Seeking catalyst driven opportunity
Key Points After its record-breaking initial public offering (IPO) and follow-up bond offering, Space Exploration Technologies (NASDAQ: SPCX) now has more than $100 billion in fresh capital to deploy. Expect this cash to be deployed quickly. SpaceX is currently losing money at a record pace, …
In the June 12 update, when the S&P 500 () was trading at around $7,422, I showed, using the Elliott Wave Principle, that a bounce to $7,440-7,525 followed by a decline to $6,840-7,075 was expected. Fast-forward to today: the index peaked on June 15 at …
The Iranian conflict has assuredly revealed the vital role of military drones in modern warfare. And it has also exposed the underlying economics behind drone defense, namely the deployment of multimillion dollar missile interceptors to shoot down one-way attack drones which typically only cost between …
Key Points Apple’s share price has fallen in recent weeks due in part to worries about the company’s price increases. Each time the stock has pulled back in the past presented a great buying opportunity for long-term investors. Apple’s current challenges are different in some …
International Business Machines Corporation IBM has unveiled new configurations for its IBM z17 and LinuxONE 5 platforms, expanding its enterprise infrastructure portfolio with compact single-frame and rack-mount systems. Both deployment options are available across the company’s entire Z and LinuxONE lineup, giving organizations greater flexibility …
Here’s a quick recap of the crypto landscape for Wednesday (July 8) as of 10:00 a.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin price update Bitcoin (BTC) was priced at US$61,913.23, down by …
Advanced Micro Devices AMD is strengthening its position in the fast-growing agentic AI domain by expanding the capabilities of its Ryzen AI platform. As enterprises increasingly shift AI workloads from cloud-only deployments to hybrid and on-device execution, AMD’s latest Ryzen AI Halo platform is emerging …
Key Points Idle compute does not automatically mean Meta has reached an AI demand ceiling. Some capacity may be in the wrong place, at the wrong time, or in the wrong part of the fleet. The real test is Meta’s behavior in the next Nvidia …
Alignment Healthcare ALHC has given investors a clearer profitability story, but the stock’s rally has made the buy case less straightforward. The question now is not whether execution has improved. It has. The harder question is whether the current price still leaves enough room for …
NICE NICE shares have declined 14% year to date, significantly underperforming the Zacks Computer & Technology sector’s return of 16.6%. The decline reflects investor concerns surrounding a slower enterprise spending environment, longer sales cycles and intensifying competition from Genesys, Five9, Salesforce CRM and Microsoft MSFT …