Core Insights - The article discusses the contrasting investment opportunities in the AI-robotics sector, focusing on Serve Robotics Inc. (SERV) as a niche player in autonomous delivery and NVIDIA Corporation (NVDA) as a dominant AI infrastructure provider [1][2]. Group 1: Serve Robotics (SERV) - Serve Robotics is experiencing significant growth, having deployed over 1,000 robots, marking a transition from experimentation to operational execution [2]. - The company is expanding its partner ecosystem, supporting deliveries for thousands of restaurants and increasing its addressable market through partnerships with major delivery platforms [3]. - Serve Robotics is leveraging technology to build a proprietary urban data set that enhances its AI capabilities, with the acquisition of Vayu Robotics expected to accelerate data conversion into improved AI models [4]. - Despite operational progress, Serve Robotics is still in an investment phase, incurring substantial operating losses and facing execution risks that could delay financial improvements [5]. Group 2: NVIDIA Corporation (NVDA) - NVIDIA dominates the AI infrastructure market, reporting record revenue growth driven by high demand for data center computing and networking, with GPU utilization at full capacity [6]. - The company is expected to see strong growth in fiscal 2027, with a projected year-over-year sales increase of 46.8% and earnings per share growth of 57% [12]. - NVIDIA's product development is advancing rapidly, with the Blackwell platform and upcoming Rubin architecture expected to significantly enhance performance [8]. - The company's full-stack ecosystem positions it uniquely in the AI market, benefiting from widespread adoption across cloud platforms and robotics applications [9]. Group 3: Investment Comparison - NVIDIA is viewed as a more stable investment option due to its scale, profitability, and lower execution risk compared to Serve Robotics, which is still in a heavy investment phase [20]. - SERV stock has declined by 28.3% over the past year, while NVDA shares have increased by 34.1% during the same period [13]. - The forward price-to-sales ratio for SERV is 23.54X, below its historical median, while NVDA's ratio is 14.47X, above its median, indicating differing valuations [16].

Key Takeaways Macerich posted Q4 FFO of $0.48 per share, topping estimates and up from $0.47 a year ago.MAC signed 1.4M sq. ft. of leases; re-leasing spreads rose 6.7% for a 17th straight positive quarter.Macerich revenues fell 4.4%, while occupancy dipped to 94% despite higher tenant sales per sq. ft.The Macerich Company (MAC) reported fourth-quarter 2025 funds from operations (FFO), excluding financing expense in connection with Chandler Freehold, accrued default interest expense and gain on non-real esta ...

Key Takeaways Netflix guides for 12-14% 2026 revenue growth and a 31.5% operating margin target.NFLX expects ad revenues to double to $3B, with free cash flow near $6B in 2026.Comcast saw EBITDA fall 10% as Peacock losses widened to $552M in Q4.Netflix (NFLX) and Comcast (CMCSA) are two prominent American media companies competing for audience share in an evolving entertainment landscape. Netflix is a pure-play streaming giant with more than 300 million paid members globally, while Comcast spans broadband, ...

Key Takeaways Delta Air Lines beat Q4 2025 Earnings and revenue estimates, and outperformed AAL's shares. DAL benefits from strong international demand and plans 30 Boeing 787-10 jets for growth.American Airlines faces high debt, rising labor costs and guides Q1 2026 loss. Delta Air Lines (DAL) and American Airlines (AAL)  are two well-known names in the Zacks Transportation- Airline industry. Delta, based in Atlanta, GA, is a founding member of the SkyTeam global airline alliance. DAL is known for its exte ...

Momentum investing is essentially the opposite of the tried-and-tested Wall Street adage -- "buy low and sell high." Investors following this investing style typically avoid betting on cheap stocks and waiting long for them to recover. They believe instead that one could make far more money in lesser time by "buying high and selling higher."Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth po ...

Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves ahead ...

Core Viewpoint - The article emphasizes the importance of confirming the sustainability of stock trends for successful short-term investing, highlighting the use of a specific screening strategy to identify stocks with strong fundamentals and positive price momentum. Group 1: Trend Analysis - The trend in short-term investing is crucial, and confirming its sustainability is essential for profitability [1][2] - A predefined screening strategy, "Recent Price Strength," helps identify stocks with sufficient fundamental strength to maintain their upward trend [3] Group 2: Stock Performance - Modine (MOD) has shown a solid price increase of 36.8% over the past 12 weeks, indicating strong investor interest [4] - MOD's price has increased by 51.4% in the last four weeks, suggesting that the upward trend is still intact [5] - MOD is currently trading at 89.7% of its 52-week high-low range, indicating a potential breakout [5] Group 3: Fundamental Strength - MOD holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [6] - The Zacks Rank system has a strong historical performance, with Rank 1 stocks averaging a +25% annual return since 1988 [7] - The Average Broker Recommendation for MOD is also 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [7] Group 4: Additional Opportunities - Besides MOD, there are other stocks that meet the criteria of the "Recent Price Strength" screen, suggesting further investment opportunities [8] - The article encourages exploring over 45 Zacks Premium Screens tailored to different investing styles for potential winning stock picks [8]

When it comes to short-term investing or trading, they say "the trend is your friend." And there's no denying that this is the most profitable strategy. But making sure of the sustainability of a trend to profit from it is easier said than done.The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the st ...

Key Takeaways Uber and Life360 expand partnership to integrate teen accounts and real-time trip tracking. UBER teen accounts have logged tens of millions of trips in more than 50 countries since 2023.UBER's shares fell in double digits in six months; forward P/S of 2.55X is cheap compared to its industry.Uber Technologies (UBER) and Life360 (LIF) announced an expanded strategic partnership aimed at helping families manage daily travel with greater convenience, transparency and confidence.Through a first-of- ...

Key Takeaways Sterling is expected to have seen support from high-margin infrastructure work and acquisitions in Q4 2025.Q4 EPS implies 82.2% year-over-year growth, while revenues are projected to rise 29.9% to $647.8 million.For 2025, Sterling's EPS is expected to increase 71.3% from the prior year's reported level.Sterling Infrastructure, Inc. (STRL) is scheduled to report fourth-quarter 2025 results on Feb. 25, after the closing bell.In the last reported quarter, Sterling delivered adjusted earnings per ...