There’s a new shopping sidekick in town: generative AI. Looking for gift ideas and bargains, online shoppers flocked to artificial intelligence chatbots in droves this holiday season. Retailers reaped the benefits, particularly portfolio name Amazon . Clicking on a link to a retail site provided by AI increased 1,300% year over year during November and […]
We’re expanding our Bullpen following this week’s January Monthly Meeting — adding four stocks and bringing our watch list to a total of 10 names. TXRH 1Y mountain Texas Roadhouse 1 year Texas Roadhouse is a restaurant chain. It’s best known for its namesake fast casual steak house that offers high-quality food at a surprisingly […]
The holiday shopping season has come and gone. When it comes to stock picking, at least, the desire to find a bargain is as strong as ever. A recent analysis of our portfolio revealed we own more than a couple cheap stocks, including one of our newer additions in Bristol Myers Squibb . Still, we’re […]
Competitive dynamics around custom AI chips cannot be ignored.
A big backlog of projects should keep the company busy for the foreseeable future.
In the emerging AI software battle between Microsoft and Salesforce , investors do not need to pick a side. Jim Cramer says own both. The news Deutsche Bank on Friday raised its price target on Salesforce to $365 a share from $325, implying nearly 9% upside from Thursday’s close. Analysts cited the software maker’s new […]
The holiday shopping season is upon us, and our retail stocks are well-positioned to thrive, according to Wall Street research firm Telsey Advisory Group. The news In a note to clients this week, the retail-focused firm labeled Amazon , Costco , Best Buy , and TJX Companies as among the companies best positioned versus their […]
When Tesla CFO Zachary Kirkhorn stepped down last August, Wall Street analysts and investors alike were unnerved. The stock shed more than $23 billion on the news, with one top tech analyst describing the announcement as “a blow in the near term” and a “big surprise to the Street.” It was the second CFO departure […]
New Starbucks CEO Brian Niccol’s decision to preannounce disappointing earnings is no reason to sell the stock, Jim Cramer said Wednesday. “I find it surprising that anyone thinks [these results are] surprising,” Jim said. “If you sell the stock today, you’re only selling it because you’re reacting to the press reports and the analysts, who are backward […]
Brian Niccol’s plan to get Starbucks back on track is coming into view. He’s wisely leaning on strategies he used to turn around Chipotle . The stakes are significant. Starbucks added $21 billion in market cap the day Niccol’s hiring as CEO was announced in August, signaling high hopes for his leadership after his success […]
