Analysis

TradingKey - Duolingo is a great business, despite the stock price being down nearly 50% from its peak less than four months ago. However, the question is whether it’s worth buying it at a market cap of $12.5 billion. The answer is “not yet” because the traffic, even though healthy...

Key PointsApple's latest iPhones and wearables refresh the lineup, but the higher-margin services business is doing the real heavy lifting.Services now account for close to one-third of the tech giant's revenue, with materially higher margins than hardware.The stock's premium valuation means the inv

Key PointsAdobe reported record revenue of $5.99 billion for Q3 FY2025, up 11% year over year.Adjusted EPS grew 14.2% year over year to $5.31.Management raised full-year FY2025 guidance for revenue and both earnings measures, citing continued strength in AI-powered products and subscription growth.T

TradingKey - U.S. coffee chain Black Rock Coffee Bar completed its initial public offering (IPO) on Thursday, becoming the first restaurant company to enter the U.S. market since Cava Group's listing in 2023.

Figure’s strong first-day performance sets the stage for Gemini’s highly anticipated listing.

By Jamie McGeeverORLANDO, Florida, Sept 11 (Reuters) - The eye-watering surge in U.S. tech giant Oracle's share price on Wednesday added fuel to a fiery debate: is the U.S. artificial intelligence stock boom a bubble destined to burst? This is a question that has dogged Wall Street for months, a...

Key PointsApple seems stagnant as its AI-driven products fail to drive huge sales increases.Microsoft's AI strategy seems less clear as it separates itself more from Open AI.10 stocks we like better than Microsoft › Apple (NASDAQ: AAPL) and Microsoft (NASDAQ: MSFT) are the second-largest and third-l

Key PointsFigma stock has been on a rollercoaster ride since the company went public on July 31.The company is growing strongly and is already profitable.However, the valuation is extreme, even after a post-IPO slump.10 stocks we like better than Figma › Software company Figma (NYSE: FIG), which spe

Key PointsOracle projects cloud infrastructure revenue will explode from $10 billion to $144 billion by 2030, outpacing AWS and Azure at comparable stages.The company's $455 billion backlog and multibillion-dollar AI contracts with OpenAI, Meta, and Nvidia provide unprecedented visibility into reven

TradingKey - On Wednesday, September 10th, Klarna (KLAR.US) made its debut on the New York Stock Exchange, opening at $52, which was 30% above its IPO price of $40. The stock experienced an intraday surge of up to 43% before closing up 14.55% at $45.82, giving the company a market valuation of $17 b

Gemini begins trading tomorrow and is expected to outperform Circle and Bullish as the strongest crypto IPO to date.

Key PointsAlphabet is involved in two antitrust cases, one involving search and another related to its ad tech businesses.The judge in the first case has already suggested remedies, but the consequences for the second case have yet to be determined.Investors have been buying up Alphabet's stock now

TradingKey - Oracle Corporation (NYSE: ORCL) posted mixed Q1 FY2026 results, with total revenue and adjusted EPS slightly below consensus amid a shift to cloud services, but cloud revenue beat expectations with robust 28% growth. A massive RPO backlog of $455 billion, up 359% YoY

TradingKey - After Apple’s 2025 fall launch event, Apple’s stock (AAPL) turned from gains to losses, as investors once again expressed dissatisfaction with what they saw as a lack of major innovation from the world’s top tech innovator. Analysts’ reviews suggest that the upgraded base iPhone 17

TradingKey - As analysts raise targets and expectations, could Oracle’s stock replicate the post-earnings rally seen at Broadcom following its OpenAI-related contract announcement?

TradingKey - Apple (AAPL) has staged a strong rebound lately, with shares up 14% in August as investors breathed a sigh of relief over easing tariff risks. But whether the rally can keep going may depend on one thing: next week’s product launch.

Key PointsAI-related sales now account for more than 20% of Alibaba Cloud’s revenue.AI workloads bring higher margins and stickier customer relationships.Alibaba’s competitive positioning remain strong in its key markets. 10 stocks we like better than Alibaba Group › Alibaba Group (NYSE: BABA) has b

TradingKey - Caterpillar, the global leader in construction equipment, dominates with a 16.8% market share, far surpassing competitors, thanks to its scale-driven cost advantages, service network spanning 190 countries, and high-resale-value brand.

TradingKey - CoreWeave is a specialized AI infrastructure company delivering rapid access to advanced Nvidia GPUs and liquid-cooled clusters, with client demand exceeding current supply. Multi-year take-or-pay contracts and a large backlog underpin strong revenue growth, but results remain dependent

TradingKey - Broadcom crushed earnings expectations, reigniting interest in its AI-driven growth potential.