Listen to the audio version of this article (generated by AI). For the past few weeks, I had not planned to spend much time talking about the SpaceX IPO. Left to my own devices, I’d rather talk about AI factories, memory shortages, order backlogs, earnings revisions and the companies quietly supplying the next great tech ...
This June, SpaceX (NASDAQ:) is expected to list on at a valuation of $1.75 trillion, surpassing Saudi Aramco’s 2019 debut as the largest IPO on record. Welcome to the most audacious IPO ever attempted. Introduction There has never been an IPO quite like this one. In its prospectus published last Wednesday, SpaceX presents itself as ...
It has taken time, but ’s bottom has been reached, and the stage is set for a robust rebound. The SaaS apocalypse is not happening; Salesforce continues to gain traction, and its Q1 earnings results reveal that the virtuous cycle of AI is gaining momentum. The virtuous cycle, driven by the bullish impact of AI ...
The AI boom has triggered an insatiable need for new, localized, decentralized and clean alternative power generation methods. While there has been much speculation about small modular nuclear reactors, regulatory hurdles can delay this possibility for many years. AI data centers have faced growing scrutiny for hogging power grid capacity, causing residents’ electric bills to ...
The drone sector is experiencing renewed momentum as investors anticipate a significant shift in defense priorities under the Trump administration. Kratos Defense, Ondas, and Red Cat have emerged as the sector’s most explosive names. With analyst price targets implying robust double-digit upside, these companies are suddenly at the center of one of the market’s hottest ...
The IPO lockup mechanics most investors never read – and where the smart money actually goes. Listen to the audio version of this article (generated by AI). Editor’s Note: Whenever Wall Street gets excited about a new theme, everyday investors need to be careful. And right now, few themes are generating more excitement than the ...
writes insurance policies that few others will, and the niche is paying off. By focusing on risks that most standard insurers avoid, including earthquakes, floods, and surplus lines, the company just posted its strongest quarter ever. Trading now near its 52-week low and with a new acquisition, Palomar is either a rare entry point into ...
Nasdaq 100 continues setting record highs as AI-driven technology stocks lead markets higher. Falling oil prices and ceasefire hopes have eased investor concerns over Middle East tensions. Strong corporate AI spending and semiconductor demand continue supporting bullish technology sector momentum. European equity markets and US index futures traded cautiously on Friday, with investors balancing renewed ...
We contrarians always need to remain a step ahead. That means to find the best deals and yields, we need to be where everyone else isn’t (yet). Right now, that means we’re taking a trip to the bank—to collect up to 12.3% annually in dividend checks. Financials are in the tank. They are the dogs ...
It feels like we are stuck on a carousel that just keeps going around and around. For the past two months, we have seen headlines about a deal between the US and Iran to end the fighting. The odd part is that the deal is supposedly meant to extend the two-week ceasefire, which began on ...
