Articles for author: The whipping post

The $3 Trillion IPO Trap

Listen to the audio version of this article (generated by AI). Iran stops negotiations… how high could oil go?… Jonathan Rose’s three IPO red flags… Elizabeth Warren pushes AI taxes and higher capital gains taxes… the data that undercuts her jobs argument… As I write on Monday near lunch, U.S. oil prices have surged 7%, ...

Nvidia's Jensen Huang Just Announced Something Big

Key Points Nvidia has driven the early stages of the AI boom with its strength in graphics processing units. Now, the company is focused on leading in the upcoming chapters of the story. 10 stocks we like better than Nvidia › In recent years, Nvidia (NASDAQ: NVDA) has driven the artificial intelligence (AI) revolution by ...

Why IBM Stock Is Soaring Today

Key Points Nvidia just named IBM as a key partner across system building, cloud services, and secure AI storage infrastructure. IBM Cloud will offer Vera Rubin instances with Nvidia’s confidential computing features and Power Systems servers may integrate Vera Rubin accelerators for on-site enterprise AI. This positions IBM’s hybrid cloud strategy at the center of ...

High Oil Prices, Sticky Inflation, and a Frozen Housing Market — How Did Companies Still Beat Estimates?

Key Points The current economic environment still looks somewhat disconnected from reality. Oil prices remain elevated, inflation has stayed stubbornly above the Federal Reserve’s target, and mortgage rates near 7% continue to weigh on the housing market. Under normal circumstances, you’d expect that combination to pressure corporate earnings. Instead, many companies continue to beat Wall ...

Best Growth Stocks to Buy for June 1st

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, June 1: Pitney Bowes Inc. PBI: This technology-driven company offering shipping, mailing, and e-commerce logistics solutions worldwide carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing nearly 11% over the last ...

SpaceX’s Next Mission Leads to Wall Street

This June, SpaceX (NASDAQ:) is expected to list on at a valuation of $1.75 trillion, surpassing Saudi Aramco’s 2019 debut as the largest IPO on record. Welcome to the most audacious IPO ever attempted. Introduction There has never been an IPO quite like this one. In its prospectus published last Wednesday, SpaceX presents itself as ...

2 Reasons It's Time for Savvy Investors to Buy Ford Now

Key Points Ford Energy will unlock a new revenue stream, and potentially better valuation for Ford stock. Ford Pro, which caters to commercial customers, continues to drive high-margin business results. Savvy investors recognize that Ford is transforming its business to develop higher-margin opportunities. 10 stocks we like better than Ford Motor Company › Long-term investors ...

MercadoLibre Expands 1P Rapidly: Will Margin Pressure Persist?

MercadoLibre‘s MELI aggressive push into first-party (1P) commerce is emerging as a pressure point on the company’s profitability trajectory. While the strategy is demonstrably strengthening pricing competitiveness and buyer engagement across Latin America, the rapid scaling of inventory-led operations is introducing meaningful margin dilution at a moment when broader ecosystem spending remains heavily elevated. The ...