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Globe and Mail
01-05-2025
- Business
- Globe and Mail
AMD Chips Away at Nvidia's AI Lead as Super Micro Stumbles
AMD stock (AMD) is creeping into territory long ruled by Nvidia (NVDA), and this week's market action hints it's no fluke. As Super Micro Computer's (SMCI) weak outlook spooked investors and Nvidia's momentum wobbled, AMD suddenly found itself in the right place at the right time. Protect Your Portfolio Against Market Uncertainty Super Micro Weakness Shakes Confidence in Nvidia Super Micro Computer, one of the biggest names in AI server hardware, just missed the mark. The company warned investors that revenue would fall short due to 'delayed customer platform decisions,' a nod to hesitations around deploying Nvidia's latest Blackwell chips. These delays are giving customers pause — and for Nvidia, that's bad news. When a major Nvidia-dependent player like Super Micro stumbles, it sends a message. Wall Street read it loud and clear. Nvidia stock slipped 1.7% in early trading. Super Micro dropped more than 3%. Both stocks are still up big this year, but the market is watching for signs the AI frenzy may be slowing — or diversifying. AMD Grabs Attention With Competitive AI Chips Meanwhile, AMD is starting to look like the real alternative. Its MI300X chip — a direct rival to Nvidia's H100 — is gaining ground fast. CEO Lisa Su said earlier this month that demand for the chip has been 'very strong,' and the company has already booked over $3.5 billion in AI accelerator revenue for 2024. According to Wells Fargo, AMD may take share with its more flexible pricing and broader product lineup. They noted that 'AMD is positioned well for enterprise AI buildouts' especially as companies look to diversify beyond Nvidia. Investors Brace for Meta and Microsoft Earnings Now the focus shifts to Meta (META) and Microsoft (MSFT), who both report earnings this week. These companies are two of Nvidia's biggest customers, so any changes to their AI capital spending could tip the scales. If Meta or Microsoft scale back server investments or signal a move toward multiple chip suppliers, AMD could benefit directly. The MI300X might not just be an option — it could become the hedge. Is AMD Stock a Good Buy? Analysts seem cautiously optimistic. On TipRanks, AMD holds a Moderate Buy consensus based on 34 analyst ratings—22 Buys and 12 Holds, with no Sells in sight. The average AMD price target is $139.13, suggesting a potential upside of 48.2% from current levels. The most bullish forecast sees AMD hitting $225, while the lowest sits at $95. That wide range shows there's still plenty of debate over how well AMD can compete in the AI chip race. But for now, Wall Street clearly isn't counting it out. See more AMD analyst ratings Disclaimer & Disclosure Report an Issue This article contains syndicated content. We have not reviewed, approved, or endorsed the content, and may receive compensation for placement of the content on this site. For more information please view the Barchart Disclosure Policy here.
Globe and Mail
28-04-2025
- Business
- Globe and Mail
Most Anticipated Earnings this Week – Week of April 28, 2025
The week ahead holds earnings releases for several market-moving companies, including names such as Amazon, Meta, and Microsoft, which are of particular interest to many investors. Stay Ahead of the Market: Discover outperforming stocks and invest smarter with Top Smart Score Stocks. Filter, analyze, and streamline your search for investment opportunities using Tipranks' Stock Screener. Here is a list of this week's most anticipated earnings. Click on any ticker to further research the stock and determine whether it's a Buy, ahead of its earnings report. Monday, April 28- (DPZ), (WM) Tuesday, April 29 – (PYPL), (SPOT), (V), (PFE), (UPS), (SBUX), (SOFI), (KHC), (SNAP), (KO), (AZN), (FSLR), (MO), (RCL), (MDLZ), (GM), (NVS), (BP) Wednesday, April 30- (CAT), (MSFT), (ETSY), (META), (NCLH), (QCOM), (TDOC), (HOOD), (MGM) Thursday, May 1 – (MA), (AAPL), (MRNA), (AMZN), (MCD), (XYZ), (LLY), (MSTR), (CVS), (ROKU), (TWLO), (RIOT), (ABNB) Friday, May 2 – (XOM), (CVX), (FUBO), (SHEL) Disclaimer & Disclosure Report an Issue This article contains syndicated content. We have not reviewed, approved, or endorsed the content, and may receive compensation for placement of the content on this site. For more information please view the Barchart Disclosure Policy here.
Globe and Mail
17-04-2025
- Automotive
- Globe and Mail
Tesla Faces Harsh Q2 Outlook, Analyst Calls for Aggressive Short
GLJ Research analyst Gordon Johnson is sounding the alarm on Tesla once again. In a new note to investors, Johnson urges an 'aggressive short' on the stock through the second quarter of 2025. His warning centers on what he says is a record-breaking gap between Wall Street's delivery expectations and what he believes Tesla will actually achieve. Stay Ahead of the Market: Discover outperforming stocks and invest smarter with Top Smart Score Stocks. Filter, analyze, and streamline your search for investment opportunities using Tipranks' Stock Screener. Johnson estimates Tesla will deliver around 342,700 vehicles in Q2, nearly 96,000 units fewer than current consensus estimates. He calls this the largest forecast discrepancy he's ever seen, suggesting the stock is set for a serious correction once expectations are revised downward. GLJ Research maintains a Sell rating on Tesla and a strikingly bearish price target of $24.86, far below Tesla's recent share price of $242 (as of writing). Johnson argues that falling deliveries, intense global competition, and declining brand loyalty put pressure on the company. He also says the full impact of CEO Elon Musk's damaged public image won't be fully felt until this quarter. Musk's Politics Becoming a Stock Risk Analysts are growing concerned about Elon Musk's increasing political involvement, which some believe is becoming a business liability. In February, Stifel analyst Stephen Gengaro cut his Tesla price target from $492 to $474 and cited Musk's political activity as a key reason. Gengaro noted that Tesla's net favorability rating fell to just 3%, near an all-time low, and that purchase interest has dropped, especially in key U.S. and European markets. Musk's strong support for former President Trump, combined with controversial public comments, has led to consumer backlash, with some former fans now calling for boycotts. While some analysts remain optimistic about Tesla's long-term tech potential, more are now watching how closely the company's brand and stock are tied to its outspoken CEO. Is Tesla a Buy, Sell, or a Hold? Tesla stock continues to fluctuate and is considered a Hold, based on 39 analysts' ratings. The average price target for TSLA stock is $298.38, suggesting a 23.18% upside potential. See more TSLA analyst ratings Disclaimer & Disclosure Report an Issue This article contains syndicated content. We have not reviewed, approved, or endorsed the content, and may receive compensation for placement of the content on this site. For more information please view the Barchart Disclosure Policy here.
Globe and Mail
10-04-2025
- Business
- Globe and Mail
BCE Inc Stock Outlook: Tariff Risks, Analyst Ratings & Investment Strategy
BCE Inc. (BCE:CA), a leading Canadian telecommunications and media company, is currently navigating a complex international trade environment shaped by recent tariff announcements from the United States, Canada, and China. This article explores how these developments may influence BCE's operations and overall stock outlook. Impact of Recent Tariffs on BCE Inc: The U.S. President announced a 90-day pause on certain reciprocal tariffs, while simultaneously increasing tariffs on Chinese imports. Canada, notably, has been exempted from these reciprocal tariff measures. Given that BCE's primary operations are based in Canada and serve Canadian consumers, the exemption suggests minimal direct impact on its core business. Investing is all about making informed decisions, and now you can do it for less. Get 70% off Stock Target Advisor and start optimizing your portfolio today. Grab your discount now! However, the broader implications of escalating trade tensions, especially between the U.S. and China, could affect global economic sentiment. This, in turn, may influence consumer behavior and capital investment patterns in Canada, indirectly impacting BCE's growth trajectory and financial planning. BCE's reliance on imported technology and equipment, especially for its infrastructure development, could also come under pressure if global supply chains become more costly or disrupted due to broader tariff dynamics. Learn More: How US Tariffs Are Reshaping BlackBerry Ltd's Financial Outlook Stock Target Advisor's Analysis on BCE Inc: As of April 2025, BCE's stock is priced at approximately C$29.59. Analyst consensus rates the stock as a 'Hold,' with an average twelve-month target price of C$38.82, suggesting a potential upside of over 30%. Analyst Ratings Conclusion: BCE Inc. appears to be well-positioned to weather the immediate implications of the newly announced tariff policies, thanks in part to Canada's exemption from the U.S. reciprocal measures. That said, the ripple effects of rising global trade tensions, particularly between major economies like the U.S. and China, may create indirect challenges for BCE in the form of inflationary pressures, supply chain volatility, and shifting consumer sentiment. This article contains syndicated content. We have not reviewed, approved, or endorsed the content, and may receive compensation for placement of the content on this site. For more information please view the Barchart Disclosure Policy here.
Globe and Mail
25-03-2025
- Business
- Globe and Mail
LUNR Earnings: Will Intuitive Machines Turn a Profit Soon?
Intuitive Machines (LUNR) stock rose Monday after the space travel company released its Q4 2024 earnings report. Revenue reported by Intuitive Machines increased 79% year-over-year to $54.7 million. However, that missed Wall Street's Q4 revenue estimate of $55.7 million. Despite the miss, the company noted its backlog was $328.3 million, up 22% from Q4 2023 and a new quarter-end record. Light Up your Portfolio with Spark: Intuitive Machines reported a net loss of $149.92 million in its latest quarter, a negative shift from the $8.43 million in net income reported in the same period of the previous year. Even so, it reported $207.6 million in cash on hand at year's end and a $385 million balance sheet as of March 10. Intuitive Machines CEO Steve Altemus said the company is 'stronger than ever— financially secure, debt-free, and ready to take the next leap.' LUNR stockholders appeared hopeful about the company's future, as shares climbed 2.68% in pre-market trading this morning. That could mark a positive change for the company as its shares were down 60.96% year-to-date. While Altemus may have high hopes for the future, the company's guidance is more mixed. It expects 2025 revenue to range from $250 million to $300 million, well below Wall Street's $342.47 million estimate. It also expects positive run-rate Adjusted EBITDA by the end of 2025 and positive Adjusted EBITDA in 2026. Altemus said Intuitive Machines will use its 'fortress-like balance sheet,' to seek 'the highest-return opportunities, whether that's through internal innovation or strategic acquisitions.' He intends to take the company beyond NASA and cislunar space by serving new customers and markets. Turning to Wall Street, the analysts' consensus rating for Intuitive Machines is Moderate Buy based on four Buy, one Hold, and one Sell ratings over the last three months. With that comes an average price target of $16.33, a high of $22, and a low of $12. This represents a potential 130.32% upside for LUNR stock. These ratings and price targets will likely change as analysts update their coverage after today's earnings. See more LUNR stock analyst ratings Questions or Comments about the article? Write to editor@ This article contains syndicated content. We have not reviewed, approved, or endorsed the content, and may receive compensation for placement of the content on this site. For more information please view the Barchart Disclosure Policy here.
