"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Advanced Micro Devices AMD is witnessing mixed conditions in its gaming business. In the first quarter of 2026, gaming revenues grew 11% year over year to $720 million. The increase was mainly driven by strong sales of the company’s new Radeon 9000 series graphics cards, …
Key Points Nvidia is the infrastructure leader in AI model training and is in a good position for inference and agentic AI. Amazon has two world-class businesses with its AWS cloud computing unit and its e-commerce operations. 10 stocks we like better than Nvidia › …
Key Points Ohio has become one of the hottest destinations for hyperscalers looking to build data centers. Because of the state’s relatively low land prices, existing facilities, and generous tax breaks, it has looked like a great fit for companies such as Amazon (NASDAQ: AMZN), …
HealthEquity, Inc. HQY is benefiting from expanding margins, improving operating leverage and technology-driven efficiency initiatives. The company is also investing in security enhancements and automation tools to strengthen customer service and fraud prevention capabilities. However, despite the improving fundamentals, HealthEquity reflects a balanced risk-reward profile. The …
Key Points Netflix is highly profitable, but its revenue growth going forward will likely slow down as its operations mature. Roku’s soaring platform sales will drive impressive free cash flow generation in the years ahead, according to management. Based on individual goals, the best streaming …
Here’s a quick recap of the crypto landscape for Monday (June 8) as of 9:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$63,444, trading 2.2 percent higher over …
Ford Motor Company’s F primary aluminum supplier in New York has resumed operations at its hot mill following two fires last year that shut down the facility and contributed to billions of dollars in lost production for Ford’s highly profitable F-Series pickup lineup. The Novelis …
Key Points SpaceX is slated to be the biggest initial public offering (IPO) ever on the stock market. Management is plans to offer 555,555,555 shares at $135 each to raise $75 billion. To put that in perspective, the most a company ever raised was $26.5 …
Key Points With the SpaceX initial public offering (IPO) just days away, the company’s IPO prospectus has become required reading for investors around the world. In this 380-page document, several incredibly bold claims are made. One of the boldest is at the start of the …
Listen to the audio version of this article (generated by AI). May CPI is hot – but we dodged a bullet… the labor market handbrake is releasing… what a hike would mean for AI stocks… an edge for a bifurcated stock market The May Consumer …