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Key Points Netflix’s latest quarterly results showed impressive growth, even as the stock has had a rough start to 2026. The streaming service specialist’s advertising business is scaling quickly. One bear case suggests the stock could fall dramatically. 10 stocks we like better than Netflix › Shares of streaming leader Netflix (NASDAQ: NFLX) have gotten ...
Key Points Walmart’s latest fiscal year revenue was around $3.7 billion lower than Amazon’s. Walmart is making impressive progress in higher-margin businesses like memberships and advertising. Tesla is the only “Magnificent Seven” stock more expensive than Walmart right now. 10 stocks we like better than Walmart › Walmart (NASDAQ: WMT) has never been known as ...
Here’s a quick recap of the crypto landscape for Monday (February 23) 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$65,671.16, down by 2.8 percent over the last 24 hours. Chart via TradingView Bitcoin price performance, ...
Key Points While David Tepper reduced positions in GPU stocks in Q4, he was buying other artificial intelligence (AI) infrastructure stocks. Meanwhile, he added to his positions in a few hyperscalers, including Alphabet, Meta Platforms, and Microsoft. 10 stocks we like better than Alphabet › Billionaire investor David Tepper of Appaloosa Management was busy making ...
Key Points Fiserv missed on the bottom line in a major way in the third quarter, and its stock plunged. It recently got a new CEO who’s developing a plan to embed more AI in the business and meet consumer needs. The market will want to see the company moving beyond stability and back into ...
Key Points Nu Holdings has 127 million users, and the stock has tripled the S&P 500’s returns over the past three years. The company dominates Brazil with over 60% of adults using Nubank. Management sees potential for Netflix-style global expansion, though financial regulations will slow the rollout. 10 stocks we like better than Nu Holdings ...
Insider selling is spreading beyond tech and airlines… Tom Yeung here with your Sunday Digest. Last week, I warned that insiders in two key industries were selling unusual amounts of their company’s stock. Data centers. The phenomenal growth story is now facing margin compression as cloud customers begin to cut back. Insiders at Oracle Corp. ...
Key Points It’s a misconception that Tesla (NASDAQ: TSLA) is moving away from electric vehicles (EVs), because all the evidence suggests the company intends to realize the vision once shared by other leading automakers. They are responding to events and a failed strategy, but Tesla is continuing on its long-held aspirations. Here’s why. Tesla doubles ...
NVIDIA Corporation NVDA is all set to report its much-awaited fiscal 2026 fourth-quarter (ended Jan. 25) earnings after the closing bell on Feb. 25. With rising artificial intelligence (AI)-driven bubble concerns, this report could prove crucial, making it essential for investors to consider strategic actions ahead of the announcement. Let’s examine the positions they might ...
Key Points Not every big-name tech stock presents a good deal for investors, including these two picks. Tesla’s EV sales continue to decline, with most of its valuation hinging on physical artificial intelligence (AI), which hasn’t yet translated into profits. Intel’s good relationship with the U.S. government doesn’t guarantee future growth, as the company’s previous ...
The whipping post
The whipping post
