Seeking catalyst driven opportunity
Key Points Jumping the gun on full EV strategies cost the broader industry tens of billions of dollars. Full-line automakers such as Ford will be able to match demand more quickly than pure EV plays. What’s more, Ford’s F-150 hybrid margins rivaled — and at …
Specialty oncology diagnostics companies continue to operate in a dynamic healthcare environment, driven by advances in cancer diagnostics, precision medicine and increasing demand for specialized testing services. Against this backdrop, Precipio, Inc. PRPO and NeoGenomics, Inc. NEO are two companies focused on oncology diagnostics through …
Key Points SK Hynix launched a U.S. listing to raise about $28 billion, set to price this week. It would rank as the second-biggest share sale in history, behind only SpaceX. Major investors have already indicated interest in up to $7 billion of the offering. …
Key Points Don’t call it a comeback. Tesla (NASDAQ: TSLA) just posted its strongest second quarter ever. The company delivered an incredible 480,126 vehicles in that time frame, a 25% jump from last year and a 34% increase from the first quarter of this year. …
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 (July 10) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$63,884.43 , up …
Key Points The semiconductor industry is a cyclical industry that’s currently riding on a high. The iShares Semiconductor ETF (SOXX) is the most effective way to get exposure to the semiconductor industry. Megacap tech stocks leading popular tech ETFs could limit their upside relative to …
Key Points I don’t think the world should get carried away by this headline. Jeff Bezos writing a $2 billion check to his rocket company, Blue Origin, sounds like a titanic show of faith, and the press dutifully treated it that way. But $2 billion …
Arhaus, Inc. ARHS has become a more interesting retail name after recent share-price weakness, but the setup is not clean enough to call an aggressive entry point. The stock offers a reasonable valuation and a debt-free balance sheet. Softer demand, tariff uncertainty and margin pressure …
Key Points Advanced Micro Devices (AMD) supplies some of the world’s best data center chips for artificial intelligence workloads. CEO Lisa Su issued increasingly bullish guidance for the company’s data center business over the last two quarters. AMD will release its second-quarter operating results on …
Key Points A high market cap doesn’t mean a stock is overpriced. Nvidia’s valuation is high, but its strong earnings suggest it’s not that expensive. Many top artificial intelligence (AI) stocks trade at far higher earnings multiples than Nvidia. 10 stocks we like better than …