Listen to the audio version of this article (generated by AI). Tom Yeung here with your Sunday Digest. In the days following its IPO, Space Exploration Technologies Corp. (SPCX) surged 25%, rewarding early investors and turning its owner, Elon Musk, into a trillionaire. The following week the stock sank below $160, sending most investors into ...
Key Points If you’ve invested in AMD (NASDAQ: AMD) or Intel (NASDAQ: INTC) over the past year, you’re likely a very happy investor. Intel has risen about 480%, and AMD has risen around 280% over the past 12 months. Those are major gains, but not all stock gains are created equally. Sometimes, stocks go up ...
Key Points Nvidia (NASDAQ: NVDA), the world’s largest producer of data center GPUs, is the linchpin of the booming AI market. Most of the world’s top AI companies use its GPUs to train their large language models (LLMs), and Nvidia locks in those clients with its proprietary software. Nvidia still has a bright future, but ...
Key Points Meta is reportedly building a cloud business that would sell AI computing power, putting it in competition with Amazon Web Services. AWS revenue grew 28% year over year in the first quarter — its fastest growth in 15 quarters. AWS generated $14.2 billion of Amazon’s $23.9 billion in first-quarter operating income. These 10 ...
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock’s price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use ...
Netflix NFLX continues to strengthen its advertising platform, positioning the business as an increasingly important growth driver beyond subscription revenues. The company is expanding its in-house ad technology, broadening advertiser access and improving campaign measurement, steps expected to help it capture a larger share of the growing connected television advertising market. This complements Netflix’s expanding ...
Listen to the audio version of this article (generated by AI). The Fortune That Began with an Act of Defiance Happy Fourth of July! Few stories capture the American entrepreneurial spirit better than Cornelius Vanderbilt’s in the early 1800s. This was at the very start of his career, before he became the railroad and shipping ...
Key Points As competition heats up and demand for electric vehicles (EVs) in the U.S. cools down, shares of Tesla (NASDAQ: TSLA) have unsurprisingly fallen more than 14% in 2026. Simultaneously, Tesla’s self-driving capabilities have come under intense scrutiny for both safety reasons and the pace at which they’re being rolled out. Is the dip ...
In , we shared some market wisdom from one of the greatest traders, Jessie Livermore. While Livermore’s name is not always mentioned alongside other great investors and analysts, such as Warren Buffett and Peter Lynch, his sage advice is priceless. Interestingly, much of what Livermore teaches his readers runs counter to what Warren Buffett and ...
MercadoLibre‘s MELI aggressive expansion of its first-party (1P) business is emerging as a key headwind to margin recovery. While the strategy is strengthening assortment, improving pricing competitiveness and helping the company gain share across key categories, the rapid scaling of inventory-led commerce is introducing structural profitability pressures that could weigh on operating leverage for longer ...
