"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Nvidia (NASDAQ: NVDA), Apple (NASDAQ: AAPL), and Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) are the three most valuable companies in the world and dominate the S&P 500 with a combined 20.4% weighting. So buying the Vanguard S&P 500 ETF (NYSEMKT: VOO), which tracks the …
Key Points Hedge fund manager Bill Ackman’s firm, Pershing Square, went public on U.S. markets with its Pershing Square USA (NYSE: PSUS) fund, backed by his big-name notoriety and a strong track record of success. Ackman, one of the world’s most famous investors, has run …
Netflix NFLX shares have climbed sharply off their 2026 lows in recent weeks, and the advertising business is emerging as the central thread in that recovery narrative. As the stock works to claw back ground lost earlier this year, investor attention has increasingly shifted toward …
Veeva Systems Inc. VEEV raised its fiscal 2027 outlook after second-quarter revenues increased 17.6% year over year to $928 million. Vault CRM adoption and broader commercial execution added another positive signal. The question is how quickly CRM migrations, newer R&D products and Falcon can extend growth …
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 Wednesday (September 2) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$76,706.03, trading 1.7 …
U.S. legacy automaker Ford F is finally seeing some relief on one of its biggest production headaches. The automaker is ramping up output of its highly profitable F-Series pickup trucks (including F-150 and Super Duty trucks) after supplier disruptions severely constrained production over the past …
Key Points Alibaba looks cheap, but its earnings are falling sharply while AI and instant-commerce spending drain cash. Cloud growth is promising, but it isn’t yet big enough to offset those costs. For me, that makes BABA a risky turnaround story, not a once-in-a-decade bargain. …
Key Points Hyperscalers are raising their capital expenditure budgets as prices for DRAM and high-bandwidth memory explode. Rising memory and storage prices are cutting into free cash flows and eroding gross margins for big tech. Memory makers Micron and Sandisk are benefiting enormously from the …
Key Points Under Tim Cook’s tenure, Apple stock grew from a $350 billion company to a $5 trillion company. The market will be watching how Apple Intelligence evolves. The user experience has always been Apple’s hallmark, and that matters more than short-term headwinds. 10 stocks …
Key Points The artificial intelligence (AI) market’s breakneck expansion over the past few years sparked a buying frenzy in the sector’s top chip and infrastructure stocks. Those soaring stocks — including Nvidia, Broadcom, and Amazon — propelled the S&P 500 (SNPINDEX: ^GSPC) to record highs. …