Seeking catalyst driven opportunity
Key Points Tesla and Waymo are two leaders in autonomous vehicle technology and robotaxi development. Meanwhile, Nvidia’s hardware and software are being deployed by a number of leading automakers. Nvidia’s auto segment has yet to reach critical scale, suggesting there is much more potential ahead. …
Key Points Growing profitability and the dawn of generative AI have fueled Palantir’s dramatic gains. The company has been creating top-shelf AI solutions for decades, and its approach to generative AI continues to attract converts. There’s a clear path to a $1 trillion market cap …
Key Points Management expects even faster top-line growth in Q2. The streaming service company recently raised its outlook for full-year revenue and operating margin. Netflix’s advertising business is expected to roughly double in size this year. 10 stocks we like better than Netflix › Netflix …
Key Points Ford’s 90 recalls so far in 2025 already sets a record. Recalls don’t typically impact auto stocks, but there are exceptions. This recall will incur a special item on earnings, not impacting adjusted earnings. 10 stocks we like better than Ford Motor Company …
NIKE NKE and Target TGT have undergone less-than-ideal price action over recent years, underperforming in a big way and regularly posting weaker-than-expected results. Both companies have faced issues concerning inventory, with Target’s more-discretionary merchandise facing big pressure post-COVID. Target saw a huge wave of growth …
Key Points Nvidia and Palantir Technologies are the faces of the artificial intelligence (AI) revolution. Though Nvidia and Palantir have made their shareholders notably richer, both stocks are arguably in a bubble. Three phenomenal companies have the tools and intangibles needed to leapfrog today’s hottest …
In a busy week that includes quarterly results from Tesla TSLA and Alphabet GOOGL, Capital One (COF) is sharing the spotlight after crushing its Q2 earnings expectations on Tuesday. With Visa V and Mastercard MA set to release their reports next week, Capital One has set the bar …
Key Points Robinhood just launched its tokenized stocks platform in Europe. It’s offering tokenized versions of both public and private companies. There are a few ways to benefit from stock tokenization without buying the tokens. 10 stocks we like better than Robinhood Markets › Modern …
Key Points Netflix used to mail DVDs to customers, but it now operates the world’s largest video streaming platform. Blockbuster passed up the chance to buy Netflix for $50 million in 2000, and the streaming giant is now worth over $500 billion. Netflix stock is …
A tech-first approach could create a ‘rising tide lifts all boats’ situation for AI stocks Musk vs. Trump: the feud that just won’t quit… This past weekend, the world’s richest man did something that would make even the most seasoned political operatives do a double …