Things started getting a bit ridiculous toward the end of last week. Say what you want, but the concentration in daily activity in the is increasingly centered around semiconductors. In fact, based on my internal estimates, Micron (NASDAQ:) was the single largest contributor to the index move on Friday, followed by , , , , ...
Quantum Computing Inc. (QUBT) Mid-Long Term Company Analysis Recommendation: Sell Detailed Recommendation: Reduce position size over a longer time horizon (e.g., several weeks) using reverse dollar-cost averaging to hedge against temporal price movements. The opportunity cost of holding QUBT appears too high relative to other potential allocations. Company Introduction Quantum Computing Inc (NASDAQ:QUBT) is a Delaware-incorporated ...
Since ChatGPT was introduced in late November 2022, the AI trade has been mostly focused on the Magnificent-7, especially the big cloud companies, i.e., the “hyperscalers” (chart). For a while, they were all viewed as AI dominators until DeepSeek was released by a Chinese software company in late January 2025. Increasing confidence that US Large ...
Louis Navellier says Wall Street’s biggest disadvantage may be your biggest investing edge. Listen to the audio version of this article (generated by AI). Editor’s Note: For nearly 50 years, quant investing legend Louis Navellier has built his reputation by identifying fast-growing companies before Wall Street fully catches on. He’s one of the few market ...
Listen to the audio version of this article (generated by AI). Tom Yeung here with your Sunday Digest. “Everyone knows” may be one of the most dangerous terms in investing: “Everyone knows internet stocks don’t need profits”… “Everyone knows real estate prices only go up”… “Everyone knows Bitcoin will hit $1 million”… That’s because “everyone knows” means ...
Listen to the audio version of this article (generated by AI). Editor’s Note: Many investors think the AI trade is overcrowded. I don’t — and neither does legendary growth investor Louis Navellier. We think we’re watching the early innings of a much bigger market rotation — one where money starts moving beyond the obvious mega-cap ...
U.S. inflation data, retail sales, U.S.-Iran developments and the Trump-Xi summit could dominate the coming week. Applied Materials stands out as the stock to buy, driven by its strong positioning in the semiconductor equipment market amid surging demand for AI infrastructure. Alibaba emerges as the one to sell, as its upcoming results highlight ongoing challenges ...
Listen to the audio version of this article (generated by AI). Tom Yeung here with today’s Smart Money. When OpenAI launched ChatGPT in late 2022, shares of Nvidia Corp. (NVDA) did virtually nothing for several months. Like an old, lazy dog, the stock sat at a split-adjusted $17 even as millions of users downloaded the AI chatbot. But then, NVDA ...
Listen to the audio version of this article (generated by AI). Why Human Judgment Still Matters in the Markets For years, we’ve all been warned that AI would replace translators, proofreaders, data entry clerks and customer service agents … to start. But many more jobs could be eliminated. We’ve heard that AI can read scans ...
I’ll explain the connection between Bessent and Warsh – and why I think it’s good news for investors… Listen to the audio version of this article (generated by AI). On September 16, 1992, the British government was fighting for its financial life. For months, currency traders had been circling the British pound. The pound was ...
