Live Updates More takeaways 4:09pm ETSalesforce’s Q1 results provide direct answers to the themes Wall Street analysts have been pressing on: Subscription Revenue Growth StabilityGrowth came in at +8% YoY, consistent with…
Joel South Information technology or IT is a dominant theme in the economy of the 2020s. If your portfolio doesn’t have enough exposure to the IT sector, then you’ve got a hole in your…
Market volatility has not dissuaded some insiders from making big share purchases. The most notable transactions came from return buyers.
Live Updates Late Night Futures Update10:42pm ETEric BleekerIf you’re hoping tomorrow could be a breakout day, futures aren’t providing much enthusiasm. As of 10:45 p.m. ET, futures are pointing to another 100-point…
Obviously, after President Trump announced that 25% tariffs on Mexico and Canada would go into effect immediately with more on the way for most of the U.S.’s global trading partners, investors are…
Most individual AI stocks are trading at a very high premium valuation. Most of them have significant downside risk if something goes wrong, as evidenced by Palantir (NASDAQ:PLTR | PLTR Price Prediction)…
Live Updates Technology Stocks Rising Today2:09pm ETEric BleekerWhile NVIDIA (Nasdaq: NVDA) is down 17% today, many stocks across technology are rallying. Let’s take a look at a few notable stocks: Apple (Nasdaq: AAPL):Is up…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has undoubtedly created many millionaires over the past few years. Artificial intelligence and demand for accelerators like the ones the chipmaker makes has driven NVDA stock to…
ETFs are one of our favorite investment instruments. They provide exposure to a large swath of stocks, allowing you to quickly diversify your portfolio with a single purchase. You can find ETFs…
It’ll be tougher for the group members of the Magnificent Seven to keep up the pace in 2025. Undoubtedly, valuations on the broad basket have swelled in recent months. As the price…
Bill Nygren has managed the Oakmark Select Fund (MUTF:OAKLX) since its inception in November 1996. He joined Harris/Oakmark in 1983, two years after entering the investment industry, and is now the firm’s…
Where should investors seeking opportunities in tech for 2025 be looking now? Wall Street is particularly optimistic about Sunrun.
Palantir (NASDAQ:PLTR | PLTR Price Prediction) stock has been the software high-flyer of 2024. As we transition into a new year, investors may wish to set their sights on other names that…
The semiconductor stocks have had an incredible run, but as the AI revolution moves further down the stream to some of the software names, a new slate of winners may be minted…
Live Updates OpenAI Usage Continues Accelerating 12:51pm ETEric BleekerAt the NY Times DealBook Summit, OpenAI CEO Sam Altman revealed the company’s ChatGPT service now has 300 million weekly active users. That’s up…
