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Buy, Hold, or Sell: Bloom Energy Stock Ripped Past $345 to an All-Time High. Is This AI Energy Play a Dangerous Value Trap?
24/7 Wall St.61d agobullish
Buy, Hold, or Sell: Bloom Energy Stock Ripped Past $345 to an All-Time High. Is This AI Energy Play a Dangerous Value Trap?

Bloom Energy (NYSE:BE) at $345.85 looks priced for perfection. The fuel cell maker has become the market’s favorite proxy for the AI data center power crunch, and that narrative has stretched valuation past the point where even flawless execution can justify the price. Bloom builds solid oxide fuel cell systems that generate on-site power for ... Buy, Hold, or Sell: Bloom Energy Stock Ripped Past $345 to an All-Time High. Is This AI Energy Play a Dangerous Value Trap?

Forget Palantir: This Enterprise Software Fortress Is a No-Brainer Buy
24/7 Wall St.61d agobullish
Forget Palantir: This Enterprise Software Fortress Is a No-Brainer Buy

Everyone is still piling into Palantir Technologies (NASDAQ:PLTR) after another blowout earnings report, with U.S. commercial revenue exploding 133% year over year and CEO Alex Karp bragging about a Rule of 40 score of 145%. But here’s what you should actually be watching. The Palantir Trade Is Already Priced for Three Perfect Years Palantir is ... Forget Palantir: This Enterprise Software Fortress Is a No-Brainer Buy

Investing.com61d agobullish
Morgan Stanley upgrades CDW on stronger AI-driven server demand

Investing.com -- Morgan Stanley upgraded CDW Corporation to Overweight and raised price targets across several IT hardware names, arguing that enterprise server demand is proving far more resilient than expected as companies accelerate investments in AI infrastructure and data center modernization.

3 Reasons CMCO is Risky and 1 Stock to Buy Instead
StockStory61d agobullish
3 Reasons CMCO is Risky and 1 Stock to Buy Instead

Over the past six months, Columbus McKinnon’s shares (currently trading at $14.54) have posted a disappointing 17.3% loss, well below the S&P 500’s 8.5% gain. This was partly due to its softer quarterly results and might have investors contemplating their next move.

Is Boston Scientific (BSX) a Buy as Wall Street Analysts Look Optimistic?
Zacks61d agobullish
Is Boston Scientific (BSX) a Buy as Wall Street Analysts Look Optimistic?

According to the average brokerage recommendation (ABR), one should invest in Boston Scientific (BSX). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

3 Reasons SDRL is Risky and 1 Stock to Buy Instead
StockStory61d agobullish
3 Reasons SDRL is Risky and 1 Stock to Buy Instead

Over the past six months, Seadrill has been a great trade, beating the S&P 500 by 13%. Its stock price has climbed to $39.86, representing a healthy 21.6% increase. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

UBS sees AI FOMO fuelling US share rally
Proactive61d agobullish
UBS sees AI FOMO fuelling US share rally

UBS has said US investors' fear of missing out on a bull market rally has been the key recent driver of market gains, particularly for artificial intelligence stocks. The wealth management arm of the Swiss bank pointed to clear signs of that anxiety among retail investors. It noted that a...

2 Reasons to Avoid DFIN and 1 Stock to Buy Instead
StockStory61d agobullish
2 Reasons to Avoid DFIN and 1 Stock to Buy Instead

Over the last six months, Donnelley Financial Solutions’s shares have sunk to $38.47, producing a disappointing 17% loss - a stark contrast to the S&P 500’s 8.5% gain. This may have investors wondering how to approach the situation.