"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Conservative case 1-year Nvidia stock price target: 45% gain to $305. Base case 1-year Nvidia stock price target: 55%-plus gain to $327-plus. A key factor that could increase my 1-year Nvidia stock price target: the Chinese market situation. 10 stocks we like better …
PVH Corp. PVH is drawing investor attention after an earnings beat and a valuation profile that screens cheaply against earnings and sales. The question is whether that value case is strong enough when full-year sales are expected to be roughly flat. The answer depends on …
Key Points Leaked financials have revealed just how much money OpenAI is losing. The company needs to invest heavily to stay at the forefront of the industry. OpenAI’s spending is good for Nvidia and Microsoft. 10 stocks we like better than Nvidia › OpenAI, the …
Key Points Netflix’s stock price-to-earnings ratio has declined by 59% in the past five years. As a more mature business, it’s obvious that its growth will slow down in the future. 10 stocks we like better than Netflix › Since it’s a category-creating enterprise known …
Key Points Ford is shifting from its EV battery tech to energy storage as data centers use more energy. Some analysts estimate the company will generate $500 million in operating profit from Ford Energy by 2030. Ford Energy could be a good move for the …
MercadoLibre‘s MELI aggressive expansion of its first-party (1P) business is emerging as a key headwind to margin recovery. While the strategy is strengthening assortment, improving pricing competitiveness and helping the company gain share across key categories, the rapid scaling of inventory-led commerce is introducing structural …
PVH Corp. PVH is trying to turn brand momentum into steadier profitability as apparel demand stays uneven. The company’s latest quarter showed progress in direct-to-consumer channels, digital commerce and inventory control. The stock’s next move may depend on whether those gains can offset tariff pressure, …
Key Points Space Exploration Technologies (NASDAQ: SPCX) has offered investors what may be one of the most exciting moments of the year. The company, more commonly known as SpaceX, completed a record initial public offering, raising $75 billion, then went on to gain 40% from …
Key Points Intel’s stock has surged about 520% over the past year, driven by its foundry turnaround and surging demand for its server processors. AMD’s data center revenue jumped 57% year over year in the first quarter, led by its EPYC processors and Instinct AI …
Key Points Chipotle is pushing toward thousands of additional restaurants, Dutch Bros is still in the early stages of its national rollout, and Ulta continues to expand its reach through new brands, experiences, and customer acquisitions. Whether it’s Chipotle’s customer loyalty, Ulta’s dominance in prestige …