"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points After-hours gains from Nvidia reversed in trading on Thursday. Chip stock investors rotated into software stocks. Nvidia still looks well-positioned for long-term growth. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) delivered another dazzling earnings report, but something surprising happened …
For years, I’ve called NVIDIA’s report the grand finale of earnings season… In the 1970s, every Sunday morning on CBS’s The NFL Today, a man named “Jimmy the Greek” would sit beside Brent Musburger and calmly predict the final scores of that afternoon’s games. He …
Willis Lease Finance Corporation WLFC shares have climbed 35.3% in the past six months compared with the industry’s 21.8% growth. The company has outperformed other industry players, including Air Lease Corporation AL and Ryder System, Inc. R. Shares of AL and R have gained 7.2% …
Key Points Nvidia reported a stellar quarter, but that wasn’t enough to keep the stock afloat. Fears about the future of AI, revenue concentration, and high memory prices are weighing on the stock. Nvidia is a large component of the major stock market indexes, so …
Key Points Shares of Netflix (NASDAQ: NFLX) rose on Wednesday, as it became more likely that its pending acquisition of Warner Bros. Discovery‘s (NASDAQ: WBD) film studios and HBO Max streaming service could fall through. By the close of trading, Netflix’s stock price was up …
Key Points Despite similarities in business strategy, these three automakers have traded differently in recent years. Ford is pivoting its strategy to stoke growth on the top- and bottom-lines. Ford Pro could be the automaker’s key to improving profits. 10 stocks we like better than …
Amazon AMZN and Alibaba Group BABA are the world’s two largest e-commerce and cloud computing empires. Both are aggressively investing in AI and cloud infrastructure, making this comparison timely for investors. While Amazon leverages its logistics network and Amazon Web Services (AWS) dominance, Alibaba is …
As you know, I’ve been watching the travel industry for a long time, and the data right now is telling a compelling story that’s hard to ignore. Despite the negative headlines, rising oil prices and a healthy dose of political noise, global travel is running …
Key Points While the stock is very expensive, I’m a big fan of Tesla as a business. Why? Because it has a dominant advantage when it comes to investing in artificial intelligence (AI). Autonomous driving technology, at least as far as consumers are concerned, hasn’t …
Key Points Tesla is repurposing a U.S. factory to go all-in on building Optimus robots. Optimus has the potential to transform Tesla much like the iPhone did for Apple. While the prospects of Optimus are exciting, some of the potential upside from AI is already …