"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Sandisk is still gaining market share in the memory chip industry, and its recent results were superb. A 51% sequential revenue growth rate comes as hyperscalers commit to spending capital over multiple years. Sandisk trades at a reasonable valuation, with bearish fears about …
Key Points Alphabet saw its backlog of contracted cloud computing services climb to $514 billion last quarter. It’s spending huge amounts of capital to build additional capacity. The long-term profit and cash-generation potential can’t be ignored. 10 stocks we like better than Alphabet › The …
Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in Akamai Technologies Inc (Symbol: AKAM), where a total of 13,847 contracts have traded so far, representing approximately 1.4 million underlying shares. That amounts to about 41.5% of AKAM’s …
Key Points Investors considering Ford Motor Company (NYSE: F) have some pluses and minuses to weigh as they decide. A big plus for the company is its dividend, which recently yielded a solid 4.25%. With that kind of yield, you could generate more than $1,000 …
Key Points Amazon is leveraging its global cloud leadership and ecosystem to power AI adoption worldwide, while Alibaba is embedding AI across China’s vast digital economy. Amazon offers a more established and predictable AI growth story, whereas Alibaba’s lower valuation and improving AI capabilities could …
Key Points At the end of 2025, Elon Musk owned roughly 20% of Tesla‘s (NASDAQ: TSLA) shares, inclusive of the over 300,000,000 options he recently exercised. That’s a huge stake, but for comparison, the giant asset manager Vanguard was the second-largest holder with a 6.1% …
Key Points Dan Ives believes the AI revolution is in its early stages. He views Nvidia as the key player in advancing AI. Nvidia’s valuation doesn’t fully reflect its growth prospects. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) isn’t flying as …
Key Points Amazon (NASDAQ: AMZN) stock soared 15% after it reported second quarter earnings. That’s an impressive gain in one day, but I think that was just the beginning. The reality is that Amazon is a fantastic investment, and the news that it provided during …
I’ll explain why the hedge fund collapse offers a timely warning for AI investors Listen to the audio version of this article (generated by AI). Wall Street history is littered with brilliant people who thought they had figured out the market. Take Long-Term Capital Management …
Advanced Micro Devices AMD shares dropped roughly 6% following the release of second-quarter 2026 results. Shares dropped close to 8% in Wednesday’s session following the results on Tuesday and were up 1.5% at the end of the session on Thursday. Despite strong revenues (up 50.1% …