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…
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.
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…
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.
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…
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.
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…
The man who spent months wielding a chainsaw against federal spending just told The Economist the Treasury should start writing checks to everyone. What happened between DOGE and that Gigafactory interview is a stranger…
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…
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 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…
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…
Memory stocks are cratering for the second straight session with no company-specific bombshell to blame, and Big Tech earnings due Wednesday could either end the pain fast or send the group into a deeper…
Altria stock has surged over 30% this year and still hands investors a yield that dwarfs most of its large-cap peers, but the July 30 earnings report introduces a variable that could push income…
Chip stocks are dragging Nasdaq futures lower while the Dow surges on strong blue-chip earnings, and with Big Tech reporting this week alongside a Fed decision, the market's split personality is about to face…
