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When not to buy the dip on AI, software stocks: Strategist
Laffer Tengler Investments CEO and CIO Nancy Tengler comes on Market Catalysts to share her perspective on AI and software stocks currently trading at a discount as investors "return to [the] fundamentals." To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
Foxconn bets the whole of 2026 on AI servers, even as profits slip
For the first time, the world's largest contract electronics maker has issued a full-year revenue outlook, and the message is unambiguous: the AI infrastructure boom has years to run. Bury the profit miss. The more consequential number out of Foxconn on Monday is the one the company has never...
AI to drive growth despite geopolitics, Taiwan's Foxconn says
Taiwanese tech giant Foxconn on Monday said it expected the booming market for artificial intelligence servers to drive growth this year, despite volatility caused by global conflict."However, driven by the strong growth of AI servers, I believe 2026 will still be a very good year, and we expect to see robust growth."
Foxconn's profit lags estimates as it forecasts strong revenue growth
Taiwan's Foxconn, the world's largest contract electronics maker, said on Monday it expected strong revenue growth in the first quarter and the whole of this year, even as it posted a fall of 2% in quarterly profit, lagging estimates. The technology giant, Nvidia's biggest server maker and Apple's top iPhone assembler, blamed a rise in its tax rate for the drop, which came despite robust global demand for AI products and a jump of 22% in fourth-quarter revenue. Foxconn's guidance for both first quarter and full year revenue are for "strong growth", the highest outlook it can give, as the company does not provide a numeric outlook.
Why surging oil prices should matter even if you own Apple, Nvidia, and Microsoft
Connecting the dots on oil prices will serve you well.