"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Greg Abel’s new role as Berkshire Hathaway CEO comes with about $378 billion in cash and Treasury bills. Apple’s fiscal first-quarter results were driven by a 23% year-over-year jump in iPhone revenue. I like the pairing of Apple’s strong growth with Berkshire’s optionality. …
Here’s a quick recap of the crypto landscape for Monday (February 2) as of 9:00 a.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin and Ether price update Bitcoin (BTC) was priced at US$76,827.62, …
Key Points Nvidia shares have nearly doubled off their springtime lows, but Ark Invest is still adding to the country’s most valuable publicly traded company. Iridium is cranking out uninspiring revenue gains, but the bottom line is a better story. Teradyne has seen back-to-back weeks …
Key Points AI hyperscalers are doubling down on their capex budgets. As AI workloads expand, developers increasingly need to complement their GPU clusters with appropriate networking gear. Many of the hyperscalers are differentiating their AI stack through custom silicon solutions. 10 stocks we like better …
Key Points Over the past three years, there have been few better stocks to own than Nvidia (NASDAQ: NVDA). From 2023 to 2025, the stock has risen by more than 800%. However, most of Nvidia’s returns were from 2023 and 2024, as it only rose …
Editor’s Note: Every great investment era begins quietly. Before the Manhattan Project, few Americans understood why the government suddenly cared about remote desert towns. Before the Apollo mission, most investors missed why billions were flowing into obscure aerospace and computing firms. But those who recognized …
Key Points Investments in artificial intelligence and rapid growth in its cloud platform are boosting Microsoft. Netflix is enjoying great success from its advertising — while trying to buy Warner Bros. Discovery. 10 stocks we like better than Microsoft › We all want our stock …
Here’s a quick recap of the crypto landscape for Friday (January 30) as of 12 noon UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin and Ether price update Bitcoin (BTC) was priced at US$83,062.62, …
Key Points The leader of streaming entertainment is leveraging generative AI to enhance visual effects. With the help of AI capabilities, a consumer goods business works with top athletes to create new footwear designs. This gig economy enterprise launched a new business line providing AI …
Key Points Ford shares have produced a total return of 58% since late January 2021, dramatically underperforming the market. With muted growth prospects and weak profits, this is not a good business for long-term investors to own. 10 stocks we like better than Ford Motor …