This Chip ETF Just Pulled Off a Historic 2026 While Nvidia Stumbled
A chip ETF just posted one of its best years on record, and the stock everyone expected to lead it barely showed up. The real story is which names hijacked the rally and why…
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Does Amazon or MercadoLibre Offer The Superior Growth Vs Profitability Story Into 2027?
Amazon prints cash at hyperscale while MercadoLibre burns it to conquer Latin America, and the gap between their 2026 strategies sets up a fascinating fork in the road heading into 2027.
Alphabet Did Exactly What I Hoped It Would And I’m Loading Up
For three years one question kept me from going all-in on Alphabet, and last week's earnings finally forced me to answer it. Now I'm loading up, and the reason has nothing to do with…
3 Major Reasons to Buy Amazon Stock Before July 30 Q2 Earnings
Amazon reports Q2 earnings on July 30, and the setup looks unlike anything the stock has offered in years. Four compounding business segments, a cloud franchise hitting multi-year highs, and a $200 billion AI…
I’ll Keep Buying Microsoft Because of This Simple, Extremely Powerful Advantage
One advantage buried inside corporate laptops worldwide keeps pulling me back to the same stock, and it has nothing to do with the AI hype cycle everyone else is chasing.
Why I Keep Buying NVIDIA Confidently
Every dollar hyperscalers spend building AI factories has to pass through someone's hands first, and one fabless chipmaker keeps collecting a toll that grows faster than the spending itself. Here is why that calculus…
It’s Time to Sell Apple for These 3 Simple Reasons
Apple just posted its best March quarter ever and reclaimed the title of world's most valuable company, yet three cracks in the foundation suggest the 24% year-to-date run has borrowed heavily from future returns.
Billionaire Investor Andreas Halvorsen’s Top 5 Picks: Are They a Buy Now?
Viking Global just filed its 13F, handing retail investors a five-stock shortlist that spans AI chips, streaming turnarounds, and a rate-cycle trade, and four of them are flashing buy signals before the next earnings…
Rivian vs. Stellantis: This Wall Street Bank Just Told You Which EV Stock to Own and Which to Dump
Piper Sandler just issued a bold double call on Rivian and Stellantis, but what makes sense for a Wall Street trader and what protects a retirement portfolio are two very different things.
After Losing An Average Of $16.3 Billion A Day For Over A Month, Elon Musk Says “Money Won’t Matter in 2036”
Elon Musk has been shedding wealth at a pace that staggers any reasonable scale of measurement, yet in the middle of the freefall he sat down with The Economist and made a prediction about…
SpaceX Cratering Below IPO Price, But 1 Wall Street Pro Thinks It Could 8X From Here
SpaceX's post-IPO collapse left nearly every early buyer underwater, yet one Wall Street firm just slapped an $800 price target on a stock trading near $113. Here is what the bulls see that the…
Elon Musk Spent Months Trying to Cut Government Spending. Now He Says The Treasury Should Just “Issue People Checks”
The man who spent months wielding a chainsaw against federal spending told The Economist the Treasury should start writing checks to everyone. What happened between DOGE and that Gigafactory interview is a stranger story…
Apple Just Became the World’s Most Valuable Company. Should You Buy Before July 30 Earnings?
Apple just reclaimed the title of world's most valuable company, and with earnings on July 30, investors face a critical question about whether the momentum behind its record Services growth and fresh buyback can…
Intuitive Surgical Fell 37% to $355 With This Wall Street Pro Is Calling for $685
Intuitive Surgical just posted its fifth consecutive earnings beat and management started buying back shares above current prices, yet the stock sits at a level that implies something far worse than a slowdown. One…
Should You Follow Billionaire Bill Ackman Into His 2 Favorite Mag 7 Stocks?
Bill Ackman just placed two multi-billion-dollar bets on beaten-down Mag 7 giants at the same time, a move rare even for him. Whether his reasoning holds up for investors who cannot afford a multi-quarter…