3 Top Retail Stocks: Buy, Sell or Hold?
Walmart, Costco, and Home Depot each sit at a very different point on the risk and reward map right now, and consumer sentiment just printed deep inside recessionary territory. One of these retail giants…
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More AI Fatigue? Why I’m Doubly Confident To Load Up on Meta Before Earnings on July 29
The AI selloff that crushed Meta shares this week sent one investor straight to the buy button, and the reasoning behind that move cuts against everything the market currently believes about Big Tech spending.
I’m Buying Microsoft Before July 29 for One Reason
Microsoft shares are sitting 20% below their peak while the underlying business keeps compounding, and that gap is exactly why one investor sees a window closing fast before the July 29 earnings report.
Americans Haven’t Felt This Pessimistic Since Covid — Is This Trump’s Biggest Midterm Warning Yet?
Economic confidence has swung wildly since Covid, and Gallup's latest numbers suggest the fragile recovery after Trump's return may already be unraveling. What that means for consumers, investors, and the upcoming midterms is more…
Micron’s 30% July Washout Just Sparked a Single-Digit P/E— Is it a Buying Signal?
Micron just shed a quarter of its value and now flashes a valuation number that sounds almost too cheap to ignore, but seasoned investors know that cyclical chip stocks can punish bargain hunters just…
Should Apple Be Worth More Than Nvidia? Yes
Apple and Nvidia are locked in a battle for the world's top market cap spot, and the company poised to win is not the one dominating AI headlines. The reason why reveals a surprising…
I Will Keep Buying Amazon After Wall Street Next ‘Capex Panic’ Drops The Stock Price
Every time Wall Street panics over Amazon's capital spending, patient investors have walked away rich. The $200 billion capex announcement just triggered another selloff, and the history behind that pattern is worth understanding before…
Live Nasdaq Composite: Markets Rise as Oil Prices Fall But Chip Stocks Drop on China’s Competitive Threat
Oil's sharp drop gave bulls a reason to step back in Monday morning, but the rally hit a wall the moment a state-backed Chinese firm entered the chip equipment race, rattling Nvidia, ASML, and…
Broadcom’s The Perfect Buy as Capex Fears Materialize
Every time hyperscalers signal tighter AI budgets, one chipmaker's order book quietly grows. The reason has everything to do with who actually benefits when the industry is forced to spend less.
D-Wave Quantum Rises 7% on Expanded AT&T Deal, Lifting IonQ, Rigetti, Quantum Computing Inc.
AT&T just handed the quantum computing sector a concrete production milestone, and the stocks reacting hardest are not the ones that signed the deal.
Dan Ives Is Still Bullish on Nvidia: ‘We’re in the 3rd Inning of the AI Revolution,’ and Demand Is Outpacing Supply “12 to 1”
Tech skeptics say the AI rally is running on fumes, but one Wall Street analyst sees a demand imbalance so extreme it suggests the buildout has barely started. Here is what the latest hyperscaler…
“It’s All One Trade.” ‘Big Short’ Investor Sells Google And Warns Your 401(k) Isn’t as Diversified as You Think
Steve Eisman, the investor who called the subprime collapse and host of The Real Eisman Playbook podcast, just quietly sold one of his longest-held positions and says the retirement portfolio most Americans trust for…
Retirees Can Now Get 100 Percent Downside Protection in an ETF and Still Keep Stock Market Upside
Structured notes have long offered this kind of downside protection, but retirees had to lock up capital and accept illiquidity to get it. A new breed of ETF changes that equation in a way…
Nvidia CEO Huang: Chips Industry Must Grow 10x Over The Next Decade To Power 100 Billion AI Agents
Jensen Huang just told the world that the entire semiconductor industry is not remotely built for what comes next, and his forecast for how much it needs to grow will reshape how investors think…
Will NVIDIA or Apple Be the Largest Company By Year’s End? — Here’s the Name I’m Putting My Chips On
Nvidia keeps reclaiming the throne and Apple is lining up a new CEO, fresh AI features, and a device upgrade program that could ignite a supercycle. Only one of these giants walks away as…