Alex Sirois |
I Can’t Stop Buying Microsoft Because It’s Turning This AI Bottleneck Into a Moat
Microsoft is down big, capex is exploding, and critics are calling AI infrastructure the fastest-depreciating asset in tech history. So…
David Moadel |
QuantumScape Sinks 14%, Solid Power and SES AI Fall as Solid-State Battery Stocks Slide
QuantumScape just posted an earnings beat and announced a marquee Honda partnership, yet the stock is cratering anyway, dragging Solid…
David Beren |
Scott Bessent Has a $40 Trillion Problem as Interest Rates Are Closing in on a Multi-Decade High
Treasury yields are surging toward levels not seen since before the 2007 financial crisis, and Scott Bessent now faces the…
David Beren |
A $500,000 Annuity Pays About $3,100 a Month for Life. The 4% Rule Pays $1,667. Here’s the Catch
An annuity quote that looks nearly twice as generous as the classic retirement withdrawal rule sounds like a straightforward win,…
Vandita Jadeja |
Prediction: 1 Reason Palantir Could Keep Beating the Market
Palantir has been crushed year to date while the S&P 500 climbs, yet a single performance metric shared by only…
David Beren |
Why Retirees Are Choosing This $100.8 Billion ETF Over Individual Dividend Stocks
SCHD's 100-stock structure and rock-bottom fees make it a retiree favorite, but a closer look at its top four holdings…
David Beren |
Why the 4% Withdrawal Rule Breaks Down for Retirees Who Retire at 55
Retiring at 55 sounds like a triumph until you realize the most trusted rule in retirement planning was never built…
Joey Frenette |
Intel’s 85% Foundry Yield Could Ignite a Second-Half Rebound
Intel shares have shed more than a quarter of their value since June, but a quiet breakthrough inside its foundry…
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…
