Key Points Donald Trump’s “Liberation Day” tariffs were invalidated by the U.S. Supreme Court in February 2026, triggering the need to refund approximately $166 billion to American businesses. Several of America’s best-known companies have received or expect to collect between $500 million and $2.4 billion in International Emergency Economic Powers Act (IEEPA) tariff refunds. However,…
Key Points The robotaxi industry is currently tiny. But in the coming years, the market should scale significantly in size. Tesla (NASDAQ: TSLA) has quickly emerged as a serious competitor. And looking at various market forecasts, it’s not hard to see why the market is so excited about this opportunity. Goldman Sachs estimates the global…
U.S. Jobs Number Disappoints Friday morning, the Bureau of Labor Statistics (BLS) released the July 2026 Employment Situation Report. Nonfarm payrolls plunged 23,000 versus Wall Street estimates of +80,000. The payroll miss was one of the largest on record and represented a 5-sigma miss. For context, a 5-sigma miss is the equivalent of 1 in…
Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in Coinbase Global Inc (Symbol: COIN), where a total volume of 125,475 contracts has been traded thus far today, a contract volume which is representative of approximately 12.5 million underlying shares (given that every 1 contract represents 100…
David Gardner just floated one of his favorite investing signals on X, and the striking thing is how little it has aged. His idea: When the experts can’t agree on what industry a company belongs to, they may be “looking at tomorrow through yesterday’s taxonomy.” One of my favorite investing signals: If the experts can’t…
Key Points Nvidia and Micron have garnered huge attention in the AI space. But Alphabet is starting to see a massive return on investment. The company is approaching the AI arms race in two ways. 10 stocks we like better than Alphabet › Determining an ultimate winner of the artificial intelligence (AI) arms race isn’t…
Key Points Space Exploration Technologies is Elon Musk’s rocket launch, satellite internet, and artificial intelligence company. SpaceX went public on June 12, and it has already taken investors on a wild ride. SpaceX has a huge opportunity in front of it, but its stock is trading at a sky-high valuation, which could limit its potential…
Key Points Had you invested in an S&P 500 (SNPINDEX: ^GSPC) index fund at the beginning of 2026, you would have had a 9.5% gain during the first half of the year. But had you parked your money in the Vanguard S&P 500 Growth ETF (NYSEMKT: VOOG) instead, you would have gained 11.5% during the…
Key Points Space Exploration Technologies (NASDAQ: SPCX) reported solid Q2 results, but aggressive capex plans and a looming share lock-up expiration sent its shares spiraling. After a strong debut in its June IPO, SpaceX stock has since struggled to find its footing, falling below its IPO price. Let’s take a closer look at its results…
Key Points Netlist secured a narrative-changing legal win against Samsung that opens the door to more licensing fees. Cipher Digital is expanding its gigawatt pipeline while collecting rent from its Black Pearl site. Hut 8 has secured 949 megawatts of contracted IT capacity and continues to obtain more sites. 10 stocks we like better than…