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Omor Ibne Ehsan

Amazon vs. Microsoft and the Great AI Capex Divergence

Wednesday night’s Fast Money panel on CNBC turned into a referendum on what an AI hyperscaler is supposed to look like in 2026. Amazon (NASDAQ:AMZN | AMZN Price Prediction) and Microsoft (NASDAQ:MSFT) reported on…

Omor Ibne Ehsan · 4 months ago

Why Paying Off Your Mortgage Could Cost You More Than Investing

On a recent NerdWallet Smart Money Podcast segment, the host worked through a scenario any retirement-minded homeowner has considered. Take a $1,000 mortgage payment. Throw it at principal and you save interest. Invest that…

Omor Ibne Ehsan · 4 months ago

Hyperscalers Hit $700 Billion in 2026 AI Spending Plans

On the latest Reuters Morning Bid podcast segment Powell era ends, hawks rise, the host flagged a milestone that sums up the entire 2026 market story: “the total spend now for 2026 from these…

Omor Ibne Ehsan · 4 months ago

Brent Crude Spikes to $117 on Iran Military Option Reports

The Marketplace Morning Report segment titled “Chipping away at Nvidia’s chip dominance” carried a market call that pulled focus from semiconductors to crude. The hosts noted Brent crude oil prices spiked to just under…

Omor Ibne Ehsan · 4 months ago

Buy, Sell or Hold NFLX Stock After the Dip?

At $92.37, Netflix (NASDAQ:NFLX | NFLX Price Prediction) is a Hold. The stock has been a top-tier compounder for a decade, but the post-earnings dip has not made it cheap enough to chase when…

Omor Ibne Ehsan · 4 months ago

I Was Wrong. Broadcom Is Far From Topping Out.

I keep hitting the buy button on Broadcom (NASDAQ:AVGO | AVGO Price Prediction), and I am here to admit my earlier bearish stance was wrong. A few months ago I was convinced the valuation…

Omor Ibne Ehsan · 4 months ago

I Can’t Stop Buying COST Stock. Here’s Why.

I keep returning to Costco (NASDAQ:COST | COST Price Prediction) for the same reason a friend of mine keeps eating at the same diner: the value proposition has not budged in twenty years, the…

Omor Ibne Ehsan · 4 months ago

Forget SNDL: HITI is a Significantly Better Cannabis Stock

Every cannabis trader’s feed is buzzing about SNDL (NASDAQ:SNDL) because the company’s Q1 2026 release on April 28, 2026 delivered a tidy little EPS beat that retail can rally around. The underlying numbers tell…

Omor Ibne Ehsan · 4 months ago

3 Dividend Kings That Have Outrun the Nasdaq Over 12 Months

The Nasdaq Index carries companies that are known for moving fast and breaking things. This is not always the case, and Dividend King stocks like Johnson & Johnson (NYSE:JNJ | JNJ Price Prediction), Parker-Hannifin (NYSE:PH), and…

Omor Ibne Ehsan · 4 months ago