Investing Articles

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62235 Articles

Alex Sirois | Yesterday

The Nvidia Vs. AMD Narrative Was Never True, It’s Not a Zero Sum Game

OpenAI and Meta just signed major deals with both NVIDIA and AMD in the same quarter, which forces a hard…

Vandita Jadeja | Yesterday

Credo or Marvell: Who Leads the AI Connectivity Race?

Two semiconductor giants are chasing the same hyperscaler dollars with radically different strategies, and only one can sustain its margin…

Ian Cooper | Yesterday

Alphabet Shares in Correction Territory as Investors Question Returns on AI Build-Out

Alphabet is spending at a scale that would have seemed reckless just a year ago, and Wall Street is starting…

Thomas Richmond | Yesterday

Applied Digital Could Have 155% Upside Ahead of July 27 Q2 Earnings

Applied Digital operates like a landlord collecting rent on AI infrastructure, and its backlog of signed leases tells a story…

Alex Sirois | Yesterday

MercadoLibre is Down 10% This Year But Its Relentless Growth Has One Analyst Predicting 55% Gains

MercadoLibre just delivered its worst margin quarter in years, sending shares tumbling, yet one analyst stands alone on Wall Street…

Trey Thoelcke | Yesterday

As Analysts Bet on Boeing Turnaround, Retail Investors Fixate on One Uncomfortable Fact

Wall Street analysts are piling into Boeing with bullish price targets while Reddit investors stare at the same quarterly filing…

David Beren | Yesterday

GPIX’s 8.2% Yield Keeps Pace With S&P 500 While Paying Monthly Income

Goldman's covered-call ETF has quietly grown past $4.85 billion by promising monthly income and index-level returns together, but the mechanics…

David Moadel | Yesterday

Alphabet Drops 6% on Soaring AI Capex Despite 82% Cloud Surge; Meta Platforms, Snap Follow

Alphabet just posted a cloud quarter that should have sent shares soaring, yet investors are selling hard this morning. The…

Vandita Jadeja | Yesterday

Prediction: Oracle Stock Could Reach a New High by 2027

Oracle sits near a 52-week low while sitting on a backlog that Wall Street is calling the setup of the…

Rich Duprey | Yesterday

Historic Tesla and SpaceX Merger Looks More Likely. Is This Sell-Off Your Best Buying Opportunity Yet?

Tesla just missed earnings and SpaceX erased nearly half its value in weeks, yet Elon Musk keeps hinting at a…

Joel South | Yesterday

Goldman Sachs Trust’s $2.4 Billion Portfolio: What 724 Positions Tell Us About Where Wall Street Is Betting

Goldman Sachs Trust holds 724 positions worth $2.4 billion, and its mega-cap tech bets are sitting on analyst price targets…

Alex Sirois | Yesterday

Warren Buffett’s Primary Reason for Buying Alphabet is Mine and Should Be Yours

Warren Buffett and I ended up at the same stock through the same logic, but the reason most investors overlook…

Douglas A. McIntyre | Yesterday

Tesla Should Break Itself Into Two Companies

Tesla's latest earnings reveal a company quietly splitting into two very different businesses with very different futures, and the gap…

Vandita Jadeja | Yesterday

Bank of America Gives AMD Investors a New Reason to Watch

Bank of America just made a bold move in the semiconductor space that has direct implications for AMD heading into…

Alex Sirois | Yesterday

I Won’t Stop Buying Meta Even With The High Capex Spend

Meta keeps raising its capital spending to eye-watering levels, and the bear case says margins should be collapsing by now.…

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Investing Articles

All Investing Articles

The Nvidia Vs. AMD Narrative Was Never True, It’s Not a Zero Sum Game

Credo or Marvell: Who Leads the AI Connectivity Race?

Alphabet Shares in Correction Territory as Investors Question Returns on AI Build-Out

Applied Digital Could Have 155% Upside Ahead of July 27 Q2 Earnings

MercadoLibre is Down 10% This Year But Its Relentless Growth Has One Analyst Predicting 55% Gains

As Analysts Bet on Boeing Turnaround, Retail Investors Fixate on One Uncomfortable Fact

GPIX’s 8.2% Yield Keeps Pace With S&P 500 While Paying Monthly Income

Alphabet Drops 6% on Soaring AI Capex Despite 82% Cloud Surge; Meta Platforms, Snap Follow

Prediction: Oracle Stock Could Reach a New High by 2027

Historic Tesla and SpaceX Merger Looks More Likely. Is This Sell-Off Your Best Buying Opportunity Yet?

Goldman Sachs Trust’s $2.4 Billion Portfolio: What 724 Positions Tell Us About Where Wall Street Is Betting

Warren Buffett’s Primary Reason for Buying Alphabet is Mine and Should Be Yours

Tesla Should Break Itself Into Two Companies

Bank of America Gives AMD Investors a New Reason to Watch

I Won’t Stop Buying Meta Even With The High Capex Spend

Boeing Has a $695B Backlog and Analysts See 29% Upside. Should You Buy Before July 28 Earnings?

How Much of a $12,000 Monthly Dividend Paycheck Do You Actually Keep After Taxes?

T-Bill Returns Without the Annual Tax Bill: The $12 Billion Fund Using an Options Trick

How Much of a $12,000 Monthly Dividend Paycheck Do You Actually Keep After Taxes?

You Can Go Decades on Original Medicare and Never Get a Covered Pair of Glasses. Here's the One Loophole.

Boeing Has a $695B Backlog and Analysts See 29% Upside. Should You Buy Before July 28 Earnings?

How Much of a $12,000 Monthly Dividend Paycheck Do You Actually Keep After Taxes?

Investing Articles

All Investing Articles

The Nvidia Vs. AMD Narrative Was Never True, It’s Not a Zero Sum Game

Credo or Marvell: Who Leads the AI Connectivity Race?

Alphabet Shares in Correction Territory as Investors Question Returns on AI Build-Out

Applied Digital Could Have 155% Upside Ahead of July 27 Q2 Earnings

MercadoLibre is Down 10% This Year But Its Relentless Growth Has One Analyst Predicting 55% Gains

As Analysts Bet on Boeing Turnaround, Retail Investors Fixate on One Uncomfortable Fact

GPIX’s 8.2% Yield Keeps Pace With S&P 500 While Paying Monthly Income

Alphabet Drops 6% on Soaring AI Capex Despite 82% Cloud Surge; Meta Platforms, Snap Follow

Prediction: Oracle Stock Could Reach a New High by 2027

Historic Tesla and SpaceX Merger Looks More Likely. Is This Sell-Off Your Best Buying Opportunity Yet?

Goldman Sachs Trust’s $2.4 Billion Portfolio: What 724 Positions Tell Us About Where Wall Street Is Betting

Warren Buffett’s Primary Reason for Buying Alphabet is Mine and Should Be Yours

Tesla Should Break Itself Into Two Companies

Bank of America Gives AMD Investors a New Reason to Watch

I Won’t Stop Buying Meta Even With The High Capex Spend

Boeing Has a $695B Backlog and Analysts See 29% Upside. Should You Buy Before July 28 Earnings?

How Much of a $12,000 Monthly Dividend Paycheck Do You Actually Keep After Taxes?

T-Bill Returns Without the Annual Tax Bill: The $12 Billion Fund Using an Options Trick

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How Much of a $12,000 Monthly Dividend Paycheck Do You Actually Keep After Taxes?

You Can Go Decades on Original Medicare and Never Get a Covered Pair of Glasses. Here's the One Loophole.