"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points The amount of advanced memory needed in data centers is rapidly increasing, and manufactures can’t keep up. The iShares Semiconductor ETF offers exposure to memory producers, chip designers, and foundry equipment suppliers. Its premium valuation and concentrated portfolio are important risks to consider. …
Key Points Supermicro saw a big improvement in margins, but the stock remains shrouded in controversy. The news from Supermicro should bode well for Nvidia, which is the safer and smarter stock to buy. 10 stocks we like better than Nvidia › Super Micro Computer …
Key Points Retiring with $1 million in the bank is a dream for many Americans, and it’s becoming an increasing reality for those who invest consistently in the stock market. There’s a simple formula for maximizing your odds: start early, diversify, and add funds consistently. …
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Netflix Inc (Symbol: NFLX), where a total of 325,076 contracts have traded so far, representing approximately 32.5 million underlying shares. That amounts to about 62.9% of NFLX’s average …
Strong cash flows reflect financial stability, allowing companies to pay down debt, pursue growth opportunities, and shell out dividend payments. These companies are also better equipped to weather downturns, providing another beneficial advantage for investors from a long-term standpoint. And for those seeking cash-generating machines, …
Ford F is slated to release second-quarter 2026 results on July 28, after the closing bell. The Zacks Consensus Estimate for the to-be-reported quarter’s EPS and automotive revenues is pegged at 33 cents and $45.72 billion, respectively. The earnings estimate for the to-be-reported quarter has moved down by …
Key Points Appaloosa Management’s top seven holdings are all tech companies, except for Vistra. Vistra has signed long-term power supply deals with big tech companies like Meta Platforms. Vistra finished the first quarter with net income of around $1.03 billion, after operating in the negative …
Key Points Tesla designed an autonomous robotaxi called the Cybercab, but commercializing it comes with a number of challenges. Uber operates the world’s largest ride-hailing platform, and around 30 companies in the autonomous space are deploying their vehicles in its network. Uber’s strategy could be …
Key Points Some of Berkshire’s top stocks have been in the equities portfolio for decades. Warren Buffett is responsible for many of Berkshire’s core positions, but new CEO Greg Abel has begun making his mark on the portfolio. 10 stocks we like better than Berkshire …
Let’s talk about this incredible shift we’re seeing in private-company valuations in recent years… Listen to the audio version of this article (generated by AI). I have said it before, and I will say it again: I do not buy IPOs (initial public offerings). That …