Seeking catalyst driven opportunity
Key Points From live sports and TV partnerships to a growing advertising business, Netflix is evolving beyond a streaming service. If those initiatives gain traction, today’s stock weakness could look very different in hindsight. Netflix has been written off before, and history shows the company …
Key Points Automakers have negative narratives for being cyclical, capital-intensive, and low-margin. General Motors and Ferrari have both broken free of historically low P/E ratios. Buybacks have been critical to GM’s valuation rise, and that could slow as the stock becomes more expensive. 10 stocks …
Key Points Space Exploration Technologies (NASDAQ: SPCX) stock finished its first week on the market with a 37% gain. That’s a solid showing, although the stock took a step backward on June 22 with a 16% sell-off. If you invested $25,000 at SpaceX’s initial public …
CSB Bancorp, Inc. CSBB shares have surged 65.3% over the past year compared with the industry’s 4.7% growth. The company has outperformed other industry players, including First Busey Corporation BUSE and FirstSun Capital Bancorp FSUN. Shares of BUSE and FSUN have rallied 23.6% and 5.3%, …
Key Points Lucid stock is approaching an all-time low as the EV maker tries to navigate its way forward. This $2.4 billion market-cap company has plenty of upside potential — but also plenty of risk. 10 stocks we like better than Lucid Group › Something …
Key Points The “Magnificent Seven” are stocks most of us recognize, as they make products and services we use daily. These companies have been benefiting from the artificial intelligence boom. 10 stocks we like better than Nvidia › The “Magnificent Seven” stocks have become household …
Here’s a quick recap of the crypto landscape for Monday (July 6) as of 10:00 a.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$62,716.60, down by …
Key Points Vertex Pharmaceuticals arguably dominates its market more than SpaceX does its markets. The big biotech company has multiple potentially transformative new products on the way. Vertex’s risk-reward proposition is more appealing than SpaceX’s. 10 stocks we like better than Vertex Pharmaceuticals › No …
Marvell Technology MRVL has been an important benefactor of AI infrastructure capex buildout. Marvell Technology has been transforming itself into a key contributor to the connectivity hardware solutions for AI infrastructure and data centers. Marvell Technology now expects its interconnect business to grow more than …
A story from the Australian bush holds a big lesson for investors looking for the next wave of AI winners. Editor’s Note: Today’s guest essayist, Joe Austin, spent four decades on Wall Street as a tech-sector research analyst, a senior portfolio manager overseeing more than …