$Baidu(BIDU.US)$likely Mag7 have risen so much in the past two months. will Baidu be a 10x or less / more stock nobody knows. looking at its market - mainly in China now.. it has to move faster to integrate n show that it is a new stream of revenue. Any co. on starting line burns lots of money to start a new stream of income. at least Baidu is re-investing its current advertising revenue to the new business segment, not taking money from the market. Robota...
Here are Wednesday’s biggest calls on Wall Street: RBC upgrades Estee Lauder$Estee Lauder(EL.US)$to outperform from sector perform RBC said it sees an attractive risk/reward. “We are upgrading EL shares to Outperform. At this point, we believe EPS and investor sentiment have troughed and believe the risk-to-reward profile skews favorable.” Morgan Stanley reiterates Tesla$Tesla(TSLA.US)$as overweight Morgan Sta...
$Alphabet-C(GOOG.US)$$Microsoft(MSFT.US)$$NVIDIA(NVDA.US)$$Amazon(AMZN.US)$$Broadcom(AVGO.US)$ are you seeing the forest or focusing on the trees? read below: Last night, the Street wanted clarification on when Google's $GOOG capex on AI will have a return on investment. This is a reasonable question considering we are seeing about $12B in capex spend or higher yet only an acceleration of $750...
it has to move faster to integrate n show that it is a new stream of revenue. Any co. on starting line burns lots of money to start a new stream of income. at least Baidu is re-investing its current advertising revenue to the new business segment, not taking money from the market. Robota...
RBC upgrades Estee Lauder $Estee Lauder(EL.US)$ to outperform from sector perform
RBC said it sees an attractive risk/reward.
“We are upgrading EL shares to Outperform. At this point, we believe EPS and investor sentiment have troughed and believe the risk-to-reward profile skews favorable.”
Morgan Stanley reiterates Tesla $Tesla(TSLA.US)$ as overweight
Morgan Sta...
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are you seeing the forest or focusing on the trees?
read below:
Last night, the Street wanted clarification on when Google's $GOOG capex on AI will have a return on investment.
This is a reasonable question considering we are seeing about $12B in capex spend or higher yet only an acceleration of $750...
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