"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Wall Street isn’t all aboard the Palantir train primarily due to valuation concerns. However, analysts are overwhelmingly bullish about SAP. Wall Street is probably right to be cautious about Palantir and optimistic about SAP. 10 stocks we like better than SAP › Palantir …
Key Points Shares in MP Materials (NYSE: MP) have experienced a volatile ride over the past few months. They declined by 18.5% in December according to data provided by S&P Global Market Intelligence, only to rise by 23.7% in 2026 as I write. What’s going …
Key Points Investor excitement around AI has pushed several stocks into the $1 trillion club over the last few years. Nvidia and Broadcom stand out as first-order beneficiaries from the trend, and analysts have high expectations for both in 2026. Growth expectations for this other …
Last year was another strong one for the world’s leading technology companies, the so-called Magnificent 7. While artificial intelligence has clearly acted as a tailwind, underlying business performance has remained strong even absent AI-driven contributions, with these companies continuing to deliver durable revenue growth and …
Here’s a quick recap of the crypto landscape for Monday (December 29) as of 9:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin and Ether price update Bitcoin (BTC) was priced at US$87,107.03, …
Key Points During the third quarter, Peter Thiel’s hedge fund sold out of Nvidia and initiated a position in Apple. Apple’s growth has been sluggish throughout the artificial intelligence (AI) revolution, especially compared to Nvidia. Nvidia is cheaper than Apple based on valuation metrics, but …
Key Points Alphabet and Nvidia will almost certainly remain much larger than Palantir by the end of this year. These two AI stocks are arguably better picks for investors than Palantir. Both Alphabet and Nvidia should continue to enjoy a strong AI tailwind. 10 stocks …
Key Points Chase Coleman is a heavy investor in tech stocks. Despite what many deem to be high valuations, Coleman is heavily concentrated in the “Magnificent Seven.” Five of Tiger Global Management’s top six equity holdings are components of that megacap group. 10 stocks we …
Key Points Netflix’s plan to acquire Warner Bros. would enhance its library significantly. The $82.7 billion deal, however, would involve the company taking on debt to fund the transaction. Investors don’t appear thrilled with the deal as Netflix’s stock has been crashing of late. 10 …
Here’s a quick recap of the crypto landscape for Friday (January 9) as of 3:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin and Ether price update Bitcoin (BTC) was priced at US$91,106.58, …