Ali Merchant's Comment & Analysis
A complete archive of Ali Merchant's articles, including current analysis & comment - Page 2
Oracle (NYSE:ORCL)'s stock has experienced a significant rally of over 50% since its low point in April 2025, reflecting a recovery phase. Despite early concerns related to increased AI investment...
Broadcom (NASDAQ:AVGO) Inc. is likely to show robust growth driven by demand for AI-related hardware. The company is set to report earnings on Thursday after the market closes. Analysts anticipate a...
CrowdStrike (NASDAQ:CRWD) is a beneficiary of higher demand for cybersecurity solutions due to the risk of cyberattacks has increased in recent years. Increased integration of digitalization, and...
Costco (NASDAQ:COST) has been surviving the market turmoil so far and has the benefit of being a discount retailer. The company’s key strength is the customer-focused approach and promoting a...
Salesforce (NYSE:CRM) is set to report its first-quarter earnings on Wednesday afternoon. Analysts anticipate adjusted earnings per share (EPS) of $2.55, reflecting a 4% increase from the previous...
NVIDIA's (NASDAQ:NVDA) Q4 2025 results showed impressive momentum with a 78% year-over-year revenue increase, driven primarily by its data center segment, while maintaining healthy gross margins of...
Snowflake's (NYSE:SNOW) platform strength is demonstrated through its high customer retention rates and ongoing innovation, including the addition of around 400 new product capabilities in the past...
Alibaba (NYSE:BABA) is capitalizing on the increasing demand for AI inference and its early adoption of generative AI across both consumer and enterprise segments. Its cloud division, AliCloud, is...
Wall Street is expecting healthy first-quarter results. All eyes are eager for news about the impact of the trade war on the small-to-medium-sized merchants. A factor to watch is the Q2 2025 guidance...
UBER (NYSE:UBER) news has been flashing in the media this week ahead of the earnings on Wednesday, May 07, premarket. Uber to buy controlling stake in Turkey’s Trendyol GO food delivery business for...