Key Points The Nasdaq had a particularly difficult time in recent months — some of the world’s biggest artificial intelligence (AI) stocks weigh heavily in the index, and investors were rotating out of those players. The war in Iran created a general environment of uncertainty, and uncertainty often prompts investors to favor stocks seen as…
Key Points Tech is back! After a short period where investors decided to rotate out of technology and growth stocks and into value-oriented names, artificial intelligence (AI) stocks have returned to their rightful leadership positions. Tech continues to reshape the world we live in at a rapidly increasing pace, so it ultimately makes sense that…
Key Points A few weeks back, I was pounding the table about how good a value Nvidia (NASDAQ: NVDA) was. However, the stock has been rising and is now within a few percentage points of hitting a new all-time high. That’s a far cry from the 20% below its all-time high where it was at…
Key Points Tesla beat analysts’ expectations on revenue, earnings, and free cash flow. The company’s Robotaxi fleet has begun operations in Dallas and Houston, joining Austin as the third city with driverless versions. Tesla’s long-term success will ride on its ability to bring robotaxis to the mainstream. These 10 stocks could mint the next wave…
Key Points Billionaire Michael Saylor’s Strategy is the single-biggest Bitcoin owner, with a position valued at $64 billion today. Financial services entities continue to launch new products that give their clients easy access to Bitcoin. At the end of the day, these investors are all after huge returns, something Bitcoin can offer. 10 stocks we…
Key Points Nearly two decades after this product was launched, almost 60% of this company’s revenue still comes from its flagship device. This business faces a long-term risk that a rival will introduce a new hardware product that becomes the default method for consumers to interact with the internet. Unmatched distribution, a powerful ecosystem, and…
Key Points Tesla’s capital expenditures are set to rise significantly in 2026 and over the next few years. Multiple new factories and projects are driving increased spending. Free cash flow may not return until 2028, which could impact near-term cash reserves, but the potential for long-term recurring revenue from robotaxis makes the stock attractive. These…
Key Points Shares of Nvidia have remained cheap for a surprising reason despite the semiconductor giant’s massive growth. High debt levels are likely why CoreWeave shares are cheap, but the price could spike if the company succeeds. 10 stocks we like better than Nvidia › Artificial intelligence (AI) stocks have rallied in recent sessions. As…
Key Points It’s official: SpaceX has filed confidential paperwork with regulators to stage an initial public offering (IPO) later this year. Reports suggest the company will be valued at as much as $1.75 trillion. It’s expected to raise between $50 billion and $75 billion in fresh capital. Surprisingly, SpaceX CEO Elon Musk — who is…
Key Points This may represent the year of the mega-initial public offering (IPO), headlined by Elon Musk’s SpaceX, which is seeking a valuation of up to $2 trillion. Wall Street’s largest IPOs have historically fallen flat after their debuts. Furthermore, SpaceX’s price-to-sales ratio is triggering historic bubble warnings. 10 stocks we like better than S&P…