"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Amazon Web Services (AWS) is a key part of the AI investment thesis. Amazon’s profits are growing far faster than its revenue. Both companies are valued similarly. 10 stocks we like better than Amazon › Billionaire Steve Mandel and his hedge fund Lone …
Throughout my investing career, I haven’t fully appreciated high-growth companies as I should, and it’s a costly, ongoing lesson. A large percentage of stock market winners are high-growth companies — I’ve missed a lot of winners by failing to fully appreciate this. However, not all …
Key Points Earnings season can give investors a glimpse into what’s currently driving the market. With the bulk of the second-quarter earnings season in the rearview mirror — more than 90% of S&P 500 (SNPINDEX: ^GSPC) companies have already reported as of this writing — …
Here’s a quick recap of the crypto landscape for Friday (August 29) as of 12 noon (UTC). Get the latest insights on Bitcoin, Ethereum and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin and Ethereum price update Bitcoin (BTC) was priced at US$108,747, …
Key Points Stanley Druckenmiller’s Duquesne Family Office added a new position in Microsoft as Azure cloud growth accelerated last quarter. Bill Ackman’s Pershing Square bought a $1.3 billion stake in Amazon as it reported its best e-commerce growth in three years. 10 stocks we like …
Key Points Despite its smaller cloud market share, Oracle has significant advantages compared to Amazon, Microsoft, and Alphabet. Netflix is at the top of its game, but its valuation is extended. Nvidia’s latest quarterly results showcase why the stock remains a compelling long-term buy. 10 …
Ford Motor Company F is expanding EV charging access by opening more than 320 of its dealerships’ DC fast chargers to all EV drivers, regardless of the vehicle’s make or model. The initiative, called Ford Charge, features nearly 1,200 DC fast chargers across the United …
Key Points Alibaba reported strong revenue growth and accelerating cloud growth. Artificial intelligence (AI) is center stage now, and AI-related revenues grew triple digits. However, profits actually decreased amid the brutally competitive Chinese e-commerce industry. 10 stocks we like better than Alibaba Group › Shares …
IPO activity post-pandemic has fluctuated significantly, primarily driven by economic uncertainty, rising interest rates, and inflation, all of which have impacted investor sentiment. But the tide has shifted positively over the past year, with several notable IPOs hitting the market, including CoreWeave CRWV and Circle …
Key Points Tesla’s core business is struggling right now, as competition erodes its market share in the electric vehicle space. CEO Elon Musk is directing Tesla’s focus toward autonomous driving, which could create valuable opportunities in the future. Ark predicts autonomous ride-hailing will propel Tesla …