Seeking catalyst driven opportunity
Ford Motor Company F is positioning artificial intelligence (AI) as a core capability across its entire business. Data plays a central role in nearly every aspect of Ford’s operations, including design, engineering, safety testing, manufacturing, marketing, sales and customer support. With more than 120 years …
Alibaba Group BABA faces a challenging road ahead despite posting headline numbers that appear encouraging on the surface. The company’s second quarter of fiscal 2026, which ended Sept. 30, 2025, revealed a widening gap between revenue momentum and the financial health that investors actually care …
Here’s a quick recap of the crypto landscape for Friday (March 13) as of 9:00 p.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$71,213.59, up by 1.1 percent over …
Key Points It’s no secret: I think Rivian‘s (NASDAQ: RIVN) upcoming R2 launch could be a game changer for the EV stock. The R2 will be Rivian’s first vehicle priced under $50,000. Customer deliveries are expected to start this April. Why is the R2 such …
Key Points Thiel Macro (a hedge fund run by Peter Thiel) sold its positions in Tesla, Microsoft, and Apple in Q4 2025. Peter Thiel made a similar decision in Q4 2019 with mixed results; he avoided losses but missed out on gains. The S&P 500 …
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? Let’s take …
Key Points The S&P 500 marched higher in the bull market over the past three years, but in recent times, the index has encountered turbulence. Many concerns have weighed on investors’ minds, from worries about high levels of spending on artificial intelligence (AI) to concerns …
Key Points Both reported solid results, and their outlooks suggest that the AI-fueled growth is here to stay. The good news for investors is that analysts have become bullish about their growth potential. A closer look at their valuations point to which of these two …
Key Points Nvidia and Broadcom are set to cash in on huge AI spending. Taiwan Semiconductor is fabricating chips for all of the major hardware providers. Microsoft and Alphabet are seeing huge demand in their cloud business units. 10 stocks we like better than Nvidia …
Key Points Microsoft’s commercial remaining performance obligations climbed to $625 billion in its fiscal second quarter. A staggering 45% of the software giant’s commercial backlog comes from a single customer, creating substantial concentration risk. Fierce competition from Alphabet and Amazon threatens Microsoft’s long-term enterprise dominance. …