TSMC just committed $56 billion to AI chip manufacturing capacity. That’s not money disappearing into factories. It’s money flooding into the equipment makers who build those factories. Three suppliers stand to capture the lion’s…
U.S. AI stocks extended their rally in pre-market trading Friday, riding momentum from TSMC’s blowout earnings that validated the infrastructure buildout thesis. But beneath the surface, cracks are forming. Stanley Druckenmiller just dumped his…
Welcome to Today’s Smart Money Roundup. Software stocks are getting crushed, and Barron’s is calling it “overdone.” Salesforce (CRM) is down 27% over the past year despite Wall Street hyping its Agentforce AI platform…
Netflix (NASDAQ: NFLX | NFLX Price Prediction) reports Q4 2025 earnings Tuesday, January 20, after the bell. After a brutal six-month selloff that’s knocked shares down 28% to around $89, this report could reset…
1. Wells Fargo crowns AMD the new chip king. The bank upgraded semiconductor stocks this morning with AMD as its top pick—a bold call considering Nvidia’s dominance. AMD crushed both the market and NVDA…
Social Security’s cost-of-living adjustments swing wildly year to year. The 2025 COLA came in at 2.5%, down from 3.2% in 2024 and 8.7% in 2023. For retirees counting on predictable income growth, this volatility…
When we think about cloud infrastructure powering the internet, AWS typically dominates. But Cloudflare (NASDAQ:NET | NET Price Prediction) is building something fundamentally different – and arguably more relevant for what comes next. The Business…
When Ford (NYSE:F | F Price Prediction) announced a $19.5 billion write-off on its electric vehicle business, shareholders didn’t panic. They exhaled. The stock barely flinched, trading near 52-week highs at $13.67, because investors were…
In October 2023, I published an article on this site urging you to buy Meta Platforms (NASDAQ:META | META Price Prediction) ahead of earnings. My thesis: Zuckerberg’s Year of Efficiency combined with AI’s impact…
A year ago, the narrative was simple: OpenAI would eat Google’s lunch. ChatGPT was the future of search, and Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) was a lumbering giant about to be disrupted. Fast…
Mark Zuckerberg declared 2023 the “year of efficiency” after Meta Platforms (NASDAQ:META | META Price Prediction) shed 21,000 employees and tightened spending. Operating margins expanded from 25% to 42%, and the stock tripled. But…
The race to $10 trillion isn’t about quarterly earnings. It’s about sustaining explosive growth at nation-scale operations. Six companies are within striking distance, but only one will cross first. Here’s who’s positioned to get…
The Social Security Administration announced in October that beneficiaries will receive a 2.8% cost-of-living adjustment (COLA) in 2026, following a 2.5% increase in 2025. While these adjustments help protect purchasing power for 71 million…
Microsoft (NASDAQ: MSFT | MSFT Price Prediction) has delivered solid returns in 2025, but shares remain below their 52-week high of $553.50. The stock currently trades around $479. Despite the pullback, fundamentals remain robust.…
Block (NYSE: XYZ | XYZ Price Prediction) has delivered strong momentum in 2025, with shares climbing steadily as the company demonstrates improving profitability and operational leverage. The fintech platform operator behind Square and Cash…
MercadoLibre (NASDAQ: MELI | MELI Price Prediction) has had a challenging 2025 despite its dominance in Latin America’s e-commerce and fintech markets. Shares currently trade around $2,016, down from their 52-week high of $2,645.…
Infrastructure stocks delivered mixed signals in Q3 2025, with companies navigating margin pressures, strong demand dynamics, and varying operational efficiency. This ranking evaluates the sector’s leaders based on revenue growth, profitability margins, EBITDA performance,…
Primerica (NYSE: PRI | PRI Price Prediction) pays a $4.16 annual dividend with a 1.65% yield. Based on current financial metrics, we examine whether this financial services provider can sustain this payout. Metric Value…
Amazon (NASDAQ: AMZN | AMZN Price Prediction) and Disney (NYSE: DIS) just reported earnings revealing two companies moving in opposite directions. Amazon delivered 13.4% revenue growth and accelerating cloud momentum. Disney posted flat revenue,…
Delta Air Lines (NYSE: DAL | DAL Price Prediction) and United Airlines (Nasdaq: UAL) both reported Q3 2025 earnings that reveal how legacy carriers are navigating a market defined by premium cabin demand and…
