. Why Analysts Are Bullish on Palantir Technologies Inc. (PLTR) With the U.S. government mandating a six-month phase-out period for Anthropic’s LLMs, Rosenblatt believes it will provide “ample time” to transition to one of the many LLMs that are backed by Palantir Technologies Inc. (NASDAQ:PLTR). The firm notes that global uncertainty and the dire need for wartime solutions will initiate agreements like the July U.S. Army deal that consolidated 75 separate contracts into a single agreement with the company. In the long term, the firm said that Middle East tensions possibly “highlight the strength and leverage of Palantir’s solution vs. just another LLM.” With that said, Rosenblatt lifted the price target on Palantir Technologies Inc. (NASDAQ:PLTR) from $150 to $200 and reiterated a Buy rating on March 3, according to TheFly. On the same day, Piper Sandler reaffirmed an Overweight rating and a price target of $230 on Palantir Technologies Inc. (NASDAQ:PLTR). The firm pointed out that the public dispute over the Pentagon’s decision to end contracts with Anthropic due to national security risks will result in near-term operational setbacks for Palantir. Palantir Technologies Inc. (NASDAQ:PLTR), incorporated in 2003, is a Florida-based software platform provider for the intelligence community, supporting counterterrorism investigations and operations. While we acknowledge the potential of PLTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Follow Insider Monkey on Goog...
Defense and aerospace stocks are attracting renewed investor attention as geopolitical tensions rise and military technology advances rapidly. Defiance ETFs CEO and CIO Sylvia Jablonski joins Josh Lipton to explain how AI is transforming modern warfare from low-cost drones and advanced surveillance to satellite communications, which is why investors are increasingly positioning in companies tied t...
Defense and aerospace stocks are attracting renewed investor attention as geopolitical tensions rise and military technology advances rapidly. Defiance ETFs CEO and CIO Sylvia Jablonski joins Josh Lipton to explain how AI is transforming modern warfare from low-cost drones and advanced surveillance to satellite communications, which is why investors are increasingly positioning in companies tied to these technologies through the JEDI ETF (JEDI), which includes names like Kratos (KTOS), AeroVironment (AVAV), and Palintir (PLTR). To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.
Expand NASDAQ : NVDA Nvidia Today's Change ( 2.71 %) $ 4.82 Current Price $ 182.64 Key Data Points Market Cap $4.3T Day's Range $ 175.57 - $ 182.91 52wk Range $ 86.62 - $ 212.19 Volume 6.8M Avg Vol 177M Gross Margin 71.07 % Dividend Yield 0.02 % Nvidia (NVDA +2.71%), designs GPUs and AI hardware for gaming and data centers. The stock closed Monday at $182.65, up 2.68%. Investors focused on anticip...
Expand NASDAQ : NVDA Nvidia Today's Change ( 2.71 %) $ 4.82 Current Price $ 182.64 Key Data Points Market Cap $4.3T Day's Range $ 175.57 - $ 182.91 52wk Range $ 86.62 - $ 212.19 Volume 6.8M Avg Vol 177M Gross Margin 71.07 % Dividend Yield 0.02 % Nvidia (NVDA +2.71%), designs GPUs and AI hardware for gaming and data centers. The stock closed Monday at $182.65, up 2.68%. Investors focused on anticipated artificial intelligence hardware announcements at the upcoming GTC 2026 conference and are watching how new products could influence long-term AI demand. The company’s trading volume reached 174.1 million shares, which is roughly 1.4% below compared with its three-month average of 176.6 million shares. Nvidia went public in 1999 and has grown 445204% since its IPO. How the markets moved today S&P 500 (^GSPC +0.83%) added 0.83% to finish Monday at 6,795.99, while the Nasdaq Composite (^IXIC +1.38%) climbed 1.38% to close at 22,695.95. Within semiconductors, industry peers Advanced Micro Devices (AMD +5.24%) closed at $202.68 (+5.33%) and Intel (INTC +4.96%) finished at $45.58 (+4.97%), underscoring ongoing enthusiasm for AI-related chip demand. What this means for investors Nvidia shares rose Monday as investors positioned ahead of the company’s GTC conference, which often introduces new AI hardware and shapes expectations for future data-center accelerator demand. Anticipation of announcements draws interest from developers and cloud providers, making the conference a central indicator of the pace of AI infrastructure spending. Nvidia’s Rubin platform, expected in the second half of 2026, marks the next phase in its AI accelerator architecture and could boost the company’s lead in high-performance computing. Nvidia’s multiyear optics partnership with Lumentum, which includes a multibillion-dollar purchase commitment and a $2 billion investment, is designed to secure high-bandwidth interconnects for next-generation AI data centers. Investors will watch GTC announcements...
krblokhin Casey’s General Stores’ ( CASY ) value proposition and expansion efforts helped the company achieve another strong quarter and ultimately raise its profit outlook for FY26. Shares were under pressure, however, as the company’s fiscal third-quarter revenue fell short of expectations, increasing by less than 1% from a year ago. Driven by a 4% gain in same-store grocery sales (versus +2.91%...
krblokhin Casey’s General Stores’ ( CASY ) value proposition and expansion efforts helped the company achieve another strong quarter and ultimately raise its profit outlook for FY26. Shares were under pressure, however, as the company’s fiscal third-quarter revenue fell short of expectations, increasing by less than 1% from a year ago. Driven by a 4% gain in same-store grocery sales (versus +2.91% estimates) and a 0.4% increase in same-store fuel sales, Casey’s ( CASY ) generated $3.92B in total sales, $120M less than anticipated. Although sales were roughly unchanged from a year ago, the company’s profitability improved by nearly 50%, with net income increasing to $130.1M, or $3.49 per share, $0.48 better than expected. Due to higher inside and fuel gross profit, EBITDA increased 27% to $308.9M. Looking ahead to 2026, Casey’s General Stores ( CASY ) now expects a key operating income to increase 18% to 20% versus an earlier outlook for a 15% to 17% increase. Same-store sales are now expected to increase by 3.5% to 4.5% from an earlier range of up 3% to 4%, and inside margin of 41.5% to 42.5% from 41% to 42% previously. More on Casey's General Stores Casey's General Stores Would Be A Great Buy On A Pullback Casey's General Stores: Valuation Has Outrun Its Fundamentals - I Would Wait For A Pullback Casey's General Stores: Still Lacking Margin Of Safety Casey's General Stores GAAP EPS of $3.49 beats by $0.52, revenue of $3.92B misses by $120M Casey's General Stores' recipe for growth earns new bull at BofA
Warren Buffett, former CEO of Berkshire Hathaway (BRKA 0.35%)(BRKB 0.36%), has always been a fan of share repurchases. He liked to buy stocks of companies that were active buyers of their own stock, and Buffett liked to have Berkshire repurchase shares when he believed they were trading at a discount to what his team believed was the company's intrinsic value. Although Buffett is no longer CEO, it...
Warren Buffett, former CEO of Berkshire Hathaway (BRKA 0.35%)(BRKB 0.36%), has always been a fan of share repurchases. He liked to buy stocks of companies that were active buyers of their own stock, and Buffett liked to have Berkshire repurchase shares when he believed they were trading at a discount to what his team believed was the company's intrinsic value. Although Buffett is no longer CEO, it appears that Berkshire shares are finally on sale. The company just announced that it has restarted its share buyback program for the first time since 2024. This is a big deal because in Buffett's final few years as the CEO of the conglomerate, Berkshire didn't buy back many shares. The company repurchased over $9 billion of its stock in 2023, about $3 billion in 2024, and nothing in 2025. That's a stark contrast to the years of 2020 to 2022, when Berkshire collectively purchased $60 billion of its own stock. With Berkshire relaunching the buyback, that's a green light for investors interested in Berkshire stock. The stock finally came on sale this year The idea behind repurchasing shares is that it gives investors a bigger piece of the pie. If there are fewer outstanding shares, the current shares an investor owns will receive a greater portion of a company's earnings. However, investors must remember that companies use their own capital to conduct repurchases, thereby reducing their equity. That's why investors view buybacks more favorably when a stock is trading at a low valuation and less favorably when it's expensive. When companies buy back shares at a low valuation, they still must use cash or debt to do so, but they also get more bang for their buck and can buy more shares for less, effectively raising book value per share (equity value per share). Buffett, one of the greatest investors ever, knows this well, which is why he and the Berkshire team only buy shares when they trade at a discount to management's perceived view of Berkshire's intrinsic value. Here was B...
Key Points Berkshire Hathaway announced it has re-launched its share buyback plan. Buffett and the Berkshire team have always had a specific criterion for when to execute buybacks. This is a good sign for Berkshire shareholders. 10 stocks we like better than Berkshire Hathaway › Warren Buffett, former CEO of Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB), has always been a fan of share repurchases. H...
Key Points Berkshire Hathaway announced it has re-launched its share buyback plan. Buffett and the Berkshire team have always had a specific criterion for when to execute buybacks. This is a good sign for Berkshire shareholders. 10 stocks we like better than Berkshire Hathaway › Warren Buffett, former CEO of Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB), has always been a fan of share repurchases. He liked to buy stocks of companies that were active buyers of their own stock, and Buffett liked to have Berkshire repurchase shares when he believed they were trading at a discount to what his team believed was the company's intrinsic value. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Although Buffett is no longer CEO, it appears that Berkshire shares are finally on sale. The company just announced that it has restarted its share buyback program for the first time since 2024. This is a big deal because in Buffett's final few years as the CEO of the conglomerate, Berkshire didn't buy back many shares. The company repurchased over $9 billion of its stock in 2023, about $3 billion in 2024, and nothing in 2025. That's a stark contrast to the years of 2020 to 2022, when Berkshire collectively purchased $60 billion of its own stock. With Berkshire relaunching the buyback, that's a green light for investors interested in Berkshire stock. The stock finally came on sale this year The idea behind repurchasing shares is that it gives investors a bigger piece of the pie. If there are fewer outstanding shares, the current shares an investor owns will receive a greater portion of a company's earnings. However, investors must remember that companies use their own capital to conduct repurchases, thereby reducing their equity. That's why investors view buybacks more favorably when a stock is trading at a low valuatio...
Tennessee GOP Rep says Muslims 'don't belong in American society' toggle caption Heather Diehl/Getty Images/Getty Images North America Tennessee Rep. Andy Ogles is the latest House Republican to make Islamophobic remarks on social media, causing outcry from Democrats and little public response from fellow Republicans. "Muslims don't belong in American society," the Tennessee Republican posted Mond...
Tennessee GOP Rep says Muslims 'don't belong in American society' toggle caption Heather Diehl/Getty Images/Getty Images North America Tennessee Rep. Andy Ogles is the latest House Republican to make Islamophobic remarks on social media, causing outcry from Democrats and little public response from fellow Republicans. "Muslims don't belong in American society," the Tennessee Republican posted Monday on X. "Pluralism is a lie." Ogles, a member of the hard-right Freedom Caucus, has previously called for a "Muslim ban" and plans to propose legislation to ban entry to the U.S. from a set of Muslim-majority countries. Ogles' office and House Speaker Mike Johnson, R-La., did not immediately respond to requests for comment. Ogles' post comes on the heels of other House Republicans making Islamophobic comments on social media. Sponsor Message In February, Rep. Randy Fine, R-Fla., came under fire for posting: "If they force us to choose, the choice between dogs and Muslims is not a difficult one." Another member of the Freedom Caucus, Rep. Andrew Clyde, R-Ga., has pushed for immigration changes, posting: "No more Islamic immigration. Denaturalize, deport, repeat." Few, if any, Congressional Republicans reacted publicly to any of the posts. But Congressional Democrats were quick to denounce it. "Disgusting Islamophobes like you do not belong in Congress or in civilized society," House Minority Leader Hakeem Jeffries, D-N.Y., posted to social media Monday in response to the post from Ogles. "This disgusting sh** doesn't belong in American society," wrote House Minority Whip Katherine Clark, D-Mass. "And Republicans who support it don't belong in Congress." Democrats also called on Fine to resign following his statement. "If anyone said something this vile in any workplace, they'd be fired," Rep. Yassamin Ansari, D-Ariz. posted at the time. "Speaker Johnson should reprimand him immediately. And if Fine cannot meet the most basic standard of human dignity, he should resign." Fin...
Expand NASDAQ : AMZN Amazon Today's Change ( 0.20 %) $ 0.42 Current Price $ 213.63 Key Data Points Market Cap $2.3T Day's Range $ 207.12 - $ 213.82 52wk Range $ 161.38 - $ 258.60 Volume 2.8M Avg Vol 48M Gross Margin 50.29 % Amazon (AMZN +0.20%), global e-commerce and cloud leader, closed Monday at $213.49, up 0.13%. The stock inched higher as investors weighed Zoox’s robotaxi expansion against UPS...
Expand NASDAQ : AMZN Amazon Today's Change ( 0.20 %) $ 0.42 Current Price $ 213.63 Key Data Points Market Cap $2.3T Day's Range $ 207.12 - $ 213.82 52wk Range $ 161.38 - $ 258.60 Volume 2.8M Avg Vol 48M Gross Margin 50.29 % Amazon (AMZN +0.20%), global e-commerce and cloud leader, closed Monday at $213.49, up 0.13%. The stock inched higher as investors weighed Zoox’s robotaxi expansion against UPS’s (UPS 2.43%) strategy shift away from lower-margin Amazon parcels. Investors are also while watching transportation and logistics impacts amidst volatile oil prices. Trading volume reached 53.5 million shares, nearly 11% above its three-month average of 48.4 million shares. Amazon IPO'd in 1997 and has grown 217,932% since going public. How the markets moved today The S&P 500 (^GSPC +0.83%) added 0.83% to finish Monday at 6,796, while the Nasdaq Composite (^IXIC +1.38%) climbed 1.38% to close at 22,696. Within e-commerce and cloud computing, industry peers also saw muted moves, as Alibaba Group (BABA +1.47%) closed at $132.64 (+1.41%) and Microsoft (MSFT +0.17%) ended at $409.41 (+0.11%). What this means for investors Markets whiplashed today following the price of oil. As oil soared early, markets were hit hard. Both reversed course as the day progressed. Amazon had its own news today, too. Its Zoox robotaxi service will be rolling out in Phoenix and Dallas for testing. Amazon will test the self-driving technology using retrofitted SUVs before formally offering commercial service. Late last year, Zoox began operations in Las Vegas and parts of San Francisco. Investors are also considering what UPS’s strategy moving away from lower margin Amazon business might mean for Amazon’s delivery services. Today’s oil price action highlighted those potential concerns with the company’s future margins.
Amazon (NASDAQ:AMZN), global e-commerce and cloud leader, closed Monday at $213.49, up 0.13%. The stock inched higher as investors weighed Zoox’s robotaxi expansion against UPS’s (NYSE:UPS) strategy shift away from lower-margin Amazon parcels. Investors are also while watching transportation and logistics impacts amidst volatile oil prices. Trading volume reached 53.5 million shares, nearly 11% ab...
Amazon (NASDAQ:AMZN), global e-commerce and cloud leader, closed Monday at $213.49, up 0.13%. The stock inched higher as investors weighed Zoox’s robotaxi expansion against UPS’s (NYSE:UPS) strategy shift away from lower-margin Amazon parcels. Investors are also while watching transportation and logistics impacts amidst volatile oil prices. Trading volume reached 53.5 million shares, nearly 11% above its three-month average of 48.4 million shares. Amazon IPO'd in 1997 and has grown 217,932% since going public. How the markets moved today The S&P 500 (SNPINDEX:^GSPC) added 0.83% to finish Monday at 6,796, while the Nasdaq Composite (NASDAQINDEX:^IXIC) climbed 1.38% to close at 22,696. Within e-commerce and cloud computing, industry peers also saw muted moves, as Alibaba Group (NYSE:BABA) closed at $132.64 (+1.41%) and Microsoft (NASDAQ:MSFT) ended at $409.41 (+0.11%). What this means for investors Markets whiplashed today following the price of oil. As oil soared early, markets were hit hard. Both reversed course as the day progressed. Amazon had its own news today, too. Its Zoox robotaxi service will be rolling out in Phoenix and Dallas for testing. Amazon will test the self-driving technology using retrofitted SUVs before formally offering commercial service. Late last year, Zoox began operations in Las Vegas and parts of San Francisco. Investors are also considering what UPS’s strategy moving away from lower margin Amazon business might mean for Amazon’s delivery services. Today’s oil price action highlighted those potential concerns with the company’s future margins. Should you buy stock in Amazon right now? Before you buy stock in Amazon, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Amazon wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invest...
Apple (AAPL +1.05%) has been known to have more expensive phones and computers than its rivals, and for years, that hasn't seemed to have hurt the stock. The company has built up a strong brand that consumers have been willing to pay a premium for. That strong brand is one of the reasons Apple has been a top Warren Buffett stock, and why its valuation is around $3.8 trillion right now, even though...
Apple (AAPL +1.05%) has been known to have more expensive phones and computers than its rivals, and for years, that hasn't seemed to have hurt the stock. The company has built up a strong brand that consumers have been willing to pay a premium for. That strong brand is one of the reasons Apple has been a top Warren Buffett stock, and why its valuation is around $3.8 trillion right now, even though the business hasn't generated a whole lot of growth over the years. Recently, however, the company made a big announcement, which may open the doors to much more growth in the near future. It's launching a more budget-friendly laptop. Here's why this may be huge for the business and the tech stock. Apple announces the MacBook Neo Last week, Apple unveiled the MacBook Neo, which is the cheapest laptop the company has ever offered, starting at a price of $599. Up until now, the most affordable options were around the $1,000 mark. It doesn't take much effort to find laptops that are priced lower than that, and by introducing the Neo, this gives shoppers a much easier way to own an Apple laptop. The Mac device will run the typical macOS operating system and have up to 16 hours of battery life. This may not be its most advanced Mac, but it will certainly have the potential to lure away customers who may otherwise go elsewhere in search of affordable options. For the company, this opens up the possibility of getting more people into Apple's ecosystem and buying related products and services. Expand NASDAQ : AAPL Apple Today's Change ( 1.05 %) $ 2.71 Current Price $ 260.17 Key Data Points Market Cap $3.8T Day's Range $ 253.71 - $ 261.15 52wk Range $ 169.21 - $ 288.62 Volume 1.8M Avg Vol 48M Gross Margin 47.33 % Dividend Yield 0.40 % Why the payoff could be significant for Apple's stock Investors have long been willing to pay a premium for Apple's stock even though the company's growth rate hasn't always been that great, and even though its artificial intelligence strategy has bee...
Artificial intelligence (AI) may soon move beyond chatbots into a new era of agentic AI, where autonomous software agents plan, reason, and execute complex tasks on behalf of other users. MarketsandMarkets estimates that the global AI agents market could grow from about $5.2 billion in 2024 to $52.6 billion in 2030, implying close to tenfold expansion this decade. While all major companies are rac...
Artificial intelligence (AI) may soon move beyond chatbots into a new era of agentic AI, where autonomous software agents plan, reason, and execute complex tasks on behalf of other users. MarketsandMarkets estimates that the global AI agents market could grow from about $5.2 billion in 2024 to $52.6 billion in 2030, implying close to tenfold expansion this decade. While all major companies are racing to deploy these agents across use cases in customer service, software development, and business operations, Microsoft (MSFT +0.17%) already appears to be ahead of the pack. Here's why. Infrastructure powering AI agents In its second-quarter fiscal 2026 earnings call, CEO Satya Nadella described Microsoft's AI strategy as resting on three layers: the cloud infrastructure that powers the AI models, the platform used to build AI agents, and the high-value applications where those agents are deployed. Hence, Microsoft is working to control every aspect of building and running AI agents. Expand NASDAQ : MSFT Microsoft Today's Change ( 0.17 %) $ 0.71 Current Price $ 409.67 Key Data Points Market Cap $3.0T Day's Range $ 403.54 - $ 410.21 52wk Range $ 344.79 - $ 555.45 Volume 1.7M Avg Vol 33M Gross Margin 68.59 % Dividend Yield 0.85 % The foundation of this strategy is Microsoft's massive cloud infrastructure. In the second quarter, Microsoft Cloud segment revenues increased 26% year over year to $51.5 billion, while Azure and other cloud services (a part of Microsoft Cloud) grew 39% year over year. This infrastructure provides Microsoft with the computing power needed to train AI models and run large numbers of AI agents at scale. Microsoft is optimizing its cloud infrastructure to process more AI tasks using less computing power and energy. These efficiency improvements are important, as agentic AI can involve generating massive volumes of AI queries that require significant processing power. Platforms and applications for AI agents Beyond infrastructure, Microsoft has built ...
Intel (INTC +4.96%) has been a scorching-hot stock over the past 12 months, as it has more than doubled in value during that stretch. In January, the stock hit a 52-week high of $54.60, but it's now down about 18% from that level. Growth investors have become increasingly bullish on Intel as a result of its foundry business and the hope for tremendous opportunities ahead due to artificial intellig...
Intel (INTC +4.96%) has been a scorching-hot stock over the past 12 months, as it has more than doubled in value during that stretch. In January, the stock hit a 52-week high of $54.60, but it's now down about 18% from that level. Growth investors have become increasingly bullish on Intel as a result of its foundry business and the hope for tremendous opportunities ahead due to artificial intelligence (AI). But with so much optimism effectively priced into the tech stock these days, did it already reach a peak in January, or can this still be a good buy right now? There are still many question marks surrounding the business While Intel's stock enjoyed a great year on the markets last year, that doesn't mean the business has proven that it's a safe investment, or that its future growth is assured. The hope is that it will be a top AI chipmaker in the U.S., but simply securing investments from the U.S. government and even Nvidia are by no means proof of that. What matters are the cold-hard numbers, and the ability for Intel to be able to compete against Taiwan Semiconductor Manufacturing. And when Intel reported its most recent numbers back in January, they didn't look all that great. The company's overall revenue was down 4%, although the positive was that its foundry operations generated 4% positive growth. The bigger issue, however, is profitability. The company's foundry segment incurred an operating loss of $2.5 billion, which was larger than the $2.2 billion loss it posted a year ago. Expand NASDAQ : INTC Intel Today's Change ( 4.96 %) $ 2.15 Current Price $ 45.58 Key Data Points Market Cap $217B Day's Range $ 41.66 - $ 45.76 52wk Range $ 17.66 - $ 54.60 Volume 2.7M Avg Vol 101M Gross Margin 35.24 % Intel's stock looks expensive Due to Intel's significant run-up in value last year, plus its 20% rally thus far in 2026, the stock is incredibly expensive right now. Even based on forward earnings, which are based on analyst projections, the stock trades at a multipl...