Unity's AI ad platform is posting real revenue momentum, but the gap between where it stands today and what AppLovin prints every quarter reveals just how much is riding on the next two quarters.
While rivals like Generac surge on data center demand, this small-cap engine maker has lost nearly half its value chasing the same opportunity. Whether that gap signals a hidden bargain or a value trap…
The choice between Vanguard Total World Stock (NYSEARCA:VT) and Vanguard Total Stock Market (NYSEARCA:VTI) looks like a choice between two flavors of Vanguard indexing. It is really a bet on whether U.S. exceptionalism has…
Richard Windsor, founder of Radio Free Mobile, pushed back against the panic gripping AI stocks in a recent episode of Bloomberg Horizons Middle East & Africa. His argument is that the semiconductor tumble reflects…
Retirement changes the arithmetic of investing. When earned income disappears, portfolio cash flow has to replace it, and the timing matters as much as the total. A stock that pays once a year forces…
Preferred stocks are one corner of the market where most retail investors are better served by an ETF than by buying individual securities directly. Convenience is part of the reason, but the more important…
Investors who pay close attention to the bond market generally monitor two interest rate benchmarks above all else. The first is the federal funds rate, which influences short-term borrowing costs throughout the economy. The…
If you want plain vanilla S&P 500 exposure, two funds dominate the shortlist: SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) and Vanguard S&P 500 ETF (NYSEARCA:VOO). They hold the same 500 companies in the same…
Among the many investing communities on Reddit, one that rarely gets the same attention as r/WallStreetBets is r/ThetaGang. The name comes from theta, the options Greek that measures time decay. Rather than buying speculative…
My Coca-Cola (NYSE:KO | KO Price Prediction) call is straightforward. After a 21.97% year-to-date run that has pushed shares to their 52-week high of $84.14, momentum, fundamentals, and defensive positioning all point higher. Our…
The cost of insuring against natural disasters has climbed sharply over the past decade. More people are living in coastal regions, wildfire-prone communities, and other high-risk areas, so when disasters strike, there is simply…
Tesla (NASDAQ: TSLA | TSLA Price Prediction) and SpaceX (NASDAQ: SPCX) sit on opposite ends of Elon Musk’s empire this July. Tesla is walking into a July 22 Q2 earnings report with vehicle margins…
Tesla’s (NASDAQ:TSLA | TSLA Price Prediction) blowout Q2 delivery report is a legitimate win for the bulls. However, I’d argue that this beat does not settle the bigger debate around the stock. What is…
Markets just logged their best quarter since 2020. When I read that headline initially, my brain almost exploded. You know, given the souring sentiment we’re seeing prevailing in many headlines of late. That said,…
June’s jobs report was weak. That’s perhaps understating it. In an economy of more than 300 million people, the U.S. economy was only able to eke out 57,000 jobs this past month. And on…
