"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points The U.S. government just changed its rules to allow Nvidia to ship its H2O chips to China. Most AI is still limited to large companies, and as Nvidia expands into new regions and clients, the technology will scale up and become more affordable. …
Key Points The “Magnificent Seven” stocks have been the flag bearers of artificial intelligence (AI), but face headwinds. There’s another tech giant and household name that has outperformed the popular collective by a wide margin. Netflix stock is up 94% over the past year, and …
Key Points Ford’s 90 recalls so far in 2025 already sets a record. Recalls don’t typically impact auto stocks, but there are exceptions. This recall will incur a special item on earnings, not impacting adjusted earnings. 10 stocks we like better than Ford Motor Company …
Key Points Nvidia and Palantir Technologies are the faces of the artificial intelligence (AI) revolution. Though Nvidia and Palantir have made their shareholders notably richer, both stocks are arguably in a bubble. Three phenomenal companies have the tools and intangibles needed to leapfrog today’s hottest …
Shares of Frequency Electronics, Inc. FEIM have declined 10.4% since the company reported earnings for the quarter ended April 30, 2025. This compares to a modest 0.5% gain in the S&P 500 index during the same period. Over the past month, FEIM stock has declined …
Key Points It’s now possible to trade certain stocks on Solana’s blockchain. That capability is attracting a lot of capital, and very quickly. You don’t necessarily want to be investing in these tokenized assets just yet. 10 stocks we like better than Solana › Wall …
Key Points Warren Buffett is in his final year as CEO of Berkshire Hathaway. Despite being 94 years old, Buffett has never been afraid to invest in new sectors. Buffett will buy AI stocks while also sticking to his core investing principles. 10 stocks we …
Key Points Amazon’s stock has been a monster winner since the company’s IPO in 1997. The business benefits from multiple growth drivers, it has a wide moat, and earnings have soared in recent years. Shares trade at a reasonable valuation, but forward returns won’t resemble …
Key Points AMD’s upcoming MI400 release could be a game changer in the AI accelerator industry. Its embedded and gaming segments are likely coming out of down cycles. The forward P/E ratio implies the stock may not be as expensive as some might think. 10 …
The heart of the Q2 earnings season will progress next week, with several notable companies set to report their quarterly results, including General Motors GM and Coca-Cola KO. As iconic staples of the American economy and having an extensive global outreach as well, General Motors and …