Seeking catalyst driven opportunity
Key Points Amazon helped establish Rivian with its order of 100,000 electric delivery vans (EDVs). After ending the exclusivity agreement between the two companies, additional orders have been slow. With improved EDV performance and better unit economics, Rivian is poised to take on more orders …
Alibaba BABA is scaling its quick commerce business aggressively, but the strategic trade-off is becoming more visible. Unlike traditional marketplace-driven e-commerce, quick commerce is inherently logistics-heavy, built around speed, fulfillment density and high-frequency categories. This strengthens user engagement and embeds Alibaba deeper into daily consumption …
Key Points Intel is teaming up with CEO Elon Musk’s SpaceX, Tesla, and xAI on the Terafab chip manufacturing plant. Intel’s chip-manufacturing experience makes it more likely that the Terafab project will be a success. 10 stocks we like better than Intel › Intel (NASDAQ: …
is recovering very nicely and has broken decisively above 6620 after moving out of the diagonal formation last week. This suggests that we are now in a new recovery phase that could extend further in the near term. Even if the move up from 6317 …
Netflix NFLX has taken a meaningful step in deepening its hold over the family entertainment market. The streaming giant officially launched Netflix Playground, a standalone gaming app designed for children aged eight and under. Included with all Netflix memberships at no additional cost, the app …
United Parcel Service UPS inked a deal with the Teamsters National Negotiating Committee, placing limits on severance offers while safeguarding and prioritizing the seniority of Teamsters drivers. Teamsters General President Sean M. O’Brien played a key role in compelling UPS to return to negotiations following the …
Key Points The artificial intelligence (AI) boom is creating massive winners, but not every stock riding this wave will deliver the same type of returns for investors. Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD) are two of the biggest names powering the AI …
Key Points Amazon has a trifecta of strong businesses that work together to fuel its growth. Investors continue to underestimate this tech titan, which is spending heavily to drive future growth. Wall Street is predicting modest growth, but even that will be enough to propel …
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? Before we discuss the reliability of brokerage recommendations …
Key Points Technology stocks and funds have skyrocketed in recent years as investors rushed to get in on the next big revolution: artificial intelligence (AI). Like the internet or the printing press, AI may enter history books as one of the biggest transformations in the …