Key Points First-quarter revenue more than doubled year over year, and the contracted backlog reached nearly $100 billion. The latest rally was likely helped by the company’s pending addition to the Nasdaq-100. Heavy borrowing and rising capital spending leave little room for missteps at the current valuation. 10 stocks we like better than CoreWeave › ...
Macy’s, Inc. M is showing better execution as its Bold New Chapter strategy gains operating traction across stores, digital and luxury banners. The key issue for investors is whether these gains can hold against pressure from costs and uneven discretionary demand. The latest results show progress, but not a clean break from risk. Macy’s still ...
Key Points Netflix is dominating the streaming industry with loads of content and impressive margins. Walt Disney has a more diverse business with loads of iconic assets in its portfolio. Both stocks have been struggling and are down more than 10% this year. 10 stocks we like better than Walt Disney › Netflix (NASDAQ: NFLX) ...
Key Points Ford churned out some highly profitable years on the back of SUVs and trucks. A return to the sedan market makes sense with an affordability crisis in the auto industry. The strategic shift shouldn’t hinder Ford’s ability to improve EBIT margins to 8% by 2029. 10 stocks we like better than Ford Motor ...
Key Points SpaceX’s IPO, expected to unfold on June 12, could top $1.7 trillion. The Elon Musk-led company has big ambitions, but to reach these exciting goals, it must invest heavily. 10 stocks we like better than CoreWeave › One of the biggest stock market events ever is just days away. SpaceX’s historic initial public ...
Key Points Although its roots are in its electric vehicle (EV) business, Tesla (NASDAQ: TSLA) aspires to greater heights, and sees artificial intelligence (AI) as part of its path to reach them. The company’s AI journey began in earnest back in 2015 when it introduced an early version of its self-driving software, then called Autopilot. ...
Chewy, Inc. CHWY is trying to turn two investments into a clearer earnings story in fiscal 2026. Pet healthcare can broaden the revenue base, while artificial intelligence can reduce cost to serve. The setup is not without friction. Consumers remain cautious, but CHWY’s margin levers are becoming more structural than inflation-driven. How CHWY Is Building ...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco NASDAQ 100 ETF (Symbol: QQQM) where we have detected an approximate $1.6 billion dollar inflow — that’s a 1.7% increase week over week in outstanding units (from 320,510,000 to 325,800,000). Among the largest underlying ...
Key Points Citadel Advisors bought the dip in Intuitive Surgical, a leading medical device company. The healthcare giant has faced some challenges recently, including increased competition and tariffs. However, Intuitive Surgical remains well-positioned to capitalize on the large addressable market ahead. 10 stocks we like better than Intuitive Surgical › Ken Griffin, the billionaire CEO ...
Key Points The server CPU market is poised to grow at a healthy rate over the next five years, and that could pave the way for solid growth at Intel and AMD. Intel dominates the server CPU market, but AMD has been gaining share rapidly in recent years. A closer look at the valuations of ...
