Time flies when you’re having fun, building drones, and waiting to hold an IPO! Barely 18 months ago, I took a look at “unicorn” company Anduril Industries, its $1 billion in 2024 sales, and its $30 private market valuation — and decided the stock was probably overvalued at 30 times sales. (Most traditional defense companies

Could Nvidia (NASDAQ: NVDA) become a $10 trillion company? That’s a reasonable question to ask. Nvidia sits at the center of the artificial intelligence boom, supplying the chips and systems that power AI data centers. As a result, its revenue and profits have grown at extraordinary rates as companies race to build AI infrastructure. Missed

A protesting student feeds a burnt barrier during a blockading action outside the secondary school Le Corbusier, in Aubervilliers, northern Paris. (Photo by LOU BENOIST / AFP via Getty Images) As my husband, a long-time media and technology expert, always remind me ‘if it bleeds, it leads.’ We have to be careful and go beyond

Twilio, JFrog, Fastly, Palantir Technologies, and Snowflake Shares Are Soaring, What You Need To Know What Happened? A number of stocks jumped in the morning session after retreating yields and dip-buying supported a relief rebound following the previous session’s sharp drawdown. The bounce follows a pullback across cloud vendors, triggered by fears that aggressive artificial

Cleveland-Cliffs Inc. Q3 2026 Earnings Call Summary – Moby Strategic Performance and Market Dynamics Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we’ll show you why it’s our #1 pick. Tap here. Management attributes the Q3 EBITDA doubling to a ‘rational’ trade environment

Ever heard of neodymium? No? How about praseodymium? Or terbium, or dysprosium? If you have heard of these — they’re the “core four” rare-earth elements, by the way — there’s a good chance you’ve come across rare-earth stocks like USA Rare Earth (NASDAQ: USAR). If you’re not familiar, just imagine a world where smartphones, laptops,

U.S. Bancorp (NYSE:USB) is becoming increasingly attractive to income-focused investors as its lending activity grows and fee revenue picks up. The key question is whether this earnings growth can support the current stock price, especially as government bonds provide a compelling alternative for those seeking steady income. The search for reliable payouts extends beyond the

Quick Read Alphabet (GOOG) trades at a trailing P/E of just 15 with a $514B Cloud backlog and 82% Cloud revenue growth, driving a $437 price target with 25% upside. Microsoft (MSFT) trades at twice Alphabet’s earnings multiple despite Azure growing at roughly half Google Cloud’s pace, making GOOG look undervalued versus peers like Meta

Last week, chip stocks helped drag Wall Street lower. Monday, they’re lifting the indexes while most stocks keep falling. A Yahoo Finance basket of 60 chip-related stocks is recovering nearly $250 billion in market value, with gains reaching across memory makers, chip designers, and equipment suppliers. Micron (MU) and Intel (INTC) are each gaining over

Last week was miserable for Micron (NASDAQ:MU) stock, with the maker of DRAM and NAND flash memory chips losing nearly 15% on worries that Chinese DRAM company ChangXin Memory Technologies was bringing to market “4F square” technology to increase DRAM storage density — and begin stealing market share from Micron. Monday morning, things are looking

Quick Read AMZN earns a BUY rating with a $332.67 price target, representing 30% upside, anchored by AWS growing 37% at its fastest pace in 18 quarters. Amazon trades at 24x forward earnings, cheaper than MSFT at 25x, with its 13.7% operating margin offering the most room to expand among peers. Amazon’s free cash flow

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”. The letter can be downloaded here. The Strategy returned 3.18% (net of fees) in the quarter, outperforming the 2.61% return of the Russell 1000 Value Index. Key positive contributors included stock selection in information technology, an underweight

I’m not one to typically celebrate investing anniversaries, but this month marks 24 years since I became a Netflix (NASDAQ: NFLX) shareholder. It’s been largely ups along the way, but lately there’s been a hard road down. Shares of the company behind the world’s leading premium streaming video service have plummeted more than 40% over

The past few years have been challenging ones for health insurance giant UnitedHealth Group (NYSE:UNH). Rising costs have been weighing on its results, and its five-year returns are in the red, with the stock declining by more than 5% during that stretch. That’s unusual for a stock that historically has generated terrific returns for investors.