Sneha is a seasoned equity analyst with more than 15 years of experience. She began her career as an equity research analyst at Zacks Investment Research. Sneha’s work has also been published on several investing websites, including Market Realist and The Motley Fool. Sneha has a passion for investing and focuses on identifying winning long-term stock picks.
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Amazon is well-positioned heading into its Q4 earnings release, supported by accelerating growth in its cloud division and rising advertising revenue.
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Broadcom is witnessing solid AI-driven tailwinds, but margin concerns have weighed on AVGO stock.
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Palantir is set to deliver strong financial numbers in Q4 as demand for its AIP is accelerating.
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Wall Street analysts are still taking a cautious stance on SOFI stock, maintaining a “Hold” consensus rating even after the company’s latest earnings report.
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AMD’s EPYC processors are gaining traction in data centers, while its Instinct GPUs are benefiting from the accelerating AI demand.
While SoFi’s share price has retreated ahead of its Q4 earnings report, the company continues to execute well, delivering robust revenue growth.
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Micron has entered a multi-year earnings expansion cycle driven by AI-related demand.
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Alphabet’s AI-driven strategy is strengthening its competitive position across multiple businesses.
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Other players in the AI sector are currently outperforming Palantir’s 2025 returns while trading at far more compelling valuation multiples.
Broadcom is witnessing solid demand for its custom AI chips. However, the main caution for investors is valuation.
