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Teradyne (TER) Soars 18.8% on Bullish Outlook
We recently published . Teradyne, Inc. (NASDAQ:TER) is one of the best-performing stocks on Wednesday. Teradyne saw its share prices jump by 18.88 percent on Wednesday to close at $107.65 apiece as investors took path from an investment firm's bullish outlook for the company. In a market note, Cantor Fitzgerald maintained its 'overweight' rating for Teradyne, Inc. (NASDAQ:TER) with a price target of $105, marking a 15.9-percent upside from its $90.55 closing price on Tuesday. Copyright: microolga / 123RF Stock Photo According to the investment firm, Teradyne, Inc. (NASDAQ:TER) could benefit from the strong demand in AI-related semiconductor test markets, including compute, networking, and memory segments. In other news, Teradyne, Inc. (NASDAQ:TER) announced dismal earnings performance in the second quarter of the year, with net income diving by 58 percent to $78 million from $186 million in the same period last year. Net revenues also declined by 10 percent to $651.2 million from $729.9 million. For the six-month period, net income dwindled by 29.2 percent to $177 million from $250 million, while revenues ended flat at $1.3 billion. While we acknowledge the potential of TER as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . Sign in to access your portfolio
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Amazon Warns AI Capacity Limits, Stock Retreats
Amazon (NASDAQ:AMZN) slid after its earnings call because Andy Jassy was blunt: AI demand is real, but the company can't just snap its fingers and supply enough capacity. Electricity and chip shortages are the choke points, and he said it will take several quarters to work through it, even if things slowly improve each period. Warning! GuruFocus has detected 5 Warning Signs with NVDA. He pushed back on the idea Amazon is losing the AI race and leaned into the spend$31.4Billion of AI-heavy capex in Q2 is the kind of run rate the back half is built on, with more going into chips, data centers and power. Tariffs haven't bitten yet in H1, he said, but who ends up paying higher U.S. rates later is still unclear. That caution rubbed some investors the wrong way. Lucas Ma of Envision Research warned the heavy investment and mounting competition from GOOG (NASDAQ:GOOG) and META (NASDAQ:META) could squeeze free cash flow, making capital allocation riskier if the AI arms race keeps accelerating. Amazon is chasing a big AI opportunity while bumping up against real limits, so growth hinges on execution and capital discipline. The next signs to watch are whether capacity actually ramps as promised and whether margin or cash flow pressure shows up once tariffs shift. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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Why AES Stock Popped Today
Key Points Electric utility AES beat on earnings but missed on sales last night. The electric utility reported positive adjusted profits -- but a GAAP loss for Q2. AES pays a great dividend and will probably grow fast enough to justify its share price. 10 stocks we like better than The AES Corporation › Electric utility stock The AES Corporation (NYSE: AES) is continuing to bob and weave, eluding the market downturn that's hit so many other stocks today. And what is AES's secret? Earnings. AES beat forecast earnings last night, earning $0.51 per share instead of the forecast $0.40 (although it missed on revenue, which was only $2.9 billion). Shares of AES were up more than 6% at one point today, and they're hanging on to a slim 1.2% gain as of 1:55 p.m. ET. AES Q2 earnings Not all the news is good, however, and there may be reasons for AES to continue retreating -- beyond the obvious: "Trump raised tariffs again." Digging into the report, it turns out that while AES delivered better-than-expected adjusted (i.e., non-GAAP) earnings, its results according to generally accepted accounting principles showed a $0.15-per-share loss. Management blamed the bulk of the loss on "sales type leases at AES Clean Energy Development." The company also noted that everything from "lower margins from the Energy Infrastructure Strategic Business Unit" to "monetization of the Warrior Run coal plant PPA" weighed on results. The short answer, though, is that AES lost money in the quarter. That's not good news. Should you buy AES stock? Also less than good is the fact that AES couched its forward guidance in similarly flexible "adjusted earnings" terms. AES says it will probably earn $2.10 to $2.26 this year. Analysts polled by S&P Global Market Intelligence, however, think that will translate into no more than $1.69 per share in GAAP earnings. Still, with AES stock costing only $13 today, that works out to a P/E ratio of less than 8. For a 5.4% dividend payer with a projected 8% long-term growth rate, that's probably cheap enough to buy. Should you buy stock in The AES Corporation right now? Before you buy stock in The AES Corporation, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and The AES Corporation wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $625,254!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,090,257!* Now, it's worth noting Stock Advisor's total average return is 1,036% — a market-crushing outperformance compared to 181% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 29, 2025 Rich Smith has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Why AES Stock Popped Today was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
