Seeking catalyst driven opportunity
Key Points Amazon has a trifecta of strong businesses that work together to fuel its growth. Investors continue to underestimate this tech titan, which is spending heavily to drive future growth. Wall Street is predicting modest growth, but even that will be enough to propel …
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock’s price, but are they really important? Before we discuss the reliability of brokerage recommendations …
Key Points Technology stocks and funds have skyrocketed in recent years as investors rushed to get in on the next big revolution: artificial intelligence (AI). Like the internet or the printing press, AI may enter history books as one of the biggest transformations in the …
Key Points Netflix is testing consumer resilience. Its price hikes are a bet that subscribers will recognize the added value Netflix is bringing to its platform. Netflix commands a premium valuation. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) is increasing prices …
Key Points In terms of market capitalization, it’s a distant second. In terms of total unit sales, however, this company is already bigger than Tesla, and likely to remain so indefinitely. Both companies are facing many of the same problems stemming from competition, calling into …
Key Points Alibaba Group (NYSE: BABA) has spent the past few years rebuilding its business amid regulatory pressure, slowing e-commerce growth, and rising competition. But its latestearnings callrevealed something far more important than a single quarter’s results. Management outlined an ambitious goal: to generate more …
Shares of AgEagle Aerial Systems, Inc. UAVS have gained 1.1% since reporting results for 2025, modestly outperforming the S&P 500 index’s 0.9% return over the same period. However, the stock has faced broader pressure over a longer horizon, declining 13% over the past month compared …
Key Points Only a few years ago, offering leasing options for electric vehicles (EVs) seemed like a no-brainer for the auto industry. Leasing an EV gave consumers a way to mitigate technology risks, such as rapid battery development making a not-so-old vehicle far less efficient, …
Key Points Thursday was a banner day for investors bullish on satellite stocks. A prominent company in the sector is apparently the focus of a concentrated acquisition effort, and this sparked a hot rally in such stocks Thursday. Viasat (NASDAQ: VSAT) was among the beneficiaries, …
It’s said that variety is the spice of life. That’s true of investing as well. Many investors are finding out that owning some or all the vaunted Magnificent 7 stocks can hurt a portfolio when these individual stocks perform the same way. It’s all about artificial …