Seeking catalyst driven opportunity
Key Points Apple is only projecting to spend $14 billion on capex in 2026, which pales in comparison to other tech giants. The cost of developing AI features and capabilities could come down drastically in the future. 10 stocks we like better than Apple › …
Amazon AMZN is benefiting from surging demand for both core cloud workloads and generative AI services, with Amazon Web Services’ (“AWS”) order backlog climbing 40% year over year to $244 billion in the fourth quarter of 2025, signaling durable multi-year revenue visibility. Amazon’s cloud computing …
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? Let’s take a look at what these Wall …
Key Points Intel currently generates a higher volume of total sales, but Advanced Micro Devices displays a stronger upward trajectory in its top-line performance. Over the past eight quarters, Intel has experienced somewhat choppy and slower rate of growth, whereas Advanced Micro Devices has demonstrated …
Key Points Investors can glean key insights into the economy from JPMorgan Chase’s earnings report. Taiwan Semiconductor can provide clues about AI demand. Netflix just raised prices and has an ambitious content budget for 2026. 10 stocks we like better than Netflix › Earnings season …
Here’s a quick recap of the crypto landscape for Monday (April 13) as of 12 noon 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$70,942.32, up by 0.9 percent over …
Key Points Billionaire Peter Thiel, best known as a co-founder of Palantir Technologies, runs a hedge fund that sold its stakes in Tesla and Microsoft in the fourth quarter. Tesla has major opportunities in autonomous driving and humanoid robots, but the core electric vehicle business …
Key Points A new marketing deal with a suitable business partner lit a hot flame under Turning Point Brands (NYSE: TPB) stock on the second-to-last trading day of the week. The tobacco products specialist’s equity rocketed more than 10% higher that day, indicating widespread shareholder …
Markets flip to rate-hike odds for the first time this cycle… OpenAI kills Sora as AI monetization wobbles… private credit investors race for the exits… and why it’s all the same story Last Friday, futures markets flashed a warning that would have seemed almost unthinkable …
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 …