Seeking catalyst driven opportunity
Key Points Space Exploration Technologies (NASDAQ: SPCX) has been one of the most talked-about — and most volatile — stocks since it completed its initial public offering on June 12. SpaceX stock, at this writing, is trading 23% above its opening price of $150 and …
Key Points The search giant’s cloud business is growing faster than any of its hyperscaler rivals and throwing off rapidly expanding profits. Heavy spending on artificial intelligence is the biggest risk, and management keeps raising the bill. Among the seven, this is the one whose …
Here’s a quick recap of the crypto landscape for Friday (June 19) as of 10:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin price update Bitcoin (BTC) was priced at US$62,959.09, up by …
Key Points Anthropic and OpenAI are the two most valuable private companies in the world. Although most retail investors will have limited or no access to IPOs, they can still gain exposure to OpenAI and Anthropic through select ETFs. Passive funds managed by KraneShares and …
Key Points Intel’s stock has surged about 520% over the past year, driven by its foundry turnaround and surging demand for its server processors. AMD’s data center revenue jumped 57% year over year in the first quarter, led by its EPYC processors and Instinct AI …
is down approximately 20% in the last 12 months. Most of the news around the company has been negative. There have been layoffs, significant ongoing capital expenditures to support its artificial intelligence ambitions, cost pressures in its gaming division, and the ongoing transformation of Microsoft’s …
Key Points SpaceX entered the record books on June 12 by raising $75 billion from its initial public offering. However, a staggered lockup schedule, potential debt and equity offerings, and historical headwinds all threaten to weigh on SpaceX shares. A trio of established trillion-dollar companies …
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 Nvidia has massive earnings growth expectations at a low valuation. Microsoft is trading near its lowest valuation in years. Meta has a forward P/E ratio of just 18. 10 stocks we like better than Nvidia › The “Magnificent Seven” stocks are core positions …
Key Points Lionsgate Studios (NYSE: LION) received nearly as much attention as the larger Hollywood studios on Tuesday, at least from an investor perspective. Market players jumped into the company’s stock after a report that a streaming giant might be interested in acquiring it. Although …