Key Points Optimus production has started at Fremont, marking a significant milestone. Scaling Optimus manufacturing will be a lengthy, challenging process for Tesla. Initial production will focus on internal use and iterative improvement, not immediate commercial sales. These 10 stocks could mint the next wave of millionaires › Tesla (NASDAQ: TSLA) has stated that 80%…
Key Points When Bank of America chief investment strategist Michael Hartnett pinned the “Magnificent Seven” name on a group of megacap companies back in 2023, those giants were in fact the most dominant tech stocks in the market. In order of their market caps today, they are: Nvidia (NASDAQ: NVDA) Apple (NASDAQ: AAPL) Alphabet (NASDAQ:…
Key Points Berkshire Hathaway’s positions in Apple, American Express, Alphabet, Bank of America, and Coca-Cola make up 60% of its overall stock portfolio. Don’t blame this on Abel, as this high concentration is largely the product of Buffett’s American Express and Coca-Cola investments compounding over the decades. Moreover, downside risk from steep losses in the…
Choppy summer trading is nothing new on Wall Street, so it’s no surprise to seasoned investors that it once again occurred in 2026. However, three strong signals are emerging that the bull market is set to begin its second half advance, including: QQQ Bullish Open/Close Historical Data X user OddStats (@OddStats) just revealed an “odd…
Key Points The “Magnificent Seven” stocks have been the driving force behind the market’s current bull market. Right near the beginning of the bull market in April of 2023, Roundhill Financial launched an exchange-traded fund (ETF) that sought to capitalize on the strength of these seven magnificent megacaps — Nvidia (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT),…
Key Points Space Exploration Technologies CEO Elon Musk has long been known for his war on carbon emissions. In a 2006 blog post for Tesla, he laid out his ultimate aim: “[T]he overarching purpose of Tesla Motors (and the reason I am funding the company) is to help expedite the move from a mine-and-burn hydrocarbon…
Key Points Tesla (NASDAQ: TSLA) is undergoing one of the biggest evolutions in automotive industry history, and you could almost consider it outside of the auto industry looking in at this point. Its vehicles are still selling well, but they’re aging and requiring more margin-eroding incentives, while its capital expenditures are set to explode as…
Key Points Cathie Wood is big on innovation. The CEO of Ark Invest believes disruptive technologies will drive significant productivity gains over the long run, and the companies at the forefront of that will deliver superior stock market returns. It’s no wonder, then, that Wood has a stake in both publicly traded corporations led by…
Key Points Both the CAPE ratio and Buffett indicator suggest the S&P 500 is overvalued. Historically speaking, surging CAPE readings and Buffett indicators have preceded harsh downturns. While the market may be frothy, neither of these valuation tools offer a precise calendar date for a correction. 10 stocks we like better than S&P 500 Index…
Key Points Nvidia is already generating $10 billion in annual physical AI revenue and thinks it could earn 10 times that much a decade from now. Advanced robotics will rely on robust cloud computing infrastructure, making it a big opportunity for Microsoft’s Azure. 10 stocks we like better than Nvidia › Tesla (NASDAQ: TSLA) CEO…