"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Big Tech Companies Jockey for LLM Supremacy By now, Wall Street investors are well aware of the race for artificial intelligence supremacy among America’s most decorated big tech companies. In late 2022, the AI race jumpstarted when OpenAI (which partnered with Microsoft (MSFT)) released ChatGPT. …
Here’s a quick recap of the crypto landscape for Monday (January 12) as of 9:00 a.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin and Ether price update Bitcoin (BTC) was priced at US$90,643.88, …
Key Points This market-cap weighted ETF nearly tripled the performance of the S&P 500. As a long-term outperformer, the semiconductor sector climbed as the AI boom continued. Another year of outperformance could be in the cards, but the sector is vulnerable to any serious issues …
Key Points Nvidia is the dominant player in chips designed for generative AI. Nvidia has numerous opportunities beyond GPUs and data centers. Nvidia is trading at some of its cheapest levels during the AI revolution. 10 stocks we like better than Nvidia › For the …
Key Points Nvidia appears poised to resume chip sales in China. Netflix more than doubled its advertising revenue in 2025. Meta Platforms is spending heavily on AI, and that investment is expected to pay off in the long run. 10 stocks we like better than …
The risk forming in today’s market is not a traditional crash. Editor’s Note: Stock market crashes don’t always announce trouble with a dramatic selloff. Sometimes the bigger risk is quieter — long stretches where familiar stocks look stable but fail to deliver meaningful progress. That’s …
There’s been a resurgence of investor interest in automakers recently, after President Trump indicated that some automotive tariffs may not be as bad as initially feared. Ford (NYSE: F) stock plummeted in early April on the initial tariff rollout but has since rebounded and is …
Key Points Many AI stocks have seen their prices rise quickly, increasing the risk associated with investing in them. These three stocks all have strong competitive moats that should reduce risk. Their valuations look attractive based on their outlook. 10 stocks we like better than …
Key Points Wall Street isn’t all aboard the Palantir train primarily due to valuation concerns. However, analysts are overwhelmingly bullish about SAP. Wall Street is probably right to be cautious about Palantir and optimistic about SAP. 10 stocks we like better than SAP › Palantir …
Key Points Shares in MP Materials (NYSE: MP) have experienced a volatile ride over the past few months. They declined by 18.5% in December according to data provided by S&P Global Market Intelligence, only to rise by 23.7% in 2026 as I write. What’s going …