"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Ford has a very strong asset in its brand, which helps its F-Series and Mustang models outsell their competitors dramatically. Ford outperformed the broader market and saw its 2025 sales increase 6%, setting the stage for a great Q4 2025 earnings report on …
Key Points Recent news of a $10.2 billion secondary share sale doesn’t help the short-term case for this stock. Alibaba is spending heavily on AI infrastructure, and will direct all of the proceeds from this stock sale to its build-out. The stock could remain under …
Baxter International Inc. BAX raised its 2026 sales and adjusted earnings outlook after second-quarter results exceeded expectations. The update gives investors another data point on the company’s early-stage turnaround as operating execution improves. The remaining question is whether better demand and cost actions can translate …
Key Points Tesla (NASDAQ: TSLA) is well off a 52-week high that approached $500 per share. At its current price of around $360, the stock is also comfortably below the average analyst price target for the electric vehicle (EV) manufacturer. Yet just because Tesla appears …
Key Points The U.S. federal debt currently represents 123% of the country’s GDP, close to the highest level ever. This precarious financial position supports persistent inflationary pressure and elevated interest rates. Companies with pricing power that operate from a position of financial strength are in …
Key Points Microsoft and Alphabet depreciate servers over as long as six years, and Meta Platforms raised its assumption to 5.5 years in 2025. Amazon cut its assumption for a subset of servers to five years, citing the pace of AI development. Nvidia’s data center …
Key Points Nvidia (NASDAQ: NVDA) has long been a giant in the world of graphics processing units (GPUs), or high-powered chips that fuel the simultaneous computations needed for certain applications. In the company’s early days, it mainly sold GPUs to the gaming market, but in …
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 Friday (September 4) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$81,049.94, trading 1.3 …
Key Points Nvidia can become a significantly larger company over the next decade, driven by secular growth in the semiconductor market and new catalysts. The company’s impressive long-term earnings growth potential can send the stock soaring over the next five years. Investors can buy Nvidia …
Key Points During the most recent fiscal quarter, Nvidia’s growth figures showed investors that the AI boom is still in full swing. Key data points, like tokens processed, cloud backlogs, and hyperscaler capex, are showing no sign of slowing. The stock’s inexpensive valuation, relative to …