"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Listen to the audio version of this article (generated by AI). Investors are chasing yesterday’s winners, but a new chapter has begun This morning (Friday), when the alarm buzzed, my first instinct wasn’t to get out of bed. It was to hit snooze. Outside, it …
Key Points Cathie Wood believes that Space Exploration Technologies’ reusable rockets will be a cost-effective solution to the space economy. She expects the company’s thousands of satellites to drive accelerating broadband capacity and generate millions in gross profit by 2030. SpaceX stock is still expensive …
Key Points Apple has soared in recent weeks as it’s avoided the capex pitfalls of its big tech peers. Investors are now fearful that memory costs could take a bite out of profits. Apple didn’t give specific numbers, but said that memory prices were expected …
Key Points Chip stocks are down on market worries about AI spending. Nvidia should enjoy the fruits of AI spending, since its products are the gold standard for AI development. The market is souring on Nvidia, and investors should temper their expectations for Nvidia stock …
Key Points Nvidia and Cerebras both have SRAM-based solutions that could make them leaders in inference. AMD’s chiplet design lets it package its chips with more HBM, a memory technology invented by memory leader SK Hynix. Broadcom is set to benefit from the trend of …
Key Points Nvidia (NASDAQ: NVDA), arguably the most popular artificial intelligence (AI) stock on the planet, is also the most valuable company on the planet. Its growth trajectory, however, could just be getting started. According to research from Stanford University, today’s AI models already meet …
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Wednesday (July 29) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$63,580.04, up by …
We are past the halfway mark of the Q2 earnings season, with more than 60% of S&P 500 companies having already reported. With another 27% of the index on deck this week, we will have seen the bulk of Q2 earnings by Friday. While the …
Key Points Shares of the streaming giant have dropped as revenue growth slows. However, Netflix is well-positioned as the subscription video-on-demand leader. Management is leveraging its content expense to expand margins and grow cash flow. 10 stocks we like better than Netflix › Netflix (NASDAQ: …
Key Points Ford plans to make Level 3, eyes-off driving road-ready on its Universal Electric Vehicle platform in 2028. Second-quarter adjusted earnings before interest and taxes rose to $2.5 billion, and Ford raised its full-year guidance. The stock costs about 9 times forward earnings, and …