Key Points Netflix’s management has shown discipline, which bodes well for its stock. Microsoft is well diversified, and its AI business is growing especially briskly. Nvidia shares have surged, but its stock still seems appealingly priced. 10 stocks we like better than Netflix › It can be a bummer buying into great stocks after a ...
Key Points Ford Motor Company is repurposing its manufacturing facility to produce battery energy storage systems. FuelCell Energy notes that 90% of its growing sales pipeline is related to data centers. Fluence Energy has partnered with Nvidia to integrate its battery technology into Nvidia’s AI factories. 10 stocks we like better than Ford Motor Company ...
BridgeBio Pharma BBIO is moving from a launch-driven story toward a broader commercial execution test. Attruby has quickly become the company’s financial backbone, while late-stage pipeline assets could add new revenue streams. The stock’s outlook now depends on whether BridgeBio can scale Attruby, convert upcoming regulatory catalysts into launches and manage risks tied to a leveraged ...
Key Points Alibaba’s stock has plunged nearly 70% from its all-time high. Macro, competitive, and regulatory challenges are compressing its valuation. Investors shouldn’t underestimate the impact of the Trump Administration’s tariffs. 10 stocks we like better than Alibaba Group › Alibaba (NYSE: BABA), China’s largest e-commerce and cloud infrastructure company, set a record high of ...
Key Points Tesla’s Robotaxi service began carrying riders in Miami on Friday, its first market outside Texas and California. Tesla’s own roadmap lists Orlando, Tampa, Phoenix, and Las Vegas as the next markets in preparation. Shares jumped almost 7% on Monday. These 10 stocks could mint the next wave of millionaires › Tesla (NASDAQ: TSLA) ...
Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the iShares Russell 1000 Growth ETF, where 59,200,000 units were destroyed, or a 5.4% decrease week over week. Among the largest underlying components of IWF, in morning trading today Nvidia is up ...
Key Points Space Exploration Technologies‘ (NASDAQ: SPCX) (SpaceX) initial public offering (IPO) was undoubtedly the most hyped IPO in recent stock market memory. It didn’t disappoint, either, setting the record for the largest IPO in stock market history, with an initial valuation of around $1.77 trillion. Now, it’s valued at over $2.1 trillion as of ...
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 ...
