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Dave & Buster’s Entertainment, Inc. PLAY is trading like a damaged value story after a sharp stock decline. The key question is whether the market has already priced in the bad news or whether weak operating trends still justify the discount. The stock’s valuation is low enough to attract bargain hunters. Yet the earnings trend, ...
Key Points Space Exploration Technologies (NASDAQ: SPCX) — SpaceX as it’s commonly known — has gone public, and the stock has risen 36% in less than a week as of this writing. It is now worth more than Amazon by market cap, making it the fifth-most-valuable company in the world. Investors around the world cannot ...
The Setup Nobody’s Watching While Everyone Argues About the Bond Sale The noise around Nvidia (NASDAQ:) this week is the $25 billion bond offering and another round of “is the AI trade overheating” think pieces. The chart is telling a quieter, more useful story. After the early-June chip-sector flush dragged NVDA from its highs near ...
Key Points AMD’s stock has soared, but its business is growing fast enough to justify continued optimism. There are new MI450 AI chips launching later this year and major customers expanding deployments. AMD has a credible path to gain AI market share and grow into its valuation over the next several years. 10 stocks we ...
Key Points Nvidia, ServiceNow, and Figma look ripe for buying, each for different reasons. IonQ’s valuation is far too ahead of its business. Meanwhile, investors may want to give Netflix a timeout. 10 stocks we like better than IonQ › This is a technology-driven world, and that reflects in the stock market, where many of ...
Here’s a quick recap of the crypto landscape for Friday (June 12) as of 9:00 p.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$63,575.17 , trading flat over the past 24 hours. Chart via TradingView. Bitcoin price performance, June ...
Key Points Anthropic has become an enterprise AI powerhouse, with Claude Code emerging as a dominant tool for software developers and helping drive explosive revenue growth. OpenAI still owns the strongest consumer AI brand and benefits from its deep partnership with Microsoft, but its path to profitability remains much longer. These 10 stocks could mint ...
The Macerich Company MAC is benefiting from a clearer split in retail real estate: demand is concentrating in better malls, stronger trade areas and locations where tenants can support omnichannel strategies. That trend gives Macerich a credible growth path, but not a frictionless one. Redevelopment, anchor reuse and selective acquisitions are improving the portfolio, while ...
Key Points A pricey acquisition agreed to by two peers in the entertainment industry has left Netflix (NASDAQ: NFLX) in the cold, and Mr. Market punished the company for it on Tuesday. That, plus a media report stating that the video streaming giant tried but failed to buy the target company in that deal, pushed ...
Key Points Automakers are finding new ways to use their battery technology. Energy storage is an easy way for automakers to develop new revenue streams. Energy storage systems can open up higher-margin business, and perhaps more lucrative valuations. 10 stocks we like better than General Motors › Detroit automakers Ford Motor Company (NYSE: F) and ...
