"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points The S&P 500 has roared higher over the past three years, and one particular sector has led the way: artificial intelligence (AI). Investors flocked to technology players in the field as they recognized the potential of AI to transform everything from daily life …
Here’s a quick recap of the crypto landscape for Wednesday (February 25) as of 9:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$69,190.26, up by 7.4 percent over …
Key Points Chipmakers, DRAM companies, and leading foundry TSMC should all benefit from increased AI infrastructure spending. Hyperscalers should also see strong returns on their spending. Energy Transfer is a conservative, under-the-radar way to play the AI data center build-out. 10 stocks we like better …
Key Points Meta Platforms is getting a 10% stake in AMD as part of the commitment to use its GPUs. Meta is also getting ahead of a potential CPU bottleneck. The stock is attractively valued at current levels. 10 stocks we like better than Meta …
Key Points Most importantly, when buying a stock, you are essentially betting on the jockey — a company’s CEO or top management team. Listen to quarterly earnings calls, or at least read or scan their transcripts, especially before deciding to buy a stock. Pay much …
Key Points Nvidia delivered another strong earnings report last Wednesday. After the stock initially gained on the numbers, shares fell nearly 10% over the next two days, though it wasn’t clear why. Nvidia trades at a forward P/E of just 21.5, even though it’s expected …
Restaurant operators continue to operate in a competitive environment marked by shifting consumer demand, cost pressures and the need to balance growth with operational discipline. In this landscape, Flanigan’s Enterprises, Inc. BDL and Rave Restaurant Group, Inc. RAVE reflect two distinct approaches within the broader …
Here’s a quick recap of the crypto landscape for Friday (February 25) as of 1:30 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$65,260.11, down by 3,6 percent over …
Key Points Billionaire Investor Ole Andreas Halvorsen worked for Julian Robertson’s Tiger Management in the 1990s as the director of equities. Several research analysts from Tiger Management, including Halvorsen, went on to launch successful funds. Halvorsen’s fund, Viking Global Investors, sold some big names in …
Key Points The Supreme Court struck down some of President Trump’s tariffs last week. Other tariffs remain. Even more, new tariffs are on the way — but the auto industry may be able to maneuver around them. 10 stocks we like better than General Motors …