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Nasdaq AMZN Amazon

3 Top Trends to Invest $1,000 in Right Now

2 years 11 months ago
Artificial intelligence (AI) is dominating the conversation in tech stocks this year, but other secular trends are just as important. Some trends last, others don't. So it's important to distinguish between a legitimate secular movement with the potential for life-changing long-t
The Motley Fool

Should You Buy Amazon ETFs Ahead of Q3 Earnings?

2 years 11 months ago
Amazon AMZN is set to release third-quarter 2023 results on Oct 26, after market close. Being a market leader in e-commerce, it is worth taking a look at the company’s fundamentals ahead of its results (see: all the Consumer Discr
Zacks

iShares Core S&P 500 ETF Experiences Big Inflow

2 years 11 months ago
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Core S&P 500 ETF (Symbol: IVV) where we have detected an approximate $2.5 billion dollar inflow -- that's a 0.7% increase week over week
BNK Invest

2 Stocks That Could Sabotage Your Portfolio

2 years 11 months ago
Let's be honest: Not all investments turn out to be winners. It's simply a fact that some promising stocks will turn into lemons. And it's why investing in 25 or more companies is so important -- it helps spread your risk by diversifying your portfolio.
The Motley Fool

AMZN Factor-Based Stock Analysis

2 years 11 months ago
Below is Validea's guru fundamental report for AMAZON.COM, INC. (AMZN). Of the 22 guru strategies we follow, AMZN rates highest using our P/B Growth Investor model based on the published strategy of Partha Mohanram. This growth model looks for low book-to-market stocks that exhi
Validea

3 No-Brainer Warren Buffett Stocks to Buy Right Now

2 years 11 months ago
Warren Buffett's investing prowess is legendary. After all, he's not called the Oracle of Omaha for nothing. If you're seeking stocks to buy, looking at Berkshire Hathaway's current holdings provides a good starting place. Of course, even Buffett makes mistakes. Hence, you have t
The Motley Fool

Microsoft (NASDAQ:MSFT) vs. Google: Who Has the Upper Hand in Cloud Space?

2 years 11 months ago
Tech titans Microsoft ( NASDAQ:MSFT ) and Alphabet ( NASDAQ:GOOGL ) reported their quarterly financial numbers on Tuesday. Thanks to the  AI (Artificial Intelligence) boost, Microsoft impressed investors with its performance in the cloud segment. However, Google’s AI initiatives are yet to provide a meaningful push to its cloud revenues, as the segment disappointed with its Q3 performance. While MSFT edged past Google with its growth rate, one quarter’s performance is insufficient to judge which company has the upper hand in the cloud space.  Interestingly, it's not Microsoft or Google, but according to  Robert W. Baird analyst Colin Sebastian, Amazon ( NASDAQ:AMZN ) stands out as the top player in the Cloud segment. In a note to investors dated October 24, Baird analyst highlighted that Amazon’s AWS (Amazon Web Services) remains the largest cloud provider. Notably, AMZN is scheduled to report its  Q3 earnings on October 26, and the analyst expects the AWS segment to register an increase of about 13% year-over-year, reflecting a slight improvement in growth rate on a sequential basis.  Coming back to Microsoft and Google, these companies are aggressively investing to scale their AI infrastructure and incorporate AI into their cloud products and segments. With this backdrop, let’s look at what the Street recommends for MSFT and GOOGL stocks.  What is the Forecast for Microsoft Stock? Microsoft dedicated $11.2 billion to capital expenditure to grow its AI infrastructure and support cloud demand in the first quarter of Fiscal 2024. Moreover, Microsoft expects capital expenditure to increase sequentially, reflecting increased investments in the cloud and AI infrastructure.  Thanks to the increased investments and incorporation of AI, MSFT’s management expects Azure (its cloud platform) to deliver revenue growth of 26% to 27% in constant currency in Q2 FY24. Moreover, the Intelligent Cloud segment’s top line is projected to gain from increased GPU capacity and better-than-expected GPU utilization of MSFT’s AI services.  Given the lift from AI and strength in its Cloud business, Wall Street analysts maintain a bullish outlook on MSFT stock. With 32 Buys and four Holds, Microsoft stock has a Strong Buy consensus rating. Further, the  average MSFT stock price target of $401.19 implies 21.38% upside potential from current levels. What is the Prediction for Alphabet Stock? While AI is helping Microsoft offset the negative impact of spending optimization by enterprises, Alphabet’s cloud division has yet to recognize any such benefits. Nonetheless, the company is investing in its cloud platform to drive customer engagement and is integrating AI across its cloud products and services, which will lift the segment’s revenue.   Further, Google offers a unified platform to analyze structured and unstructured data and advanced AI-optimized infrastructure, which is driving more customers to its platform. Like MSFT, Alphabet plans to grow its investments to bring generative AI capabilities into its products and capitalize on the opportunities ahead.  In addition to the growth prospects in the cloud segment, the strength in the Search business and an expected reacceleration in ad spending augur well for the company. GOOGL stock sports a Strong Buy consensus rating, reflecting 28 Buys and five Holds. Further, the  average GOOGL stock price target of $152.37 implies 9.77% upside potential from current levels. Bottom Line  Microsoft’s performance in the cloud segment was impressive in the most recent quarter, as the company is reaping the rewards of its AI initiatives. Meanwhile, Google's AI initiatives have yet to substantially boost its cloud revenue, but its ongoing investments and expanding AI capabilities bode well for its long-term growth.  Both MSFT and GOOGL stocks enjoy a Strong Buy consensus rating from analysts. Thus, drawing conclusions about which company has a competitive edge in the cloud space based on just one quarter's performance will be premature. That said, analysts’ average price target indicates that MSFT offers a higher upside potential from current levels. Disclosure
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