Seeking catalyst driven opportunity
Microsoft MSFT shares slid to a 52-week low of $349.20 on June 25, extending a decline tied largely to the scale of the company’s ongoing investment in artificial intelligence infrastructure. The selloff reflects continued investor scrutiny of capital spending set at roughly $190 billion for …
Key Points Nvidia’s dominance in the GPU market looks almost insurmountable. AI infrastructure spending should increase meaningfully, providing a nice tailwind to the company. 10 stocks we like better than Nvidia › Is Nvidia‘s (NASDAQ: NVDA) incredible run finally over? Since the company released its …
Key Points CoreWeave has attracted Nvidia’s investment capital, and it thrives in part due to its access to Nvidia’s latest technology. Nvidia’s stake in Nokia will help make AI a key function within telecom networks. 10 stocks we like better than CoreWeave › Nvidia has …
Key Points Space Exploration Technologies (NASDAQ: SPCX), also known as SpaceX, went public on June 12, and it has taken early investors on a roller-coaster ride. Depending on when you got in, you could be sitting on solid gains or a hefty loss. Successful investing …
Key Points Netflix’s stock has been volatile this year amid rumors of acquisitions and news that Reed Hastings would be leaving the company. The company recently dismissed rumors of a possible acquisition of Lionsgate Studios. The stock’s valuation has become more modest, and it’s now …
Here’s a quick recap of the crypto landscape for Friday (June 26) 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 price update Bitcoin (BTC) was priced at US$59,633.32, down by …
Key Points Two separate fires hindered aluminum production at a key supplier starting last fall. Ford has struggled to keep enough inventory of critical F-Series trucks. Ford believes it can offset roughly half of the $2 billion in losses the disruption has caused, with additional …
Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, …
Key Points Elon Musk’s SpaceX entered the record books on June 12, having raised $85.7 billion from its initial public offering (IPO), including the underwriters’ overallotment. SpaceX’s intangibles are its biggest catalysts and question marks. History strongly suggests SpaceX stock will head substantially lower. 10 …
What happened Shares of Apple (NASDAQ: AAPL) declined by 3% on Thursday, following reports of delayed Mac shipments. So what Coronavirus-related lockdowns in China are placing a kink in global supply chains. Many Chinese equipment manufacturers have had to shut down their operations in recent …