Key Points It’s no secret that Warren Buffett, one of the greatest investors in history, long avoided technology stocks while CEO of Berkshire Hathaway. Buffett was never shy about admitting that he didn’t understand tech. But eventually he started putting the conglomerate’s money into tech. Here’s a look at what it took for the Oracle ...
Space stocks are having a moment. But as the Q1 earnings report for fiscal 2027 from Planet Labs PBC () shows, it may be a big, irrational moment When SpaceX’s IPO became the most anticipated market event in years, investors did what investors always do—they got ahead of themselves. If you couldn’t buy SpaceX directly, ...
Are your holdings on the move? See my updated ratings for 142 stocks. Green up arrow and red down arrow on laptop Listen to the audio version of this article (generated by AI). During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a ...
This past week, the market hit an all-time high. At the same time, Alphabet (NASDAQ:) told investors it would raise $80 billion by selling stock to fund its AI buildout, and the shares fell about 4% on the news. Within days, is reportedly set to price one of the largest IPOs ever attempted. If you want a live picture ...
AI spending remains concentrated around advanced computing infrastructure, benefiting companies involved in chip design, manufacturing, packaging and memory. Yet, recent market actions suggest that investors are increasingly distinguishing between companies benefiting from broad-based AI spending and those reliant on specific customer programs. Following Broadcom‘s AVGO latest earnings report, the stock stumbled despite the company surpassing ...
When studying Brazilian equities, you quickly notice a historical trend: they offer exceptionally high dividend yields. In this article, we will break down exactly why this happens.The Dividend DataThe dividend yields for the two main ETFs tracking the Brazilian market—the iShares MSCI Brazil ETF () and the Franklin FTSE Brazil ETF ()—have varied from 6% ...
When a market has a big short-term move, there is rarely just one cause. However, the market and the media will almost always gravitate toward an explanation that assigns all the credit or blame to a single reason. It’s important to separate bullish and bearish factors from catalysts to figure out what’s next. Friday’s catalyst ...
Key Points Nvidia sees the data center CPU market being a $200 billion opportunity. AMD is a leader in the data center CPU market, and has consistently taken share from rival Intel. Intel is still the CPU leader by volumes and is also set to benefit from the trend in agentic artificial intelligence (AI). 10 ...
Key Points Nvidia and Sandisk are in the middle of the AI infrastructure boom, driven by the terrific demand for their chips deployed in AI data centers. Both companies are on track to deliver phenomenal earnings growth, but investors looking to buy one of these two stocks have an easy decision to make. 10 stocks ...
Listen to the audio version of this article (generated by AI). Tom Yeung here with your Sunday Digest. When people talk about the year “1999,” most investors will immediately tense up. That year was the start of a terrible stretch for the value-focused buy-and-hold crowd. The dot-com bubble burst meant that anyone who bought the Nasdaq Composite in ...
