"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Netflix NFLX is slated to report second-quarter 2026 results on July 16. For the second quarter, Netflix expects revenues of $12.57 billion, indicating growth of 13.5% year over year. The Zacks Consensus Estimate for second-quarter revenues is pegged at $12.57 billion, indicating growth of 13.5% …
Key Points Amazon’s Prime Day helped lift U.S. online retail sales by 9.3% over last year. AI is a growth catalyst for AWS and a game changer for e-commerce profit margins. It’s tough finding world-class companies at attractive prices, but Amazon checks the box. These …
Key Points Nvidia’s scale and stickiness still make it a top AI play. CoreWeave’s neocloud business will continue to lock in big hyperscalers. Broadcom’s sales of custom AI accelerators could skyrocket over the next few years. 10 stocks we like better than Nvidia › The …
After a difficult stretch for consumer-focused stocks, Nike NKE) and General Mills GIS) are beginning to attract the attention of value-oriented investors. The stocks of both iconic brands are trading near their respective 52-week lows, prompting some investors to wonder whether the recent weakness has …
Key Points Intel ended the first half of 2026 up about 270%, then fell 9% on Wednesday as chip stocks sold off broadly. The stock’s surge has been driven by foundry momentum, including a reported preliminary agreement to make some Apple chips. External foundry revenue …
Key Points Meta Platforms is reportedly getting into the cloud computing business. However, the potential spending required has spooked investors. This could be a boon to shareholders, who are missing the forest for the trees. 10 stocks we like better than Meta Platforms › Shares …
Key Points The S&P 500 added 15% during Q1 2026, the benchmark index’s best quarterly performance in nearly six years. Following quarterly gains of at least 10%, the S&P 500 has historically returned an average of 13% in the next year. The Wall Street consensus …
Key Points Ford Motor Company (NYSE: F) is down nearly 20% from its late-May peak. A weak sales report, uncertainty around tariffs, and another recall largely triggered the pullback. The news wasn’t great, but Ford has an unrelated catalyst investors should pay attention to. Ford …
Listen to the audio version of this article (generated by AI). Is a 70% crash coming?… Grantham’s track record problem… what a 1992 magazine cover got right… the FOMO that isn’t there… the earnings pushback against bears Last week, Jeremy Grantham, British investor, billionaire, and …
The Eastern Company EML shares have soared 41.4% year to date against the industry’s 18.1% decline. The company has outperformed other industry players, including Allegion plc ALLE and Cadre Holdings, Inc. CDRE. Shares of ALLE and CDRE have declined 11.8% and 30.2%, respectively, in the …