’s €10 billion indicative approach for Delivery Hero did not arrive as a surprise to the market — it arrived as a declaration, timed precisely when the German platform is at its most structurally vulnerable and its activist shareholders are at their most emboldened. The absence of a premium above Friday’s close, combined with activist … Read more
2 Quantum Computing Stocks That Are Further Along Than Anyone Is Giving Them Credit For
Russ Cohen
Key Points Quantum computing, due to its complexity, will take time to become very useful — and even experts haven’t agreed on an exact timeline. These two companies have announced significant progress over the past year or so. 10 stocks we like better than Microsoft › Quantum computing promises to be one of the next … Read more
S&P 500 Earnings: Forward Estimates Power Higher Once Again
Russ Cohen
The from last week got a good response over on www.seekingalpha.com. Being a one-man shop, when an article like that is contemplated, notes are furiously scribbled from the events of those days and as the list grows, it’s eventually pruned and a blog post is quickly tossed up. Last week, this blog failed to mention … Read more
Why Nvidia Stock Hit a New All-Time High Today, and Why There's Likely More to Come
Key Points Opportunities continue to mount for the AI chipmaker. Several Wall Street analysts have increased their price targets ahead of the company’s financial report next week. 10 stocks we like better than Nvidia › Shares of Nvidia (NASDAQ: NVDA) were sharply higher on Thursday, climbing as much as 4.7% to a new all-time high. … Read more
1 Stock to Buy, 1 Stock to Sell This Week: Marvell, Kohl’s
US-Iran peace deal, core PCE price index, and more AI-linked earnings could dominate the coming week. Marvell is the high-flyer, powered by AI infrastructure momentum and set for another market-moving earnings release. Kohl’s, meanwhile, faces a tough retail environment and is likely to disappoint investors with its upcoming results. U.S. stocks closed broadly higher on … Read more
Hyperliquid Is Building a Shadow Stock Exchange. The SEC Might Soon Make It Legal.
Key Points The Securities and Exchange Commission is unexpectedly changing the rules affecting tokenized stocks and other tokenized assets. Those changes are not guaranteed to be permanent. As of now, they appear to clear the way for Hyperliquid to compete in the U.S. 10 stocks we like better than Hyperliquid › Hyperliquid (CRYPTO: HYPE), a … Read more