Vandita Jadeja |
Forget the Other Five: These 2 Mag7 Stocks Deserve Your Attention
Most of the Magnificent Seven stocks carry narratives that have quietly stopped holding up, but two names in the group…
Thomas Richmond |
The Single Biggest Reason to Buy Celestica Ahead of July 27 Q2 Earnings
Celestica is reporting Q2 earnings on July 27, and the setup heading into that print raises a question most investors…
Gerelyn Terzo |
Pressure Builds on Kevin Warsh to Hike Rates. Here’s Why Rates Could Rise in As Little as 7 Days.
Prediction markets just staged one of their fastest hawkish reversals in months, and the window for Fed Chair Kevin Warsh…
Thomas Richmond |
PayPal Trades at an 11x P/E and Repurchases 8% of Shares Annually. Should You Buy Before July 28 Q2 Earnings?
A rejected buyout offer, an aggressive buyback program, and a valuation half that of its closest rival paint an unusual…
David Moadel |
Lockheed Martin Rockets 10%, RTX Jumps 7% on Beat-and-Raise Quarters and Record Backlogs
While the broader market sank Thursday morning, two defense giants defied the selloff with blowout quarters and backlogs that shattered…
Joey Frenette |
Why the Hyperscaler Spending Spree Might Put a Big Cushion Under Nvidia and AMD
Hyperscalers are pouring hundreds of billions into AI infrastructure with no signs of slowing, but one quiet threat has nothing…
Joel South |
Billionaire Investor Philippe Laffont’s Top 5 Tech Picks
Coatue Management's latest 13F reveals Philippe Laffont stacking chips on a single concentrated AI infrastructure bet, and one of his…
Alex Sirois |
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 |
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 |
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 |
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 |
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 |
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 |
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…
Gerelyn Terzo |
IRMAA Isn’t Split Between Spouses: Cross the Line and You Both Pay Full Freight
A single dollar of extra income can quietly trigger thousands in surprise Medicare costs for both spouses, and the tax…
Gerelyn Terzo |
Jamie Dimon Says the Economy Is “Resilient.” David Solomon Says It’s “Well Positioned.” A 72-Year-Old on Social Security Is Looking Through a Different Lens.
Jamie Dimon calls the economy resilient, corporate profits are surging, and yet millions of retirees feel their budgets shrinking every…
David Moadel |
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 |
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 |
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 |
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…
