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 ...
Are your holdings on the move? See my updated ratings for 104 stocks. Listen to the audio version of this article (generated by AI). During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look ...
Key Points Despite reporting plummeting profitability in its recent fiscal fourth-quarter earnings report (for the period ended March 30), Alibaba (NYSE: BABA) shares jumped as investors were excited about the Chinese company’s artificial intelligence (AI) road map. The stock is now trading around breakeven on the year, as of this writing. Let’s dig into the ...
reported their fiscal Q1 ’27 financial results on May 21 ’26, with the retail giant reporting revenue better-than-expected by 2%, while EPS exactly met expectations. Operating income missed expectations by 1% which is the majority of the story for retailer. The quarter was 5 out of 10 for Walmart, but in the overall picture wasn’t ...
Chinese tech stocks surge on reports Tencent is close to launching a WeChat AI assistant. The price action raises an interesting question: is the market beginning to shift its focus from AI infrastructure to AI adoption? Tencent AI assistant report coincides with China tech rally Investors may be looking beyond AI infrastructure Breakout attempt underway ...
Key Points Everybody would like catalysts to appear sooner rather than later for their stocks, and that’s definitely the case with Tesla (NASDAQ: TSLA). Investors have waited for years for the robotaxi rollout, for the Optimus robot, for full self-driving (FSD) software revenue to take off, and for the Semi truck to begin production. The ...
The AI infrastructure trade is moving from a capex-acceleration to a capex-digestion regime, in contrast to the prior 18 months where uncapped enterprise token consumption underwrote every upward revision. AI adoption in enterprise is usage-based, agentic, recursive, and easy to overconsume. Uber burned its entire 2026 AI coding budget in four months; Microsoft is cancelling ...
Last month, several market indicators were sending cautionary signals. Since then, market conditions have improved considerably. Major indexes have continued to advance, market breadth has improved, and investors have increasingly shifted back toward economically sensitive and growth-oriented sectors. While the market is extended in the short term and could experience periodic pullbacks, the overall evidence ...
