Is GOOGL a good stock to buy? We came across a bullish thesis on Alphabet Inc. on The Boring Finance Guy’s Substack. In this article, we will summarize the bulls’ thesis on GOOGL. Alphabet Inc.’s share was trading at $332.29 as of April 21st. GOOGL’s trailing and forward P/E were 30.74 and 29.07 respectively according to Yahoo […]
Is GOOGL a good stock to buy? We came across a bullish thesis on Alphabet Inc. on The Boring Finance Guy’s Substack. In this article, we will summarize the bulls’ thesis on GOOGL. Alphabet Inc.’s share was trading at $332.29 as of April 21st. GOOGL’s trailing and forward P/E were 30.74 and 29.07 respectively according to Yahoo […]
Is MU a good stock to buy? We came across a bullish thesis on Micron Technology, Inc. on Noesia’s Substack. In this article, we will summarize the bulls’ thesis on MU. Micron Technology, Inc.’s share was trading at $449.38 as of April 14th. MU’s trailing and forward P/E were 21.21 and 7.72 respectively according to Yahoo Finance. […]
Is MU a good stock to buy? We came across a bullish thesis on Micron Technology, Inc. on Noesia’s Substack. In this article, we will summarize the bulls’ thesis on MU. Micron Technology, Inc.’s share was trading at $449.38 as of April 14th. MU’s trailing and forward P/E were 21.21 and 7.72 respectively according to Yahoo Finance. […]
Is KLAC a good stock to buy? We came across a bullish thesis on KLA Corporation on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on KLAC. KLA Corporation’s share was trading at $1,812.06 as of April 22nd. KLAC’s trailing and forward P/E were 52.75 and 36.76 respectively according to Yahoo Finance. KLA Corporation […]
Is KLAC a good stock to buy? We came across a bullish thesis on KLA Corporation on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on KLAC. KLA Corporation’s share was trading at $1,812.06 as of April 22nd. KLAC’s trailing and forward P/E were 52.75 and 36.76 respectively according to Yahoo Finance. KLA Corporation […]
Contrary to a common assumption, not all utility stocks are the same. Oh, they were certainly similar enough before 2022 when the launch of ChatGPT sparked the frenzied construction of electricity-sucking artificial intelligence (AI) data centers. Then suddenly, the seemingly small differences between power providers became a very big deal. Some of them were ready for what was about to come. Some ...
Contrary to a common assumption, not all utility stocks are the same. Oh, they were certainly similar enough before 2022 when the launch of ChatGPT sparked the frenzied construction of electricity-sucking artificial intelligence (AI) data centers. Then suddenly, the seemingly small differences between power providers became a very big deal. Some of them were ready for what was about to come. Some of them weren't. Now, shareholders are either benefiting or suffering from these utility companies' readiness (or lack thereof). With that as the backdrop, here's a rundown of three utility names that are better positioned than most for an era of grid strain and high prices that consumers and corporations alike are pushing back on. Some corporations are generating their own electricity in response to these new conditions. Image source: Getty Images. Continue reading
Is AMZN a good stock to buy? We came across a bullish thesis on Amazon.com, Inc. on Level-Headed Investing’s Substack by Bernardo. In this article, we will summarize the bulls’ thesis on AMZN. Amazon.com, Inc.’s share was trading at $249.91 as of April 21st. AMZN’s trailing and forward P/E were 34.85 and 30.77 respectively according to Yahoo […]
Is AMZN a good stock to buy? We came across a bullish thesis on Amazon.com, Inc. on Level-Headed Investing’s Substack by Bernardo. In this article, we will summarize the bulls’ thesis on AMZN. Amazon.com, Inc.’s share was trading at $249.91 as of April 21st. AMZN’s trailing and forward P/E were 34.85 and 30.77 respectively according to Yahoo […]
Spencer Platt/Getty Images News Global equities have rebounded to recent highs after recovering from the Iran-driven oil scare, but investors are increasingly balancing two competing forces: continued enthusiasm for AI and semiconductor stocks versus the economic drag of higher energy prices. Recent megacap tech earnings and the latest Federal Reserve meeting did little to cool U.S. risk appetite....
Spencer Platt/Getty Images News Global equities have rebounded to recent highs after recovering from the Iran-driven oil scare, but investors are increasingly balancing two competing forces: continued enthusiasm for AI and semiconductor stocks versus the economic drag of higher energy prices. Recent megacap tech earnings and the latest Federal Reserve meeting did little to cool U.S. risk appetite. At the same time, renewed strength in crude prices has revived concerns about inflation and interest rates, particularly in Europe, where markets are more exposed to energy disruptions. Lombard Odier strategist Florian Ielpo said markets appear willing to look past the oil move because corporate earnings remain strong enough to offset concerns tied to yields and geopolitics, Bloomberg News reported. Tech rally still driving U.S. stocks Technology shares remain the main engine of the U.S. advance. Investors broadly welcomed strong earnings from major tech companies and showed limited concern over aggressive capital spending plans. While some names such as Meta ( META ) Platforms stumbled, semiconductor shares continued to power indexes higher. BBVA strategist Michalis Onisiforou said narrow rallies led by chipmakers have historically often widened out later rather than signaling exhaustion. Still, after a sharp run since early April, some investors may be looking for consolidation. Nvidia’s ( NVDA ) earnings report on May 20 is emerging as the next major test for both tech stocks and the broader market. Europe feels more pressure European equity volatility remains above U.S. levels as investors weigh oil prices, rising bond yields and uncertainty around the Strait of Hormuz. Broker Andy Kent said Europe’s derivatives markets are pricing in more risk because investors face multiple unresolved threats, including supply disruptions and geopolitical escalation. A reopening of the strait could spark a rally in under-owned European stocks, while renewed tension and higher crude p...
Greg Abel, CEO of Berkshire Hathaway, speaks during the Berkshire Hathaway Annual Shareholders Meeting in Omaha, NE on May 2, 2026. CNBC OMAHA, Nebraska — In his debut running Berkshire Hathaway 's annual meeting, Greg Abel delivered what many shareholders came to see: a steady hand, a firm grasp of the sprawling conglomerate and just enough of his own style to reassure investors the post-Warren B...
Greg Abel, CEO of Berkshire Hathaway, speaks during the Berkshire Hathaway Annual Shareholders Meeting in Omaha, NE on May 2, 2026. CNBC OMAHA, Nebraska — In his debut running Berkshire Hathaway 's annual meeting, Greg Abel delivered what many shareholders came to see: a steady hand, a firm grasp of the sprawling conglomerate and just enough of his own style to reassure investors the post-Warren Buffett era is on solid footing. The reviews from longtime shareholders and professional investors were broadly positive, even as many acknowledged the notable absence of Buffett, whose wit, storytelling and investing acumen have long defined the event. "Very solid. No misspoke words. Thorough answers," said Steve Check, founder of Check Capital Management. "Nice guy, but we sure don't have the laughs that we had with Warren and Charlie [Munger]." "Greg and company delivered on content, examination of businesses and confidence in outlook," Macrae Sykes, a portfolio manager at Gabelli Funds. David Kass, a finance professor at University of Maryland and a decades-long Berkshire shareholder, said he grew more confident in Berkshire after seeing firsthand Abel's performance. He pointed to the firm's "deep bench" — including executives like vice chairman of Berkshire's insurance operations Ajit Jain; Adam Johnson, president of Berkshire's consumer products , service and retailing businesses; and BNSF Railway CEO Katie Farmer — as evidence that leadership continuity runs well beyond a single figure. "Greg demonstrated the knowledge of and passion for running all of Berkshire's businesses," Kass said. "His main focus is that of operations. By contrast, Buffett focuses more on the investment side of Berkshire." Granular insights That shift in emphasis was evident throughout the Q&A session, where Abel leaned into detailed discussions of Berkshire's subsidiaries, a level of specificity that resonated with shareholders seeking reassurance about execution under new leadership. "The ans...