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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 ...
Key Points Several “Magnificent Seven” stocks are much cheaper now than they were a few months ago. Meta Platforms is the cheapest of the group. The market is worried about Meta’s artificial intelligence (AI) spending. 10 stocks we like better than Meta Platforms › The “Magnificent Seven” is a group of stocks that represents some ...
With the advent of artificial intelligence (AI), NVIDIA Corporation (NASDAQ:) has surged to become the world’s most valuable company, reaching a market capitalization of around $4.5 trillion, an extraordinary increase from roughly $0.5 billion at the time of its IPO. NVIDIA’s shares surged an astonishing 427,191.5% since its inception, fueled by its graphics processing units ...
Key Points Nvidia’s revenue growth accelerated in its most recently reported quarter, and guidance called for more strong growth in fiscal Q4. Big tech is planning unusually heavy spending on data centers in 2026, supporting the bull case for near-term GPU demand. Over five years, a more normal cycle and weaker pricing power could cap ...
Here’s a quick recap of the crypto landscape for Friday (February 20) 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$67,850.72, up by 1.2 percent over the last 24 hours. Chart via TradingView Bitcoin price performance, ...
Key Points With the four major AI hyperscalers set to spend around $650 billion in 2026 on data center capital expenditures, there are a lot of companies slated to cash in. While some may question how much Amazon, Microsoft, Alphabet, and Meta Platforms are spending, the reality is that AI demand is real, and any ...
The whipping post
The whipping post
The whipping post