"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Combined 2026 capital spending from Microsoft, Alphabet, and Amazon could top $570 billion. Microsoft’s AI business is now running at a $37 billion annual revenue run rate, up 123% year over year. Google Cloud’s revenue grew 63% last quarter, while Amazon Web Services …
The Q1 earnings cycle continues to roll along, with this week’s reporting docket highlighted by none other than AI favorite NVIDIA NVDA. The release will wrap up the reporting cycle for the broader Mag 7 group as well, whose growth has remained strong overall. As …
Nvidia NVDA) has become the defining stock of the artificial intelligence era, and ahead of the chip giant’s Q1 results on Wednesday, May 20, investors are once again asking whether the AI leader still has room to run after a historic rally. The answer may …
Key Points Over the past 12 months, the S&P 500 and Nasdaq have risen about 25% and 35%, respectively. Both indexes are hovering near record highs and trading at historically high valuations, even amid inflation, geopolitical conflicts, and other fierce macro headwinds. Therefore, investors might …
Key Points Hedge fund manager Bill Ackman scooped up shares of Microsoft in the first quarter. Microsoft stock plunged during the first quarter after it became embroiled in the software “SaaS-pocalypse” over AI-related disruption fears. However, Microsoft has many ways to compete and thrive in …
Key Points The Invesco QQQ ETF has mostly outperformed the S&P 500 index, but tech stocks can be riskier and more volatile. The Nasdaq-100 suffered a “lost decade” after the dot-com bust in 2000. The State Street SPDR Portfolio S&P 500 ETF offers an ultra-low …
Investors in Ford Motor Co. (Symbol: F) saw new options begin trading today, for the December 2028 expiration. One of the key data points that goes into the price an option buyer is willing to pay, is the time value, so with 945 days until …
Key Points The Chinese company’s AI growth is already visible. It has a built-in capital supply with its e-commerce business. That creates a better risk-reward profile than many high-profile AI stocks. 10 stocks we like better than Alibaba Group › Artificial intelligence (AI) has become …
Key Points Rumors are swirling that Musk may merge SpaceX and Tesla after the historic $2 trillion IPO, creating a sprawling conglomerate spanning rockets, robots, EVs, and AI. A merger would face significant execution and regulatory risks, including antitrust scrutiny and the challenge of managing …
Key Points Berkshire didn’t sell a single Apple share during the first quarter — a shift from a multi-quarter trend. The conglomerate more than tripled its stake in Alphabet during the period. Apple’s revenue grew 17%, and earnings per share jumped 22% in its most …