"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
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 …
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 19) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$64,373.89, up by …
Key Points Micron could still have more upside with the current memory supercycle set to last longer than prior cycles. AMD looks like the better way than Intel to play the server CPU market. Alphabet is the most complete AI play, and looks likely to …
Key Points Apple and Alphabet are two of the largest holdings within Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB)‘s portfolio. Those tech giants are also among the most valuable stocks in the world, with market caps in excess of $4 trillion. Historically, under former CEO Warren Buffett, …
Key Points SpaceX’s prospects appear bright, but there is little margin for error at current levels. CoreWeave’s massive backlog is more than 13 times its trailing-12-month revenue. Intel is tapping into a large opportunity, but several issues may hinder its progress. 10 stocks we like …
Key Points Solana‘s (CRYPTO: SOL) price hit an all-time high of $293.31 on Jan. 18, 2025. But today, it trades at about $77. Along with other cryptocurrencies, Solana slumped over the past year as fears of interest rate hikes drove investors toward more conservative investments. …
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 (August 14) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$62,905.35, down by …
U.S. legacy automakers Ford F and General Motors GM have moved in different directions since their second-quarter earnings reports. GM has gained 14.4% since reporting on July 21, while Ford is down 3% since its July 28 results. That divergence is notable because both automakers delivered stronger …
Alibaba BABA is scheduled to report first-quarter fiscal 2027 results on Aug. 20. For the fiscal first quarter, the Zacks Consensus Estimate for revenues is pegged at $38.63 billion, suggesting an 11.74% rise from the year-ago quarter’s reported figure. The Zacks Consensus Estimate for earnings …
Key Points Sandisk (NASDAQ: SNDK) has been by far the best-performing S&P 500 (SNPINDEX: ^GSPC) stock in 2026 with a 544% year to date gain as of the market close on Aug. 13. Sandisk is followed by Dell Technologies, Seagate Technology, Micron Technology (NASDAQ: MU) …