Seeking catalyst driven opportunity
Key Points Nvidia demonstrates significantly stronger revenue generation than Planet Labs, maintaining a massive and expanding gap between the two companies. Both Nvidia and Planet Labs posted consistent quarter-over-quarter revenue growth over the last eight periods. Investors should watch whether the revenue gap continues to …
Key Points The Trump Administration on Wednesday announced that the Prometheus project would receive $60 million in federal funding. Prometheus is a project that will incorporate AI into the nuclear power design process. Recent IPO X-Energy is a Tier 1 partner in Prometheus, committing $10 …
Key Points Disney’s streaming operating income nearly doubled year over year in its most recent quarter. Management expects adjusted earnings per share to grow about 12% in fiscal 2026. The stock trades at about 13 times forward earnings. 10 stocks we like better than Walt …
Intel Corporation INTC is reshaping its business around artificial intelligence, enterprise infrastructure and advanced manufacturing as it reduces its reliance on the traditional PC market. The company’s long-term investment case increasingly depends on its ability to execute across these strategic priorities while strengthening its manufacturing …
General Motors GM delivered another strong quarter, posting its 16th consecutive earnings beat in the second quarter of 2026. Adjusted earnings of $3.57 per share rose 41.3% year over year and topped the Zacks Consensus Estimate by 14.06%. Revenues increased 1.9% to $48.03 billion and …
Key Points Alibaba has been investing heavily in artificial intelligence and has many growth opportunities ahead. Its Qwen AI assistant recently hit 100 million monthly users. However, the company’s growth rate remains in single digits, and its adjusted earnings nearly went to zero last quarter. …
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 Wednesday (July 22) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$65,826.33, down by …
Key Points Ark Invest’s Cathie Wood has made a name for herself with her aggressive style of investing. She likes innovative companies that have the potential to disrupt industries. Perhaps not surprisingly then, her flagship Ark Innovation ETF (NYSEMKT: ARKK) has a history of wild …
Key Points Year to date, the Vanguard U.S. Momentum Factor ETF and the Vanguard Information Technology ETF have more than doubled the S&P 500’s return. The Vanguard U.S. Momentum Factor ETF is an actively-managed fund that provides exposure to stocks with strong recent performance. The …
PulteGroup, Inc. PHM gave investors a mixed second-quarter readout. Earnings and revenues topped expectations, but both fell from the prior year as closings, pricing and margins weakened. The investment case now rests on balance. PHM offers capital returns, a solid balance sheet and modest price-target upside, …