Seeking catalyst driven opportunity
Key Points Nvidia expects revenue to grow around 70% year over year in fiscal 2028. The company has expanded beyond GPUs into CPUs, networking, and other hardware used to build complete AI data centers. Nvidia’s forward valuation looks reasonable relative to its growth prospects. 10 …
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 (August 31) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$78,501.69, up by …
Cathie Wood is busy trying to get back on track. Most of the exchange-traded funds held by Ark Invest — where she is the co-founder, CEO, and investment manager — are underwater in the otherwise buoyant 2024. It’s not stopping her from taking big bets …
Rubrik’s (NYSE: RBRK) stock price pulled back following its Q2 release in classic sell-the-news fashion. The earnings strength was clearly expected, as the stock had rallied about 45% over the preceding four weeks and more than 150% since its April lows. The spring and summer …
Netflix NFLX and Alphabet GOOGL sit at opposite ends of the same digital attention economy, yet their businesses increasingly overlap. Netflix built its empire on subscription-funded original content, while Alphabet built its on search and video advertising through Google and YouTube. Both now chase the …
Key Points Many Tesla bulls have high conviction about the company’s AI infrastructure efforts, Optimus and Robotaxi. For now, Optimus has yet to be deployed commercially, while Robotaxi’s growth has been uninspiring. Druckenmiller’s options may still prove profitable, as many investors are likely overlooking a …
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 Friday (August 28) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$77,472.52, down by …
Key Points Li Lu was greatly influenced by Warren Buffett to become a value investor. Lu launched Himalaya Capital in 1997. Himalaya runs a very concentrated stock portfolio of seven stocks. 10 stocks we like better than Alphabet › Li Lu, the founder and chairman …
Key Points When Bank of America chief investment strategist Michael Hartnett pinned the “Magnificent Seven” name on a group of megacap companies back in 2023, those giants were in fact the most dominant tech stocks in the market. In order of their market caps today, …
Listen to the audio version of this article (generated by AI). Editor’s Note: My Investorplace colleague Louis Navellier has been watching two very important trends collide: cooling inflation and a weakening labor market. And that could put the Federal Reserve in a very interesting position. …