Stock Analysis

  • How to Choose the Right Options Expiration Date: Balancing Time, Cost, and Probability

    Options are powerful tools for traders, but unlike stocks, ETFs, or mutual funds, they come with a ticking clock: an expiration date. Understanding how to choose the right expiration is essential to maximizing potential profit while managing risk. What Is an Expiration Date? An options expiration date is the exact date and time when a… Read more

  • Marvell Technology: A Multi-Year AI and Networking Growth Story Comes Into Sharper Focus

    Marvell Technology: A Multi-Year AI and Networking Growth Story Comes Into Sharper Focus

    Marvell Technology’s long-term positioning in AI compute and high-speed networking appears increasingly solid following a recent management meeting with investors hosted by JPMorgan. Senior leadership reaffirmed that the company’s most important hyperscale engagements remain firmly on track, pushing back against recent market “noise” and reinforcing confidence in Marvell’s multi-year growth trajectory. Hyperscaler XPU Programs Remain… Read more

  • Why Marvell Technology (MRVL) Might Be a Risky Investment in 2025

    Why Marvell Technology (MRVL) Might Be a Risky Investment in 2025

    Market Selloff Despite Strong Results Marvell’s stock collapsed—dropping as much as 19%—following its Q2 FY2026 report. Although revenue rose 58% year-over-year to $2.01 billion and non-GAAP EPS hit a solid $0.67, the weak forward guidance, particularly in its data center segment, spooked investors. While robust in absolute terms, Marvell’s projected ~30% AI-related revenue growth trails… Read more

  • Why Alibaba (BABA) Could Be a Strong Investment in 2025

    Why Alibaba (BABA) Could Be a Strong Investment in 2025

    Alibaba Group Holding Limited (NYSE: BABA) has had a turbulent few years, but recent developments suggest that the e-commerce and cloud giant is regaining momentum. With a strong pivot toward artificial intelligence (AI), improving fundamentals, and an attractive valuation, Alibaba presents a compelling case for long-term investors. Strong Financial Performance and Cloud Momentum Alibaba’s latest… Read more

  • Intel, Government Stake, and Long-Term Investment Outlook

    Intel, Government Stake, and Long-Term Investment Outlook

    CHIPS Act Funding and Proposed U.S. Stake Intel is poised to receive tens of billions under the CHIPS and Science Act, including roughly $7.9 billion in grants and up to $11 billion in loans for new fabs. In exchange, the Commerce Department is reported to be negotiating a roughly 10% equity stake in Intel by converting some… Read more

  • The Walt Disney Company: Navigating Growth Amid Industry Transformation

    The Walt Disney Company: Navigating Growth Amid Industry Transformation

    The Walt Disney Company (NYSE: DIS), a global leader in media and entertainment, continues to navigate a rapidly evolving industry with strategic agility, disciplined cost management, and diversified revenue streams. CFRA’s latest analysis maintains a Buy rating on Disney shares, setting a 12-month target price of $137, reflecting confidence in its ability to execute across… Read more