The mega IPOs are coming. is set to go public on June 12, raising $75 billion to $80 billion at a market valuation of up to $1.8 trillion. It will be the largest equity offering in history. Then, Anthropic and OpenAI are expected to go public with market capitalizations of $1 trillion to $1.75 trillion ...
Key Points The market may be underestimating Microsoft’s growth potential in artificial intelligence (AI). The company’s AI business has more than doubled in just the past year. At 27 times earnings, it’s not an expensive stock to own, especially when factoring in its long-term growth opportunities. These 10 stocks could mint the next wave of ...
For much of the past year, the word “SaaSpocalypse” hung over the software sector like a storm cloud that refused to move on. The fear was understandable, based primarily on the assumption that artificial intelligence (AI) would render traditional software platforms obsolete, automating away the workflows that justified their subscription costs, and hollowing out the ...
Software stocks had an exceptional start to June on Monday Investors understand that AI is not a threat to the industry—quite the contrary Which software stocks should you keep an eye on in June? The US software sector delivered one of its strongest trading sessions of the year on Monday, June 1. Among software companies ...
Key Points With over 325 million subscribers and annual revenue of $45 billion in 2025, Netflix’s scale allows it to be extremely profitable. Another popular video platform in the industry, which is owned by a dominant tech firm, benefits from a powerful network effect. With unlimited access to capital, it would be easier to recreate ...
Listen to the audio version of this article (generated by AI). Silver coils for a breakout… the Ferrari/Honda math behind the drone boom… why Yardeni says FEMO beats FOMO… Is silver about to break out? For more than a year, we’ve been tracking the horse race between gold and silver, flagging which metal appeared better ...
A buyout proposal for a major casino operator typically creates a straightforward path for investors. The stock price usually settles just below the offer to account for time and deal risk. The current situation involving is anything but typical. The market’s reaction to a takeover bid has created a dynamic that warrants a closer look, ...
Key Points Ford Motor (NYSE:F) surprised investors with the introduction of Ford Energy earlier this month, and shares have taken off ever since. The legacy automaker has been throttling back on plans to develop and sell electric vehicles (EVs), including massive write-downs from capital investments. Now that it has a plan to repurpose some of ...
Three public companies tied to the SpaceX ecosystem the smart money is quietly positioning in ahead of the crowd Listen to the audio version of this article (generated by AI). Editor’s Note: Last week, my friend and colleague Jonathan Rose explained why investors should be careful about chasing a hot IPO like SpaceX. One thing ...
Credo Technologies stock price rally isn’t over yet, not by a long shot. The fiscal Q4 2026 release and 2027 guidance suggest this stock can easily reach $300 and continue rallying from there. Not only are its Active Electric Cables in high demand (critical for datacenter connectivity and networking), but the company’s optical portfolio has ...
