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In a vacuum, Uber Technologies (UBER) is doing really well, says Andy Swan of LikeFolio. When you zoom out, he says autonomous driving is proving to be a true threat. Andy points to Tesla (TSLA) and Waymo from Alphabet (GOOGL) as key headwinds, while DoorDash (DASH) adds pressure on Uber's food del…
Hugues Meyrath, president and CEO of Quantum Corp. (QMCO), talks about the company's earnings beat and how AI memory demand is behind a 43% year-over-year revenue surge. "There's a huge need of storage across the board," says Hugues, who explains how hyperscaler demand is powering the com…
Charles Schwab's Kevin Horner breaks down key technical levels for the S&P 500 (SPX), Lockheed Martin (LMT) and Lowe’s (LOW). He sees improving setups in LMT and housing-related stocks, with Lowe’s and Home Depot (HD) breaking out of downtrends. ======== Schwab Network ======== Empowering ever…
Bernhard Koepp breaks down the Buffered Bulldog ETF (ACJL), which pairs dominant companies with downside protection. He remains bullish on AI while highlighting Amazon (AMZN), Costco (COST), Meta Platforms (META), AbbVie (ABBV) and other leaders across retail, healthcare and tech. ======== Schwab …
Robert Schein, chief investment officer of Blanke Schein Wealth Management, says Wednesday’s “relief rally” is being supported by earnings growth, with continued AI demand playing an important role in his outlook. Schein conducts “channel checks” across the AI space and says company guidance needs …
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