SpaceX’s AI Business Is Now Bigger Than Starlink
SpaceX's AI division just overtook Starlink in revenue, but the profits tell a very different story about which business actually keeps the lights on.
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Meta Heads Into Earnings With 29% Upside on Our Model
Meta walks into earnings with its ad engine still accelerating and a capex bill that rattles even the bulls. Our model lands on a price target Wall Street has not caught up to yet,…
Home Sales Contracts Just Fell to a Record Low as Mortgage Rates Hit 7.4%
Pending home sales just cratered to a record low, yet homebuilder stocks surged the same day the data dropped. What traders are betting on reveals a split between what the housing market is showing…
Before the Next Payout: The High-Yield Dividend Bundle to Buy Before November
Five U.S.-listed securities all clear the 5.22% risk-free bar heading into November, but their safety profiles range from rock-solid free cash flow coverage to something far more precarious. Knowing which is which could be…
The All-In Hosts Asked If the AI Trade Is Cracking. Here’s What Income Investors Should Do
CoreWeave's bonds and stock are cratering, and the All-In hosts are asking out loud whether the entire AI trade is starting to crack. Before you panic or pile in, there are two quieter corners…
Micron Is Making Record Profits. Its Taiwan Workers Are Walking Out
Micron's Taiwan workers voted 99% in favor of a strike after turning down what most employees would consider a life-changing offer, and the walkout lands on the same day the company faces a second,…
Netflix Sinks 7% as Soft Q4 Outlook Sparks Wave of Price Target Cuts; Spotify Slips, Disney Holds Steady
A Q4 2026 revenue forecast that fell short of Wall Street’s expectations is overshadowing an earnings beat at Netflix (NASDAQ:NFLX | NFLX Price Prediction), and a string of lowered analyst targets is compounding the…
Super Micro Surges 12% as Preliminary Revenue Tops Guidance Range; Dell Jumps 7%, Hewlett Packard Enterprise Climbs 5%
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) just posted a preliminary quarter. It cleared its own revenue forecast by a wide margin, and the update is pulling the artificial intelligence (AI) server group…
SpaceX Jumps 8% on Q3 Revenue Beat as Musk Backs Tesla Merger Idea; Rocket Lab and AST SpaceMobile Edge Higher
A revenue beat and fresh merger talk are carrying one space name far ahead of its sector. SpaceX (NASDAQ:SPCX | SPCX Price Prediction) stock is at $159.94, up 8% in morning trading, after the…
JEPI vs. VYM: The High-Yield ETF Delivered the Income but Lost the Race
One ETF promised high monthly income and delivered. The other promised competitive returns and delivered. Choosing between them depends on a trade-off that most retirees get wrong until they see the numbers side by…
IREN Limted Crashed 40% This Month: Three Wall Street Analysts Agree It’s Going to Quadruple
IREN shed nearly half its value in a single month and now sits at a 52-week low, yet top Wall Street analysts are holding price targets that imply the stock could multiply several times…
TD Cowen Thinks Nvidia Is Helping Oracle Get Its Data Centers Financed
Oracle is burning through cash faster than it earns revenue, its credit rating sits one notch above junk, and a TD Cowen analyst now suspects its biggest chip supplier may be quietly backstopping the…
These 5 Grocery Aisle Giants Are Splitting Into Dividend Winners and Losers
Five household grocery names faced the same brutal pressures, but their dividends went in three different directions. The balance sheet details behind each decision reveal which income payouts are built to last and which…
IonQ Hasn’t Looked More Intriguing in a Long Time
IonQ keeps shattering revenue records while its share price sits near a 52-week low, and that contradiction raises a question worth answering before the next quarterly report forces the market to pick a side.
What It Will Take to Get Meta Above This New Plateau
Meta's ad machine is printing money while its AI spending devours cash flow, and the stock keeps hitting the same ceiling. Whether that ceiling breaks depends on what happens inside three specific numbers next…