Google could be the next Kodak—and that’s bad for Alphabet stock, an analyst says. Disruption is always a fear of technology ...

Melius's Ben Reitzes asked Monday whether Google is the next Kodak. "We have focused on 'the simple' with Alphabet since our launch in mid-2023 - and that view is predicated on the view that ...

With the shares down 13% in 2025, investors are looking for fresh updates from the GTC conference to help restart the rally ...

Melius Research analyst Ben Reitzes reiterates a Buy rating and $79 price target on shares of Cisco (CSCO), highlighting three reasons to like ...

P/E ratio dropped on Monday to its lowest level since August 2019.

The semiconductor stock has a forward multiple of price to earnings that's 41% below where it was the day that ChatGPT made its debut in late 2022, noted Melius' Ben Reitzes. That comes against ...

The recent selloff in Apple shares is an opportunity for investors as the tech giant is still seen by some analysts as a safe haven in periods of market volatility.

The stock is trading at its cheapest level since August 2019. Ben Reitzes, managing director at Melius Research, said the valuation dynamic for Nvidia also holds true on a forward P/E ratio ...