Editor’s Note: Markets generate an enormous amount of data every single day. The challenge has always been figuring out which data actually matters. In my experience, the investors who do best are the ones who can cut through that noise and focus on the signals that tend to repeat. Today, my colleague Keith Kaplan shares ...
Salesforce, Adobe, and HubSpot have all suffered bruising year-to-date stock price declines. Despite the drawdown, each offers double-digit revenue growth, sector-leading margins, and outsized earnings growth projections. Below is a closer look at why these three companies represent a “buy on the dip” opportunity amid the current market backdrop. Software stocks have faced significant pressure ...
$12 trillion in index money is about to chase a 5% float. You can get positioned before it does. Listen to the audio version of this article (generated by AI). The AI boom has created enormous wealth. But most of it hasn’t shown up in the stock market yet. Because the companies driving the most ...
Shares of moved higher in Thursday’s after-hours session following its fiscal Q2 earnings report, setting the stock up for a potential move back towards last December’s highs. Apple has delivered strong quarters before, but this one lands differently. Not because it was wildly unexpected; Apple, after all, has one of the better track records out ...
Listen to the audio version of this article (generated by AI). The gold-to-silver ratio resets to equilibrium… Luke’s case for a silver melt-up… Eric’s case for gold… the fiscal disorder fueling the longer-term bet… so, which do you buy? In the horse race between gold and silver, which metal is poised to take the lead ...
If you are wondering how all those data centers will be powered, look no further than Bloom Energy (NYSE:). It holds the key to unlocking the bottleneck limiting datacenter expansion today: power supply. Hyperscalers unable to connect to the power grid are turning to Bloom Energy because its fuel cells are easy to deploy and ...
Listen to the audio version of this article (generated by AI). If you’ve ever seen the movie Moneyball, you already understand one of the most important lessons in investing. In the film, one team couldn’t compete with the biggest spenders in baseball. So, instead of chasing star players, they changed the way they evaluated talent. ...
prices have surged, with June delivery reaching $126.41 per barrel and June WTI at $110.31, following President Trump’s indication that the U.S. naval blockade on Iranian oil exports may continue for months. This situation is driving oil prices to their highest levels in over 4 years and significantly impacting the global energy market. The US ...
AI-driven shoppers are spending more – and quietly boosting a select group of retail stocks… Listen to the audio version of this article (generated by AI). Tom Yeung here with today’s Smart Money. We are all well aware of the risks artificial intelligence adds to investing. Just look at the recent “SaaSpocalypse” that rocked the ...
Some quarters meet expectations, some beat them, and some reframe the entire narrative. ’s Q1 2026 results, reported on April 29, fall firmly in the third category. The company just delivered its strongest revenue growth rate since 2022. It absolutely crushed estimates across nearly every major metric and provided a forward outlook that suggests the ...
