"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Netflix stock has plunged over the past year, down 42% from its peak. You might be tempted to think the business is in trouble, but the evidence tells a different story. Netflix’s upcoming financial report will mark a key test for the highflier. …
Dynatrace DT is benefiting from several themes shaping enterprise software spending, including artificial intelligence, cloud complexity, platform consolidation and rising telemetry volumes. The opportunity is clear, but not risk-free. Higher consumption can lift demand while also raising hosting costs, and DT still has to convert …
A consortium of Tier 1 U.S. lenders is exploring a $15 billion acquisition of the STAR debit network to bypass federal fee caps and circumvent legacy interchange fees. As traditional credit networks face compounding headwinds from capped merchant settlements and the adoption of decentralized payments, …
Key Points Ford ranked as the top mainstream brand in the J.D. Power 2026 U.S. Initial Quality Study, up from No. 15 in 2023. The company says it is on track for $1 billion in material and warranty cost reductions this year. Shares trade at …
Key Points Prior to SpaceX, the five largest initial public offerings came from various sectors with wildly different 12-month share-price performances. SpaceX continues to lower launch costs, and its Starlink segment is posting solid profits. With shares trading at 51 times 2026 estimated revenue, the …
Tesla, Inc. TSLA has introduced a more practical three-row version of its Model Y by adding a long-wheelbase variant to its U.S. lineup. The new model addresses a gap in Tesla’s SUV portfolio as competition in the electric SUV segment continues to intensify. The Model …
Key Points Trump bought between $100,000 and $250,000 in five major tech stocks before rolling back some tariffs. The White House maintains that Trump’s accounts are managed by professionals who are not in regular communication with the president. 10 stocks we like better than Nvidia …
AI’s toll collectors, Brazil’s rare-earth angle, and an oil refiner riding Mideast tailwinds Listen to the audio version of this article (generated by AI). Luke Lango highlights AI’s toll roads… Brian Hunt flags Brazil’s overlooked AI angle… Louis Navellier’s refiner play amid Mideast turmoil… As …
bioAffinity Technologies, Inc.’s BIAF investors have been experiencing some short-term losses. Shares of the San Antonio, TX-based biotechnology company have lost 77% in the past three months against the industry’s 4.5% rise. It has also underperformed the sector and the S&P 500’s gain of 8.2% …
Key Points Arm Holdings is benefiting from the AI boom’s pivot to CPUs. The company has designed its own computer chip, which it believes can help revenue boom over the next few years. Shares of Arm look overvalued after soaring so far in 2026. 10 …