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Key Points Taiwan Semiconductor Manufacturing (NYSE: TSM) may be one of the most important companies to the health of the AI infrastructure build-out. Its foundries churn out the logic chips designed by nearly every one of the major players in the space, and it just made an announcement that supports the idea that we’re still ...
Key Points Great companies are often launched by great leaders — but often they don’t stay that way. Larry Page and Sergey Brin founded Google, which is now known as Alphabet. Apple had Steve Jobs. Microsoft had Bill Gates. Jeff Bezos ruled Amazon. All four companies continue to prosper under new leadership. But then you ...
Key Points Meta Platforms (NASDAQ: META) isn’t a stock that the market is in love with right now, although it has been viewed more positively in recent weeks as rumors swirl about Meta starting up a cloud computing division. This has helped the stock rally from its lows, but it’s still quite cheap overall. Cheap ...
Key Points Space Exploration Technologies (NASDAQ: SPCX), AMD (NASDAQ: AMD), and Palantir Technologies (NASDAQ: PLTR) may seem like an odd grouping of companies. But I have a good reason to consider them together: They’re all incredibly overvalued. While that may sound like a shocking statement, after digging into each stock, that’s the reality, and investors ...
uniQure N.V. QURE now represents more than a single-program gene therapy story. Its profile is being reshaped by faster regulatory pathways, a narrower operating model and clinical work in rare neurological diseases. Those trends matter because investors are watching whether uniQure can build the next phase of growth beyond HEMGENIX-related economics and obligations. uniQure Is ...
Key Points Nvidia has high revenue growth rates that leave competitors in the dust, along with an enticing 24 forward P/E ratio. Hyperscalers are reporting record profits and issuing bonds to ramp up their AI spending. Nvidia is investing in the future, so it is well-prepared for upcoming opportunities like AI-RAN and data centers in ...
Key Points The PHLX Semiconductor Index closed in a bear market on Friday, more than 20% below its June peak. Apple set a record intraday high the same day and passed Nvidia to become the world’s most valuable company. Apple spent $12.7 billion on capital expenditures in fiscal 2025, a fraction of what AI rivals ...
The Fidelity Fundamental Large Cap Growth ETF is seeing unusually high volume in afternoon trading Friday, with over 2.0 million shares traded versus three month average volume of about 89,000. Shares of FFLG were off about 1.2% on the day. Components of that ETF with the highest volume on Friday were Netflix, trading down about ...
Key Points GM China peaked financially almost 10 years ago, but now the business is a liability. GM has restructured its Chinese operations multiple times to no avail. The Detroit automaker’s contract with joint venture SAIC-GM expires in 2027, and could be an intriguing moment. 10 stocks we like better than General Motors › The ...
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Friday (July 17) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$64,129.58, up by 0.2 percent over the past 24 hours. Chart via the ...
