"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
MercadoLibre‘s MELI aggressive expansion of its first-party (1P) business is emerging as a key headwind to margin recovery. While the strategy is strengthening assortment, improving pricing competitiveness and helping the company gain share across key categories, the rapid scaling of inventory-led commerce is introducing structural …
PVH Corp. PVH is trying to turn brand momentum into steadier profitability as apparel demand stays uneven. The company’s latest quarter showed progress in direct-to-consumer channels, digital commerce and inventory control. The stock’s next move may depend on whether those gains can offset tariff pressure, …
Key Points Space Exploration Technologies (NASDAQ: SPCX) has offered investors what may be one of the most exciting moments of the year. The company, more commonly known as SpaceX, completed a record initial public offering, raising $75 billion, then went on to gain 40% from …
Key Points Intel’s stock has surged about 520% over the past year, driven by its foundry turnaround and surging demand for its server processors. AMD’s data center revenue jumped 57% year over year in the first quarter, led by its EPYC processors and Instinct AI …
Key Points Chipotle is pushing toward thousands of additional restaurants, Dutch Bros is still in the early stages of its national rollout, and Ulta continues to expand its reach through new brands, experiences, and customer acquisitions. Whether it’s Chipotle’s customer loyalty, Ulta’s dominance in prestige …
Key Points Some investors fear that Nvidia‘s (NASDAQ: NVDA) amazing run since the start of the artificial intelligence (AI) boom may come to an end relatively soon, perhaps because demand for its market-leading GPUs (Graphics Processing Units) will cool down, or other companies will continue …
QURE just went vertical. These biotech catalysts could be next. Mornings like we had on Wednesday are exactly why I get up and do this show every single day the market is open. UniQure NV (QURE) opened around $43. Touched $48.88 intraday. Closed in the high $47s. Previous close: …
Key Points Drugmakers and lab platforms putting AI tools to work in real-world drug development. Eli Lilly is using AI partnerships and financial momentum to accelerate and expand weight-loss treatments. Twist Bioscience offers higher-risk upside, supplying synthetic DNA and benefiting from Amazon Bio Discovery’s AI-driven …
Key Points Space Exploration Technologies (NASDAQ: SPCX), or SpaceX, is having a huge week following the biggest IPO in history. The company raised a record $85.7 billion when it went public on June 12 and debuted with a market capitalization of more than $2 trillion. …
Netflix NFLX trades at a forward 12-month price-to-sales ratio that sits meaningfully above its broader media and entertainment peer group, a premium that has historically been justified by superior margin expansion, scale in originals and a fast-growing advertising business. From a valuation standpoint, Netflix appears …