Good news for TSM, but bad news for other AI stocks?

Good news for TSM, but bad news for other AI stocks?

February 10, 2026 | Daily JAM, TSM | 1 comment

Taiwan Semiconductor Manufacturing (TSM) reported that January sales grew at their fastest clip in months. The contract chipmaker for Nvidia, Apple, and virtually every AI company reported a 37% rise in January revenue to $12.7 billion, above the 30% revenue growth the company projects for the full year. Those results confirm the company’s decision to budget as much as $56 billion in capital spending this year, which would be up 25% from 2025. The ADRs rose 1.83% today, Tuesday, February 10, to close at $361.91. For investors, the question is what next. The Wall Street consensus target is $392–410, implying a low‑ to mid‑teens upside from the current price. Is that enough reason to hold onto the shares? Is there a reason to buy even more?

Good or bad news? AI spending boom continues this quarter

Good or bad news? AI spending boom continues this quarter

November 2, 2025 | AMZN, Daily JAM, GOOG, Jubak Picks, Mid Term, MSFT, Short Term, Top 50 Stocks | 0 comments

No slowdown on plans for AI capital spending in earnings results this past week from Big Tech. Alphabet/Google (GOOG) said it was increasing what it planned to spend on A.I. data center projects this year by $6 billion, after spending nearly $64 billion over the past nine months. Microsoft (MSFT) said it had spent $35 billion in its latest quarter, $5 billion more than it had told investors to expect just a few months ago.
Amazon (AMZN) said it would be “very aggressive” in adding more data centers and would spend $125 billion this year-— and even more next year. Meta Platforms (META) raised its spending forecast to at least $70 billion by the end of the year, which would be nearly double what it spent last year. The stock market reaction wasn’t unalloyed joy. Investors seemed generally positive on spending plans from Alphabet, Microsoft, and Amazon. And skeptical of Meta’s strategy and spending.

Nvidia blows past Wall Street earnings expectations

Nvidia drops 3.03% after earnings as market decides 56% data center growth isn’t good enough

August 27, 2025 | Daily JAM, Long Term, Morning Briefing, NVDA, Top 50 Stocks | 4 comments

Nvidia’s basic problem is that investor expectations are so high that the company struggles to meet them. In the quarter ended on July 27, results released today after the close of trading, Nvidia said it earned an adjusted $1.05 per share on $46.74 billion in revenue. Which disappointed the market. The stock fell 3.03% in after-hours trading.

Nvidia blows past Wall Street earnings expectations

Saturday Night Quarterback says (on a Sunday), For the week ahead expect…

May 25, 2025 | Daily JAM, Morning Briefing, Short Term, Top 50 Stocks | 0 comments

The most important event of the short week ahead will be Nvidia’S (NVDA) report–after the market close on Wednesday, May 28, of earnings for the fiscal first quarter of 2026 that ended in April 2025.
Expect volatility. Both in Nvidia’s results and in the market where the numbers are likely to move stocks in the tech sector. Going into the report even analyst consensus estimates were volatIle with Zacks Investment Research putting the consensus estimate at 80 cents a share. Matching the higher consensus would mean year over year earnings growth of 44%. Revenue is projected at $43.4 billion. That would be 66% growth year over year.

AMD’s drop on huge revenue growth exemplifies risks in the tech sector

February 5, 2025 | AMD, Daily JAM, INTC, NVDA, Top 50 Stocks | 0 comments

Yesterday, February 4, after the close of trading Advanced Micro Devices (AMD) reported record revenue growth for the fourth quarter. The chipmaker even reported growth in market share at the expense of rival Intel (INTC).
Yet in after-hours reading the stock dropped 8.80%. Today’s regular session confirmed the tumble with a 6.27% tumble. The problem for AMD, revenue growth in the company’s data center unit, which competes in the market for AI chips with Nvidia (NVDA) revenue slowed. The problem for the tech sector as a whole, and especially AI stocks, is that the dip in the growth rate for data center revenue was to a “disappointing” 69% rate. That’s only disappointing in comparison to the a year-over-year growth rate of of 122% that the company reported for the third quarter of 2024. This raises the important question for AI and tech stocks: Are current valuations for the stocks predicated on unachievable exceptions for extraordinarily high growth rates for unrealistically long time periods?

Pick #7 CNH Industrial for my Special Report “10 new stock ideas for an old rally”

Pick #7 CNH Industrial for my Special Report “10 new stock ideas for an old rally”

November 4, 2024 | CNH, Daily JAM, DE, Jubak Picks, Morning Briefing, Stock Alerts, Top 50 Stocks | 3 comments

Today I added CNH Industrial (CNH) as Pick #7 for my Special Report “10 new stock ideas for an old rally.” I also added the stock to my Jubak Picks Portfolio. Here’s what I wrote:
I like farm equipment maker CNH Industrial for the same reason I own Deere (DE) in my long-term 50 Stocks Portfolio. In the long term the world’s farmers are facing a huge challenge: produce more food as an increasingly chaotic climate makes growing stuff harder and harder. One important piece of the solution is a new generation of intelligent farm equipment that uses artificial intelligence to guide everything from when to plant to when to fertilize. At the moment, though, I like CNH more on price. CNH, the #2 farm equipment maker, is invitingly attractive because it is so cheap, absolutely and in comparison to Deere.