"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Baupost Group has historically been known for its value investing approach. The fund generated 20% annualized returns in its first 26 years. In the fourth quarter of 2025, Baupost Group significantly increased its position in a company that has lost the confidence of …
Key Points Jefferies analyst Brent Thill recommends buying Amazon and selling Palantir. Amazon is combining strengths in AI and robotics to make its retail business more efficient. Palantir is a leader in AI platforms, and its sales growth has accelerated in 10 straight quarters. These …
Key Points Nvidia is the current hardware leader, but Broadcom, AMD, and Alphabet are chipping away at its lead. Alphabet is a leader in AI software and has introduced a hardware competitor to Nvidia’s GPU. Between the two, Alphabet has a wider moat than Nvidia …
Shares of The Cato Corporation CATO have underperformed the broader market following its latest earnings release. The stock has declined 5.1% since reporting results for the quarter ended Jan. 31, 2026, compared with a 0.7% drop for the S&P 500 over the same period. The …
Here’s a quick recap of the crypto landscape for Monday (March 23) 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 (BTC) was priced at US$70,731.91, up by 3.7 percent over …
Key Points CEO Jensen Huang expects Nvidia to sell at least $1 trillion in Blackwell and Vera Rubin chips through 2027. Artificial intelligence (AI) spending shows no signs of slowing, and Nvidia should continue to benefit. 10 stocks we like better than Nvidia › Because …
Key Points The sector suffered a massive pullback this week amid investor concern that new automation tools could replace traditional software licenses. High-profile artificial intelligence products from major software companies are growing rapidly yet still account for only a small fraction of their overall sales. …
Key Points By walking away from a deal to buy Warner, the company avoided overpaying in a heated bidding war. With no mega-acquisition to lean on, Netflix must prove it can turn its large ad-supported audience into a durable business. Execution matters more as competition …
Key Points Both EV companies are seeking to make the mark in this growing market. Rivian’s new robotaxi deal with Uber could give it much-needed diversification. Lucid is growing rapidly, but it’s still burning cash at an alarming rate. 10 stocks we like better than …
Shares of NeurAxis, Inc. NRXS have gained 4.6% since the company reported results for the quarter ended Dec. 31, 2025, against a 0.8% decline in the S&P 500 over the same period. Over the past month, the stock has rallied sharply, gaining 38.5% against the …