Microsoft’s selloff reflects macro pressures, while underlying cloud and AI businesses remain fundamentally strong. Hawkish Fed expectations and heavy AI spending have compressed Microsoft’s valuation despite solid growth. Analysts and valuation models suggest meaningful long-term upside, viewing the decline as a buying opportunity. Microsoft (NASDAQ:) has had a brutal 2026. The stock fell nearly 18% in ...
MercadoLibre MELI and Alibaba BABA operate dominant e-commerce ecosystems in large emerging markets while also controlling sizeable digital payments platforms. MercadoLibre has established a leading position across Latin America through Mercado Libre and Mercado Pago, while Alibaba remains one of China’s largest online commerce and fintech ecosystems through Taobao, Tmall and its affiliated payment infrastructure. ...
Listen to the audio version of this article (generated by AI). Is a 70% crash coming?… Grantham’s track record problem… what a 1992 magazine cover got right… the FOMO that isn’t there… the earnings pushback against bears Last week, Jeremy Grantham, British investor, billionaire, and GMO co-founder, went full bear: This is the most expensive ...
There’s a growing argument that the market has been pricing on fear rather than fundamentals in recent weeks. The CapEx concerns, the FTC noise, and the Blue Origin setback have all combined to leave the stock looking unusually unloved. But beneath the headlines, the underlying demand picture for one of Amazon’s biggest growth engines is ...
Shares of are trading around $285 this week, down almost 10% from the all-time highs they hit earlier this month. A string of unhelpful headlines has weighed on sentiment, from the underwhelming Siri AI reveal at WWDC to last week’s price hikes on MacBooks and iPads. The latest update is more interesting than the market ...
Key Points SpaceX CEO Elon Musk has said the company could reach $1 trillion in revenue in 2030. To hit $1 trillion in sales in 2030, SpaceX would need to grow its revenue by 5,248% from the $18.7 billion it posted in 2025. If SpaceX were to merge with Tesla, hitting Musk’s $1 trillion in ...
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock’s price, but are they really important? Let’s take a look at what these Wall Street heavyweights have to say about Cloudflare (NET) before we ...
Earnings are strong, but the market setup is deteriorating as AI capex is pressuring free cash flow, Mag 7 leadership is no longer one-way, equity supply is rising, and midterm seasonality creates a window for a sentiment reset. Earnings support the index. S&P 500 profits grew about 28% in the latest reporting season, the strongest ...
Why one of the market’s most volatile trades might still have room to run… and how to know when it doesn’t Listen to the audio version of this article (generated by AI). If you’ve ever read George Washington’s journal entries, they’re about as dry as the wheat Washington farmed at Mount Vernon. But they provide ...
Key Points The Schwab U.S. Dividend Equity ETF’s selection process acts as a natural vet for investors. The Vanguard High Dividend Yield ETF is a good mix between yield and stock price growth potential. The Vanguard Dividend Appreciation ETF contains more tech stocks than you’ll find in a typical dividend ETF. 10 stocks we like ...
