Seeking catalyst driven opportunity
Key Points The high earnings multiple suggests there are growth assumptions embedded in Tesla’s share price. Tesla’s electric-vehicle business remains its flagship operation, but concerns are mounting. The company’s best near-term and long-term opportunity may be its smallest one making the fewest headlines. These 10 …
How to recognize the companies that tech giants may decide they cannot afford to lose Listen to the audio version of this article (generated by AI). In May 2023, Spark Capital made the biggest investment in its history. The venture-capital firm wrote an initial $75 …
Southern Company SO offers a defensive regulated utility model at a time when electricity demand across the Southeast is accelerating. Stable rates, customer additions and data center growth are supporting earnings visibility, while stronger execution has lifted the 2026 outlook. The trade-off is valuation. Investors …
Key Points The Dow rose 1.1% or roughly 560 points on Monday morning, the S&P 500 gained 1.2%, and the Nasdaq Composite led with a 1.8% jump. Cheaper crude eases inflation pressure, which helped both value and growth stocks rally together. Caterpillar and SpaceX both …
Key Points In the artificial intelligence (AI) investing world, the cloud computing providers are one of the primary beneficiaries. These are the companies spending hundreds of billions of dollars on data centers purpose-built for AI computing, but expect to make all of that money back …
Key Points Advanced Micro Devices currently generates substantially higher revenue due to its massive scale, while IonQ is expanding rapidly from a much smaller baseline. Both companies have seen their quarter-over-quarter revenue generally increase over the last eight periods, with AMD showing steady expansion and …
Key Points Although the Magnificent Seven have traditionally done the heavy lifting on Wall Street, all but one have underperformed the benchmark S&P 500 in 2026. Investors are getting fed up with otherworldly spending on artificial intelligence (AI) and punishing companies with negative free cash …
The Leuthold Select Industries ETF is seeing unusually high volume in afternoon trading Monday, with over 1.2 million shares traded versus three month average volume of about 51,000. Shares of LST were up about 0.8% on the day. Components of that ETF with the highest …
Netflix‘s NFLX expanding investment in live programming is emerging as a key driver of its long-term subscriber growth strategy. Rather than pursuing an expensive portfolio of premium sports rights, the company has adopted a selective approach by adding live sports, entertainment specials and marquee events …
Key Points The prospect of high robotaxi and humanoid robot sales is the main reason Tesla gets away with a P/E ratio close to 300. Ford is working on self-driving technology that can position it to offer robotaxis, and other automakers may follow suit. If …