Prediction: Amazon Is a Buy Before July 30 With 30% Upside
AWS just posted its fastest growth in 15 quarters while Amazon commits to a staggering AI bet that could either cement its dominance or crush its free cash flow, and the July 30 earnings…
The Full Ledger
Latest
Every story as it publishes, newest first.
3 Numbers Show Wall Street Remains Blind About Meta’s AI Spend and Keep Me Loading Up
Wall Street keeps punishing Meta for its massive AI spending bill, but three specific numbers buried in the earnings data tell a completely different story about where this company is actually headed.
Tesla at $380: Wall Street Says It’s a Buy But Here’s 3 Strong Reasons to Sell
Wall Street's Buy consensus and a $460 price target sound convincing until you look at what is actually driving Tesla's margin recovery and what prediction markets are saying about the growth story holding that…
AI Stocks Are Hot, but Smart Investors Are Quickly and Quietly Cutting Their Risk
Billions are still pouring into AI investments, but something is quietly shifting beneath the surface as some of the most aggressive semiconductor bets on Wall Street begin to unravel in a way that could…
Netflix: Buy the Dip or Wait for Proof?
Netflix beat estimates, authorized a massive buyback, and still watched shares crater to their lowest point in nearly a year. Fast Money traders agree something is broken, but they cannot agree on whether current…
Hut 8 Jumps 10% on $9.8B AI Data Center Lease; MARA, Riot Platforms Rally in Sympathy
A surprise lease announcement just sent one battered energy infrastructure stock soaring 10% while dragging its crypto mining peers along for the ride, even as Bitcoin itself slipped lower.
3 International Dividend ETFs for 2026: Why HDEF’s Quality Screen Beats Pure Yield
The case for international dividend ETFs in 2026 hinges on one underappreciated difference in how these funds filter for yield, and choosing the wrong approach could mean owning exactly the kind of payout traps…
Jensen Huang Thinks Semiconductors Will Be the Largest Industry in the World “By Far” — and This Might Be Key to Getting Nvidia Stock to $500
Jensen Huang is making a bold prediction about semiconductors that makes Michael Burry's AI bubble warnings look shortsighted, and the math behind his vision of trillions of AI agents could change how investors think…
Forget SPY. Its Momentum Cousin Is Crushing the Index With 26% Returns This Year, for Only 0.13%
Millions of investors default to the same S&P 500 fund without realizing a rules-based cousin, built from the exact same stock universe and costing pennies more, has been running circles around it in 2026.…
A 68-Year-Old Retired Nurse Learns $920,000 Pension Pushes Her Into IRMAA Tier Two
A spotless Medicare enrollment record and a modest pension seemed like no cause for alarm, until a kitchen renovation triggered a surcharge Margaret never saw coming and cannot undo for two full years.
Price Prediction: Cisco Stock Will Double on This Date
Cisco is up nearly 50% this year and just raised its AI order target by 80%, yet the stock sits well below its 52-week high. A bold model now maps a specific path to…
China’s Luckin Coffee Comes To New York and Starbucks Should Worry
A Chinese coffee giant with tens of thousands of locations worldwide is quietly planting its flag in New York City, and the timing could not be worse for a Starbucks already struggling to keep…
The 0% Tax Bracket Retirees Don’t Believe Exists: A Couple Can Realize $98,900 in Gains and Pay Nothing
Most retired couples are leaving a significant federal tax break completely untouched, and the reason has less to do with complex rules than with a simple habit of selling stock without checking the calendar…
Walmart vs Procter & Gamble: Two Consumer Titans, Two Strategies, One Winner
Walmart and Procter & Gamble both navigated the same tariff storm in their latest quarters, but one leaned into aggressive reinvestment while the other quietly played defense with pricing and productivity. Which strategy is…
AI Could Destroy US Economy
As AI eliminates jobs across industries, the federal tax base faces a collapse so severe it could trigger a chain reaction no bailout can fix. The numbers coming out of Wall Street and Silicon…