Seeking catalyst driven opportunity
Key Points Intel (NASDAQ: INTC) stock skyrocketed yesterday on news archrival Nvidia (NASDAQ: NVDA) will invest $5 billion in Intel, and help its former rival “develop AI infrastructure and personal computing products” — with Nvidia technology inside. Most investors seem confident that this event marks …
Inversions end; decisions begin. You’ve probably seen it splashed everywhere – “Yield Curve Steepens to Multi-Year Highs,” “Bond Market Flashes Caution,” “Is the Soft Landing in Sight?” The yield curve has gone from an obscure chart on bond desks to front-page material because it’s one …
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock’s price, do they really matter? Before we …
Key Points These stocks range from $270 million to $22 billion in market cap, providing AI exposure without mega-cap concentration risk. Each targets specific AI niches — from edge chip design to credit decisioning to IoT platforms — rather than competing head-on with giants. Many …
Disney’s DIS streaming base is growing rapidly, underscoring its growing role in driving the company’s Entertainment strategy. In the third quarter of fiscal 2025, combined Disney+ and Hulu subscriptions climbed to 183 million, up 2.6 million sequentially. This momentum broadens the company’s advertising reach, strengthens …
Here’s a quick recap of the crypto landscape for Friday (September 19) as of 9:00 a.m. UTC. Get the latest insights on Bitcoin, Ethereum and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin and Ethereum price update Bitcoin (BTC) was priced at US$116,312, …
Key Points Ford’s investment is entirely necessary, as auto companies must have an electric vehicle lineup to remain relevant. The $5 billion investment indicates that the current slowdown in investment in the EV industry is temporary. Reducing the upfront cost of an EV is highly …
JD.com‘s JD core retail business is powering ahead, reaffirming its role as the company’s key growth engine. JD Retail’s revenues rose 20.6% year over year to RMB 310.1 billion, contributing the bulk of the total company’s revenues. Profitability also improved, with operating margin rising to …
During the first half of September, tech giant made multiple key product and software announcements. Of course, the most talked about is its latest iPhone lineup on Sept. 9, followed by a deeper reveal of its Apple Intelligence features on Sept. 15. Over the past …
Key Points On paper, Lucid Group (NASDAQ: LCID) looks expensive. Shares trade at a price to sales ratio of 6. Fellow electric car stock Rivian, for comparison, trades at just 3 times sales — a 50% discount. Lucid stock is cheaper than it appears, however. …