Listen to the audio version of this article (generated by AI). Editor’s Note: Most investors spend a lot of time deciding what to buy. TradeSmith CEO Keith Kaplan believes we should spend just as much time thinking about when to buy it. Keith has spent years studying recurring seasonal patterns across thousands of stocks. That … Read more
Why Netflix Stock Lost 17% in June
Russ Cohen
Key Points Netflix co-founder and longtime CEO Reed Hastings left the board at the beginning of the month. Media outlets reported that the company had put in a bid for Roku and was interested in Lionsgate. The stock is down more than 40% from a year ago as its valuation may have gotten stretched. 10 … Read more
F & GM's Deals With Micron: Is MU Stock Worth Buying Now?
Russ Cohen
Micron Technology MU received another vote of confidence from the auto industry after signing a long-term agreement with Ford F to supply memory and storage solutions for the automaker’s next-generation vehicles. The deal comes just days after Micron announced a similar supply agreement with General Motors GM, highlighting the chipmaker’s growing role in powering increasingly … Read more
Alphabet's Artificial Intelligence (AI) Spending Spree Is Great News for Nvidia
Key Points Nvidia will benefit as Alphabet and other hyperscalers continue to invest in AI. The semiconductor specialist looks attractively valued relative to its growth potential. 10 stocks we like better than Nvidia › Last month, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) announced an $80 billion equity capital raise. The company made it clear that it … Read more
IQM’s Nasdaq Debut Could Change the Quantum Race for D-Wave
Pure-play quantum firms like and are in the midst of a second major decline this year after a brief rally in May, so the last thing these companies likely want to face is a more crowded field of competitors. Nonetheless, that’s exactly what they will have to deal with after the early-July U.S. listing of … Read more
Fiserv’s Debit Network Talks Raise a Bigger Question for Visa and Mastercard
A consortium of Tier 1 U.S. lenders is exploring a $15 billion acquisition of the STAR debit network to bypass federal fee caps and circumvent legacy interchange fees. As traditional credit networks face compounding headwinds from capped merchant settlements and the adoption of decentralized payments, this potential regulatory arbitrage poses a severe structural threat to … Read more