"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points SpaceX is slated to be the biggest initial public offering (IPO) ever on the stock market. Management is plans to offer 555,555,555 shares at $135 each to raise $75 billion. To put that in perspective, the most a company ever raised was $26.5 …
Key Points With the SpaceX initial public offering (IPO) just days away, the company’s IPO prospectus has become required reading for investors around the world. In this 380-page document, several incredibly bold claims are made. One of the boldest is at the start of the …
Listen to the audio version of this article (generated by AI). May CPI is hot – but we dodged a bullet… the labor market handbrake is releasing… what a hike would mean for AI stocks… an edge for a bifurcated stock market The May Consumer …
ANI Pharmaceuticals ANIP is executing a clear pivot toward higher-margin specialty revenues, led by Purified Cortrophin Gel. That momentum is now showing up in earnings power and a higher 2026 outlook. The debate is whether that upside is strong enough to offset two real risks: …
Key Points SoundHound AI doesn’t have a large competitive moat and has largely been a niche player in agentic voice artificial intelligence (AI). The company has leveraged its customer base and technology to expand into new customer service sectors. Despite plenty of competition, SoundHound has …
Here’s a quick recap of the crypto landscape for Wednesday (June 10) as of 9:00 a.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$61,283.35, trading 2.4 percent lower over …
Key Points SpaceX and Alphabet’s Google recently entered a multiyear cloud computing agreement. SpaceX will provide Google access to a cluster of 110,000 Nvidia GPUs. Google’s choice to rent compute capacity may be a telling sign that competition from ASICs is not as serious a …
Key Points Nvidia is the leading provide of chips for AI model training, and it’s well positioned for inference and agentic AI. AMD has a huge opportunity with its data center chips. Broadcom is a leader in custom chips and optical components. 10 stocks we …
Key Points Nvidia and Broadcom have long-term relationships to provide chips to Alphabet. TSMC has about 70% of the foundry chip market. Alphabet and Marvell are reportedly discussing a deal to supply Google with two new chips. 10 stocks we like better than Nvidia › …
Buyback announcements have taken a breather amid the AI arms race and increasing equity issuance Capital market trends point to possibly smaller net buyback yields in the quarters to come, prompting asset allocators to rethink strategy Record-breaking IPOs and ambitious tech capex plans put the …