"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Nvidia can become a significantly larger company over the next decade, driven by secular growth in the semiconductor market and new catalysts. The company’s impressive long-term earnings growth potential can send the stock soaring over the next five years. Investors can buy Nvidia …
Key Points During the most recent fiscal quarter, Nvidia’s growth figures showed investors that the AI boom is still in full swing. Key data points, like tokens processed, cloud backlogs, and hyperscaler capex, are showing no sign of slowing. The stock’s inexpensive valuation, relative to …
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco QQQ Trust (Symbol: QQQ) where we have detected an approximate $1.9 billion dollar inflow — that’s a 0.4% increase week over week in outstanding …
Key Points Most investors have heard by now that yields on government bonds are soaring. It’s been on the front page of every newspaper. Yields are rising as bond investors around the world are selling many of their longer-maturity bonds — like those maturing in …
These must-have suppliers could be the real opportunity. Listen to the audio version of this article (generated by AI). A peek at Elon Musk’s shopping list It was an iconic moment – both technologically and culturally. In January 2007, Apple’s CEO, Steve Jobs, famously stood …
DATE Thursday, Aug. 20, 2026 at 7:30 a.m. ET CALL PARTICIPANTS Chairman – Joe Tsai Chief Executive Officer – Eddie Wu Chief Financial Officer – Toby Xu Chief Executive Officer of Alibaba E-commerce Business Group – Jiang Fan Head of Investor Relations – Lydia Lu …
Key Points Tesla launched the Cybercab at an invite-only event in Austin on Thursday, and riders there can now hail the two-seat robotaxi through the Robotaxi app. The second-quarter update Tesla published on July 22 dropped the Cybercab from its sentence about volume production starting …
Key Points Even after trimming its holdings in recent years, Apple is still Berkshire Hathaway’s biggest public equities position. Valuation is a concern for the “Magnificent Seven” stock, but its size means it will drive the portfolio’s returns. Berkshire’s giant cash balance will continue to …
Key Points Tesla had a launch party for its Cybercab in Austin last night. The event wasn’t public or livestreamed, and even CEO Elon Musk didn’t attend. Today, federal regulators opened an investigation into Tesla’s self-certification of its Cybercab. Tesla’s shares jumped before the event …
The U.S. Retail – Apparel and Shoes industry is seeing selective growth, supported by resilient consumer spending, rising demand for performance footwear, comfort-driven styles, denim and other functional categories. Product innovation, premiumization and growing health and fitness awareness are supporting technical footwear and athleisure, while …