"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Disney DIS has experienced a remarkable 23.1% surge over the past six months, outperforming the Zacks Consumer Discretionary sector and rewarding shareholders who maintained conviction through the company’s strategic transformation. However, despite this impressive momentum, prudent investors should consider holding their positions rather than adding …
After years of delays, Tesla TSLA has finally rolled out new “affordable” models. But these are just more affordable versions of its popular Model 3 and Model Y. The move comes as the EV pioneer tries to revive demand and defend its turf amid rising …
Key Points Ark Invest bought shares of MercadoLibre, Alibaba, and DoorDash on Monday. All three stocks are beating the market in 2025, with Alibaba as the second-largest company by market cap to more than double this year. MercadoLibre continues to grow its flagship business, but …
SIFCO Industries, Inc.’s SIF investors have been experiencing some short-term gains from the stock of late. Shares of the Cleveland, OH-based manufacturer of forgings, sub-assemblies and machined components (primarily serving the aerospace and energy or A&E markets) have gained 69.3% in the past three months …
Key Points Electric vehicle sales in the U.S. were juiced last month, as it was people’s last chance to benefit from the federal EV tax credit. Tesla’s sales in Europe have collapsed. None of this may have much effect on the surprisingly resilient stock price. …
Key Points MP Materials is a rare-earth metals producer that operates in the United States. The company’s stock price has skyrocketed in 2025, up more than 350%. The big story is that MP Materials has received a huge vote of confidence from Uncle Sam, Apple, …
Key Points Megacap tech stocks are not the only way to play the boom in artificial intelligence. SoundHound’s voice-first approach to AI agents could be the catalyst for huge upside. GitLab’s shift to a hybrid seat-plus-usage pricing model could be a big growth driver. 10 …
Key Points AMD will supply 6 gigawatts of its Instinct series GPUs to power OpenAI’s next-generation AI infrastructure. OpenAI plans to buy up to a 10% stake in AMD. Like the massive Nvidia-OpenAI deal, this deal should accelerate the race to achieve artificial general intelligence …
Key Points The electric grid in the U.S. and select other countries will need to be significantly upgraded and expanded to support surging AI-related power demand. GE Vernova and Quanta Services are well positioned to continue to profit from the upgrading and expansion of the …
The second-half rally in U.S. stocks this year has made it easy to forget some of the assets that outperformed at the start of the year. Cryptocurrencies have rallied back to their February peaks following a prolonged period of dormancy, and now commodities like gold …