Author: Dan Brown
Here’s our initial take on Roku’s (ROKU -1.17%) first-quarter financial report. Key Metrics Metric Q1 2024 Q1 2025 Change vs. Expectations Revenue $882 million $1,021 million +16% Beat Earnings per share ($0.35) ($0.19) N/A Beat Platform revenue $755 million $881 million +17% n/a Free cash flow $427 million $298 million -30% n/a Platform Growth Roku beat analyst estimates in the first quarter on the strength of its Platform revenue, which includes advertising revenue, streaming services distribution revenue, and licensing fees. Platform revenue rose by 17% to $880.8 million, with a gross margin of 52.7%. Devices revenue jumped by 11% to…
Shares of nuclear power providers Constellation Energy (CEG 7.76%), Vistra Energy (VST 5.86%), and Oklo (OKLO 11.46%) were in rally mode on Thursday, up 8%, 5.8%, and 8.5%, respectively, as of 1:45 p.m. ET. None of these three companies reported earnings or had much in the way of company news today; however, the strong financial results and forward-looking capital spending guidance from AI leaders Microsoft and Meta Platform last night appear to have reassured investors in a big way on the sustainability of AI spending, and therefore future nuclear power demand. Power is still a constraint With the emergence of…
Taiwan Semiconductor Manufacturing (TSM 4.23%) stock is moving higher Thursday in a bullish day for tech sector valuations. The company’s share price was up 4% as of 2 p.m. ET. At the same point in the day, the tech-heavy Nasdaq Composite index was up 1.8%. TSMC stock is jumping today thanks to strong quarterly reports from Microsoft and Meta Platforms. In addition to posting sales and earnings results that beat Wall Street’s expectations, both tech giants gave updates on capital expenditures (capex) that bode well for the artificial intelligence (AI) chip space. Microsoft’s and Meta’s latest quarterly reports signal strong…
Confluent (CFLT -18.52%) stock is getting crushed in Thursday’s trading following the company’s quarterly report yesterday. The company’s share price was down 17.3% as of 12:45 p.m. ET, despite the S&P 500 (^GSPC 0.82%) being up 0.9% and the Nasdaq Composite (^IXIC 1.79%) being up 1.9%. After market close yesterday, Confluent published results yesterday for the first quarter of its 2025 fiscal year, which ended March 31. The company actually reported sales and earnings for the period that came in ahead of Wall Street’s expectations, but investors aren’t happy with management’s forward guidance. Strong Q1 results can’t lift Confluent stock…
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The S&P 500 came close to entering a bear market earlier this year, but ultimately bounced back before that happened. The Nasdaq Composite wasn’t as lucky but it, too, has been rallying recently, and as of Monday’s close, it was around 14% away from its recent high, putting it in correction territory, but no longer down more than 20%, which is when a bear market exists. But the worst is not necessarily over. There’s still plenty of uncertainty ahead, and the risk of a recession remains elevated due to tariffs. Investors shouldn’t be surprised if both the S&P 500 and…
America’s top supermarket chain could continue to outperform the market. Shares of Kroger (KR 1.29%) rallied nearly 30% over the past 12 months as the S&P 500 advanced less than 10%. The largest supermarket operator in America dazzled the market with its robust sales growth, its resistance to macro headwinds, and its effective digital strategies. It also ramped up its buybacks after its planned merger with Albertsons (NYSE: ACI) collapsed. But can Kroger’s stock keep climbing higher over the next 12 months as tariffs, trade wars, and other unpredictable headwinds rattle the economy? Let’s dig deeper to find out. Image…
It’s no secret that President Donald Trump’s trade war is negatively impacting airlines, at least in the near term, but that shouldn’t detract from how attractive stocks like Delta Air Lines (DAL -1.07%) are over the long term. The key reason for this, and why this stock in particular could appreciate substantially in the coming years, comes down to one word: resiliency. Responding responsibly Running an airline is a cyclical business; it always has been and always will be. When the economy is booming, leisure travelers and businesses feel comfortable spending on airline tickets, but when growth slows, they pull…
The recent sell-off in tech stocks is a great opportunity to buy shares of leading artificial intelligence (AI) companies at a discount. The AI market is projected to grow 26% on an annualized basis to reach $1 trillion by 2030, according to Statista. Here are two stocks to gain exposure to this burgeoning market. 1. C3.ai C3.ai (AI -2.27%) builds AI software that helps businesses streamline operations, making faster decisions, and optimize supply chains. The company’s revenue growth accelerated last year. Its strategic partnerships with leading cloud services and long-term growth potential could make it a very rewarding investment. C3.ai…
In what might be one of the most underappreciated technological breakthroughs of our time, Alphabet’s Google DeepMind has accomplished something deceptively difficult — teaching a robot to tie shoelaces. During her highly anticipated annual trends presentation at South by Southwest (SXSW) in Austin, Texas, Amy Webb — founder and CEO of Future Today Strategy Group — highlighted this achievement as a pivotal moment in robotics history. While it might seem mundane compared to flashier AI developments, Webb insists this breakthrough is “hard to overestimate” in its importance and serves as “a huge harbinger of what’s to come.” The challenge of…