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Carnival (CCL) and General Mills (GIS): 7/22/25 Bull & Bear
[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
[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
[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
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
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
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
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
[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. ...
Why Free Cash Flow Drives Superior Returns
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]