Key Points It’s not often that retail investors get to participate in hot initial public offerings (IPOs), but it looks like they will get the opportunity with SpaceX. However, before you go rushing in to buy shares, here’s everything you 100% need to know before you do. How can I get an IPO allocation? This…
ARM: A Licensing Juggernaut ARM Holdings (ARM) is best known for being the architect (designing the instructions) for complex semiconductors used in modern-day electronics such as smartphones and AI infrastructure. The company then licenses the technology to tech giants such as Apple (AAPL) and NVIDIA (NVDA). New Catalyst: ARM Builds In-House Silicon Arm recently unveiled…
Key Points SpaceX has signed a deal to either acquire Cursor for $60 billion or pay the AI coding specialist $10 billion for its services. The deal could be a significant accelerant for SpaceX’s broader AI strategy. SpaceX’s partnership with Cursor could also have implications for Tesla. These 10 stocks could mint the next wave…
Dell Technologies DELL and Apple AAPL are encountering AI at different levels, with DELL focusing on enterprise AI infrastructure and hardware stack, while the latter is heavily focused on on-device AI. Both Dell and Apple are pushing for AI PCs by embedding AI capabilities directly on the device. They are focused on developing better battery…
Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the iShares 0-3 Month Treasury Bond ETF, where 17,500,000 units were destroyed, or a 2.0% decrease week over week. And on a percentage change basis, the ETF with the biggest outflow was…
Tesla TSLA will report its first-quarter 2026 results after market close today. But let’s be honest—the headline numbers, and whether the company beats or misses expectations, don’t matter as much anymore. They’re no longer the primary drivers of the stock’s movement. What actually moves Tesla is its story — the updates, the promises and more…
Key Points The Magnificent Seven have put Wall Street on their proverbial backs and lifted the major stock indexes to new heights. Since members of the Magnificent Seven regularly reinvest their cash flow, it’s the best measure for evaluating relative value in these companies. Two artificial intelligence (AI) powerhouses stand out as amazing values, while…
Key Points SpaceX has confidentially filed for a June 2026 initial public offering at a staggering $2 trillion valuation. Starlink is the real financial engine, generating nearly $12 billion in revenue with EBITDA margins above 60%, while xAI is burning roughly $1 billion per month with minimal revenue. At 125 times 2025 revenue, SpaceX’s valuation…
Key Points Major indexes fell for the second straight day on Tuesday as investors pulled back on news that the Iran-U.S negotiations were not happening as scheduled. The decline offered a reminder that the Iran war situation isn’t resolved and that further gains in the stock market won’t be so easily achieved. Will AI create…
Key Points Beta Technologies is an electric air taxi concept with plans to serve industrial cargoes and medical supplies. The company just raised over $1 billion in an IPO, which it will need because of its heavy cash burn. The early-stage nature of the eVTOL business makes an investment in Beta Technologies risky. 10 stocks…