"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points The ongoing fall of the cable-TV industry has been a significant headwind that Disney continues to face. Notable success within the company’s streaming and experiences segments highlights the value of Disney’s intellectual property. This is a compelling value stock, with shares trading at …
Key Points Institutional buying (inflows) of Ford stock in the second quarter alone already tops 2025. Ford has long had questions regarding its recalls, warranty expense, and quality, but now there is evidence of improvement. Ford Energy has the capability of adding incremental profits to …
Key Points Tech companies have soared in value, dominating major indexes. The S&P 500’s top 10 holdings now account for roughly 40% of the index’s value. If AI stocks are hit with volatility, it could hurt the broader market. 10 stocks we like better than …
Key Points Buffett guided the Berkshire Hathaway holding company to market-beating returns from 1965 to 2025. During his final years as CEO, he bought a whopping $77.8 billion worth of one stock that doesn’t appear in Berkshire’s portfolio. Berkshire’s new CEO, Greg Abel, recently picked …
Key Points I think the megacap technology businesses — otherwise known as the “Magnificent Seven” — are fantastic businesses. These include Nvidia, Tesla, Alphabet, Apple, Microsoft, and Meta Platforms. But it is the seventh member of the Magnificent Seven, I think, that has the best …
A Beach Ball Held Underwater Year-to-date, the S&P 500 Index has registered average returns, gaining ~11% through mid-September. Despite the healthy gains, the 2026 market has been a complex environment for Wall Street investors to understand. Investors had to weigh positives, such as the booming …
Key Points The last big technology bubble was the dot-com mania at the turn of the century. The AI bubble isn’t likely to avoid the same fate because Wall Street almost always pushes companies to extremes. 10 stocks we like better than Nvidia › Financial …
Key Points Most people know what modern-day artificial intelligence is. They just don’t understand why it matters to them. Like so many other new technologies, however, the crowd will eventually — and organically — figure this one out. The battle for AI supremacy shouldn’t crimp …
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 Friday (September 18) as of 11:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$78,215.49, trading 5.1 …
Key Points Netflix bought back a record $4.7 billion of stock in the second quarter and ended it with $27.1 billion of authorization left. A $2.8 billion termination fee from Netflix’s collapsed Warner Bros. deal is helping to finance the buying. Netflix’s fully diluted share …