Alphabet stock (NASDAQ:GOOG, NASDAQ:GOOGL), the owner of the popular search engine Google, is amongst the leading companies in the global tech industry in the areas of online advertising, cloud computing and artificial intelligence. While the firm is operating in a world that is characterized by heightened legal risks and intensified competition, its capacity to innovate new products is a critical source of sustainable value. The strong positions of Alphabet in AI, and the right steps in the development of ...

Before considering which semiconductor stocks to buy on the dip, it’s important to understand why chip stocks have been falling since the beginning of July. Consider three intertwined reasons. First, recession concerns are back. The latest job numbers show a tightening labor market, and the July reading on inflation is due the week of August 12. Global markets are starting to believe that the U.S. Federal Reserve won’t be able to cut interest rates quickly enough to prevent a recession. Geopolitical concern ...

 Netherlands-based ASML Holdings (NASDAQ:ASML) was one of the best-performing stocks on the Nasdaq 100 exchange in the first quarter of 2024. As artificial intelligence mania gripped the market and chip companies invested billions into the technology, ASML soared, rising 33% over the first three months of the year.That’s because the semiconductor equipment manufacturer has a virtual monopoly on the manufacturing of the critical equipment chipmakers need to make AI chips. Its extreme ultraviolet lithography ...

Group 1: AI Market Overview - The artificial intelligence (AI) investment frenzy is cooling down as investors question the return on large capital expenditures in the sector [1] - Alphabet's second-quarter earnings report showed mixed results, with YouTube ad revenue at $8.7 billion, lower than expected, and capital expenditures rising to $13.2 billion, exceeding estimates [1] Group 2: Intel (INTC) - Intel's stock has dropped over 60% since the start of 2024, struggling to keep pace with competitors like Taiwan Semiconductor Manufacturing Company (TSMC) [3] - The company's Foundry business lost $7 billion last year, prompting a restructuring plan that includes layoffs of 15,000 workers and a dividend elimination [4] - Intel's recent investments in AI chips have negatively impacted its earnings per share, leading to soft guidance for Q3 and ongoing operational inefficiencies [4] Group 3: Qualcomm (QCOM) - Qualcomm's revenues declined 19% year-over-year to $35.8 billion, with handset chip revenues dropping 27% [6] - The company is betting on its new Snapdragon X Elite AI chips for Windows PCs, but consumer demand remains uncertain amid recession fears [6] - Qualcomm's stock has fallen 27% since its 52-week high of $227.09 in mid-July, with potential for further selling pressure [6] Group 4: Applied Optoelectronics (AAOI) - Applied Optoelectronics develops optical transceivers and laser components for data centers, but growth has been slower than expected [7] - The company has seen its shares plummet 60% since the start of the year, with no significant upward revisions to guidance anticipated [7]

As of this writing, Nvidia (NASDAQ:NVDA) is no longer pulling back as strongly as it was during the late July/early August AI stock pullback. Even so, pessimism for Nvidia stock remains at elevated levels. Fear and uncertainty continue to weigh on the AI chip leader’s shares.Chalk this up to both macro and company-specific developments that some perceive to be signs of further disappointment and lower prices ahead for shares. However, while the fearsome anticipate a dip, you may be better off “buying the di ...

Core Insights - The U.S. real estate market is demonstrating remarkable resilience despite high mortgage rates, driven by a significant supply-demand imbalance and stringent lending standards [1][2] Group 1: Market Overview - High-yielding real estate stocks are seen as an effective investment strategy, providing stable dividend income and potential for capital appreciation [2] - The real estate market's strength is characterized by rising property prices and robust demand [1] Group 2: Company Highlights - **Cousins Properties (CUZ)** focuses on Class A office spaces in the Sun Belt, benefiting from economic growth in the region, with a stock value increase of 48% over the past nine months and a dividend yield of over 4.7% [3][5] - **Realty Income (O)**, known as the "Monthly Dividend Company," has a 98.6% occupancy rate and a dividend yield of 5.21%, with 26 consecutive years of dividend growth and a forward AFFO growth of 2.8% [6][7] - **CTO Realty Growth (CTO)** operates a diversified portfolio in the Sun Belt, recently securing new leases at an average rent of $27.12 per square foot, with a four-year average dividend yield of 12.91% [8][9][10]

When you invest in bank stocks, you are investing in institutions that offer credit cards, insurance, banking services and other financial services. Since the banking industry is at the heart of the global economy, you should have some bank stocks in your portfolio. We have compiled some top stocks to help you make the most of them. Traditionally, higher interest rates, like today, have been good for the banking industry. However, the relationship is a bit more complex than that. If the interest rate rises ...

Microsoft (NASDAQ:MSFT) will sharply capitalize on its partnership with Palantir Technologies (NYSE:PLTR). This collaboration will let the tech giant to boost Microsoft’s progressive cloud and AI services. The partnership focuses on delivering advanced analytics and AI capabilities to the U.S. Defense and Intelligence Community. As a result, this collaboration will considerably boost Microsoft’s market valuation due to the synergetic integration of sharp tech and secure cloud environments. Microsoft’s Azure ...

Many stocks have entered corrections after strong rallies to start 2024. Some of these stocks present long-term opportunities for patient investors while others stocks will continue to dip. Seeing what analysts say about publicly-traded corporations can provide some clues about the future direction of those stocks. Analysts regularly adjust their price targets after earnings and in light of news developments. These individuals and their firms regularly stay on top of individual stocks, sectors and the broad ...

Economic Outlook - JPMorgan Chase estimates a 35% chance of an economic recession, up from 25% earlier this year, with concerns over a slowing labor market and reduced consumer spending [1] - The stock market is expected to experience continued volatility amid economic uncertainty, particularly in the near term [1] Walmart (WMT) - Walmart is positioned as a safe harbor stock, benefiting from its status as the largest grocery store chain in the U.S., which attracts consumers during economic downturns [2] - Walmart's stock has gained nearly 30% this year, with a strong financial performance highlighted by an EPS of 60 cents, exceeding estimates of 52 cents, and quarterly sales of $161.51 billion, surpassing the expected $159.50 billion [3] General Mills (GIS) - General Mills is another safe harbor stock, selling essential items that consumers purchase regardless of economic conditions, providing a degree of stability [3] - The company's stock has increased by 4% this year, trading at a valuation of 16 times future earnings estimates [3] - General Mills reported an EPS of $1.01, beating forecasts of 99 cents, but revenue of $4.71 billion fell short of the $4.85 billion consensus, attributed to financially stressed consumers [5] Costco Wholesale (COST) - Costco is recognized as a strong investment, with its stock rising 31% this year and 52% over the last 12 months, reflecting its consistent growth [6] - The company reported a 20% increase in e-commerce sales for July, with total revenue of $19.30 billion, up 7.1% year-over-year [6][7] - Costco's same-store sales rose 7.2%, surpassing the previous month's increase of 6.9%, indicating robust performance despite economic challenges [7]