My WordPress Blog
Key Points Tesla (NASDAQ: TSLA) CEO Elon Musk is going all in on robotaxis. He predicts “millions” of Tesla robotaxis to be on the streets of America in 2026. Much of Tesla’s valuation is likely tied up in its robotaxi ambitions. But investors should be hesitant about Musk’s predictions given the data below. Waymo’s growth ...
Valuation Based on our probability adjusted DCF model that takes into account potential future revenues for tecarfarin in LVADs, ESKD+AFib, and mechanical heart valves, CVKD is valued at $30.00/share. This model is highly dependent upon continued clinical success of tecarfarin and will be adjusted accordingly based upon future clinical results. Highlight Based on our probability ...
Key Points AWS sales are accelerating Amazon is investing in many new AI services that create real value for clients. It’s adding new products to its marketplace and reaching more regions with same-day grocery delivery. 10 stocks we like better than Amazon › 2025 has been an incredible year for the world’s most valuable companies. ...
just delivered a strong beat-and-raise quarter. That’s pushed the stock to within striking distance of its 52-week high. That also puts it within striking distance of a new all-time high when adjusted for the company’s five stock splits since its initial public offering in 1990. The company is showing strength across every segment of its ...
Key Points Alphabet’s Google Cloud saw revenue jump 33% in the last year. Its backlog rose 46% to $155 billion. Alphabet has more than $90 billion in capital expenditures this year, but still has plenty of cash on hand. 10 stocks we like better than Alphabet › Alphabet‘s (NASDAQ: GOOG) (NASDAQ: GOOGL) third-quarter earnings report ...
Key Points Nvidia provides the chips that power tomorrow’s data centers. TSMC’s foundries are earning more revenue from data center work. ASML’s lithography technology is unmatched. 10 stocks we like better than Nvidia › The explosion of artificial intelligence (AI) is having a ripple effect on the nation’s power grid. The need for more data ...
Here’s a quick recap of the crypto landscape for Monday (November 3) as of 9:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin and Ether price update Bitcoin (BTC) was priced at US$106,465, a 3.3 percent decrease in 24 hours. Bitcoin’s lowest valuation ...
Key Points The S&P 500 and tech-heavy Nasdaq Composite indexes declined about 1.6% and 3.0%, respectively, this week. This week, shares of AI chip leader Nvidia declined 7.1%, and shares of Palantir, which operates an AI-driven data analysis platform, were down 11.2%. On Friday, Nvidia stock stabilized and Palantir stock gained, suggesting the “Michael Burry ...
SUMMARY On an adjusted basis, BENF reported a net loss of ($1.02) per Class A share based on our calculations vs. our ($0.15) estimate. The miss primarily reflected higher-than-expected operating expenses and lower weighted-average shares outstanding for the quarter. Lowering our F2026 (Mar) and F2027 adjusted EPS estimates from ($0.44)/($0.24) to ($1.61)/($0.50). No change to ...
Key Points Apple has delivered superior returns over the long run, but it has faced some challenges recently. The company is diligently working on overcoming these issues. 10 stocks we like better than Apple › Apple (NASDAQ: AAPL) has been one of Berkshire Hathaway‘s (NYSE: BRK.A) (NYSE: BRK.B) best investments. The conglomerate first bought shares ...
