"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Appaloosa Management’s top seven holdings are all tech companies, except for Vistra. Vistra has signed long-term power supply deals with big tech companies like Meta Platforms. Vistra finished the first quarter with net income of around $1.03 billion, after operating in the negative …
Key Points Tesla designed an autonomous robotaxi called the Cybercab, but commercializing it comes with a number of challenges. Uber operates the world’s largest ride-hailing platform, and around 30 companies in the autonomous space are deploying their vehicles in its network. Uber’s strategy could be …
Key Points Some of Berkshire’s top stocks have been in the equities portfolio for decades. Warren Buffett is responsible for many of Berkshire’s core positions, but new CEO Greg Abel has begun making his mark on the portfolio. 10 stocks we like better than Berkshire …
Let’s talk about this incredible shift we’re seeing in private-company valuations in recent years… Listen to the audio version of this article (generated by AI). I have said it before, and I will say it again: I do not buy IPOs (initial public offerings). That …
SiTime SITM is turning a once-quiet hardware category into a more visible AI infrastructure story. Precision timing is becoming more important as computing systems require tighter synchronization, lower latency and faster data movement. That shift gives SITM exposure beyond processors. Its products sit inside AI …
Key Points Alphabet had a great earnings report and increased its capex budget for 2026, but the stock fell. Investors are nervous that big tech companies are overspending to build AI infrastructure. There are three reasons why Amazon will raise capex, and here’s what the …
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 Monday (July 20) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$65,102.57, up by …
Key Points Advanced Micro Devices reports its second-quarter results on Aug. 4. The stock price has climbed over 150% so far this year, sending it above $500. Micron and Sandisk are trading at prices about twice and three times AMD’s price, respectively, but neither has …
Key Points In June, the initial public offering (IPO) of Space Exploration Technologies (NASDAQ: SPCX) turned what seemed like a simple IPO into a reminder of how rule changes can reshape your portfolio. If you own an index fund, your portfolio may have been affected …
Key Points On top of that, the Trump administration is apparently preparing a new domestic initiative to boost power generation capacity. As the operator of America’s largest nuclear fleet, the company is sure to gain from these top-down efforts. 10 stocks we like better than …