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The conflict in Iran has led to high munitions usage by the U.S., more so than initially expected. So much so that defense contractors are being summoned to increase the production of both missiles and defense systems, specifically Lockheed Martin LMT and RTX Corporation RTX. With the White House hosting executives from both companies last Friday, ...
Key Points Software stocks have fallen amid fears that the companies’ businesses will be disrupted by generative AI tools and services. Uncertainty about the outlook for the sector has led to earnings multiple compression. 10 stocks we like better than Salesforce › The last 15 years have been mostly great for companies that develop cloud-based ...
Key Points Adobe’s shares have plummeted by 38% over the past year due to concerns about competition from AI. ServiceNow expects continued growth this year, yet the stock is trading 50% off its highs. Netflix has captured less than half of its addressable market, but the stock is down 26% from its highs. 10 stocks ...
General Motors Company GM is re-entering the world’s third-largest car market in a different way several years after leaving India. Rather than returning to sell vehicles, the Detroit-based company is focusing on the automotive parts business, which is typically less visible but often highly profitable. The automaker recently relaunched its global aftermarket brand ACDelco in ...
Here’s a quick recap of the crypto landscape for March 11 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$69,624.27, down by 1.7 percent over the last 24 hours. Chart via TradingView Bitcoin price performance, March ...
Key Points Rivian achieved a major milestone in 2025 by delivering its first full year of positive gross profit. Tesla’s core automotive business is struggling, with full-year vehicle deliveries falling about 9%. Tesla boasts a surging energy storage business and an impressive software business. These 10 stocks could mint the next wave of millionaires › ...
Key Points Greg Abel took over for Warren Buffett at the start of 2026, managing the bulk of Berkshire’s portfolio. Abel said there are nine stocks where Berkshire will exhibit limited trading activity. Many of those stocks look like good opportunities for investors right now. 10 stocks we like better than Berkshire Hathaway › Warren ...
Shares of Palladyne AI Corp. PDYN have gained 1.6% since the company reported its earnings for the quarter ended Dec. 31, 2025. This compares to the S&P 500 index’s 1% decline over the same time frame. Over the past month, the stock has declined 20.6% compared with the S&P 500’s 0.6% decrease. Palladyne AI incurred ...
Key Points Nvidia announced a strategic partnership and $2 billion investment in neocloud operator Nebius Group. The pair will partner to deploy 5 gigawatts of data center capacity by 2030. Nebius is a high-risk, high-reward opportunity, and its valuation is pricey. 10 stocks we like better than Nvidia › In recent years, Nvidia (NASDAQ: NVDA) ...
Stage analysis offers a disciplined way to navigate 35–60% swings without guessing. Editor’s Note: For many years, investors were told to buy strong companies and hold them for the long run. In my experience, that approach can still work. But the market doesn’t always make it easy. Stocks move faster than they used to. It’s ...
The whipping post
The whipping post
The whipping post