On a recent episode of The Compound and Friends, hosts Josh Brown and Michael Batnick sat down with former Janus analyst Matt Ancrum to discuss his study of 100-bagger stocks. He found that 100-bagger…
Disney (NYSE:DIS | DIS Price Prediction) trades around $108 per share while Wall Street analysts have a consensus price target of about $130, meaning they see roughly 20% upside for the stock today. Disney operates one of…
On a recent All-In Podcast episode discussed one of the biggest unresolved questions in the AI boom: Are companies actually generating meaningful returns from AI spending, or is Wall Street still pricing in future benefits…
On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest examples is…
Lance Roberts of RIA Advisors recently challenged the doomer narrative that America’s debt load guarantees an imminent financial collapse. On Adam Taggart’s Thoughtful Money podcast, Roberts argues that investors often look at the U.S.…
Atlassian (NASDAQ:TEAM | TEAM Price Prediction) co-founder and CEO Mike Cannon-Brookes offered one of the most candid views yet on enterprise AI adoption in a recent appearance on The AI Daily Brief podcast. He…
A striking observation from Charles Schwab’s On Investing podcast episode “Concentration Risk Meets Diversification Reality” reframes how passive investors should think about their S&P 500 exposure heading into the back half of 2026. Today,…
On a recent episode of The Pomp Podcast, investor Jordi Visser relayed an admission from Anthropic CEO Dario Amodei that reframes how to think about AI infrastructure demand. Anthropic, the maker of the Claude…
Shares of Chipotle Mexican Grill (NYSE:CMG | CMG Price Prediction) currently trade around $32.50, while the average Wall Street price target sits at $43.66. That means analysts see an average of roughly 34% upside…
Live Updates Rigetti's Q1 Earnings Coverage Wrap-Up4:29pm ETThat wraps up our initial coverage of Rigetti Computing’s Q1 results. Thank you for stopping by! Check out management’s earnings call at 5 PM EST for more…
Live Updates HIMS Q1 Earnings Coverage Wrap-Up4:25pm ETThat wraps up our initial coverage of Hims and Hers Health’s Q1 results. Thank you for stopping by! Check out management’s earnings call at 5 PM EST…
Live Updates AST SpaceMobile's Q1 Earnings Coverage Wrap-Up4:55pm ETThat wraps up our initial coverage of AST SpaceMobile’s Q1 results. Thank you for stopping by! Check out management’s earnings call at 5 PM EST for…
Live Updates Rocket Lab Q1 Earnings Coverage Wrap-Up4:35pm ETThat wraps up our initial coverage of Rocket Lab’s Q1 results. Thank you for stopping by! Check out management’s earnings call at 5 PM EST for…
Live Updates SoundHound Q1 Earnings Coverage Wrap-Up4:34pm ETThat wraps up our initial coverage of SoundHound’s Q1 results. Thank you for stopping by! Check out management’s earnings call at 5 PM EST for more updates.…
Live Updates CoreWeave Q1 Earnings Coverage Wrap-Up4:33pm ETThat wraps up our initial coverage of CoreWeave’s Q1 results. Thank you for stopping by! Check out management’s earnings call at 5 PM EST for more updates.…
The narrative around Apple and AI has flipped. A year ago, Apple’s restrained posture toward generative AI looked like a weakness. On the latest This Week in Tech podcast, host Leo Laporte and panelists…
The math behind long-term stock picking is brutal. 71% of individual stocks fail to match the market return over rolling 10-year periods, and per Hendrik Bessembinder’s research at Arizona State University, only 4% of…
Live Updates IonQ Coverage Wrap-Up4:51pm ETThat wraps up our initial coverage of IonQ’s Q1 results. Thank you for stopping by! IonQ Gets "A" Grade for Q1 Results4:40pm ETOverall Grade: A. Revenue of $64.7M crushed…
On a recent episode of The Compound and Friends hosted by Josh Brown, former Janus analyst Matt Ancrum told a story about how he’d made the correct call that Fastenal (NASDAQ:FAST | FAST Price…
Live Updates AppLovin Coverage Wrap-Up4:50pm ETThat wraps up our initial coverage of AppLovin’s Q1 results. Thank you for stopping by! Stay tuned for more updates from management’s earnings call at 5 PM EST. AppLovin’s…
