"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Revenue soared more than 50% to $46.7 billion with data center sales hitting $41.1 billion, while gross margins topped 72% and the board approved a fresh $60 billion buyback. Capital equipment spending has reached levels reminiscent of past tech bubbles, raising questions about …
On the surface, the price performance of Amazon AMZN stock has been very respectable. After all, AMZN is only 9% from a 52-week and all-time high of $242 a share (post-split basis). That said, the rebound in AMZN has been subpar after President Trump’s Liberation Day …
Nebius Group N.V. NBIS is an upcoming player in the AI-infrastructure market, while Microsoft Corporation MSFT is an established tech behemoth. Microsoft’s Azure cloud platform is the second-largest cloud platform after Amazon Web Services or the AWS platform. MSFT’s investment in OpenAI has made it …
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock’s price, but are they really important? Let’s take a look at what these Wall …
Here’s a quick recap of the crypto landscape for Friday (September 26) as of 9:00 a.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$109,743, trading …
Key Points Stocks keep climbing higher. That’s good news for investors, but as valuations stretch, it also means the risk of a market bubble forming are also getting higher. The S&P 500 now trades at a price-to-earnings ratio of 28, well above its historical average, …
Key Points The robotaxi is the best way to maximize the economic value of an EV. Robotaxis are an integral part of the EV industry, which is why Tesla’s rivals have invested billions in developing them. Tesla is a speculative investment, but it’s one backed …
Key Points Alibaba stock has surged lately, paced by its AI investments. Founder Jack Ma has also returned to the company and has been welcomed by President Xi. The stock still looks well-priced compared to U.S. tech stocks. 10 stocks we like better than Alibaba …
Key Points Warren Buffett’s Berkshire Hathaway just finished exiting its position in BYD. BYD is expanding its product lineup into ultra-luxury segments. BYD derives some of its competitive edge from its vertical integration. 10 stocks we like better than BYD Company › BYD Company, a …
Carnival Corporation CCL will give the latest glimpse into how cruise operators are faring with its third-quarter results approaching on Monday, September 29. Despite lingering concerns about its debt load, Carnival’s turnaround story has been captivating as strong demand is allowing the company to avoid heavy …