Roku: Amazon And Profits Are Coming
Roku maintains strong execution and a net cash balance sheet, but growth is decelerating faster than expected, tempering my optimism. Management remains confident in secular streaming trends and profitability targets, despite macro headwinds and minimal implied tariff impact on guidance. Valuation is reasonable with high-single-digit growth and long-term margin potential, though multiple expansion is unlikely as growth slows.
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Alphabet Is Building An AI Empire You'll Want To Be In
Alphabet is entering a new era of high-margin growth by integrating Gemini AI into proprietary silicon and edge devices, creating recurring revenue streams. The company's vertical integration, custom TPUs, and expanding ecosystem are locking in partners and driving durable, annuity-like cash flows, especially in robotics and cloud. Despite rising CapEx, regulatory risks, and some product fragmentation, Alphabet's fortress balance sheet and dominant cash engines provide ample runway for continued investment.
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2 Artificial Intelligence (AI) Stocks That Could Be Poised for a Big Second-Half Comeback
The first half of the year has been somewhat of a rollercoaster ride for stocks -- and investors. Though all three major indexes have now crossed into positive territory, that wasn't the story just a few weeks ago.
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ChatGPT picks 2 Warren Buffett stocks to make you a millionaire in 10 years
Warren Buffett, known as the Oracle of Omaha, is one of the most successful investors in history. His value-driven strategy has turned Berkshire Hathaway (NYSE: BRK.A, BRK.B) into a financial powerhouse and inspired investors.
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AAPL Investor Alert: A Securities Fraud Class Action Lawsuit Has Been Filed Against Apple Inc. (AAPL) - Contact Kessler Topaz Meltzer & Check, LLP
RADNOR, Pa., June 29, 2025 (GLOBE NEWSWIRE) -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) informs investors that a securities class action lawsuit has been filed in the United States District Court for the Northern District of California against Apple Inc. (“Apple”) (NASDAQ: AAPL) on behalf of those who purchased or otherwise acquired Apple securities between June 10, 2024, and June 9, 2025, inclusive (the “Class Period”). The lead plaintiff deadline is August 19, 2025.
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41.6% of Billionaire Bill Ackman's Hedge Fund Is Invested in These 3 Unstoppable Companies
Getting investing ideas and inspiration from the most successful money managers on Wall Street isn't a bad approach, but you should still do your due diligence before pressing the buy button. Let's apply that strategy by looking at Pershing Square Capital Management, a hedge fund led by the billionaire Bill Ackman.
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2 Top Buffett Stocks to Buy and Hold for the Long Haul
Warren Buffett, chairman and CEO of Berkshire Hathaway (BRK.A -0.22%) (BRK.B 0.04%) has been managing investments for his company for roughly 60 years. For much of that time, he largely avoided trading in technology stocks, once stating:
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2 Top Buffett Stocks to Buy and Hold for the Long Haul
Warren Buffett, chairman and CEO of Berkshire Hathaway (BRK.A -0.22%) (BRK.B 0.04%) has been managing investments for his company for roughly 60 years. For much of that time, he largely avoided trading in technology stocks, once stating:
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