HeyJaredLeo Miller
- Indexed articles, last 90 days
- 17
- Latest publication
- Sep 22, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
- Earliest in this view
- Jul 4, 2026
Latest articles
Broadcom CEO Holds $350B Outlook Strong Amid Calls to Slow Froniter AI Development (opens the original)
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Interested in Broadcom Inc.? Here are five stocks we like better. Anthropic's renewed call to slow frontier AI model development rattled AI-related stocks, with Broadcom falling 4.8% and Astera Labs dropping more than 10%. Broadcom CEO Hock Tan reaffirmed the company's roughly $350 billion two-year AI semiconductor sales outlook despite slowdown concerns, citing durable training and inference demand. Broadcom's key customer relationships with Alphabet, OpenAI, and Anthropic center on inference-o
Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement (opens the original)
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Interested in Meta Platforms, Inc.? Here are five stocks we like better. Meta resolved its youth social media addiction lawsuit by agreeing to pay up to $18 billion over ten years, removing a major overhang on the stock. Morgan Stanley's Brian Nowak compared Meta to Alphabet, suggesting the settlement could free management to accelerate AI product launches and boost long-term earnings. Despite the legal resolution requiring new youth safety limits, analysts remain overwhelmingly bullish, with 38
Meta Platforms Is Set to Steal Google's Advertsing Crown—What It Means for Investors (opens the original)
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Interested in Meta Platforms, Inc.? Here are five stocks we like better. Emarketer projects Meta's advertising revenue will surpass Google's for the first time in 2026, at $243.46 billion versus $239.54 billion. Meta's AI-driven Advantage+ tools and Reels recommendations are boosting engagement and ad targeting, helping it outgrow Google's search and YouTube ad businesses. Meta's ad lead over Google is forecast to widen through 2028, though heavy AI infrastructure spending caused free cash flow
Insider Confidence Is Building in These 3 Very Different Stocks (opens the original)
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Interested in Intel Corporation? Here are five stocks we like better. Intel Chief Executive Lip-Bu Tan bought nearly $10 million of Intel shares after the stock pulled back sharply from its highs. Republic Services has seen heavy buying from Cascade Investment, the Bill Gates-linked vehicle that already owns a large stake in the company. On Holding insiders stepped in after slowing growth and a steep stock decline, but earlier insider buys did not mark the bottom. Insider buying is not a perfect
Berkshire Boosts Its Bet: This AI Hyperscaler Is Now a Top-3 Holding (opens the original)
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Interested in Berkshire Hathaway Inc.? Here are five stocks we like better. Berkshire Hathaway's latest portfolio filing shows a roughly $299 billion equity portfolio following another quarter of notable buying and selling. Alphabet was the standout move, with Berkshire increasing its combined position by more than 80% and making it its third-largest reported holding. Berkshire also increased its exposure to homebuilders while exiting Constellation Brands and sharply reducing several financial,
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