I keep hitting the buy button on Dell Technologies (NYSE:DELL | DELL Price Prediction) for reasons that have almost nothing to do with the laptop on my desk. If every Inspiron, XPS, and Latitude…
Lisa Su’s pitch on the Q1 call had a specific shape. She’s arguing that the ratio of CPUs to GPUs inside an AI data center is about to collapse. “…in the past, the CPU…
AST SpaceMobile (NASDAQ:ASTS) has been continuously surging. A satellite unfolds in orbit, a regulator signs off, a carrier signs a contract, and investors keep going back to the buy button. The stock has handed…
Felix Salmon called Ryan Cohen’s bid for eBay largely posturing dressed up as M&A. The math agrees. GameStop (NYSE:GME | GME Price Prediction) carries a market cap of roughly $10.25 billion and is offering…
If you own a US total market fund and call yourself diversified, the math says otherwise. American stocks make up roughly 60% of global market capitalization, which leaves nearly 40% of the world’s listed…
The bull case for Vanguard Information Technology ETF (NYSEARCA:VGT) right now rests on a single uncomfortable observation: tech has already run hard, and the people calling for another leg up are the same people…
At $390, Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) finally earned its place alongside Nvidia (NASDAQ:NVDA) in the AI conversation is now trading its fortress balance sheet for the right to spend like a utility. Alphabet has…
On Bloomberg Businessweek Weekend’s May 8th segment, AMD chief Lisa Su delivered a forecast that should make GPU-only investors uncomfortable. The current ratio of 4 to 5 GPUs per CPU in AI infrastructure is…
If you own the Vanguard Value ETF (NYSEARCA:VTV) for income, you are getting a roughly 1.9% trailing yield on a portfolio that calls itself value. The Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) pays roughly…
The iShares MSCI South Korea ETF (NYSEARCA:EWY) is up 80% year-to-date and about 200% over the past year, which is not what a country fund is supposed to do, especially one that spent a…
Palantir (NASDAQ:PLTR | PLTR Price Prediction) trades at $137.80, with the stock going sideways while almost everything else rallied, and that divergence frames the setup from here. Palantir builds enterprise AI software, with Gotham…
Your typical savings account likely yields 0.5% or less, and maybe 4-5% if you have a high-yield account. Both of those accounts will fail to generate more than monthly ETFs like the USCF Midstream…
The case for owning Spotify (NYSE:SPOT | SPOT Price Prediction) has long rested on a two-engine narrative: a Premium subscription business compounding nicely, with an Ad-Supported tier eventually catching up. On a recent Motley…
If you are looking for two grand a month and you have capital, you’re likely past at least your fifties. Dividend stocks like Realty Income (NYSE:O | O Price Prediction), LTC Properties (NYSE:LTC), and Diversified Royalty…
An ETF has done something unusual for a leveraged commodity fund. It has actually rewarded holders. ProShares Ultra Bloomberg Crude Oil (NYSEARCA:UCO) is up 130% year to date, the kind of move that pays…
MaxLinear (NASDAQ:MXL) was a boring broadband chip company until AI data centers started booming. The stock has already surged by 442% in just the past six months, but the rally could end up being monumental…
Veteran trader Peter Brandt has floated a Bitcoin target of $300,000 to $500,000 by late 2029, tied to a thesis that Trump’s “Project Freedom” unlocks bank liquidity flowing into hard assets. The natural question…
Spot Ethereum ETFs were supposed to do for ether what spot Bitcoin funds did for BTC in 2024. The Fidelity Ethereum Fund (BATS:FETH) sells itself as one of the cleanest, cheapest ways to take…
Tesla (NASDAQ:TSLA | TSLA Price Prediction) at $428.35 looks overpriced, since the price already pays for a future the financials have not yet delivered. The stock ripped 24.79% over the past month while Wall…
If you have ever tried to buy “space exposure” through an ETF, you have probably noticed the same trick. Most space funds quietly fill the bucket with Boeing (NYSE:BA | BA Price Prediction), Lockheed Martin (NYSE:LMT),…
