Quantum Computing Inc. (QUBT) Mid-Long Term Company Analysis Recommendation: Sell Detailed Recommendation: Reduce position size over a longer time horizon (e.g., several weeks) using reverse dollar-cost averaging to hedge against temporal price movements. The opportunity cost of holding QUBT appears too high relative to other potential allocations. Company Introduction Quantum Computing Inc (NASDAQ:QUBT) is a Delaware-incorporated … Read more
Filling a Ford F-150 with Gas Just Passed a Threshold. Here's Why That's Alarming.
Russ Cohen
Key Points With the national average gas price at more than $4.40 a gallon, according to AAA, it now costs more than $100 to fill the 23-gallon tank of America’s best-selling vehicle, the F-150, produced by Ford Motor Company (NYSE: F). That’s a worrying development, given that the biggest engine of economic growth in the … Read more
Industries: Mag-7 Isn’t the Only AI Game in Town
Russ Cohen
Since ChatGPT was introduced in late November 2022, the AI trade has been mostly focused on the Magnificent-7, especially the big cloud companies, i.e., the “hyperscalers” (chart). For a while, they were all viewed as AI dominators until DeepSeek was released by a Chinese software company in late January 2025. Increasing confidence that US Large … Read more
1 Stock to Buy, 1 Stock to Sell This Week: Applied Materials, Alibaba
U.S. inflation data, retail sales, U.S.-Iran developments and the Trump-Xi summit could dominate the coming week. Applied Materials stands out as the stock to buy, driven by its strong positioning in the semiconductor equipment market amid surging demand for AI infrastructure. Alibaba emerges as the one to sell, as its upcoming results highlight ongoing challenges … Read more
Beyond Mega-Cap Tech: Q1 Earnings Confirm a Broadening Growth Trend
The Q1 earnings season reconfirmed the steadily improving earnings outlook we have consistently highlighted in our earnings commentary. The earnings focus lately has been on the blockbuster mega-cap Tech players in the Magnificent 7 group of companies, but results have been impressive across the board in all sectors. Most companies have comfortably exceeded Zacks Consensus … Read more
Why Sandisk Stock Bounced Back Today
Key Points Wall Street banker Bernstein spooked the market with worries over spot demand for NAND yesterday. The banker still thinks Sandisk is a buy, however, as buyers compete for limited memory supply. 10 stocks we like better than Sandisk › Sandisk (NASDAQ: SNDK) stock took a tumble on Thursday, sliding 5% on a report … Read more