Oracle’s Rebound Is All But Assured So I Keep Buying
Oracle shares have shed a third of their value since last December, yet something in the company's latest earnings report has one investor hitting the buy button harder than ever before.
The Full Ledger
Latest
Every story as it publishes, newest first.
Should Rocketlab or SpaceX Provide Better August Returns?
Rocket Lab just ripped 27% in a single week and has a packed August catalyst stack, while SpaceX trades on a scale narrative with almost no near-term triggers. These two space names are playing…
The Energy Drink Buyout Prize Beverage Giants Are Circling
Celsius Holdings shares have cratered nearly 40% this year, shrinking its market cap to a size beverage giants can actually swallow. With PepsiCo already holding equity and activist investors circling, the question is no…
Interest Rates Could Still Rise in September: 5 High-Yield Passive Income Stocks Will Benefit
Surging oil prices, a CPI spike not seen in three years, and Treasury yields at levels last touched in 2007 are forcing a September rate decision that could reshape which stocks lead the market…
Here Are Monday’s Top Wall Street Analyst Research Calls: Akamai Technologies, Apple, Dicks Sporting Goods, Domino’s Pizza, Doximity, NetApp, SanDisk, Trade Desk, and More
Apple just got slapped with an Underperform rating while Trade Desk faces a brutal price target, but some names on Monday's analyst radar are picking up surprise upgrades that could shift the conversation entirely.
Social Isolation Can Quietly Wreck a Retiree’s Health. Original Medicare Won’t Spend a Cent to Prevent It.
When Margaret's bowling league disappeared and the diner closed, her Medicare card stayed in her wallet. Treating the health consequences of loneliness is one thing, but what the program actually covers may surprise the…
3 Beaten-Down Healthcare Stocks to Buy in August
Healthcare just posted the best three-month run of any S&P 500 sector, yet two of the three biggest pharma names by market cap are still trailing the broader market. That gap between performance and…
Who Really Benefits as Sovereign AI Infrastructure Spending Explodes?
Governments are pouring billions into national AI compute capacity, and the race is minting winners across silicon, real estate, and power infrastructure. But the benefits are not spread evenly, and knowing which layer captures…
48% of Google Cloud Revenue Next Year Could Come From Just 2 Companies That Have Still Never Turned a Profit
A prominent AI skeptic is making the case that the explosive revenue growth powering Google Cloud, AWS, and Azure traces back to just two companies that have never turned a profit, and that the…
5.1 Million Retirees Are Paying a Hidden Medicare Surcharge, and That Number Keeps Going Up
Millions of retirees open a Medicare premium notice and discover they owe hundreds more per month than their neighbors, traced back to a tax return filed two years earlier. The trigger is hiding inside…
Super Micro Computer Continues Its 3-Month Fall: One Wall Street Bull’s Thesis Predicts 55% Upside From Here
SMCI has shed a third of its value over the past year while AI server peers rip to record highs, yet one Wall Street bull is doubling down with a target that implies massive…
HSAs Are One of the Best Accounts You Can Have, and ‘One of the Worst’ Things to Leave Your Kids
Your HSA might be the most powerful account in your retirement arsenal, but a single oversight in your estate plan could hand your heirs a brutal tax bill that wipes out decades of careful…
Wall Street Says Hold but Hedge Funds Are Circling NSC’s $85 Billion Merger
Sell-side analysts have parked on Hold while some of the sharpest event-driven hedge funds in the business are quietly building complex positions around Norfolk Southern's pending merger. The two camps are not fighting over…
His Old Jingle Started Paying Royalties After He Retired. Social Security Treats It Differently From the Consulting Work He Does Now.
When royalty checks from a decades-old jingle land in the same mailbox as consulting fees from current clients, Social Security draws a line between them that most creators never see coming.
25-Year-Old Lost $35 Billion of His Investors’ Money. 2 Weeks Later, Silicon Valley Insiders Are Lining Up to Give Him More Cash.
Leopold Aschenbrenner watched tens of billions evaporate in days, then got married, and now some of the most powerful names in Silicon Valley are fighting to hand him even more money.