Why Tesla Stock Surged 18% in August — and Why the Robotaxi Story Is Just Getting Started

Key Points Market sentiment shifted from robotaxi fleet size and cities toward software development and miles driven under unsupervised robotaxi. Expectations have now been reset, and positive developments in robotaxi are likely to be better received. These 10 stocks could mint the next wave of millionaires › Shares in Tesla (NASDAQ: TSLA) rose by 18.2%…

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Micron Technology Stock Has Stumbled, but Here’s Why I’m Not Buying the Dip

Key Points Micron Technology is a leading supplier of high-bandwidth memory for AI workloads. Memory prices are skyrocketing because of a severe supply-demand imbalance. Micron stock looks cheap by one traditional valuation metric, but that doesn’t necessarily mean it will move higher. 10 stocks we like better than Micron Technology › Micron Technology (NASDAQ: MU)…

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Tim Cook, Elon Musk, Andy Jassy, and Jensen Huang All Just Warned Investors About the Same Thing. Spoiler Alert: It’s Fantastic News for Micron and Sandisk.

Key Points Hyperscalers are raising their capital expenditure budgets as prices for DRAM and high-bandwidth memory explode. Rising memory and storage prices are cutting into free cash flows and eroding gross margins for big tech. Memory makers Micron and Sandisk are benefiting enormously from the AI supercycle. 10 stocks we like better than Micron Technology…

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Tim Cook’s Final Earnings Call as Apple CEO Came the Same Week Apple Hit a $5 Trillion Market Cap. Here’s What Investors Should Watch Under His Successor.

Key Points Under Tim Cook’s tenure, Apple stock grew from a $350 billion company to a $5 trillion company. The market will be watching how Apple Intelligence evolves. The user experience has always been Apple’s hallmark, and that matters more than short-term headwinds. 10 stocks we like better than Apple › Tim Cook grew Apple…

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SPYM, GOOGL, GOOG, TSLA: ETF Inflow Alert

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Tradr 2X Long SPY Monthly ETF (Symbol: SPYM) where we have detected an approximate $766.5 million dollar inflow — that’s a 0.5% increase week over week in outstanding units (from 1,888,750,000 to 1,897,300,000). Among the…

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Nvidia Is Still Retail Investors’ Most-Held Stock on Robinhood, but a New Trillion-Dollar Stock Has Entered the Top 10

Key Points Retail investors are playing an increasingly larger role on Wall Street. Investing platform Robinhood shows that everyday investors are gravitating to artificial intelligence (AI) stocks, with Nvidia leading the way. Wall Street’s buzziest initial public offering of 2026 is a new favorite of Robinhood’s retail investors. 10 stocks we like better than Space…

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