"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Intel ended the first half of 2026 up about 270%, then fell 9% on Wednesday as chip stocks sold off broadly. The stock’s surge has been driven by foundry momentum, including a reported preliminary agreement to make some Apple chips. External foundry revenue …
Key Points Meta Platforms is reportedly getting into the cloud computing business. However, the potential spending required has spooked investors. This could be a boon to shareholders, who are missing the forest for the trees. 10 stocks we like better than Meta Platforms › Shares …
Key Points The S&P 500 added 15% during Q1 2026, the benchmark index’s best quarterly performance in nearly six years. Following quarterly gains of at least 10%, the S&P 500 has historically returned an average of 13% in the next year. The Wall Street consensus …
Key Points Ford Motor Company (NYSE: F) is down nearly 20% from its late-May peak. A weak sales report, uncertainty around tariffs, and another recall largely triggered the pullback. The news wasn’t great, but Ford has an unrelated catalyst investors should pay attention to. Ford …
Listen to the audio version of this article (generated by AI). Is a 70% crash coming?… Grantham’s track record problem… what a 1992 magazine cover got right… the FOMO that isn’t there… the earnings pushback against bears Last week, Jeremy Grantham, British investor, billionaire, and …
The Eastern Company EML shares have soared 41.4% year to date against the industry’s 18.1% decline. The company has outperformed other industry players, including Allegion plc ALLE and Cadre Holdings, Inc. CDRE. Shares of ALLE and CDRE have declined 11.8% and 30.2%, respectively, in the …
Alibaba‘s BABA digital commerce strategy is evolving into a more integrated, AI-enabled retail ecosystem that could support growth in fiscal 2027. Rather than relying solely on gross merchandise volume expansion, Alibaba is enhancing merchant productivity, consumer engagement and platform monetization across Taobao, Tmall and its …
Key Points Last week, Lucid announced its second round of layoffs within a four-month span. Lucid’s new CEO is an industry outsider, and executive turnover could be sounding alarms. Supplier issues and production hiccups continue to plague the automaker’s operations. 10 stocks we like better …
Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Apple Inc (Symbol: AAPL), where a total volume of 892,596 contracts has been traded thus far today, a contract volume which is representative of approximately 89.3 million …
Key Points Amazon’s AI strength runs through AWS and enterprise cloud infrastructure demand. Alphabet has more AI monetization paths across search, YouTube, Android, and cloud. Alphabet looks slightly cheaper, but analysts project higher upside for Amazon. These 10 stocks could mint the next wave of …