The fallout from a weaker-than-expected earnings report published by Tencent Music Entertainment (TME 9.54%) continued on Wednesday. For the second day in a row, the China-based company was hit with analyst price target cuts, as well as two recommendation downgrades. This pushed the stock down by over 9%. Earnings fallout One of the downgrades came from Benchmark's Fawne Jiang, who lowered her rat...
The fallout from a weaker-than-expected earnings report published by Tencent Music Entertainment (TME 9.54%) continued on Wednesday. For the second day in a row, the China-based company was hit with analyst price target cuts, as well as two recommendation downgrades. This pushed the stock down by over 9%. Earnings fallout One of the downgrades came from Benchmark's Fawne Jiang, who lowered her rating on Tencent Music to hold from the previous buy. No price target was provided. According to reports, Jiang had been bullish on Tencent Music, chiefly because of its impressive growth in the online music market. This provided a foundation for high-margin subscription revenue from users eager to consumer the content. The pundit wrote that while fourth-quarter results -- published before market open Tuesday -- were strong, the immediate future looks more murky. She expressed concern that rising competition will threaten growth in those ever-important subscriptions. Jiang also sees threats in new ways of creating and consuming content, exacerbated by the eager take-up of artificial intelligence (AI). Several of Jiang's peers also became less bullish on Tencent Music, lowering their price targets for the stock. Goldman Sachs analyst Lincoln Kong cut his target to $17.60 per share from $20, while maintaining his buy recommendation. Alex Yao from JPMorgan Chase unit JPMorgan chopped his down to $12 from $30, yet kept his neutral rating intact. Expand NYSE : TME Tencent Music Entertainment Group Today's Change ( -9.54 %) $ -1.08 Current Price $ 10.29 Key Data Points Market Cap $6.6B Day's Range $ 10.14 - $ 11.40 52wk Range $ 10.14 - $ 26.70 Volume 1.2M Avg Vol 7.1M Gross Margin 45.78 % Dividend Yield 1.58 % Unimpressed users? Yes, Tencent Music is still posting double-digit growth in key metrics (like revenue), but its audience is lately going in the opposite direction -- its earnings report revealed that the company's monthly average user (MAU) count declined by 5%. Such a metr...
Key Points For the second day in a row, analysts updated their takes on the company. These adjustments were generally not positive. 10 stocks we like better than Tencent Music Entertainment Group › The fallout from a weaker-than-expected earnings report published by Tencent Music Entertainment (NYSE: TME) continued on Wednesday. For the second day in a row, the China-based company was hit with ana...
Key Points For the second day in a row, analysts updated their takes on the company. These adjustments were generally not positive. 10 stocks we like better than Tencent Music Entertainment Group › The fallout from a weaker-than-expected earnings report published by Tencent Music Entertainment (NYSE: TME) continued on Wednesday. For the second day in a row, the China-based company was hit with analyst price target cuts, as well as two recommendation downgrades. This pushed the stock down by over 9%. Earnings fallout One of the downgrades came from Benchmark's Fawne Jiang, who lowered her rating on Tencent Music to hold from the previous buy. No price target was provided. 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 » According to reports, Jiang had been bullish on Tencent Music, chiefly because of its impressive growth in the online music market. This provided a foundation for high-margin subscription revenue from users eager to consumer the content. The pundit wrote that while fourth-quarter results -- published before market open Tuesday -- were strong, the immediate future looks more murky. She expressed concern that rising competition will threaten growth in those ever-important subscriptions. Jiang also sees threats in new ways of creating and consuming content, exacerbated by the eager take-up of artificial intelligence (AI). Several of Jiang's peers also became less bullish on Tencent Music, lowering their price targets for the stock. Goldman Sachs analyst Lincoln Kong cut his target to $17.60 per share from $20, while maintaining his buy recommendation. Alex Yao from JPMorgan Chase unit JPMorgan chopped his down to $12 from $30, yet kept his neutral rating intact. Unimpressed users? Yes, Tencent Music is still posting double-digit growth in key metrics (like revenue), but its audience is ...
Palantir Technologies Inc (NASDAQ:PLTR) is one of the Jim Cramer’s Hottest AI Stock Picks. Palantir Technologies Inc (NASDAQ:PLTR) is one of the largest data analytics companies in the world. Its shares are up by 78% over the past year and by 85% since Cramer discussed the stock on Mad Money on February 18th. Since then, the CNBC TV host has commented on Palantir Technologies Inc (NASDAQ:PLTR) mul...
Palantir Technologies Inc (NASDAQ:PLTR) is one of the Jim Cramer’s Hottest AI Stock Picks. Palantir Technologies Inc (NASDAQ:PLTR) is one of the largest data analytics companies in the world. Its shares are up by 78% over the past year and by 85% since Cramer discussed the stock on Mad Money on February 18th. Since then, the CNBC TV host has commented on Palantir Technologies Inc (NASDAQ:PLTR) multiple times. His discussions have ranged from praising the firm’s share price performance to predicting that the stock would go higher, remarks about CEO Alex Karp, and the effect of US government efficiency drives and spending cuts on the firm. Since Cramer’s February comments, Palantir Technologies Inc (NASDAQ:PLTR)’s shares have mostly been on an upward trajectory. However, among the notable deviations was the performance in November when the stock closed 16% lower amidst market worries about software valuations. In February, Palantir Technologies Inc (NASDAQ:PLTR)’s shares closed 7% higher on February 3rd following the firm’s fourth quarter earnings report which saw it beat analyst revenue and earnings estimates. In February 2025, Cramer had advised viewers to carefully buy the stock: Jim Cramer Recommended Holding & Buying Palantir (PLTR) In February 2025 A woman reading and analyzing stock market data. Photo by Artem Podrez on Pexels “You hold it, you hold it and when it crops back down, you buy back the stock that you sold because this company is a winner. They have really smart people and a lot of good contracts. It’s the best data analysis company in the world, Palantir.” 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: 33 Stocks That Should Double in 3 Years...
Palantir Technologies Inc (NASDAQ:PLTR) is one of the Jim Cramer’s Hottest AI Stock Picks. Palantir Technologies Inc (NASDAQ:PLTR) is one of the largest data analytics companies in the world. Its shares are up by 78% over the past year and by 85% since Cramer discussed the stock on Mad Money on February 18th. Since then, the CNBC TV host has commented on Palantir Technologies Inc (NASDAQ:PLTR) mul...
Palantir Technologies Inc (NASDAQ:PLTR) is one of the Jim Cramer’s Hottest AI Stock Picks. Palantir Technologies Inc (NASDAQ:PLTR) is one of the largest data analytics companies in the world. Its shares are up by 78% over the past year and by 85% since Cramer discussed the stock on Mad Money on February 18th. Since then, the CNBC TV host has commented on Palantir Technologies Inc (NASDAQ:PLTR) multiple times. His discussions have ranged from praising the firm’s share price performance to predicting that the stock would go higher, remarks about CEO Alex Karp, and the effect of US government efficiency drives and spending cuts on the firm. Since Cramer’s February comments, Palantir Technologies Inc (NASDAQ:PLTR)’s shares have mostly been on an upward trajectory. However, among the notable deviations was the performance in November when the stock closed 16% lower amidst market worries about software valuations. In February, Palantir Technologies Inc (NASDAQ:PLTR)’s shares closed 7% higher on February 3rd following the firm’s fourth quarter earnings report which saw it beat analyst revenue and earnings estimates. In February 2025, Cramer had advised viewers to carefully buy the stock: Jim Cramer Recommended Holding & Buying Palantir (PLTR) In February 2025 A woman reading and analyzing stock market data. Photo by Artem Podrez on Pexels “You hold it, you hold it and when it crops back down, you buy back the stock that you sold because this company is a winner. They have really smart people and a lot of good contracts. It’s the best data analysis company in the world, Palantir.” 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: 33 Stocks That Should Double in 3 Years...
Since the war began, lawmakers and commentators from both parties have questioned why the US struck the Islamic Republic and if the Trump administration was aware of potential problems in the Strait of Hormuz on the southern coast of Iran. President Donald Trump has said the US attacked largely because Iran was developing nuclear weapons, which threatened the US and Israel.
Since the war began, lawmakers and commentators from both parties have questioned why the US struck the Islamic Republic and if the Trump administration was aware of potential problems in the Strait of Hormuz on the southern coast of Iran. President Donald Trump has said the US attacked largely because Iran was developing nuclear weapons, which threatened the US and Israel.
Because in AI, supply chains are strategy. • Where are TSLA shares going? This Isn't About Chips — It's About Geography For years, Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) has been the default for cutting-edge semiconductors. Most of the AI world still runs through Taiwan. Tesla just stepped away from that gravity. Samsung's Taylor, Texas facility — set to produce Tesla's AI chip...
Because in AI, supply chains are strategy. • Where are TSLA shares going? This Isn't About Chips — It's About Geography For years, Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) has been the default for cutting-edge semiconductors. Most of the AI world still runs through Taiwan. Tesla just stepped away from that gravity. Samsung's Taylor, Texas facility — set to produce Tesla's AI chips starting 2027 — anchors a critical piece of Musk's stack firmly on U.S. soil. That's not just manufacturing. That's insulation. In a world where chip supply can be disrupted by geopolitics, shipping lanes or policy shifts, Tesla is quietly reducing a major risk: dependence on Asia. The Rise Of A ‘Sovereign' AI Supply Chain Tesla already designs its own silicon. Now it's pairing that with domestic manufacturing. Put the pieces together, and a pattern emerges: Design: in-house Manufacturing: U.S.-based Deployment: global This is what a sovereign chip chain looks like. It's not about beating TSMC on process nodes, at least not yet. It's about ensuring that Tesla's AI ambitions — from Full Self-Driving to Optimus — aren't bottlenecked by external dependencies. Why This Matters For The AI Race AI isn't just software anymore. Its hardware, energy, and infrastructure — all tightly coupled. If Tesla controls its chips, it controls the pace of its AI rollout. And that changes the competitive landscape. While others optimize for performance or cost, Tesla is optimizing for certainty — ensuring that the compute powering its vehicles and robots isn't stuck waiting in a fragile global supply chain. A Different Kind Of Power Play This isn't a rejection of TSMC. It's a signal. Tesla isn't just another customer in the semiconductor ecosystem — it's trying to become its own. And if that strategy works, the real advantage won't just be faster chips. It'll be having them when it matters most.
Broadcom Inc. (NASDAQ:AVGO) is one of the Jim Cramer’s Hottest AI Stock Picks. AI chip designer Broadcom Inc. (NASDAQ:AVGO) has shaped up to be one of the most important stocks in today’s AI era. Its shares are up by 67% over the past year and by 39% since Cramer discussed the firm in Mad Money aired on January 2nd. Several catalysts have driven the share price since then. For instance, Broadcom I...
Broadcom Inc. (NASDAQ:AVGO) is one of the Jim Cramer’s Hottest AI Stock Picks. AI chip designer Broadcom Inc. (NASDAQ:AVGO) has shaped up to be one of the most important stocks in today’s AI era. Its shares are up by 67% over the past year and by 39% since Cramer discussed the firm in Mad Money aired on January 2nd. Several catalysts have driven the share price since then. For instance, Broadcom Inc. (NASDAQ:AVGO)’s shares closed 9.4% higher on September 5th after the firm reported its fiscal third quarter earnings report. Not only did the results see the firm’s $15.9 billion in revenue and $1.69 in adjusted earnings beat analyst estimates of $15.83 billion and $1.65, but it also disclosed that it had secured a $10 billion order from an undisclosed customer for AI chips. Throughout 2025 and in 2026, Cramer has been one of Broadcom Inc. (NASDAQ:AVGO) CEO Hock Tan’s biggest supporters. The CNBC TV host believes that Tan is one of the toughest executives in the industry and is capable of steering his firm in today’s competitive environment. As early as January last year, Cramer was advising viewers to get into Broadcom Inc. (NASDAQ:AVGO)’s stock: Jim Cramer Was Bullish On Broadcom In January 2025 A semiconductor. Photo by Tima Miroshnichenko on Pexels “It’s very rare that you have a totally bankable exec [Tan] come on your show telling you exactly what will happen and then that executive delivers 100%. He’s greeted with disbelief, a giant upside surprise, and a gigantic move higher. He said it all. Plus, I think Broadcom’s in inning one of this turn. It’s not too late to get on board. This one, we have a nice slug for the Charitable Trust.” While we acknowledge the potential of AVGO 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...
Broadcom Inc. (NASDAQ:AVGO) is one of the Jim Cramer’s Hottest AI Stock Picks. AI chip designer Broadcom Inc. (NASDAQ:AVGO) has shaped up to be one of the most important stocks in today’s AI era. Its shares are up by 67% over the past year and by 39% since Cramer discussed the firm in Mad Money aired on January 2nd. Several catalysts have driven the share price since then. For instance, Broadcom I...
Broadcom Inc. (NASDAQ:AVGO) is one of the Jim Cramer’s Hottest AI Stock Picks. AI chip designer Broadcom Inc. (NASDAQ:AVGO) has shaped up to be one of the most important stocks in today’s AI era. Its shares are up by 67% over the past year and by 39% since Cramer discussed the firm in Mad Money aired on January 2nd. Several catalysts have driven the share price since then. For instance, Broadcom Inc. (NASDAQ:AVGO)’s shares closed 9.4% higher on September 5th after the firm reported its fiscal third quarter earnings report. Not only did the results see the firm’s $15.9 billion in revenue and $1.69 in adjusted earnings beat analyst estimates of $15.83 billion and $1.65, but it also disclosed that it had secured a $10 billion order from an undisclosed customer for AI chips. Throughout 2025 and in 2026, Cramer has been one of Broadcom Inc. (NASDAQ:AVGO) CEO Hock Tan’s biggest supporters. The CNBC TV host believes that Tan is one of the toughest executives in the industry and is capable of steering his firm in today’s competitive environment. As early as January last year, Cramer was advising viewers to get into Broadcom Inc. (NASDAQ:AVGO)’s stock: Jim Cramer Was Bullish On Broadcom In January 2025 A semiconductor. Photo by Tima Miroshnichenko on Pexels “It’s very rare that you have a totally bankable exec [Tan] come on your show telling you exactly what will happen and then that executive delivers 100%. He’s greeted with disbelief, a giant upside surprise, and a gigantic move higher. He said it all. Plus, I think Broadcom’s in inning one of this turn. It’s not too late to get on board. This one, we have a nice slug for the Charitable Trust.” While we acknowledge the potential of AVGO 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...
🔎 Micron Technology (MU): The memory-chip maker’s second-quarter revenue nearly tripled as AI-related demand for memory outpaces supply. Shares were down more than 4% in after-hours trading, after closing at an all-time high.
🔎 Micron Technology (MU): The memory-chip maker’s second-quarter revenue nearly tripled as AI-related demand for memory outpaces supply. Shares were down more than 4% in after-hours trading, after closing at an all-time high.