Wedbush is making a bold call on memory chip maker . The firm aggressively raised its targets for revenue, earnings, and stock price, citing pricing trends and a high likelihood that management had underestimated the strength. Wedbush hiked its revenue and earnings targets by quadruple-digit basis points, pushed both above consensus, and warned that even ...
Global e-commerce grew up in a comfortable world of cheap shipping, frictionless customs clearance, and predictable consumer demand. That setup has dissolved. By mid-2026, trade policy had become one of the most influential forces shaping international retail margins. Tariffs, stricter border checks, and protective industrial policies are rewriting business models faster than many companies can ...
This market is in a three-way “tug-of-war”—and it’s set up some sweet deals on our favorite 9%+ dividends. The Fed. The White House. Iran. A peep from any of the above and stocks soar (or tank). But we contrarians can see through the short-term fog here. We’re buying this volatility, in part because we’re playing ...
Well, after being away for just over a week, I am officially back. I’m sure everyone missed me. Magically, not much has changed since we last touched base. Even after falling by around 0.8% on Monday, the is still roughly where it was on July 2. However, dispersion remains high, implied correlations remain low, and ...
The highly anticipated U.S. trading debut of SK Hynix (NASDAQ:) delivered on its initial promise by pricing at $158.14 and raising an unprecedented $28.1 billion on July 10. Shares quickly gapped above $170 as early buyers scrambled for exposure to the global leader in high-bandwidth memory (HBM). Gravity quickly took hold. A localized wave of macroeconomic selling ...
Listen to the audio version of this article (generated by AI). Iran rattles stocks… Louis Navellier and Keith Kaplan’s read on the memory trade… why SpaceX’s next leg up won’t mean what you think… It was another violent weekend in the Middle East, with the U.S. and Iran trading a wave of strikes rather than ...
Listen to the audio version of this article (generated by AI). As we enter the second half of 2026, investors are being pulled in a dozen different directions. First, there were concerns about memory stocks. Next came renewed concerns about inflation heating back up. (I’ll be reviewing this week’s inflation data in another Market 360 ...
Midland, Texas-based AST SpaceMobile has been a battleground for bulls and bears this year. Among space stocks, it has been one of the most volatile, seeing its fair share of ups and downs throughout 2026 including a 59% run-up to its all-time high on May 28 and a series of double-digit peaks and troughs mixed ...
Discover why saying “no” to the AI gold rush could be the smartest investment decision you make. Listen to the audio version of this article (generated by AI). Hello, Reader. Sometimes, the best way to play an investment boom is to walk away from it. The success story of “Wheelbarrow Johnny” makes that case. John ...
U.S. stocks opened lower as investors weigh up renewed Middle East tensions, rising oil prices and the prospect that higher energy costs could complicate the Federal Reserve’s inflation fight. The U.S. and Iran exchanged fresh strikes over the weekend and continue to dispute control of the Strait of Hormuz. As a result, have jumped 4% ...
