Seeking catalyst driven opportunity
This Week It was a slow week for data (no offense, PMIs), so markets were once again focused on the artificial intelligence (AI) trade and developments in the Iran conflict. AI stocks sell off as mega-cap earnings beats aren’t enough to offset costs concerns. We …
Listen to the audio version of this article (generated by AI). Editor’s Note: The U.S. and China are racing to establish a permanent presence on the Moon. And that could create some exciting opportunities for investors. You see, building and maintaining a lunar base will …
“He who lives by the crystal ball will eat shattered glass.” That’s an old Wall Street saying that Ray Dalio, founder of hedge fund giant Bridgewater Associates, likes to repeat. And after the way 2026 has unfolded, I think we can all appreciate it. Think …
Listen to the audio version of this article (generated by AI). Tom Yeung here with your Sunday Digest. When NASA began its space missions in the early 1960s, little thought was given to the food on board. Most missions only lasted a couple of hours, …
Listen to the audio version of this article (generated by AI). Imagine building a house where there are no roads, no hardware stores, and no power lines. Now imagine that every gallon of fuel, every part needed to build that house or replace a part …
Are your holdings on the move? See my updated ratings for 95 stocks. Source: iQoncept/Shutterstock.com Listen to the audio version of this article (generated by AI). During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post …
This Week This week saw odds of a Federal Reserve rate hike at the end of the month fall from 70% to 20%. The reasons being: Fed voters said as much (in “Fedspeak”). New York Fed President John Williams said there’s “no need for urgency,” …
One company’s investment bill can become another company’s sales. Listen to the audio version of this article (generated by AI). Wall Street can handle bad news. What it really hates is uncertainty. And yesterday, one of the market’s biggest uncertainties disappeared. The Federal Reserve voted …
Ulta Beauty, Inc. ULTA is entering the second half of fiscal 2026 with a stronger earnings outlook, high returns on invested capital and several expanding growth platforms. The question for investors is whether that growth quality is enough to justify the stock’s current valuation while …
Oracle ORCL is strengthening revenue visibility as surging AI cloud contracts expand its long-term revenue pipeline. In the first quarter of fiscal 2027, the company booked more than $30 billion of additional AI cloud contracts, lifting remaining performance obligations (RPO) to a record $664 billion, …