When the SpaceX IPO launched, it took down some perfectly good businesses with it Listen to the audio version of this article (generated by AI). Editor’s Note: After SpaceX went public, it hit $200 a share. Then it came back to $150. That move — up 40% in two days, then all the way back … Read more
ELF Stock Outlook Hinges on Rhode Growth and Core Brand Reset in 2027
Russ Cohen
e.l.f. Beauty, Inc. ELF enters fiscal 2027 with a wider platform but a more complicated investment setup. Rhode, Naturium, e.l.f. SKIN and international expansion give the company more growth levers. The key question is whether those levers can offset slower momentum in the flagship e.l.f. brand. ELF Has More Than One Growth Engine e.l.f. Beauty … Read more
VanEck Semiconductor ETF Is Flashing an Ominous Warning Sign
Russ Cohen
The market’s leading sector, Semiconductors, , closed the week below its prior week after trading at all-time highs. This is the second week in the last four that this key reversal pattern has shown up. When this pattern follows through (trades lower through significant support), it can indicate a significant top is in place for … Read more
Why Is Nvidia Stock So Cheap? This Is the Only Plausible Answer
Key Points Nvidia stock is up just 4% this year, underperforming the S&P 500 and its semiconductor peers. Wall Street expects Nvidia’s EPS to nearly double this year. Uncertainty about an AI bubble is holding the stock back. 10 stocks we like better than Nvidia › For much of the AI boom, Nvidia (NASDAQ: NVDA) … Read more
The Sneaky Way SpaceX, Anthropic, and OpenAI Can Destroy the Trump Bull Market
Key Points Statistically, the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have delivered outsize returns under President Donald Trump. Several index inclusion rules were recently amended, providing mega-initial public offerings (IPOs) with fast-track entry into the Nasdaq-100, Russell 1000, and Russell 3000. Fast entry into major stock indexes is a historical nightmare for … Read more
Dow Green This Week, Nasdaq Down 4%, and Microsoft Doing All the Work Today
Key Points Microsoft rose 4.9% on Friday, adding 107 Dow points and $136 billion in market cap. Oil fell for the sixth straight week as traders bet on more Iranian supply reaching global markets. SpaceX swung from down 2% at the open to up 2.3% by midday on Starlink mobile-service news. 10 stocks we like … Read more