Seeking catalyst driven opportunity
This Week This week saw odds of a Federal Reserve rate hike at the end of the month fall from 70% to 20%. The reasons being: Fed voters said as much (in “Fedspeak”). New York Fed President John Williams said there’s “no need for urgency,” …
One company’s investment bill can become another company’s sales. Listen to the audio version of this article (generated by AI). Wall Street can handle bad news. What it really hates is uncertainty. And yesterday, one of the market’s biggest uncertainties disappeared. The Federal Reserve voted …
Ulta Beauty, Inc. ULTA is entering the second half of fiscal 2026 with a stronger earnings outlook, high returns on invested capital and several expanding growth platforms. The question for investors is whether that growth quality is enough to justify the stock’s current valuation while …
Oracle ORCL is strengthening revenue visibility as surging AI cloud contracts expand its long-term revenue pipeline. In the first quarter of fiscal 2027, the company booked more than $30 billion of additional AI cloud contracts, lifting remaining performance obligations (RPO) to a record $664 billion, …
Key Points Nvidia has seen revenue soar in the triple digits thanks to its strength in the GPU market. The company dominates this space and is seeking to do the same in another area that may be key in AI. 10 stocks we like better …
Key Points Shares of Elon Musk’s Space Exploration Technologies (SpaceX) went public in June, and have already lost 34% of their peak value. SpaceX operates in the space transportation, satellite internet connectivity, and artificial intelligence (AI) businesses. Management thinks the AI business is poised for …
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 Monday (September 28) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$82,630.38, trading two …
Key Points After completing the largest IPO of all time back in June, SpaceX stock is now down 34% from its peak. The company has a $28.5 trillion market opportunity, the bulk of which sits in artificial intelligence (AI) ambitions. The stock could rise over …
Scorpio Tankers Inc.‘s STNG shares have gained 21.5% over the past three months, putting the sustainability of the advance in focus. Better operating results, a substantially stronger balance sheet and supportive product-tanker fundamentals provide backing for the move. Still, freight-rate volatility and the industry’s cyclical …
Netflix NFLX has been a somewhat complicated story for some time now, with shares unable to find consistent stability. Shares have underperformed the S&P 500 over the last five years by a wide margin, gaining roughly 28% over the period compared to a nearly 78% …