Seeking catalyst driven opportunity
Key Points Nvidia is building the technology stack to support a wide range of robots. Tesla’s Optimus robots could find a huge market, but the adoption and growth path for the devices is harder to predict. By 2030, Nvidia’s technology could be foundational to robots …
Key Points I love investing in stocks. Not only is it intellectually stimulating, but — huge spoiler here — you can make a lot of money while doing it. An individual who deposits $10,000 annually into a brokerage account that grows at 10% compounded annually …
Key Points Is the stock market going to crash in 2026? No one can know for sure, but there’s ample reason to think it’s far from unlikely. For example, the S&P 500 index of America’s 500 biggest companies was recently sporting a Shiller Cyclically Adjusted …
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 Friday (September 25) as of 12 noon. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$84,579.76, trading 0.6 …
NVIDIA Corporation’s NVDA increase in supply and capacity commitments signals confidence in sustained artificial intelligence (AI) infrastructure demand. At the end of the second quarter of fiscal 2027, the company had committed $279 billion to secure supply and production capacity, up from $119 billion in …
Key Points The AI supercycle needs more than just Nvidia’s GPUs, as AI agents utilize CPUs for quick tasks. AMD’s management believes its data center CPU total addressable market will be $220 billion by 2030. AMD’s data center revenue doubled in the second quarter. 10 …
Costco Wholesale Corporation COST closed fiscal 2026 with management emphasizing warehouse expansion, deeper member engagement and digital growth as key priorities for the year ahead. The company plans to accelerate openings while continuing investments in supply chain capacity and member value. The company reported fiscal …
AI increasingly requires more than computing power, with high-quality proprietary data becoming equally critical in specialized fields such as biotechnology, healthcare and scientific research. CoreWeave, Inc.’s CRWV recent partnership with Harell Data highlights this shift and could create another avenue for growth for the AI-focused …
Key Points Netflix bought back a record $4.7 billion of stock in the second quarter and ended it with $27.1 billion of authorization left. A $2.8 billion termination fee from Netflix’s collapsed Warner Bros. deal is helping to finance the buying. Netflix’s fully diluted share …
Ford Motor Company F and Honda Motor Co., Ltd. HMC are prominent names in the global mobility industry. Both automakers have built long-standing legacies through mass-market vehicle production, engineering innovation and expanding global operations. Both companies have diversified their revenue streams to adapt to the …