"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Tesla’s $1.3 trillion market cap and 382 price-to-earnings ratio show just how much future success is baked into market sentiment. Uber CEO Dara Khosrowshahi believes that Uber will handle more AV trips than any other business before the end of this decade. Uber’s …
Key Points The iPhone became the world’s top-selling smartphone in 2025. Apple has a growing list of devices that lead their respective markets. These devices and the apps and services that support them make Apple stock a buy. 10 stocks we like better than Apple …
Key Points Stanley Druckenmiller, who oversees $4.4 billion at the Duquesne Family Office, owned Nvidia (NASDAQ: NVDA) stock, but sold all of his shares in 2024. At the time, he considered the AI giant richly valued, though he did express some regret about his move …
Insider selling is spreading beyond tech and airlines… Tom Yeung here with your Sunday Digest. Last week, I warned that insiders in two key industries were selling unusual amounts of their company’s stock. Data centers. The phenomenal growth story is now facing margin compression as …
Key Points With the four major AI hyperscalers set to spend around $650 billion in 2026 on data center capital expenditures, there are a lot of companies slated to cash in. While some may question how much Amazon, Microsoft, Alphabet, and Meta Platforms are spending, …
Key Points Nvidia has invested in Brookfield’s first AI infrastructure fund. Brookfield also launched a new cloud services company that’s building with Nvidia’s designs. The company also has investments across infrastructure, power, and credit. 10 stocks we like better than Brookfield Corporation › AI has …
Key Points Several “Magnificent Seven” stocks are much cheaper now than they were a few months ago. Meta Platforms is the cheapest of the group. The market is worried about Meta’s artificial intelligence (AI) spending. 10 stocks we like better than Meta Platforms › The …
Key Points Meta’s first-quarter revenue guidance implies about 30% year-over-year growth at the midpoint. Netflix is still growing quickly, but its own forecast calls for a step-down in growth in 2026. Despite trading at similar valuations, one of the two stocks looks significantly more attractive. …
Key Points Ford continues to have the best-selling vehicle in America with the F-Series pickup trucks. The business has been plagued by quality issues, while tariffs pressure earnings. It’s likely that shares will keep underperforming the market in the long run. 10 stocks we like …
With the advent of artificial intelligence (AI), NVIDIA Corporation (NASDAQ:) has surged to become the world’s most valuable company, reaching a market capitalization of around $4.5 trillion, an extraordinary increase from roughly $0.5 billion at the time of its IPO. NVIDIA’s shares surged an astonishing …