Seeking catalyst driven opportunity
Key Points Nvidia continues to dominate the AI training and inference markets worldwide. Micron is benefiting from the AI-powered surge in demand for memory. TSMC is manufacturing the majority of the chips powering the AI infrastructure build-out. 10 stocks we like better than Nvidia › …
Key Points Waymo served over 14 million autonomous rides in 2025, more than tripling its total from 2024. Tesla was only recently was able to remove human safety monitors from its robotaxis in one of the two markets it now serves. Waymo recently completed a …
Key Points Greg Abel’s new role as Berkshire Hathaway CEO comes with about $378 billion in cash and Treasury bills. Apple’s fiscal first-quarter results were driven by a 23% year-over-year jump in iPhone revenue. I like the pairing of Apple’s strong growth with Berkshire’s optionality. …
Here’s a quick recap of the crypto landscape for Wednesday (February 4) 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 and Ether price update Bitcoin (BTC) was priced at US$76,006.40, …
Key Points Amazon said its chips business is growing by a triple-digit year-over-year growth rate. AWS sales rose 24% year over year — a meaningful acceleration from Q2. The company guided for first-quarter revenue to rise 11% to 15% year over year. 10 stocks we …
Key Points Shares of Advanced Micro Devices (NASDAQ: AMD) sank on Wednesday after the semiconductor designer’s growth forecast didn’t measure up to investors’ sky-high expectations. By the close of trading, AMD’s stock price was down more than 17%. Where to invest $1,000 right now? Our …
If you’ve been paying attention, you know this isn’t anything new… I’ve never been what you might call a “gold bug.” Gold bugs are usually the kind of folks who seem to enjoy being in a bad mood. Many of them are permanently bearish on …
Posting strong Q4 results yesterday evening, Alphabet GOOGL stock still dipped half a percentage point in Thursday’s trading session as investors pondered its massive spending plans. Some profit-taking may have also contributed to GOOGL falling as much as 8% before paring back early morning losses. The …
Robinhood Markets, Inc. HOOD stock skyrocketed to all-time highs in October as it flexed its growing credentials as a diversified digital brokerage powerhouse. HOOD transformed from an upstart stock-trading app that became famous in the early months of Covid into an S&P 500 giant and a …
Key Points Microsoft (NASDAQ: MSFT) stock has now reached levels that it has rarely been to in recent years. The 10% sell-off following its earnings was harsh, and now the stock is about 20% off its all-time high. While some may view this as a …