"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points SpaceX just raised $75 billion in new capital in the largest IPO ever. Nvidia and Alphabet could be big winners of the public debut. There are several other suppliers and partners that could benefit as well. 10 stocks we like better than Alphabet …
Key Points Semiconductor stocks jumped on Friday, as more Wall Street analysts highlighted the staggering growth potential of the AI infrastructure industry. Here’s how some of the top chip stocks performed: Will AI create the world’s first trillionaire? Our team just released a report on …
Strong cash flows reflect financial stability, allowing companies to pay down debt, pursue growth opportunities, and shell out dividend payments. These companies are also better equipped to weather downturns, providing another beneficial advantage for investors from a long-term standpoint. And for those seeking cash-generating machines, …
Key Points Bloom Energy’s first-quarter revenue soared 130% year over year. GE Vernova’s gas turbine backlog and slot reservations reached 100 gigawatts last quarter. Vistra has signed long-term nuclear power agreements with Amazon and Meta Platforms. 10 stocks we like better than Bloom Energy › …
Here’s a quick recap of the crypto landscape for Wednesday (June 10) as of 9:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$61,809.34, trading 0.1 percent higher over …
Advanced Micro Devices AMD is witnessing mixed conditions in its gaming business. In the first quarter of 2026, gaming revenues grew 11% year over year to $720 million. The increase was mainly driven by strong sales of the company’s new Radeon 9000 series graphics cards, …
Key Points Nvidia is the infrastructure leader in AI model training and is in a good position for inference and agentic AI. Amazon has two world-class businesses with its AWS cloud computing unit and its e-commerce operations. 10 stocks we like better than Nvidia › …
Key Points Ohio has become one of the hottest destinations for hyperscalers looking to build data centers. Because of the state’s relatively low land prices, existing facilities, and generous tax breaks, it has looked like a great fit for companies such as Amazon (NASDAQ: AMZN), …
HealthEquity, Inc. HQY is benefiting from expanding margins, improving operating leverage and technology-driven efficiency initiatives. The company is also investing in security enhancements and automation tools to strengthen customer service and fraud prevention capabilities. However, despite the improving fundamentals, HealthEquity reflects a balanced risk-reward profile. The …
Key Points Netflix is highly profitable, but its revenue growth going forward will likely slow down as its operations mature. Roku’s soaring platform sales will drive impressive free cash flow generation in the years ahead, according to management. Based on individual goals, the best streaming …