"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Nvidia stock has been trading lower over the past month, even as profit targets keep inching higher. The headwinds are real, but Nvidia has thrived in climbing the wall of ultimately unfounded worry before. The stock is up 380% over the past three …
Key Points Artificial intelligence (AI) continues to be one of the driving themes in the stock market. However, the stocks of hyperscalers (owners of large data centers) have often traded very differently from those of AI infrastructure players during this tech bull market. AI infrastructure …
The mood in the markets is becoming increasingly uncertain as hostilities between the US and Iran resume How can you find defensive stocks suited to this environment? 10 stocks are combining several key qualities to weather crises. Investor sentiment on Wall Street has deteriorated this …
The Iranian conflict has assuredly revealed the vital role of military drones in modern warfare. And it has also exposed the underlying economics behind drone defense, namely the deployment of multimillion dollar missile interceptors to shoot down one-way attack drones which typically only cost between …
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock’s price, but are they really important? Let’s take a look at what these Wall …
Here’s a quick recap of the crypto landscape for Wednesday (July 8) as of 10:00 a.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news ​Bitcoin price update Bitcoin (BTC) was priced at US$61,913.23, down by …
Key Points Jumping the gun on full EV strategies cost the broader industry tens of billions of dollars. Full-line automakers such as Ford will be able to match demand more quickly than pure EV plays. What’s more, Ford’s F-150 hybrid margins rivaled — and at …
Key Points SK Hynix launched a U.S. listing to raise about $28 billion, set to price this week. It would rank as the second-biggest share sale in history, behind only SpaceX. Major investors have already indicated interest in up to $7 billion of the offering. …
Key Points Raymond James analyst Brian Gesuale initiated coverage on SpaceX with a Street-high price target of $800. The bullish thesis depends on successfully navigating several key engineering hurdles. SpaceX stock is pricey, particularly considering the need for as-yet-undeveloped technology. 10 stocks we like better …
PepsiCo PEP) is scheduled to report second-quarter 2026 results before the market opens on Thursday, July 9, kicking off the earnings season for many consumer staples companies. Wall Street expects another quarter of modest growth, but investors will be paying closer attention to whether Pepsi’s …