Key Points The Tesla (NASDAQ: TSLA) robotaxi rollout has not exactly gone smoothly. Recent reports and user demonstrations have shown some Tesla robotaxis struggling with basic navigation, requiring remote operator intervention — which in two instances led to low-speed crashes in Austin, Texas — and in at least one case taking a dramatically inefficient route…
Key Points Nvidia increased revenue by 85% year over year in its latest quarter. Nvidia is developing its first CPU built specifically for agentic AI. A new $200 billion total addressable market may be unlocked with agentic AI CPUs. 10 stocks we like better than Nvidia › Few companies have an intense spotlight on them…
Key Points On May 20, Nvidia (NASDAQ: NVDA) released its financial results for the first quarter of fiscal year 2027, which ended on April 26. Despite what the market’s reaction suggests — shares were trending slightly down following the chipmaker’s update — Nvidia’s results were strong. The company’s revenue of $81.6 billion soared by 85%…
Key Points The Berkshire Hathaway portfolio received a shake-up in Q1 from new CEO Greg Abel. Chevron and Apple remain top-5 holdings in the Berkshire portfolio. Both are solid buys in May. 10 stocks we like better than Apple › Warren Buffett is no longer running day-to-day operations at Berkshire Hathaway, but he remains on…
Key Points SpaceX will go public soon, and the hype has been building since it filed to go public in early April. Elon Musk’s rocket, satellite, and AI company just released its S-1 prospectus, the detailed report required of companies entering the market. Will AI create the world’s first trillionaire? Our team just released a…
Key Points Nvidia’s fiscal first-quarter revenue rose 85% year over year, reaching a record $81.6 billion. Management also raised the dividend 25-fold and authorized an additional $80 billion in share repurchases. Past post-earnings dips have tended to fade as the business has continued to compound. 10 stocks we like better than Nvidia › Nvidia (NASDAQ:…
Key Points The Vanguard S&P 500 ETF carries an expense ratio of just 0.03%. Top holdings include Nvidia, Apple, Microsoft, Amazon, and Alphabet — the heart of the AI economy. The S&P 500 has delivered roughly 10% annualized total returns over the long run. 10 stocks we like better than Vanguard S&P 500 ETF ›…
Key Points Rivian (NASDAQ: RIVN) is attempting to follow Tesla‘s (NASDAQ: TSLA) path. First, introduce a high-end vehicle; then ramp up production; introduce a mass-market vehicle; and then focus on profitability. Rivian is preparing to introduce a mass-market vehicle in 2026 to attract less-affluent customers to its brand. This could be a big turning point…
Key Points SpaceX, the aerospace and artificial intelligence (AI) company founded by Elon Musk, recently filed its S-1 prospectus ahead of its eagerly anticipated IPO. Let’s review seven of the most important facts and figures from that filing — and if they make SpaceX and IPO to embrace or avoid. 1. SpaceX’s growth is cooling,…
Key Points The Dow Jones Industrial Average hit fresh all-time highs Friday with a 0.9% gain. Secretary of State Marco Rubio signaled progress in peace talks with Iran, easing geopolitical tensions and taking pressure off oil prices. The S&P 500 is on track for its eighth consecutive weekly gain, a winning streak not seen since…