My WordPress Blog
The legendary head of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B), Warren Buffett, is nearly unmatched in his investing acumen. You don’t get a nickname like “Oracle of Omaha” by being a slouch. Although it sometimes seems like it, his success isn’t from divining the future; it’s from sticking to a clear, disciplined strategy and philosophy ...
U.S. inflation data, retail sales, U.S.-Iran developments and the Trump-Xi summit could dominate the coming week. Applied Materials stands out as the stock to buy, driven by its strong positioning in the semiconductor equipment market amid surging demand for AI infrastructure. Alibaba emerges as the one to sell, as its upcoming results highlight ongoing challenges ...
Key Points Taiwan Semiconductor is benefiting from massive hyperscaler spend as a chipmaking partner. Amazon is demonstrating accelerated growth in many areas, and it’s positioning itself for further growth in e-commerce, cloud services, and more. Lemonade’s digital-native platform and AI use provide an alternative to legacy insurance companies. 10 stocks we like better than Taiwan ...
Key Points AMD is gearing up to ship its most powerful data center chips for AI workloads later this year. Its data center business expanded by 57% in the first quarter, and that could soon accelerate to over 80%. The stock looks expensive at face value right now, but it can still deliver strong returns ...
Key Points Over the last few weeks, other players in big tech reported their latest quarterly results. One major theme from those reports is that hyperscalers are accelerating their AI infrastructure spending. That build-out will prove a multiyear, multitrillion-dollar catalyst for data center chip companies like Nvidia. 10 stocks we like better than Nvidia › ...
Key Points CoreWeave continues to see triple-digit revenue growth and a growing project backlog. However, it is taking on a lot of debt to fund its growth and now it is getting squeezed by higher component prices. 10 stocks we like better than CoreWeave › Shares of CoreWeave (NASDAQ: CRWV) sank following the company’s first-quarter ...
The Walt Disney Company DIS is slated to report second-quarter fiscal 2026 results on May 6. The Zacks Consensus Estimate for second-quarter fiscal 2026 revenues is pegged at $25.03 billion, suggesting modest growth of 5.96% from the year-ago quarter’s reported figure. The consensus mark for earnings has remained stable at $1.49 per share over the ...
Here’s a quick recap of the crypto landscape for Wednesday (May 6) as of 8:00 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$81,471 after passing US$82,000 earlier in the day. Chart via TradingView. Bitcoin price performance, May 6, ...
Ford Motor Company F is focusing on software and services as it works toward its long-term profitability goals. The company expects its software and physical services business, currently generating around $15 billion in revenues, to grow at nearly 8% annually through the end of the decade, per the company’s first-quarter 2026 transcript. A major driver ...
Key Points It can be a great idea for investors to add international exposure to their stock portfolios — especially if they’re currently invested in mostly U.S.-based companies. And a great way to do it is with a low-cost index fund like the Vanguard Total International Stock ETF (NASDAQ: VXUS). What does the Vanguard Total ...
The whipping post
The whipping post
The whipping post