The global auto industry is at a crossroads. Legacy automakers are racing to protect profits from their traditional gas-powered lineups while pouring billions into electric vehicles (EVs), software and next-gen mobility. At the same time, rising tariffs are squeezing margins and intensifying competition. U.S. legacy player General Motors GM is banking on its dominant position…
Key Points Many growth stocks are valued for what they could one day become rather than where they are today. So, building an investment thesis in a growth stock inherently requires patience. There are plenty of ways to approach growth stocks, from targeting the “Ten Titans” megacap names to seeking out hidden-gem companies. Where to…
Key Points BYD doesn’t do business in the United States (at least not yet). Still, this Chinese company leads one of the planet’s bigger and fastest-growing markets. One of the world’s best-known long-term investors has taken on a sizable stake despite having access to thousands of other choices. Is your stock portfolio not quite as…
Key Points The U.S. stock market faces two serious problems: tariffs imposed by the Trump administration and a historically high valuation. Recent economic data suggests President Trump’s tariffs have led to weakness in the labor market and higher producer prices. The S&P 500 currently trades at 22.5 times forward earnings, a valuation that has always…
Nvidia(NASDAQ: NVDA) shares fell 3.5% on Tuesday, closing at $175.64, as tech stocks broadly pulled back following a recent rally. The chipmaker traded 183 million shares, just above its three-month average of 181 million, signaling a cooling of momentum after reaching record highs earlier this month. The broader markets reflected similar unease. The Nasdaq Composite…
Key Points The electric vehicle market will eventually improve, and is the future of the auto industry. ON Semiconductor is seeing signs of stabilization in its end markets. Its Nvidia partnership in data centers is an example of growth opportunities outside of the auto market. ON Semiconductor(NASDAQ: ON) and Navitas Semiconductor(NASDAQ: NVTS) were both named…
Key Points GAAP revenue rose 11% to $130.9 million in Q1 fiscal 2026, driven by strong On Device Solutions (ODS) performance. Non-GAAP adjusted EBITDA increased 73% to $25.1 million, while GAAP net loss narrowed to $14.1 million. Management raised full-year revenue and adjusted EBITDA guidance. Digital Turbine(NASDAQ:APPS), a software company specializing in mobile app distribution…
Key Points Tesla believes its future lies in robotics and autonomous vehicles. Those industries are unproven, and the electric vehicle (EV) maker is facing falling auto sales and a bruised brand. With a shaky EV industry and distracted management, Tesla stock isn’t likely to set you up for life. It’s not a stretch to say…
Lucid Group(NASDAQ: LCID) dropped 8.24% to close at $2.56 on Tuesday, with the sharp decline attributed to renewed investor concerns over the electric vehicle (EV) maker’s recently filed 1-for-10 reverse stock split proposal. The decline appears sentiment-driven, reflecting lingering skepticism over Lucid’s capital structure and long-term path to profitability. Lucid’s decline stood out against broader…
Key Points Rivian(NASDAQ: RIVN) and Lucid(NASDAQ: LCID) were both hot electric vehicle (EV) stocks. Rivian went public with an IPO price of $78 on Nov. 10, 2021, and its shares more than doubled to a record closing price of $172.01 just a week later. Lucid went public by merging with a special purpose acquisition company…