Key Points Philippe Laffont founded the hedge fund Coatue Management. Coatue’s largest positions are in leading artificial intelligence (AI) stocks. Last quarter, Coatue trimmed its exposure to Nvidia and rotated profits into Alphabet stock. 10 stocks we like better than Alphabet › About halfway through every quarter, any institutional investment fund that manages more than…
Key Points In these polarized times, Elon Musk’s vocal political activity risked alienating millions of potential customers in a niche of the consumer discretionary sector. 2024 marked Tesla’s first fall in car sales in 12 years. Musk’s political activity likely hurt the company, but Tesla faces bigger questions in 2026 and beyond. These 10 stocks…
Key Points Oracle’s cloud infrastructure revenue is surging, fueled by soaring demand for AI computing. Massive data-center spending is weighing on free cash flow and adding leverage to the balance sheet. The stock’s valuation may not be cheap enough yet to fully price in the risks. 10 stocks we like better than Oracle › If…
Key Points By disrupting the massive global automobile industry, Tesla (NASDAQ: TSLA) became one of the best performing stocks on the market. Shares have rocketed higher over the past decade. And they currently trade at record levels. More recently, though, shareholders have dealt with a different reality. If you had invested $1,000 in Tesla shares…
Key Points Nvidia continues to grow rapidly, thanks to its leadership in artificial intelligence (AI) data center chips. Alphabet has a full AI stack, and could now add its TPU chips to the equation. Both look like long-term winners, though the better buy could depend on the investor. 10 stocks we like better than Nvidia…
Key Points Berkshire Hathaway hasn’t paid a dividend since 1967. The company has a record cash position. With interest rates falling and Buffett retiring as CEO, 2026 could be the year it starts paying dividends again. 10 stocks we like better than Berkshire Hathaway › Warren Buffett’s company, Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B), reminds me…
Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the iShares Core S&P 500 ETF, where 69,550,000 units were destroyed, or a 6.6% decrease week over week. Among the largest underlying components of IVV, in morning trading today Nvidia is up…
Ford Motor Company F has unveiled a set of initiatives aimed at strengthening its Ford+ strategy by reallocating capital toward higher-return areas that align with customer demand and support long-term profitable growth. One of the key elements of this shift is the creation of a new battery energy storage business targeting fast-expanding markets, such as…
Key Points The decline in Tesla’s EV sales is a story of declining Model Y sales, at least in the U.S. A new affordable Model Y will help, as will lower interest rates and a successful robotaxi rollout. Everything depends on Tesla’s regulatory approval of its unsupervised full self-driving solution and its robotaxi business. These…
Key Points Ford Motor Company (NYSE: F) recently announced a whopping $19.5 billion charge on its electric vehicle (EV) related assets, including $5.5 billion in “cash effects with the majority paid in 2026 and the remainder in 2027.” In addition, the company reduced its focus on EV programs to concentrate on its investment in a…