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Key Points Alphabet’s Google Cloud operating income more than doubled year over year in Q4. Management says AI features in Search are increasing usage, not cannibalizing it. Alphabet’s lower valuation compared to Nvidia’s supports the bull case for the stock — especially since the Google parent’s business is more diversified. 10 stocks we like better ...
The announcement of a two-week ceasefire between the U.S. and Iran led to a steep drop in oil prices on Wednesday, but the pullback could very well be temporary. Crude prices dropped below $100 per barrel, although this remains an optimal level that creates superior operating leverage for oil producers. Notably, the truce is contingent ...
Key Points The Nasdaq Composite tumbled this year as investors rotated capital out of big tech. While artificial intelligence stocks are experiencing outsized volatility, some now trade at bargain valuations. Nvidia, Microsoft, and Amazon look appealing given the dichotomy between their dipping valuations and compelling growth trajectories. 10 stocks we like better than Nvidia › ...
A last-minute ceasefire pulls us back from the brink… the Dow surges 1,200 points… the S&P reclaims a critical line in the sand… Luke Lango says the AI bull market resumes today… and what investors should watch next As I write on Wednesday, the markets are surging. The Dow has jumped more than 1,200 points, ...
Key Points Netflix operates the world’s largest streaming service for movies and television shows, with over 325 million paying subscribers. The company had a record year in 2025, and on April 16, it will report its operating results for the first quarter of 2026. Netflix stock is trading at an attractive valuation, which could pave ...
Here’s a quick recap of the crypto landscape for Wednesday (April 7) as of 9:00 a.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$71,769.46, up by 5.7 percent over the last 24 hours. Chart via TradingView Bitcoin price performance, ...
Key Points Canada and Mexico create BYD’s strategic pathway toward eventual U.S. market entry. BYD’s scale advantage will be tough for other automakers to compete with. BYD will still be reliant on Tesla’s charging network if it does enter the U.S. market. 10 stocks we like better than BYD Company › Tariffs. Politics. Trade wars. ...
Key Points One was the U.S. government, which was apparently mulling limits on exports of cutting-edge AI chips. Another was the company’s own performance, as third-quarter results missed analyst estimates. 10 stocks we like better than Alibaba Group › Massive Chinese tech company Alibaba (NYSE: BABA) was looking rather diminished on the U.S. stock market ...
The Centers for Medicare & Medicaid Services (CMS) finalized a much larger-than-expected increase in Medicare Advantage payment rates for 2027, triggering a broad relief rally across health insurer stocks on Monday. UnitedHealth Group UNH) and Humana’s HUM) stock led the way, spiking over 8% in today’s trading session, respectively. Although both healthcare giants are known ...
Cathie Wood is known for two things: picking out innovators that will go on to score a win over the long run, and getting in on these stocks at a great price. The founder and chief executive officer of Ark Invest doesn’t mind going against the crowd and choosing companies that have fallen out of ...
The whipping post
The whipping post
