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Key Points Investors have a long and storied history of finding a good idea and then collectively investing in it. The end result is lemming-like behavior that pushes stocks up to unsustainable heights. This is how bubbles arise. However, at some point, the reality of the investment idea and the price investors are paying collide, ...
Key Points If you’re looking for artificial intelligence (AI) stocks that are trading at a discount to where they should be, look no further. As AI investing excitement has died down, some stocks associated with the trend have been a bit lackluster. This opens up a buying opportunity for long-term investors, as these stocks could ...
Cruise stocks have pulled back sharply as investors weigh the risk of travel disruptions stemming from the war in Iran, which has largely spilled over into the broader market outside of the transportation sector. Optimistically, Carnival Corporation CCL) reported favorable Q1 results on Friday, highlighting record revenue and bookings, stronger-than-expected yields, and the launch of ...
Key Points Netflix raised subscription prices across all tiers on March 25, 2026, with no press release or SEC filing. The company generated $9.46 billion in free cash flow in 2025 and doesn’t appear to need the extra revenue. Rival streamers holding prices steady could gain market share, following Roku’s 2022 playbook, but it seems ...
Key Points Unicasting could help Ford improve production speed, efficiency, and cost. Unicasting could also drastically change how vehicles are repaired, and the cost. Early research on unicasting repair costs is positive, which is a big long-term win for investors. 10 stocks we like better than Ford Motor Company › Unintended consequences, especially in business, ...
Here’s a quick recap of the crypto landscape for Friday (March 27) 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$68,796.92, down by 4 percent over the last 24 hours. Chart via TradingView Bitcoin price performance, ...
Oracle Corporation ORCL and Alibaba Group Holding BABA are two of the world’s most ambitious technology companies, each investing heavily in cloud infrastructure and artificial intelligence. Oracle is a U.S. enterprise software titan that has pivoted decisively toward cloud, while Alibaba is a Chinese Internet conglomerate operating Asia’s leading cloud platform alongside its sprawling e-commerce ...
Key Points Many top S&P 500 components are already in their own individual corrections or bear markets. Stocks at lower prices aren’t always good values. Identifying stocks that are down for the wrong reasons can pay off in the long run. 10 stocks we like better than Home Depot › The Nasdaq Composite (NASDAQINDEX: ^IXIC) ...
Key Points The Magnificent Seven technology stocks soared in recent years, leading gains in the S&P 500 — many of them play a major role in artificial intelligence (AI), a technology that has sparked investors’ interest. AI has the potential to revamp the way companies operate, and this could lead to cost savings, growth, and ...
A new twist in the K-shaped economy… why Luke Lango says the Iran war will widen the K’s spokes… a new divide emerging inside AI itself… beware the growing danger in private credit… and what it’s all telling us about the future of AI The top arm of the ‘K’… represents the top 20% of ...
The whipping post
The whipping post
The whipping post