Key Points Berkshire Hathaway’s portfolio remains heavily concentrated in Apple, American Express, and Coca-Cola. All three are wonderful businesses that generate predictable cash flow. However, each brings something different to the table for Berkshire. 10 stocks we like better than Apple › Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) is now nearly four months into the…
Key Points SpaceX aims to raise $75 billion from its IPO and is seeking a valuation of $1.75 trillion to $2 trillion. Retail investor buzz surrounding the SpaceX IPO is off the charts — and rightfully so, with the space economy and artificial intelligence representing some of the largest long-term addressable opportunities. However, retail investors…
Key Points Some electric vehicle (EV) makers have faced obstacles over the past year. In the U.S., regulatory changes have made an impact. But even beyond that, it is an increasingly crowded industry. Further, many consumers remain hesitant to get on the EV bandwagon due to concerns about charging-station availability, among other stumbling blocks. Despite…
Key Points Alphabet invested in SpaceX back in 2015 and reportedly owns a 6% stake in the company. While Alphabet could use the SpaceX IPO to cash out its position, Nvidia may be better suited for long-term gains, given its own relationship with SpaceX. Nvidia develops a host of space exploration tools and services, some…
Key Points Shares of Spotify Technology (NYSE: SPOT) fell on Tuesday after the audio streaming platform issued a tepid profit forecast. Image source: Getty Images. Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both…
Key Points Apple generates consistently higher total revenue, though Microsoft demonstrates a smoother upward trajectory. Apple exhibits recurring quarter-over-quarter volatility, whereas Microsoft shows steady, incremental growth. Investors should watch whether the revenue gap between the two companies widens during seasonal peaks or narrows during quieter periods. 10 stocks we like better than Microsoft › Apple…
Key Points Oracle’s stock dropped amid concerns about its OpenAI partnership. Oracle’s debt and spending raise financial risks. Bond markets are less optimistic than recent stock rallies suggest. 10 stocks we like better than Oracle › Shares in Oracle (NYSE: ORCL) declined by as much a 6.3% in early trading today. The move comes as…
Key Points According to new reports, SpaceX is targeting an initial public offering (IPO) sometime this summer. To my surprise, the company seems willing to allocate a big chunk of the shares it plans to sell to retail investors, potentially giving individuals a chance to invest in SpaceX. Some reports suggest SpaceX is targeting a…
Key Points The “Magnificent Seven” is a group of tech stocks that has led the market over the past few years. It consists of: Nvidia (NASDAQ: NVDA) Apple (NASDAQ: AAPL) Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) Microsoft (NASDAQ: MSFT) Amazon (NASDAQ: AMZN) Meta Platforms (NASDAQ: META) Tesla (NASDAQ: TSLA) These seven stocks have been excellent performers,…
Key Points Investors are always on the lookout for the stock market’s next big growth story. This could happen with a stock that’s already been on the market for a long while — artificial intelligence (AI) giant Nvidia is a great example. The company launched its initial public offering back in 1999, but most of…