Oracle’s market is disconnected from reality, but starting to catch on. The stock was punished like an emergent tech start-up with no revenue or hope for profits because of its debt, but this isn’t a cash-burning research story. Oracle is a legacy tech company, capable of growth and profits, that successfully shifted to the cloud ...
And where to find more top recommendations… Over the past year, you’ve seen me talk a lot about AI-powered investing. These systems can churn through enormous amounts of data and detect patterns that no human could possibly see. For instance, I was taught as a young commodities trader to end limit bids in either “0.01” ...
The fell by roughly 50 bps on Tuesday as , the , and rates rose. This is the regime we were seeing in late March and early April. Whether this persists will depend on whether oil continues to rise and whether higher oil and gasoline prices create an inflationary impulse. Today is the , and ...
Key Points Tesla’s recent earnings numbers weren’t bad, but they definitely weren’t good enough to justify its high valuation. Investors are likely more concerned about robotaxis and humanoid robots than how strong the company’s electric vehicle business is. These 10 stocks could mint the next wave of millionaires › Tesla (NASDAQ: TSLA) reported earnings last ...
Hello, Reader. From running… to running AI infrastructure. Allbirds Inc. (BIRD) is leaving footwear and becoming an AI company. When the company got going in 2015, the idea was straightforward: Make comfortable, minimalist shoes using sustainable materials. Sell mostly direct-to-consumer online. The brand blew up in the late 2010s, especially in Silicon Valley, where it ...
A definitive agreement for to acquire for an $880 million enterprise value is a high-stakes strategic survival maneuver masked as a property technology (prop-tech) expansion. Facing severe margin compression in the post-National Association of Realtors settlement era, Real is sacrificing its balance sheet for immediate global distribution. The core investment thesis now rests on whether ...
This system finds high-probability trades in any market, and you can try it yourself now… Most investors spend their time trying to answer one question: Where is the market headed next? But according to Keith Kaplan, CEO of our corporate affiliate TradeSmith, that mindset may be leading you in the wrong direction. In today’s Saturday ...
Key Points Tim Cook has done an exceptional job in growing Apple’s business over the years. One area that investors may not be thrilled with, however, is artificial intelligence (AI). A successful AI strategy could unlock much more growth for the business. 10 stocks we like better than Apple › Whenever there’s a change in ...
Coca-Cola is not without headwinds, but it is navigating them well, delivering market-beating results and driving ample cash flow. Its Q1 earnings results highlighted its strengths, with organic sales picking up and margins improving. Among those strengths is its reliable cash flow, which underpins a healthy capital return. KO stock tends to trend higher over ...
Editor’s Note: One thing I’ve learned over the years is that markets aren’t as random as they seem. At certain points, specific conditions come together – and when they do, the outcome tends to repeat more often than not. The challenge isn’t understanding that idea. It’s actually spotting those moments while they’re happening. That’s why ...
