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By Bay Area Ideas Publication Date: 2026-10-19 22:20:00 Cisco Systems, Inc. looks attractive ahead of Q1: 21% revenue and 33%…

Broadcom: Market Misunderstanding Is Baffling, But Don't Be Fooled

By JR Research Publication Date: 2026-10-18 13:54:00 Broadcom remains a Buy as AI chip demand from OpenAI/Anthropic supports growth; at…

By Mike Zaccardi Publication Date: 2026-10-04 19:14:00 6346560 looks undervalued at sub-15x forward P/E with 20%+ EPS growth; NVDY is…

By Marc Gerstein Publication Date: 2026-08-05 15:38:00 IBM stock dipped on a minor earnings miss, but the weakness looks temporary.

By Ella Chakarian Publication Date: 2026-05-12 20:00:00 During a commencement speech at Carnegie Mellon University, Huang said that now is…

By Mike Allen Publication Date: 2026-05-11 08:50:00 “No generation has entered the world with more powerful tools — or greater…

By Dmytro Lebid Publication Date: 2026-04-17 17:22:00 Microsoft (MSFT) faces a “Sell” call: overvaluation, 30% downside risk, rising AI CapEx,…

By Vladimir Dimitrov Publication Date: 2026-03-22 08:32:00 Microsoft Azure growth remains robust, but there are concerns of margin pressures through…

By Kevin Haynes Publication Date: 2026-03-21 20:50:00 CEO Jensen Huang hails “the new computer”—and “the single most important release of…

By PropNotes Publication Date: 2026-03-11 10:45:00 Microsoft is reasonably priced and could drive mid-20’s annualized returns through the end of…