Seeking catalyst driven opportunity
Here’s a quick recap of the crypto landscape for Wednesday (April 22) 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 (BTC) was priced at US$78,024.52, up by 3.1 percent over …
Key Points Major indexes fell for the second straight day on Tuesday as investors pulled back on news that the Iran-U.S negotiations were not happening as scheduled. The decline offered a reminder that the Iran war situation isn’t resolved and that further gains in the …
ARM: A Licensing Juggernaut ARM Holdings (ARM) is best known for being the architect (designing the instructions) for complex semiconductors used in modern-day electronics such as smartphones and AI infrastructure. The company then licenses the technology to tech giants such as Apple (AAPL) and NVIDIA …
Key Points Nobody knows what the long-term profitability picture of artificial intelligence (AI) will look like. While access to the software will likely be usage- or subscription-based, how successful or profitable these business models will be is anyone’s guess. However, there is one thing every …
Netflix’s NFLX global expansion opportunity remains wide open as it plans to expand beyond its current base of 325 million paid members toward a long-term ambition of 1 billion users. Despite its scale, the company still reaches below 45% of broadband households and captures only …
In trading on Tuesday, shares of Ford Motor Co. (Symbol: F) crossed above their 200 day moving average of $12.47, changing hands as high as $12.74 per share. Ford Motor Co. shares are currently trading up about 4.4% on the day. The chart below shows …
Here’s a quick recap of the crypto landscape for Monday (April 20) as of 12 noon UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$75,179.56, up by 0.5 percent over …
Microsoft MSFT continues to double down on AI infrastructure, most recently announcing its intent to purchase approximately 3,200 acres of land in Cheyenne, Wyoming, to develop a new data center campus. The move signals that the company’s capital deployment is accelerating well into fiscal 2026, …
Key Points Google parent Alphabet is poised to enjoy a huge windfall from its early investment in SpaceX. The company should also benefit from expanded internet usage provided by SpaceX’s Starlink unit. Alphabet looks like a good “backdoor” way to invest in SpaceX before its …
A last-minute ceasefire pulls us back from the brink… the Dow surges 1,200 points… the S&P reclaims a critical line in the sand… Luke Lango says the AI bull market resumes today… and what investors should watch next As I write on Wednesday, the markets …