"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Data centers can’t simply shut down when the grid fails. That’s why these facilities require enormous backup generators capable of providing electricity almost immediately. That’s exactly what Cummins (NYSE: CMI) provides. The company best known for diesel engines also happens to be a …
Key Points The labor market, interest rates, and geopolitical tension are factors driving investor concerns. Thanks to their popular ad-based tiers, the top streaming platforms should continue to perform well during an economic downturn. Disney’s theme parks and cruises, the company’s most profitable segment, will …
Hint: it’s not the U.S. Listen to the audio version of this article (generated by AI). A robot rocket in Shanghai… the rare earth choke point behind every humanoid… Home Depot’s warning on the consumer… why housing stocks are climbing anyway … and Louis Navellier …
Walmart WMT delivered an overall solid release on Thursday, beating expectations on both the top and bottom lines while raising its full-year outlook. Still, shares moved sharply lower following the release as investors focused on slowing U.S. sales trends, softer near-term guidance, and the stock’s …
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 12) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$63,345.27, down by …
Key Points Ford’s cumulative capital expenditures were $81 billion from 2015 through 2025, but it only added an incremental $33 billion in automotive revenue during that time. Despite the optimism surrounding Ford’s new energy segment, this business line won’t contribute much to the overall financial …
Alibaba Group BABA is positioning quick commerce as an important growth lever for its China e-commerce business. The model is expanding beyond food delivery into categories such as fresh produce, healthcare and supermarket products. This is broadening the use cases for Alibaba’s e-commerce ecosystem, spanning …
Electric vehicle (EV) and tech giant Tesla TSLA has secured its largest order yet for the all-electric Class 8 Semi, with Sweden-based trucking firm Einride ordering 500 units. Einride plans to integrate the Tesla Semis into its Saga AI fleet intelligence platform, which helps companies …
Key Points Warren Buffett acquired a controlling stake in a struggling textiles manufacturer called Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB) in 1965, and after realizing its core business wasn’t viable, he converted it into a holding company for his various investments. By the time he stepped …
Key Points AI data centers require heavy equipment, power generation, and electrical infrastructure, not just GPUs. Caterpillar, Eaton, and GE Vernova show momentum through growth, backlog, orders, and guidance. Industrial beneficiaries may be overlooked versus chip stocks, but they’re essential to the build-out. 10 stocks …