Seeking catalyst driven opportunity
Key Points Ford’s position as a legacy business in a mature industry means that its growth will remain extremely low in the long run. Ten years from now, this company will still face intense competition, and demand will keep fluctuating with the broader economy. Despite …
Microsoft MSFT and Alibaba BABA lead Western and Chinese cloud-AI markets, respectively, both pouring capital into generative models, agentic platforms and custom silicon. With upcoming quarterly results and major recent AI announcements from both, this comparison is timely. Let’s delve deep and closely compare the …
Here’s a quick recap of the crypto landscape for Friday (April 24) as of 8:00 p.m. 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$77,638.02, down by 0.2 percent over …
Key Points Shares of Intel (NASDAQ: INTC) soared on Friday after the semiconductor giant highlighted the rapidly rising demand for its data center chips. Image source: Intel. Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, …
Key Points CEO Tim Cook did a great job leading Apple, but he played everything very close to the vest. A bolder approach from its new CEO could help fuel the company’s growth. 10 stocks we like better than Apple › For the first time …
The bull market in gold is not over. It is merely napping. Hello, Reader. On Saturday, I wrote about the “if” of the U.S.-Iran ceasefire. If it would hold. If global crude oil production would normalize. If there is still a bull case to be …
Key Points TJX’s three store chains provide a treasure hunt experience while offering name-brand merchandise at discounted prices. Its dividend returns are average, but investors will like the double-digit payout hikes. 10 stocks we like better than TJX Companies › Amid geopolitical turmoil and struggles …
Key Points Arm Holdings rallied on the back of Intel’s earnings. Commentary over the importance of CPUs in agentic AI is lifting all CPU designers today. Not only does Arm license its architecture to all the cloud vendors, but it unveiled its own custom data …
Here’s a quick recap of the crypto landscape for Friday (April 24) as of 10:00 a.m. 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$77,541.44, up by 0.6 percent over …
Key Points Semiconductor stocks have been scorching hot this month. Nvidia’s growth rate accelerated to 73% in the fourth quarter. The stock has a history of cyclicality, along with the broader semiconductor industry. 10 stocks we like better than Nvidia › Semiconductor stocks have skyrocketed …