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Carnival (CCL) and General Mills (GIS): 7/22/25 Bull & Bear
Zacks Investment Research· 2025-07-22 13:07
[Music] Take a look at today's bull of the day. A Zach's ranked number one, strong buy. [Music] And today's bear of the day, a Zach's rank number five, strong cell.[Music] Visit zachs. com/bull to get seven stocks set to outperform the market over the next 30 days. ...
Primoris Services (PRIM) and Clorox (CLX): 7/21/25 Bull & Bear
Zacks Investment Research· 2025-07-21 13:44
[Music] Take a look at today's bull of the day. A Zach's ranked number one, strong buy. [Music] And today's bear of the day, a Zach's rank number five, strong cell.[Music] Visit zachs. com/bull to get seven stocks set to outperform the market over the next 30 days. ...
Credo Technology (CRDO) and PVH Corp (PVH): 7/18/25 Bull & Bear
Zacks Investment Research· 2025-07-18 13:21
[Music] Take a look at today's bull of the day. A Zach's ranked number one, strong buy. [Music] And today's bear of the day, a Zach's rank number five, strong cell.[Music] Visit zachs. com/bull to get seven stocks set to outperform the market over the next 30 days. ...
The Week In AI: Cheap House Robots and Pricey Manhattan Projects
Zacks Investment Research· 2025-07-17 20:21
AI 发展趋势 - Kscale Labs 推出 9,000 美元的开源人形机器人,旨在与 Tesla Optimus 和 Figure 竞争 [1] - 报告预测,到 2030 年,AI 的需求可能与整个美国电网的需求相匹配,需要紧急扩展核反应堆和燃料 [1] - 工业界正在探索构建超级工业园区,例如软银计划在亚利桑那州投资 1 万亿美元建设类似中国深圳的 Mega Hub,专注于 AI 和机器人技术 [18][28] - 医疗领域正在出现医疗超级智能,LLM 模型在医学创新中发挥作用 [16] - 预测 AI 机器人将在未来两到三年内迎来类似 ChatGPT 的爆发式增长 [17] - 报告指出,如果按照目前的指数级发展速度,未来 5 年内 80% 的人类任务将被 AI 代理取代 [20] 人才争夺 - Meta 积极招揽 AI 人才,包括收购 Scale AI 的部分股权以获得 Alexander Wang 及其团队 [7] - Google 收购 AI 编码开发平台 Windsurf,以获取人才 [10] - 报告强调,人才争夺战对公司的成败至关重要,建议公司采取积极的人才引进策略 [8] 公司动态 - 报告提及 Larry Page 的新公司 Datomics 致力于利用 AI 彻底改变产品制造,实现工业自动化 [31] - 报告指出 Meta 在其大型模型方面遇到问题,并计划将其从开源转向闭源 [26] - IBM 裁减了 8,000 名人力资源员工,旨在测试自动化在人力资源职能中的应用 [23]
Zacks Strategist Shaun Pruitt Discusses Sterling Infrastructure's Stock at All-Time Highs
Zacks Investment Research· 2025-07-17 17:39
Greetings. Sean Puit here, Zach's equity strategist, and today I'm going to be discussing if it's time to buy, hold, or take profits in Sterling Infrastructure stock at all-time highs. So, if you're not familiar with Sterling Infrastructure stock, ticker symbol ST STRL, it's a stock that gained a lot of notoriety over the last few years, uh, amid Joe Biden's President Joe Biden's historic infrastructure bill, $1.2% trillion infrastructure bill.So it gave a mixed amount of federal spending on roads, bridges, ...
Brian’s Big Idea: Three AI Stocks And The Zacks Rank
Zacks Investment Research· 2025-07-17 15:11
Stock Analysis & Recommendations - Zacks Rank uses a ranking system where stocks are rated from 1 to 5, with 1 being a Strong Buy and 5 being a Strong Sell [1][2] - Big Bear AI (BBAI) is currently ranked as a 3 (Hold) due to minimal estimate revisions, despite some earnings beats in the past year [2][3][4][5] - Nebius Group (NBIS) is ranked as a 4 (Sell) due to negative trends in earnings estimates, with downward revisions for the current and next year [6][7] - Nvidia (NVDA) is highlighted as a prominent AI stock with a \$4 trillion market cap, receiving positive sentiment due to developments regarding chip supply [9][10] Tech Innovator Service by Zacks - Tech Innovator, led by Andrew Roko, provides nightly summaries and frequent trading recommendations [2][12] - Recent trades in the Tech Innovator portfolio include selling Super Micro Computer (SMCU) and Coreweave (CRWV), realizing gains of 23% and 14% respectively [12][13] - The strategy involves active trading to capitalize on market highs, with frequent portfolio adjustments and profit-taking [14][15] AI Sector Overview - The report focuses on tech stocks, particularly those in the AI sector [1][7] - Big Bear AI provides AI tools, potentially collecting user data [3][4] - Nebius Group offers full-stack AI solutions for the cloud [7]
CommVault Systems (CVLT) and UiPath (PATH) Are Aggressive Growth Stocks
Zacks Investment Research· 2025-07-17 14:52
Welcome to another edition of Zach's Rank Buy. I'm Brian Bolan. I'm the aggressive growth stock strategist here at Zachs.And I got two more stocks for your aggressive growth radar screen. Let's get right to it, shall we. The first one uh is Convault Systems.Convaltult Systems. And it's CV LT. It's a Zach's rank number one. That's a strong buy.And it's got a A for growth and an F for value. And if you've been following my videos, you know that I like a strong growth score and a weak value score. That tells m ...
Affirm Holdings (AFRM) and JAKKS (JAKK): 7/17/25 Bull & Bear
Zacks Investment Research· 2025-07-17 14:45
[Music] Take a look at today's bull of the day. A Zach's ranked number one, strong buy. [Music] And today's bear of the day, a Zach's rank number five, strong cell.[Music] Visit zachs. com/bull to get seven stocks set to outperform the market over the next 30 days. ...
Is Netflix (NFLX) a Buy Ahead of Q2 Earnings Announcement?
Zacks Investment Research· 2025-07-16 21:01
Heat. Heat. Heat. Heat. ...
Why Free Cash Flow Drives Superior Returns
Zacks Investment Research· 2025-07-16 19:59
Investment Strategy & Market Analysis - Free cash flow is considered a crucial valuation metric, favored by investors like Warren Buffett for identifying companies generating more cash than needed for operations [2] - Traditional value investing relying on price-to-book ratios is becoming less relevant as intangible assets now constitute approximately 80-85% of assets in S&P 500 companies [4] - A portfolio based on free cash flow yield outperformed a portfolio based on value factor (determined by price-to-book) between 2000 and June 2024, returning over double the amount [5] ETF Performance & Characteristics - Pacer US Cash Cows ETF (COWZ) selects 100 companies from the Russell 1000 index with the highest free cash flow yield, currently holding approximately $21 billion in assets [7] - VictoryShares Free Cash Flow ETF (VFLO) has gathered over $26 billion in assets year-to-date, totaling $44 billion, due to its consideration of both trailing and forward-looking free cash flow [9] - Invesco NASDAQ Free Cash Flow Achievers ETF (QZ) focuses on technology companies with positive free cash flow in each of the trailing 11 years and year-over-year growth [11] - Invesco product (QZ) has shown the best performance, returning about 19% over the past year, likely due to its focus on technology stocks [15] ETF Methodologies & Holdings - Pacer's COWZ ETF portfolio is heavily weighted in healthcare (20%) and energy (19%), with top holdings including Ford, Exxon Mobil, and Chevron [9] - VictoryShares' VFLO ETF portfolio is heavily weighted in consumer discretionary, with top holdings including Qualcomm, Mercar, and United Health [11] - Invesco's QZ ETF portfolio includes top holdings like Nvidia, Meta, and Broadcom, reflecting its focus on technology companies [12]