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Investment Ideas: Archive

Shaun Pruitt

Alphabet & Microsoft Earnings Preview: AI Cloud Growth Takes Center Stage

Alphabet and Microsoft report earnings on Wednesday, Oct. 28, as Wall Street weighs accelerating AI cloud growth, massive capital spending, and valuations.

MSFTNegative Net Change GOOGLPositive Net Change

Ethan Feller

Equities Bounce: 3 Top Ranked Stocks to Buy Now (TER, LRCX, ATI)

Shares of Teradyne, ATI INC and Lam Research stand out for their long term growth forecasts, and now compelling valuations following the recent selloff.

ATIPositive Net Change LRCXPositive Net Change TERPositive Net Change

Shaun Pruitt

Sterling Infrastructure (STRL): Time to Buy the Dip Before Q3 Earnings?

Sterling Infrastructure (STRL) stock has plunged more than 60% from its all-time high of over $1,000 a share, potentially creating a buying opportunity ahead of Q3 earnings.

STRLPositive Net Change

Shaun Pruitt

Visa, Mastercard, or American Express: Which Payment Stock Is the Better Buy?

Visa, Mastercard, and American Express remain compelling long-term investment opportunities as digital payments and global transaction volumes continue expanding.

MANegative Net Change VNegative Net Change AXPNegative Net Change

Ethan Feller

AI Headlines Pile Up as Wall Street Navigates a Volatile Week

Anthropic releases its S-1, SpaceX borrows $60 billion and Meta initiates an equity offering all ahead of a Fed meeting and the busiest week of earnings season.

CVXNegative Net Change MANegative Net Change XOMNegative Net Change LLYPositive Net Change GOOGLPositive Net Change SPCXPositive Net Change METANegative Net Change IRENPositive Net Change NBISPositive Net Change CRWVPositive Net Change AMZNPositive Net Change MSFTNegative Net Change

Andrew Rocco

News Failure: Neocloud Stocks Defy Musk's Warning

While tighter debt markets and heavy Capex pose a real hurdle for pure-play Neoclouds, market history suggests the worst fears may already be priced in.

METANegative Net Change IRENPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Andrew Rocco

Why SpaceX Will Have to Pay a Premium for Tesla

With a favorable regulatory climate expected in 2027 and independent committees evaluating fiduciary duties, Tesla's solid cash reserves and voting structure make a valuation bump almost imperative.

TSLAPositive Net Change SPCXPositive Net Change

Andrew Rocco

The AI Rout: Sorting CAPEX Fact From Fiction

Despite the brutal pullbacks in AI-related stocks, debt fears are far overblown and the bullish fundamental case remains rock-solid for the foreseeable future.

AMDPositive Net Change NVDAPositive Net Change SNDKPositive Net Change BEPositive Net Change SPCXPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Derek Lewis

3 Buy-Rated Stocks Breaking Quarterly Records: VLO, RTX, IBKR

The Q3 earnings season continues its rapid pace, with several companies, including Valero Energy (VLO), RTX (RTX), and Interactive Brokers (IBKR) delivering record-breaking results while also sporting favorable Zacks Ranks.

IBKRPositive Net Change VLONegative Net Change RTXNegative Net Change