Dell Earnings: AI Flywheel Spreading Across Portfolio
We’ve raised our fair value estimate of Dell stock.
Artificial Intelligence
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After Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued?
With a showstopper revenue forecast, here’s what we thought of Nvidia’s earnings report.
Broadcom Earnings: Bullish 2028 Outlook
We think Broadcom stock is significantly undervalued.
Palo Alto Earnings: Robust AI-Induced Cyber Demand Propels Top Line
We’ve raised our fair value estimate of Palo Alto stock.
MongoDB Earnings: High Expectations Around AI-Led Growth Overshadow Solid Quarterly Results
We’ve raised our fair value estimate of MongoDB stock.
Tech and Small Value Are This Year’s Odd Couple
Cats and dogs living together.
How Anthropic Makes Money—and What Investors Should Know Ahead of Its IPO Filing
Part one of a two-part Q&A with PitchBook senior analyst Harrison Rolfes on Anthropic’s business model and why it needs to grow margins, fast.
Markets Brief: Value ETFs Making a Big Tech Bet, Nvidia’s Dealmaking, and the Cybersecurity Stock Outlook
The ripples from the AI stock boom are even showing up in value-stock ETFs.
Marvell Earnings: Blistering Growth
We’ve raised our fair value estimate for Marvell stock.
Salesforce Earnings: Strong Bookings, Second-Half Reacceleration, Positive Anthropic Announcement
We were pleased to see Salesforce stock bounce materially after this quarter’s results.
Veeva Earnings: Customer Wins and AI Progress Fuel Momentum
Veeva puts aside the artificial intelligence-concerned naysayers and touts continued business strength.
Nvidia Earnings: Raising Fair Value as AI Buildouts are Accelerating
The showstopper, in our view, was Nvidia’s stunning forecast of 70% revenue growth next year.
Why Bond Yields Are Rising—and Might Keep Heading Higher
Major bond markets are under pressure thanks to massive AI debt sales, fiscal woes, and inflation concerns.
Sandisk: We Retain Skepticism on Longer-Term Targets
We expect commodity supply/demand market dynamics to keep creating volatile cycles.
Broadcom: Multisourcing Doesn’t Erode Massive Growth and a Buying Opportunity
The market is pessimistic about Broadcom amid Google’s multisourcing, and we disagree.
Analog Devices Earnings: Raising Fair Value Estimate with AI Strength
We think ADI’s high-quality analog business is well positioned to prosper in AI.
Marvell: With Google Chip Deal, Firm Landing the White Whale
We’ve raised our fair value estimate of Marvell stock.
Going Into Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued?
We’re expecting another beat-and-raise quarter, while watching the roadmap and discussions of its financing and partnership deals.
Markets Brief: The ‘Not Dead Yet’ Software Stock Rally, What to Watch in Retail Earnings, and How Much Inflation AI Could Be Causing
As software stocks bounce, the narrative that AI will kill software businesses seems to be fading.
Applied Materials Earnings: Momentum Continues as AI Equipment Demand Keeps Accelerating
Positive guidance from peers and Applied indicates that industry demand remains healthy.
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