At $90, Netflix (NASDAQ:NFLX | NFLX Price Prediction) is finally cheap by its own standards. It trades below its 50-day moving average and well under its 200-day. The stock treaded water year-to-date…
Credo (NASDAQ:CRDO | CRDO Price Prediction) slid from $210.97 on May 11 to below $160 in five trading days, and the only question that matters at this price is whether hyperscaler capex…
The VanEck Retail ETF (NASDAQ:RTH) and the SPDR S&P Retail ETF (NYSEARCA:XRT) both sit in the retail bucket, yet the year-to-date gap between them tells a different story. RTH is up 5.79%…
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…
Douglas A. McIntyre 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…
Jeremy Phillips 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…
Thomas Richmond 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…
