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Key Points Nvidia stock has failed to break out in 2026 despite posting consistently solid growth. However, Nvidia’s opportunities in AI chips and data center networking point to impressive growth over the next five years. Nvidia still has multibagger potential due to its huge addressable opportunity and attractive valuation. 10 stocks we like better than ...
Key Points Johnson & Johnson raised its dividend for the 64th year in a row in April 2026. Growing drugs like Darzalex and Tremfya are offsetting the steep drop in Stelara sales. After a big run over the past year, the stock trades at a premium to the market, not a discount. 10 stocks we ...
MaxLinear MXL is no longer being valued like a quiet turnaround story. The stock’s surge has moved the investor debate to a harder question: how much future improvement is already reflected in the price? The answer is mixed. MaxLinear has a better earnings setup than it had a year ago, but the valuation now leaves ...
Key Points Oppenheimer lowered its price target on Netflix from $120 to $100 on Monday. It’s the second time in the last three months that this has happened, with Oppenheimer’s analyst going from $135 to $100 in that time. There is still plenty of near-term upside, even with the new price target. Sometimes Wall Street ...
Listen to the audio version of this article (generated by AI). As we enter the second half of 2026, investors are being pulled in a dozen different directions. First, there were concerns about memory stocks. Next came renewed concerns about inflation heating back up. (I’ll be reviewing this week’s inflation data in another Market 360 ...
Ford F is heading into the back half of 2026 with one less risk on the table. It has announced a tentative three-year agreement with Unifor covering more than 5,000 Canadian workers, with talks centered on better pay, benefits and job protections. The deal still needs member ratification, but landing it well ahead of the ...
Key Points Prior to SpaceX, the five largest initial public offerings came from various sectors with wildly different 12-month share-price performances. SpaceX continues to lower launch costs, and its Starlink segment is posting solid profits. With shares trading at 51 times 2026 estimated revenue, the market has extremely high expectations. 10 stocks we like better ...
Key Points Now that Elon Musk’s rocket and satellite company Space Exploration Technologies (NASDAQ: SPCX) trades publicly, Wall Street has started hunting for the next best thing: stocks that can ride its coattails. The most eye-catching call came from J.P. Morgan, whose analysts described a possible combination of SpaceX and Tesla (NASDAQ: TSLA) as “strategically ...
Key Points Even if it seems like they shouldn’t be, the world’s factories are surprisingly busy. Persistent inflation and higher interest rates are doing the financial sector more good than harm. It’s not just technology stocks losing their appeal. Some investors are starting to prepare for a more secular shift in market leadership. 10 stocks ...
Spruce Power Holding Corporation SPRU shares have lost 16.7% in the past month compared with the industry’s 4.5% decline. It has also lagged the broader Zacks Computer and Technology sector’s 0.8% rise and the S&P 500’s 1.8% increase in the said time frame. The company grapples with weather-driven revenue volatility, refinancing and leverage risks, weak ...
The whipping post
The whipping post
