"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Alphabet’s GOOGL second-quarter 2026 results, scheduled to be released on July 22, are expected to have benefited from solid momentum in Search and Cloud businesses. The momentum in Search is expected to have driven advertising revenues in the to-be-reported quarter. The Cloud business is riding …
Key Points Netflix stock fell sharply after the company reported a small revenue miss for the second quarter. The streaming service is on track to double its advertising revenue this year and deliver double-digit percentage growth in total revenue. The company just barely missed Wall …
Key Points Electric vehicle maker reported stronger-than-expected growth in its deliveries in Q2. The share price drop underscores investors’ difficulty in pricing shares of an EV company that’s also evolving into an AI outfit. Shareholders must recognize that Tesla ebbs and flows differently, forcing investors …
Key Points Innovative new tech could bring the power of advanced AI models to the iPhone. Partnerships with Chinese cloud leaders will help Apple bring AI services to its largest international market. 10 stocks we like better than Apple › Shares of Apple (NASDAQ: AAPL) …
uniQure N.V. QURE remains a catalyst-driven gene therapy stock, with AMT-130 shaping most of the investment debate. The program targets Huntington’s disease, an area where disease-modifying options remain absent. Recent FDA feedback, a targeted biologics license application submission in the third quarter of 2026 and …
Key Points Tesla delivered 480,126 vehicles in the second quarter, up 25% year over year. Wells Fargo raised its price target to $130 last week, a level implying a 67% drop from today’s price. The stock trades at about 360 times earnings heading into Wednesday’s …
Key Points Apple has one of the best business models on the planet, but its valuation currently reflects that. Alphabet is the much cheaper stock and is well positioned as the most complete AI company. 10 stocks we like better than Apple › Throughout his …
Key Points The giant “Magnificent Seven” stocks have had subpar performance so far in 2026. Some, like Tesla, are very risky stocks with very high reward potential. Others, like Amazon, have lower risk but also lower potential rewards. 10 stocks we like better than Nvidia …
Key Points Space Exploration Technologies (NASDAQ: SPCX), AMD (NASDAQ: AMD), and Palantir Technologies (NASDAQ: PLTR) may seem like an odd grouping of companies. But I have a good reason to consider them together: They’re all incredibly overvalued. While that may sound like a shocking statement, …
Key Points The PHLX Semiconductor Index closed in a bear market on Friday, more than 20% below its June peak. Apple set a record intraday high the same day and passed Nvidia to become the world’s most valuable company. Apple spent $12.7 billion on capital …