Veteran analyst resets Big Tech ‘buy’ list for rest of 2025

PepsiCo is showing signs of recovery with better-than-expected third-quarter results, surpassing analysts' sales and profit forecasts. This positive momentum has caught the attention of Wall Street, which is cautiously optimistic about the company's future. As the world's largest food and drink company addresses its previous challenges, it remains to be seen how much this will resonate with shoppers, but the financial performance indicates a promising turnaround.

CoreWeave, once a niche player in the GPU market, made headlines with its ambitious $5 billion IPO, but now it faces significant challenges. After a promising start at $40 per share, the company's stock has struggled, raising concerns among investors and CIOs who had high hopes for its role in the AI boom. This situation highlights the volatility of the tech market and serves as a cautionary tale for companies looking to capitalize on emerging trends.

A group of Gen Z entrepreneurs is pushing the limits of work hours, often clocking in '996' hours, to leverage AI in helping governments improve infrastructure like roads. This intense work ethic reflects their commitment to innovation and growth, but it also raises concerns about burnout. Their approach highlights the evolving landscape of startups and the pressures young founders face in a competitive market.

ICICI Bank's recent ADR earnings report has disappointed investors, as both earnings and revenue fell short of expectations. This news is significant because it reflects challenges the bank may be facing in a competitive market, potentially impacting investor confidence and future growth prospects.

The article explores the significant impact of the AI boom on the US semiconductor and hardware industries over the past two years. It highlights how companies in these sectors have adapted and thrived, benefiting from increased demand for AI technologies. This matters because understanding which players have gained the most can provide insights into future trends and investment opportunities in the tech landscape.

Andrew Ross Sorkin's new book, '1929', revisits the catastrophic Wall Street crash that reshaped the United States and offers insights relevant to today's financial landscape. By examining the chaos and fear of that era, Sorkin aims to draw lessons that can help prevent future economic disasters. This exploration is particularly significant as it encourages readers to reflect on the historical context of financial crises and the importance of understanding past mistakes to safeguard the future.

The article explores the impact of artificial intelligence capital expenditures on the growth trajectory of the US GDP. It highlights how investments in AI technology can potentially drive economic growth by increasing productivity and innovation. Understanding this relationship is crucial for policymakers and businesses as they navigate the evolving economic landscape.

Recent insights from analysts suggest that the current boom in AI spending may not be as significant as it appears. They argue that while investments in artificial intelligence are on the rise, the overall market dynamics and economic factors could temper expectations. This perspective is important as it helps investors and businesses navigate the rapidly evolving tech landscape, ensuring they make informed decisions about where to allocate resources.

Costco has made a notable change for its Executive members by introducing a new, valuable perk that wasn't widely advertised. This shift is significant as Costco rarely alters its benefits, focusing primarily on its merchandise. The addition of this perk not only enhances the membership experience but also reflects Costco's commitment to providing added value to its loyal customers.

Walmart has introduced a cordless stick vacuum priced at just $55, which boasts a performance that many claim lasts longer than its more expensive competitor, Dyson. With over 2,400 shoppers giving it a five-star rating, this vacuum is not only affordable but also highly rated, making it a great option for those looking for quality without breaking the bank.

Tensions have escalated between the U.S. and Colombia after President Trump labeled Colombian President Gustravo Petro a 'drug leader' in a recent social media post. This statement comes on the heels of a U.S. strike that resulted in the deaths of three Colombians, raising concerns about the implications for U.S.-Colombia relations and the ongoing fight against drug trafficking. Such remarks can strain diplomatic ties and complicate cooperation on critical issues.

Jensen Huang, the CEO of Nvidia, expressed deep concern over the company's drastic drop from a 95% market share in China to zero. He emphasized the importance of reconsidering policies that could harm international relations and the tech industry. This situation highlights the potential consequences of restrictive policies on American companies and the broader implications for innovation and competition in the global market.

The opinion piece discusses the implications of increasing deposit insurance, arguing that it could lead to greater moral hazard and increased risk for taxpayers. This matters because it raises concerns about the stability of the banking system and the potential burden on taxpayers if banks take on excessive risks.

Rashee Rice made a remarkable return to the field, leading the Kansas City Chiefs with seven catches in their first game of 2025 against the Las Vegas Raiders. His performance included two touchdowns and a stunning no-look pass, showcasing his skills and contributing to the team's dominant victory. This not only highlights Rice's talent but also sets a promising tone for the Chiefs' season ahead.