HeyJaredSam Quirke
- Indexed articles, last 90 days
- 23
- Latest publication
- Sep 22, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
- Earliest in this view
- Jul 15, 2026
Latest articles
Can Apple Overtake NVIDIA as the World's Most Valuable Company? (opens the original)
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Interested in Apple Inc.? Here are five stocks we like better. Apple's market cap has climbed to about $4.98 trillion, closing in on NVIDIA's roughly $5.50 trillion valuation amid a strong iPhone launch. NVIDIA's stock has stalled since May due to investor caution over AI spending sustainability, export risks, and margins, despite still-strong underlying growth. NVIDIA's revenue is growing more than 80% annually versus Apple's 14%, suggesting any Apple overtake in market cap could prove short-li
Qualcomm’s Discount Could Vanish If Its AI Bet Pays Off (opens the original)
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Interested in Qualcomm Incorporated? Here are five stocks we like better. Qualcomm trades at a price-to-earnings ratio of just 22, well below rivals like NVIDIA, Broadcom, and AMD, despite its ties to the AI boom. Analysts, including Rosenblatt Securities with a $235 price target, see upside from Qualcomm's expansion into AI data centers, automotive chips, and on-device AI processing. Apple's shift to in-house modem chips and a sluggish Android market in China threaten to offset Qualcomm's diver
Cathie Wood Trimmed Palantir, But the Bigger Story Is Still Valuation (opens the original)
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Interested in Palantir Technologies Inc.? Here are five stocks we like better. ARK Invest's roughly $25 million trim of Palantir shares was part of a broader portfolio rotation, not a wholesale exit or a bearish signal. Palantir's August earnings showed U.S. commercial revenue up 149% year over year, raised guidance, and a new $127 million Army contract bolstering its government business. The stock's valuation remains the central risk, making volatility and position sizing important for investor
Docusign’s AI Push Is Giving Investors a Reason to Rethink the Stock (opens the original)
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Interested in Docusign Inc.? Here are five stocks we like better. Docusign beat Q2 FY2027 revenue and profit estimates, with sales up more than 9% year over year and record customer growth above 1.9 million. The company's Intelligent Agreement Management platform now drives over 15% of recurring revenue, a share management expects to reach 19% by year-end. Despite raised guidance and a stock rally exceeding 60%, overall revenue growth remains in the single digits, leaving the AI-driven turnaroun
Palo Alto vs. Zscaler: Which Cybersecurity Stock Looks Stronger After Earnings? (opens the original)
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Interested in Palo Alto Networks, Inc.? Here are five stocks we like better. Palo Alto Networks and Zscaler both beat expectations, but both stocks slipped as investors weighed high expectations and forward guidance. Palo Alto's next-generation security ARR growth and free-cash-flow margin give it an edge over Zscaler in this comparison. Zscaler remains a strong cybersecurity operator, but its slower ARR growth and lower free cash flow margin make Palo Alto look better positioned today. The AI b
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