My WordPress Blog
Key Points Nvidia’s market value sits near $4.7 trillion, about $190 billion ahead of Apple. Apple reports earnings July 30, a potential catalyst to close the gap. Nvidia trades at a lower earnings multiple than Apple despite growing far faster. 10 stocks we like better than Apple › Nvidia (NASDAQ: NVDA) currently holds the title ...
Key Points Cerebras (NASDAQ: CBRS), a producer of AI chips, went public at $185 per share on May 14. Its stock opened at $350, but it now trades at about $205. That’s still 11% above its IPO price, but investors who chased its post-IPO gains are now underwater. Let’s see why Cerebras’ stock fizzled out ...
Shares of Elite Pharmaceuticals, Inc. ELTP have lost 13.7% since the company reported earnings for the fiscal year ended March 31, 2026, underperforming the S&P 500 Index, which gained 1.8% over the same period. The stock has also trailed the broader market over the past month, declining 14.7% compared with the S&P 500’s 1.8% dip. ...
Marvell Technology MRVL has been an important benefactor of AI infrastructure capex buildout. Marvell Technology has been transforming itself into a key contributor to the connectivity hardware solutions for AI infrastructure and data centers. Marvell Technology now expects its interconnect business to grow more than 70% year over year in fiscal 2027, supported by scale-out ...
Key Points The S&P 500 Growth index typically outperforms the regular S&P 500 because of its higher exposure to the powerhouse “Magnificent Seven” stocks. But these stocks, which include the likes of Nvidia and Alphabet, delivered a sluggish performance in the first half of 2026. I think the Magnificent Seven stocks will turn around over ...
Key Points With 2026 halfway over, it’s a good time for investors to reassess their holdings. Artificial intelligence (AI) investing has been a bit of a mixed bag this year. Most of the big-name, dominant companies really haven’t had great years so far, and the spotlight has been stolen by some smaller upstarts or companies ...
Key Points The S&P 500 added 15% during Q1 2026, the benchmark index’s best quarterly performance in nearly six years. Following quarterly gains of at least 10%, the S&P 500 has historically returned an average of 13% in the next year. The Wall Street consensus says the S&P 500 will reach 8,918 by July 2027, ...
Darden Restaurants DRI presents a balanced investment debate after fiscal 2026 results. Earnings grew, revenues increased and the company kept returning cash to shareholders while investing in new restaurants. The counterpoint is clear. Estimate revisions, softer momentum indicators, cost inflation and consumer spending sensitivity keep the buy case from becoming automatic. DRI Earnings Growth Supports ...
Key Points Ford Motor Company (NYSE: F) is down nearly 20% from its late-May peak. A weak sales report, uncertainty around tariffs, and another recall largely triggered the pullback. The news wasn’t great, but Ford has an unrelated catalyst investors should pay attention to. Ford Energy, the company’s newest endeavor, marks a shift away from ...
Alibaba‘s BABA digital commerce strategy is evolving into a more integrated, AI-enabled retail ecosystem that could support growth in fiscal 2027. Rather than relying solely on gross merchandise volume expansion, Alibaba is enhancing merchant productivity, consumer engagement and platform monetization across Taobao, Tmall and its instant commerce offerings. The company has also revamped its merchant ...
The whipping post
The whipping post
The whipping post