Key Points Microsoft trades at a steep discount despite the company’s strong AI growth. Nvidia continues to wow investors with how much computing hardware it’s selling. Nebius is one of the fastest-growing stocks in the AI industry — and that looks set to continue. 10 stocks we like better than Nvidia › In the artificial ...
Dividend stocks offer defensive income opportunities as markets remain expensive and uncertain. Long-term dividend investing requires focusing on quality, sustainability, and consistent payout growth. The analysis highlights seven US dividend stocks with attractive long-term investment potential. While the first Fed meeting chaired by Kevin Warsh ended with interest rates unchanged at 3.50% to 3.75% for ...
Listen to the audio version of this article (generated by AI). Micron earnings shatter records… PCE inflation hits 4.1%… but what about the inflation number Warsh is watching?… are we only in the 3rd inning of AI? As I write on Thursday, Micron (MU) is up 14% after the memory chip giant reported blowout earnings ...
Oracle’s ORCL rapidly expanding contract backlog is enhancing visibility into its long-term revenue growth. The company ended fiscal 2026 with a record $638 billion in Remaining Performance Obligations (RPO), including an $85 billion sequential increase, reflecting strong customer demand for its AI cloud infrastructure and enterprise applications. Much of the backlog stems from large AI ...
is not out of the weeds, with its revenue contracting, orders and backlog declining, and margins under pressure, but these forces are already priced into its stock. Housing market woes, inflation, and high interest rates are no secret. The market has had ample opportunity to adjust to the reality that interest rates will remain elevated ...
The most profitable AI applications aren’t chatbots – and the stocks benefiting from them are hiding in plain sight. Listen to the audio version of this article (generated by AI). Editor’s Note: On Tuesday, we looked at how AI is making the oil and gas industry more efficient with Joe Austin. Today, we’re looking at ...
Traders who dumped shares after its $1.9 billion deal to buy German magnet maker Vacuumschmelze are missing a major shift. The immediate share price pullback reflects short-term dilution anxiety rather than long-term asset value. By acquiring Vacuumschmelze, Energy Fuels is pursuing a vertical integration strategy to secure a domestic mine-to-magnet supply chain. The broader industrial ...
What happened Netflix (NASDAQ: NFLX) sank on Friday, adding to the brutal decline in its stock price since it delivered its first-quarter earnings report on April 19. As of 2:10 p.m. ET, the streaming leader’s shares were down by more than 4%, and had been off by as much as 6.6% earlier in the session. ...
Memory’s biggest name just delivered the cleanest quarter of its life, and the most interesting thing about it is that the stock isn’t sure what to do with it. Micron (NASDAQ:) closed out fiscal Q3 with revenue of $41.5 billion, up 346% on the year, a fifth straight record. Gross margin came in at 84.9%, ...
Every now and then, something happens that shines a light on the value of our favorite income investments—our 8%+ paying closed-end funds (CEFs). These stout income plays are so valuable, in fact, that some activists are willing to go all the way to the Supreme Court to gain more influence over them. Let me explain. ...
