The first wave of AI gains went to the Mag 7, but the next opportunity may be forming in a very different part of the market. Hello, Reader. Hollywood loves a “second chance” story. It’s no surprise that It’s a Wonderful Life ranks No. 1 on the American Film Institute’s 100 YEARS…100 CHEERS list of ...
Once a struggling brick-and-mortar retailer, is now swinging for a much bigger stage. GameStop CEO Ryan Cohen made his move, announcing the intended acquisition of , but now faces many challenges. The primary challenge is execution, as integrating the two platforms will not be easy. The real question is whether eBay accepts the offer or ...
Every so often, a single day changes the course of technological progress. For example… October 1, 1908: Ford Motor Co. (F) introduced the Model T. October 26, 1958: Pan Am’s Boeing 707 completed the first scheduled transatlantic jet service from New York to Paris. January 9, 2007: Steve Jobs walked onstage and introduced the iPhone. ...
Key Points Anthropic’s entrance into the design market has sparked concerns about Figma. ServiceNow is a victim of the “SaaSpocalypse.” MongoDB’s lower-than-expected guidance worried some investors. 10 stocks we like better than Figma › With the stock market setting record highs, is the old saying that “a rising tide lifts all boats” holding? Nope. Quite ...
At his May 3–4, 2026 shareholder meeting in Omaha, Warren Buffett described modern financial markets as a “church with a casino attached”, a characterization that landed with more analytical precision than philosophical flourish. With the holding nearr 4.3% and speculative trading in zero-day options and leveraged ETFs reaching record volumes, the cost of owning hype ...
The Mag 7 just committed $725 billion to AI. Here’s where the downstream money flows… and which stocks are still undervalued. Somewhere around 1910, a self-taught geologist named Patillo Higgins lost almost everything betting on oil near Beaumont, Texas. The locals thought he was nothing more than a crank using shoddy drilling equipment to extract ...
Shares of aerospace and defense giant took a heavy hit following the release of its Q1 2026 earnings report on April 23, extending a sharp pullback that has now seen the stock fall as much as 27% since early March highs. That makes the setup especially important heading into the new trading week, as investors ...
Key Points With so much video content available, subscription streaming services need to find ways to stand out from rival platforms if they want to attract and retain paying customers. That’s harder than it sounds, but there are a few sources of unique content available that more streamers are tapping into. For Netflix (NASDAQ: NFLX) ...
The same mistakes that crushed dot-com portfolios are happening again. Hello, Reader. One of the main keys to being a smart investor is to avoid staying comfortable and instead adapt to shifting currents – a principle that’s especially relevant in today’s market. If you don’t believe me, listen to Bob Dylan: You better start swimmin’ ...
Initially, I thought my prediction of 20% EPS growth in Q1 might have been a little too optimistic. As it turns it, it wasn’t nearly optimistic enough. With about 2/3rd’s of companies having reported Q1 results now, the EPS growth rate has soared to an impressive 27.8%. And we still have bellwether companies like Nvidia ...
