The crowd is still way too worried about interest rates—and their fear is handing us a shot at two stout monthly dividends (yielding up to 11.9%) on the cheap. We can thank new Fed chair Kevin Warsh for ginning up the panic here. Because he was appointed by President Trump, the suits expected Warsh to … Read more
Bitcoin Is Down. Miners Are Up. That’s the Signal.
Russ Cohen
Listen to the audio version of this article (generated by AI). Editor’s Note: One of the things I appreciate most about Jonathan Rose is that he doesn’t stop at the headline. He asks the next question. In this case, it wasn’t “what is Bitcoin doing?” but “why are the miners behaving differently?” That’s the kind … Read more
Meta Platforms Is Entering the Neocloud Business. Here's Why CoreWeave Investors Should Not Worry.
Russ Cohen
Key Points CoreWeave (NASDAQ: CRWV) stock plunged 18% over two trading sessions after Bloomberg revealed that Meta Platforms (NASDAQ: META) is entering the neocloud business. Admittedly, one can understand the concerns, as Meta is a “Magnificent Seven” company with a massive cash hoard and 32 large-scale data centers across the planet. Although CoreWeave is a … Read more
These 3 AI Stocks Just Got Hit, But I Think They’re Screaming Buys…
Listen to the audio version of this article (generated by AI). Last week, three of the market’s hottest AI stocks took a beating. Micron Technology, Inc. (MU) fell about 14% in just five trading days. Seagate Technology Holdings plc (STX) dropped nearly 18%. And Sandisk Corporation (SNDK) tumbled almost 20%. At first glance, it looked … Read more
Why SK Hynix’s Nasdaq Listing Is a Hidden Catalyst for Micron’s Surge
The 30% correction in Micron stock over the past month is not likely to change the main thesis regarding the ongoing shortage in the memory market. My initial estimates suggested that the imbalance between DRAM/NAND supply and demand could persist until the end of 2027, but after analyzing the potential impact of robotics on memory … Read more
Ares Capital (ARCC) Is Considered a Good Investment by Brokers: Is That True?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock’s price. Do they really matter, though? Let’s take a look at what these Wall Street heavyweights have to … Read more