Essent Group Ltd. ESNT sits between mortgage credit, housing affordability and capital discipline. The stock’s appeal is less about momentum and more about valuation and balance-sheet protection. The debate is whether those supports are enough while rates, affordability pressure and reserve needs limit near-term growth. Why ESNT Looks Inexpensive ESNT trades at 1.04X trailing 12-month ...
Key Points Advanced Micro Devices (NASDAQ: AMD) has been a fantastic stock to own in 2026. It’s up around 142% so far this year, easily outpacing the 4.5% growth put up by Nvidia, which it’s commonly compared to. This rise has brought it close to a $1 trillion valuation, currently around $850 billion. That means ...
Key Points CoreWeave (NASDAQ: CRWV) stock plunged 18% over two trading sessions after Bloomberg revealed that Meta Platforms (NASDAQ: META) is entering the neocloud business. Admittedly, one can understand the concerns, as Meta is a “Magnificent Seven” company with a massive cash hoard and 32 large-scale data centers across the planet. Although CoreWeave is a ...
Key Points The “Magnificent Seven” cohort is made up of seven of the largest tech stocks in the world. The seven members are (ranked from largest to smallest by market cap): Nvidia (NASDAQ: NVDA) Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) Apple (NASDAQ: AAPL) Microsoft (NASDAQ: MSFT) Amazon (NASDAQ: AMZN) Tesla (NASDAQ: TSLA) Meta Platforms (NASDAQ: META) ...
Key Points The S&P 500 added 15% during Q1 2026, the benchmark index’s best quarterly performance in nearly six years. Following quarterly gains of at least 10%, the S&P 500 has historically returned an average of 13% in the next year. The Wall Street consensus says the S&P 500 will reach 8,918 by July 2027, ...
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock’s price. Do they really matter, though? Let’s take a look at what these Wall Street heavyweights have to ...
Key Points Automakers have negative narratives for being cyclical, capital-intensive, and low-margin. General Motors and Ferrari have both broken free of historically low P/E ratios. Buybacks have been critical to GM’s valuation rise, and that could slow as the stock becomes more expensive. 10 stocks we like better than General Motors › Detroit automakers such ...
Key Points Space Exploration Technologies (NASDAQ: SPCX) offered investors a historic moment this month. The company, more often known as SpaceX, completed the world’s biggest initial public offering and made it a key event for retail investors, earmarking about 20% of the shares for them — individuals like you and me. So, of course, all ...
Key Points While the artificial intelligence (AI) boom has been great for stock market investors over the past few years, there are a few signs that the rally might be getting exhausted. The “Magnificent Seven” stocks, which had been pushing the major averages consistently higher, are all down over the past three years. All of ...
Key Points The S&P 500 Growth index typically outperforms the regular S&P 500 because of its higher exposure to the powerhouse “Magnificent Seven” stocks. But these stocks, which include the likes of Nvidia and Alphabet, delivered a sluggish performance in the first half of 2026. I think the Magnificent Seven stocks will turn around over ...
