Seeking catalyst driven opportunity
Key Points Elon Musk, the CEO of Tesla (NASDAQ: TSLA), is known for being a visionary. But it is important to remember that not every big idea turns into a big, profitable business. For example, the company recently stopped selling solar roofs, which sounded like …
Key Points Apple has increased the price of its premium video streaming service four times over the past four years, more than tripling in that time. As its rivals have seen their digital video platforms turn profitable, Apple’s ill-timed increase might snuff out the growth …
Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Costco (COST), which belongs to the Zacks Retail – Discount Stores industry, could be a great candidate to consider. …
Key Points Form 13F filings allow investors to track which stocks Wall Street’s savviest asset managers bought and sold in the latest quarter. Billionaire David Tepper has piled into foundational AI stocks, such as Nvidia, Taiwan Semiconductor Manufacturing, and Amazon. However, Appaloosa’s billionaire boss jettisoned …
Key Points Nvidia expects revenue to grow around 70% year over year in fiscal 2028. The company has expanded beyond GPUs into CPUs, networking, and other hardware used to build complete AI data centers. Nvidia’s forward valuation looks reasonable relative to its growth prospects. 10 …
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Monday (August 31) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$78,501.69, up by …
Cathie Wood is busy trying to get back on track. Most of the exchange-traded funds held by Ark Invest — where she is the co-founder, CEO, and investment manager — are underwater in the otherwise buoyant 2024. It’s not stopping her from taking big bets …
Rubrik’s (NYSE: RBRK) stock price pulled back following its Q2 release in classic sell-the-news fashion. The earnings strength was clearly expected, as the stock had rallied about 45% over the preceding four weeks and more than 150% since its April lows. The spring and summer …
Netflix NFLX and Alphabet GOOGL sit at opposite ends of the same digital attention economy, yet their businesses increasingly overlap. Netflix built its empire on subscription-funded original content, while Alphabet built its on search and video advertising through Google and YouTube. Both now chase the …
Key Points Many Tesla bulls have high conviction about the company’s AI infrastructure efforts, Optimus and Robotaxi. For now, Optimus has yet to be deployed commercially, while Robotaxi’s growth has been uninspiring. Druckenmiller’s options may still prove profitable, as many investors are likely overlooking a …