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Dell prioritizes AI servers
As the demand to build out infrastructure for artificial intelligence increases, Dell Technologies (NYSE: DELL) is reaping the rewards. Over 50% of the company’s revenue stems from selling its storage and servers to corporations that need the hardware, as more companies are adopting the use of AI to increase the efficiency of their operations. AI […]
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AutoZone finds its comfort zone
Some experts predict this will be the year for value stocks to shine, as economic growth slows. If so, that should be music to the ears of AutoZone (NYSE: AZO), the biggest U.S. auto parts retailer by number of stores – over 7,700. It has solid, but not, spectacular growth, with revenue rising 8.2% in […]
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Ares holds up with the likes of Blackstone, KKR & Co LP
In the alternative asset industry, attention naturally focuses on the biggest players, such as Blackstone (NYSE: BX), KKR & Co LP (NYSE: KKR) and Apollo Global Management (NYSE: APO), who pound out profits. But there are smaller contestants making waves too. One of them is Ares Management (NYSE: ARES), with assets under management of $596 […]
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Archer Daniels Midland: the impact of trade and biofuels policy
Archer Daniels Midland (NYSE: ADM), one of the top four agricultural commodities processors in the world, has a storied history dating back to 1902. Its near-term outlook appears to be up in the air, dependent on U.S. trade and biofuels policy. (The other three top companies are Cargill, Bunge (NYSE: BG) and Louis Dreyfus). Archer […]
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Plastic packaging producer Amcor may be poised for rebound
If you’re familiar with “The Graduate”, a classic 1967 coming-of-age film starring Dustin Hoffman, you may recall that his character is told to pursue a career in plastics. “There’s a great future in plastics,” a friend of the character’s parents explains. If you think plastics are still the thing, you might want to have a […]
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Micron places confidence in its memory chips
Micron Technology (NASDAQ: MU) is counting on the sales of its memory chips to continue to grow exponentially as demand rises, especially in industries such as artificial intelligence that are building up their infrastructure needs. The chipmaker, which also makes solid-state storage chips and is the fifth-largest producer globally, estimated that its revenue will more […]
