Seeking catalyst driven opportunity
Key Points Don’t call it a comeback. Tesla (NASDAQ: TSLA) just posted its strongest second quarter ever. The company delivered an incredible 480,126 vehicles in that time frame, a 25% jump from last year and a 34% increase from the first quarter of this year. …
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 (July 10) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$63,884.43 , up …
Key Points The semiconductor industry is a cyclical industry that’s currently riding on a high. The iShares Semiconductor ETF (SOXX) is the most effective way to get exposure to the semiconductor industry. Megacap tech stocks leading popular tech ETFs could limit their upside relative to …
Key Points I don’t think the world should get carried away by this headline. Jeff Bezos writing a $2 billion check to his rocket company, Blue Origin, sounds like a titanic show of faith, and the press dutifully treated it that way. But $2 billion …
Arhaus, Inc. ARHS has become a more interesting retail name after recent share-price weakness, but the setup is not clean enough to call an aggressive entry point. The stock offers a reasonable valuation and a debt-free balance sheet. Softer demand, tariff uncertainty and margin pressure …
Key Points Advanced Micro Devices (AMD) supplies some of the world’s best data center chips for artificial intelligence workloads. CEO Lisa Su issued increasingly bullish guidance for the company’s data center business over the last two quarters. AMD will release its second-quarter operating results on …
Key Points A high market cap doesn’t mean a stock is overpriced. Nvidia’s valuation is high, but its strong earnings suggest it’s not that expensive. Many top artificial intelligence (AI) stocks trade at far higher earnings multiples than Nvidia. 10 stocks we like better than …
Nebius Group N.V. NBIS is building an AI-native hyperscaler by executing across four strategic dimensions. It is expanding its capacity and scale, enhancing its products and functionality, growing its customer base and demand, and strengthening its capital position. On the capacity front, Nebius is rapidly …
Netflix NFLX opened this year’s Emmy season with 111 Primetime Emmy nominations spread across 34 new and returning titles and 12 program categories, according to the streamer’s own awards disclosure. BEEF Season 2 led the tally with 16 nominations, followed by limited series The Beast …
I’ve been at this for 47 years. Here’s what I see that most investors are missing. Listen to the audio version of this article (generated by AI). There are some stories that can’t help but make you proud to be an American. Victor Glover is …