The healthcare sector is one of the best-performing sectors in the S&P 500 over the past month, with a gain of around 6%. But while that rebound has been led by a handful of mega-cap Big Pharma companies, it has also been reflected in the performances of smaller firms. One of those is mid-cap Hims ...
Listen to the audio version of this article (generated by AI). The other morning on my daily livestream, I put up a chart that made everyone watching think I’d made a mistake. On one side was Bitcoin. Down nearly 30% this year, and below $60,000 for the first time since 2024. On the other side ...
The crowd is still way too worried about interest rates—and their fear is handing us a shot at two stout monthly dividends (yielding up to 11.9%) on the cheap. We can thank new Fed chair Kevin Warsh for ginning up the panic here. Because he was appointed by President Trump, the suits expected Warsh to ...
Listen to the audio version of this article (generated by AI). Editor’s Note: One of the things I appreciate most about Jonathan Rose is that he doesn’t stop at the headline. He asks the next question. In this case, it wasn’t “what is Bitcoin doing?” but “why are the miners behaving differently?” That’s the kind ...
Takeaways Samsung’s numbers were exceptional; the selloff shows the market wanted exceptional plus another upside surprise. The key shift is from strong AI demand to whether AI demand can keep accelerating fast enough to justify current valuations. Watch Samsung’s full results for HBM guidance, capex discipline and any softening in conventional memory pricing. The biggest ...
’s stock price has struggled with traction for years, but that may be coming to an end. The company’s shift to computer vision and edge AI is paying off, and analysts are giving it the credit it deserves. Rosenblatt notably raised its price target to a Wall Street high of $120 in late June, calling ...
Key Highlights The dipped on Monday as losses in precious metal miners offset gains in financials, with investors digesting several merger and acquisition announcements. Japan’s rose for a sixth straight session, gaining 0.50% to close at 4,084.74 on strengthened investor sentiment from lower oil prices and global market momentum, while the tech‑heavy hovered flat at ...
European regulatory actions are beginning to reshape parts of the buy now, pay later (BNPL) sector, potentially shifting the capital trajectory of financial technology players. A historic antitrust verdict could redefine the balance sheet potential of one of the most heavily debated growth assets on the market, penalizing a digital search monopoly while also providing ...
Listen to the audio version of this article (generated by AI). Last week, three of the market’s hottest AI stocks took a beating. Micron Technology, Inc. (MU) fell about 14% in just five trading days. Seagate Technology Holdings plc (STX) dropped nearly 18%. And Sandisk Corporation (SNDK) tumbled almost 20%. At first glance, it looked ...
The 30% correction in Micron stock over the past month is not likely to change the main thesis regarding the ongoing shortage in the memory market. My initial estimates suggested that the imbalance between DRAM/NAND supply and demand could persist until the end of 2027, but after analyzing the potential impact of robotics on memory ...
