If you have never heard of a company called Nebius Group N.V. (NASDA: NBIS), you probably are not alone. What you have definitely heard of is artificial intelligence. And you have definitely […]
Nebius — Does an NVIDIA Investment Make It Tactical?
Cisco’s Tactical Case Looks Murky Even with NVIDIA and A.I.
Cisco Systems, Inc. (NASDAQ: CSCO) is just not what it used to be. Its stock may be close to challenging multi-year highs, but its stock chart shows that it still hasn’t taken […]
The A.I. Upgrade on Twilio Calls for Even More Tactical Upside, But…
The investing community still seems as though it is unable to get enough of the artificial intelligence trade. Twilio Inc. (NYSE: TWLO) has now been public for about 8 years. Its shares […]
And It Gets Even Worse at Super Micro Computer
Super Micro Computer, Inc. (NASDAQ: SMCI) was previously featured by Tactical Bulls as being caught in the headlights. But was it a deer or a wolf that was caught in those headlights? […]
Why JPMorgan Sees Even More Upside in AI Data Center Electric Providers
Investors often look deep into calls when outsized upside is projected. That’s particularly true when they get new “street-high” target prices from bulge bracket firms on Wall Street. Now add in that […]
Did ASML & Chip Stocks Just Tip Recession Risks as Leading Indicators?
It’s no secret that the whole world runs on semiconductors. Electricity is a given in most places. But the rest of the equation – computers, servers, smartphones, cars, televisions, video games and […]
Tactically Speaking: Qualcomm Facing More Significant Headwinds
It seems like more of the technology leaders are starting to see analyst downgrades heading into the fourth quarter of 2024. This time around it’s Qualcomm, Inc. (NASDAQ: QCOM) getting its turn […]
Apple’s AI May Be More A Than I
Apple Inc. (NASDAQ: AAPL) has managed to remain one of the world’s top companies by market capitalization and one of the world’s most cherished brands. Apple’s iPhone is an absolute ecosystem that […]
BEYOND A.I. INVESTING – 10 NUCLEAR STOCK WINNERS
The world is going to be in need of nuclear power in the coming decades. We know about the many dangers, but nuclear power is actually zero-emissions as nations rush to get […]
Top Analyst Upgrades & Downgrades: Azul, Box, ChargePoint, C3.ai, CrowdStrike, Dollar Tree, StoneCo & More
U.S. stocks have fallen this week and Thursday’s jobs data was putting pressure on the S&P and NASDAQ futures. With rate cuts by the Federal Reserve looking imminent, long-term investors and short-term […]