"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
U.S. Jobs Number Disappoints Friday morning, the Bureau of Labor Statistics (BLS) released the July 2026 Employment Situation Report. Nonfarm payrolls plunged 23,000 versus Wall Street estimates of +80,000. The payroll miss was one of the largest on record and represented a 5-sigma miss. For …
The artificial intelligence boom has created enormous wealth over the past three years, with NVIDIA NVDA emerging as the undisputed leader of the AI infrastructure revolution. But as the market matures, investors are asking a different question: where will the next wave of AI winners …
Key Points Netflix and MercadoLibre are trading 38% and 23% lower over the past year. Both have fallen out of favor, and poorly received quarterly results this earnings season aren’t helping. Both stocks are historically cheap right now, even as they face stiff near-term headwinds. …
Garrett Motion Inc. GTX reported second-quarter 2026 earnings of 53 cents per share, beating the Zacks Consensus Estimate of 46 cents by 15.2%. Earnings increased 26.2% from 42 cents in the year-ago quarter. Net sales rose 6.9% year over year to $976 million and surpassed …
Key Points Alibaba’s position as the leading cloud provider in Asia has its stock rising. Chinese AI models are gaining market share again. Shares look reasonably cheap, but it is tough to value a foreign company. 10 stocks we like better than Alibaba Group › …
Magna International Inc. MGA reported second-quarter 2026 adjusted earnings of $1.86 per share, up 29% year over year. The figure surpassed the Zacks Consensus Estimate of $1.53 by 21.57%. Results benefited from productivity gains, operational improvements and tariff recoveries. Sales increased 3% to $10.98 billion …
Key Points Tim Cook recently said that Apple is paying more for memory chips, and that this trend is expected to continue. Micron is one of three major suppliers of DRAM and high-bandwidth memory. Rising chip prices are a function of expanding AI workloads from …
Key Points Micron has secured multi-year deals that make its revenue more predictable and durable, assuaging fears of cyclicality. Micron is growing faster than almost every publicly traded company while having a lower forward P/E ratio than most. 10 stocks we like better than Micron …
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Wednesday (August 5) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$64,103.14, up by …
Advanced Micro Devices AMD reported second-quarter 2026 non-GAAP earnings of $1.66 per share, up 246% year over year. The figure beat the Zacks Consensus Estimate by 3.1%. Revenues increased 50.1% year over year to $11.54 billion and surpassed the consensus mark by 1.9%. The top-line …