Seeking catalyst driven opportunity
Key Points The Dow rose 0.24% while the S&P 500 fell 0.33% and the Nasdaq Composite dropped 0.61%. The makers of AI hardware fell while the hyperscalers that buy it, including Alphabet, held up. Nvidia reports Wednesday alongside the Fed’s preferred inflation gauge, with Chair …
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 (August 21) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$77,864.10, up 8.3 …
Key Points UPS (NYSE: UPS) consistently appears in value-stock investors’ filters. After all, who doesn’t like the sound of a blue chip stock yielding 6.4% and trading at just 14.3 times 2026 earnings expectations? In addition, there’s an attractive strategic transformation underway that supports long-term …
Key Points Nvidia’s data center revenue suggests that it is the most dominant player in the semiconductor market. The company has been clocking outstanding growth despite its high revenue base, a trend that analysts believe will continue. Nvidia’s earnings growth potential and valuation suggest that …
Key Points Investors should pay close attention to the performance of Nvidia’s data center business. Strong data center results would be a growth signal for memory and data storage providers. Throughout this earnings season, CEOs from big tech have spoken about the rising cost of …
Key Points Amazon’s high capital expenditures have translated into surging operating income, with Amazon Web Services playing a major role in recent results. Expensive infrastructure build-outs create a high barrier to entry that makes it more challenging for new cloud providers to gain market share. …
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 (August 21) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$77,864.10, up 8.3 …
Key Points After only holding Netflix shares for three months in early 2022, Pershing Square sold at a $400 million loss. Netflix’s scale advantage and impressive profitability make up the billionaire’s investment thesis. Competition for attention has never been so fierce, leading to decelerating revenue …
Key Points New car prices continue to hover near record highs of $50,000, causing a near-affordability crisis in the U.S. auto market. Ford has new affordable models coming out, including its recently named Fathom, a $30,000 EV truck due in 2027. Stellantis has a significant …
Listen to the audio version of this article (generated by AI). July was a brutal month for space stocks. BlackSky (BKSY) was down almost 20%. Rocket Lab (RKLB), AST SpaceMobile (ASTS), and Planet Labs (PL) shed more than 30%. Even SpaceX (SPCX) – fresh off …