My WordPress Blog
Key Points David Tepper amassed a net worth of $23.7 billion in large part by being able to pick the best companies in hot areas. There’s no hotter area right now than artificial intelligence (AI). Unsurprisingly, the billionaire hedge fund manager is invested heavily in AI. Roughly $2.7 billion of Tepper’s Appaloosa Management $6.45 billion ...
Key Points Revenue soared more than 50% to $46.7 billion with data center sales hitting $41.1 billion, while gross margins topped 72% and the board approved a fresh $60 billion buyback. Capital equipment spending has reached levels reminiscent of past tech bubbles, raising questions about whether AI investments can deliver promised returns. Beyond today’s AI ...
Key Points Nvidia’s GPUs are powering the AI arms race. Management sees massive market expansion throughout 2030. The stock can still beat the market even after an impressive run. 10 stocks we like better than Nvidia › If you haven’t owned Nvidia (NASDAQ: NVDA) stock over the past few years, you’ve missed out on a ...
Key Points The U.S. is experiencing a significant increase in electricity demand, primarily driven by the growth of data centers and the expansion of artificial intelligence. Vistra is one of the largest competitive power generators in the U.S. with a diverse energy portfolio. As a merchant power provider, Vistra is in a position to benefit ...
Key Points Stocks keep climbing higher. That’s good news for investors, but as valuations stretch, it also means the risk of a market bubble forming are also getting higher. The S&P 500 now trades at a price-to-earnings ratio of 28, well above its historical average, and other metrics like the CAPE ratio and the ratio ...
Here’s a quick recap of the crypto landscape for Friday (September 26) 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 and Ether price update Bitcoin (BTC) was priced at US$109,743, trading 1.2 percent lower over the past 24 hours. Its lowest ...
Key Points The robotaxi is the best way to maximize the economic value of an EV. Robotaxis are an integral part of the EV industry, which is why Tesla’s rivals have invested billions in developing them. Tesla is a speculative investment, but it’s one backed by a dominant market presence. These 10 stocks could mint ...
JD.com‘s JD accelerating user growth is emerging as a powerful driver for both its core Retail business and New Businesses such as Food Delivery. In the second quarter of 2025, robust gains in user traffic, quarterly active customers (QAC) and shopping frequency resulted in 20.6% Retail revenue growth and a 199% surge in the new ...
Carnival Corporation CCL will give the latest glimpse into how cruise operators are faring with its third-quarter results approaching on Monday, September 29. Despite lingering concerns about its debt load, Carnival’s turnaround story has been captivating as strong demand is allowing the company to avoid heavy discounting, boosting revenue and profit margins. As the world’s largest ...
Key Points Many investors are growing bullish on electric vehicle (EV) stocks, but it may not be for the reason you think. In years past, they have focused on the growth opportunity in EV sales, which still represent less than 15% of total vehicle sales in the U.S. The current hype, however, has to do ...
The whipping post
The whipping post
