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Ryan Vlastelica

Ryan Vlastelica

Fortune

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Amazon allure grows with shares now cheaper than Apple and Walmart

“You’d be hard pressed to look at Amazon’s multiple here and not see it as appealing," said Clayton Allison, portfolio manager at Prime Capital...

26.03.2025 1

Fortune

Ryan Vlastelica

Apple shares are losing haven allure as headwinds deter bulls

The Nasdaq 100 Index is down 7% in 2025, and Apple is responsible for nearly a fifth of that decline, according to data compiled by Bloomberg.

13.03.2025 20

Fortune

Ryan Vlastelica

Nvidia’s shaken aura of invincibility is set for an earnings test

"I'm not overly optimistic this will be the kind of report we’ve seen a lot from Nvidia ... That could lead to a massive selloff.”

27.02.2025 2

Fortune

Ryan Vlastelica

Microsoft cancels leases for AI data centers, analyst says

The move may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen said in a report.

24.02.2025 1

Fortune

Ryan Vlastelica

Nvidia rides fierce Blackwell demand to record stock close

“There had been questions about the impact production delays could have, so these updates are reassuring.”

15.10.2024 20

Fortune

Ryan Vlastelica