Seeking catalyst driven opportunity
Key Points Nobody knows what the long-term profitability picture of artificial intelligence (AI) will look like. While access to the software will likely be usage- or subscription-based, how successful or profitable these business models will be is anyone’s guess. However, there is one thing every …
Netflix’s NFLX global expansion opportunity remains wide open as it plans to expand beyond its current base of 325 million paid members toward a long-term ambition of 1 billion users. Despite its scale, the company still reaches below 45% of broadband households and captures only …
In trading on Tuesday, shares of Ford Motor Co. (Symbol: F) crossed above their 200 day moving average of $12.47, changing hands as high as $12.74 per share. Ford Motor Co. shares are currently trading up about 4.4% on the day. The chart below shows …
Here’s a quick recap of the crypto landscape for Monday (April 20) as of 12 noon UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$75,179.56, up by 0.5 percent over …
Microsoft MSFT continues to double down on AI infrastructure, most recently announcing its intent to purchase approximately 3,200 acres of land in Cheyenne, Wyoming, to develop a new data center campus. The move signals that the company’s capital deployment is accelerating well into fiscal 2026, …
Key Points Google parent Alphabet is poised to enjoy a huge windfall from its early investment in SpaceX. The company should also benefit from expanded internet usage provided by SpaceX’s Starlink unit. Alphabet looks like a good “backdoor” way to invest in SpaceX before its …
A last-minute ceasefire pulls us back from the brink… the Dow surges 1,200 points… the S&P reclaims a critical line in the sand… Luke Lango says the AI bull market resumes today… and what investors should watch next As I write on Wednesday, the markets …
Investors have been closely watching who will become the next Chairman of the Federal Reserve in May, as it will likely reshape interest rate policy, market liquidity, and overall financial conditions. Notably, President Donald Trump has selected and formally nominated Kevin Warsh as the next …
Key Points Warren Buffett has largely avoided investing in tech over the years. Investors, however, can apply his investing principles to find quality Buffett-type stocks in tech. The stocks on this list might be in Buffett’s portfolio if he were comfortable with investing in artificial …
Key Points Strong Azure growth is helping drive impressive double-digit revenue and earnings-per-share growth at Microsoft. Meta’s top-line momentum has been particularly impressive recently. Both companies have signaled a massive step-up in capital expenditures for 2026. 10 stocks we like better than Microsoft › Investors …