Remember Eastman Kodak.”Most investors would prefer to forget it. Kodak and its film dominated photography until the ...
The technology sector is disruptive and driven by innovation. This means that a market leader today may become irrelevant ...
Google’s management is upbeat about its ability to thrive in the AI era. But one analyst sees concerning signs in how young ...
With the shares down 13% in 2025, investors are looking for fresh updates from the GTC conference to help restart the rally ...
P/E ratio dropped on Monday to its lowest level since August 2019.
Melius Research analyst Ben Reitzes reiterates a Buy rating and $79 price target on shares of Cisco (CSCO), highlighting three reasons to like ...
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 ...
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 ...