Seeking catalyst driven opportunity
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 …
Nebius Group N.V. NBIS is building an AI-native hyperscaler by executing across four strategic dimensions. It is expanding its capacity and scale, enhancing its products and functionality, growing its customer base and demand, and strengthening its capital position. On the capacity front, Nebius is rapidly …
Netflix NFLX opened this year’s Emmy season with 111 Primetime Emmy nominations spread across 34 new and returning titles and 12 program categories, according to the streamer’s own awards disclosure. BEEF Season 2 led the tally with 16 nominations, followed by limited series The Beast …
I’ve been at this for 47 years. Here’s what I see that most investors are missing. Listen to the audio version of this article (generated by AI). There are some stories that can’t help but make you proud to be an American. Victor Glover is …
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock’s price. Do they really matter, though? Let’s take …
Key Points Ford’s weak vehicle sales wiped out the early excitement for its new promising energy business. Ford is also issuing a massive recall that could drive costs higher amid lingering commodity headwinds. All eyes are on July 28 to see how quickly Ford expects …
Alibaba‘s BABA digital commerce strategy is evolving into a more integrated, AI-enabled retail ecosystem that could support growth in fiscal 2027. Rather than relying solely on gross merchandise volume expansion, Alibaba is enhancing merchant productivity, consumer engagement and platform monetization across Taobao, Tmall and its …