Apple just posted its ninth consecutive earnings beat and shares are up 23% this year, yet the stock may still be dramatically underpriced for what comes next. The case for $450 by 2027 is…
AWS just posted its fastest growth in 18 quarters while Amazon is burning through capex at a rate that swung free cash flow negative. Here is why that tension keeps me adding shares instead…
A brand-new US-listed ETF promises to double the pain whenever SK Hynix rallies, collapsing a complex Korean short trade into a single ticker. But the mechanics that make it powerful are the same ones…
Markets have become accustomed to corporate leaders eventually moving on, but few departures carry the weight of Warren Buffett leaving the chairman’s office at Berkshire Hathaway (NYSE.BRK-A | BRK-A Price Prediction)(NYSE:BRK-B). Buffett has been…
Pfizer has raised its dividend every year for over a decade, then something changed. Before you count on that 6% yield, find out what the payout's own behavior is quietly signaling about the company's…
PGIM just launched an actively managed SMID-cap ETF with Jennison Associates at the helm, promising to do what passive indexes cannot in the messiest corner of the market. But with no holdings disclosed, no…
Super Micro Computer has beaten earnings three of the last four quarters, its backlog just hit a record, and one specific valuation metric now sits at a level that historically precedes a major repricing.…
Compounding is boring until you look at the receipts. Three businesses have quietly turned a decade of reinvested cash flow into life-changing returns, and the engines that produced those returns are still running. Our…
Small-cap drone stocks are extending a week of pressure Friday morning, with the group’s most-followed names sliding again while the wider market barely budges. The category is trading like a basket today rather than…
Automaker stocks are giving back Thursday’s rotation-driven pop in Friday morning trading, and the order in which the group is falling reads like that same trade running backwards. No company announcement dated today explains…
Shares of Rocket Lab (NASDAQ:RKLB | RKLB Price Prediction) are sliding in Friday morning trading as space-sector names give back a stretch of recent gains. Rocket Lab stock is down 5% to $64.38, and…
Gasoline and diesel prices were already moving higher before a floodwater-overwhelmed pump forced Exxon Mobil (NYSE:XOM | XOM Price Prediction) to keep its Joliet, Ill., refinery offline. This is critical because fuel markets have…
On CNBC’s Squawk Box Friday, anchor Joe Kernen floated Berkshire Hathaway as a potential buyer for Nike (NYSE:NKE | NKE Price Prediction) after Swiss sportswear brand On signed French superstar Kylian Mbappé away from…
A brand-new ETF promises to carve pure Korean semiconductor exposure out of a market where most funds bury Samsung and SK Hynix under banks and automakers, but with three days of trading history and…
Steve Eisman highlighted a subscriber email arguing the safest way to play the AI buildout is owning upstream suppliers rather than betting on any one chip designer. The key insight: “In this knife fight…
