The Vanguard Consumer Discretionary ETF (NYSEARCA:VCR) and the Consumer Discretionary Select Sector SPDR Fund (NYSEARCA:XLY) track US consumer discretionary stocks, both are market-cap weighted, and both hold Amazon (NASDAQ:AMZN | AMZN Price…
Amazon (NASDAQ:AMZN | AMZN Price Prediction) just delivered a quarter that should make every bear reconsider. AWS grew 28% year over year, the fastest pace in 15 quarters, the chips business crossed…
Vandita Jadeja Rumors are largely gone. Insiders have leaked that the SpaceX IPO trigger will get pulled on June 12. Elon Musk’s company will try to raise $80 billion at a valuation north of…
State Street offers investors a clean factor split of the S&P 500 through the SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) and the SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG). Same issuer,…
Two unconventional ETFs promise to monetize information edges that traditional fund managers ignore. The Unusual Whales Subversive Democratic Trading ETF (NASDAQ:NANC) mirrors stocks disclosed by Democratic members of Congress under the STOCK…
Two stocks both labeled “delivery” have produced opposite results this year. DoorDash (NASDAQ:DASH | DASH Price Prediction) stock is down 30% year to date (YTD), while Amazon (NASDAQ:AMZN) stock is up 14%…
Happy Friday, all. Here’s some only-in-2026 math for you. “If you buy too much compute, you go out of business. If you buy too little compute, you can’t serve your customers.” That’s…
Although Wall Street has spent the better part of two years lecturing investors that the AI trade is crowded, the capex bill is unpayable, and the mega-caps have run out of room…
Most mega-cap and Mag 7 names are either asset-light platforms or asset-heavy industrials. Amazon is one of the very few that owns the dirt and the compute. That dual ownership, hardened by…
Joel South Here is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of that money lands on one company’s income statement. NVIDIA (NASDAQ:NVDA | NVDA…
A structural shift is happening in fixed income. Tech giants like Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Amazon (NASDAQ:AMZN) are issuing investment-grade debt at such scale that bond investors now treat…
On March 21, 2026, at the old Seaholm Power Plant in Austin, Elon Musk unveiled Terafab, a project to build 1 terawatt of AI compute capacity annually. Six weeks later, Intel (NASDAQ:INTC…
Few stocks have whipsawed investors in 2026 the way Netflix (NASDAQ:NFLX | NFLX Price Prediction) has. Shares plunged from $126.03 in July 2025 to a $77 trough in February 2026, then clawed…
JPMorgan reiterated its Overweight rating on Netflix (NASDAQ:NFLX | NFLX Price Prediction) with a $118 price target on May 14, following the company’s fourth annual advertising upfront. The firm’s thesis centers on…
Wall Street’s chat rooms can’t stop talking about GameStop (NYSE:GME | GME Price Prediction) after Ryan Cohen’s $56 billion offer for eBay (NASDAQ:EBAY) sent the meme crowd into another frenzy. But here’s…
