SpaceX (NASDAQ: SPCX) and GE Aerospace (NYSE: GE) sit at opposite ends of the investor spectrum. One just completed a historic June IPO with volatile sentiment and no earnings history. The other posted its fourth straight EPS beat, held guidance at the high end, and pushed shares to a new all-time high. One Has a ... SPCX Vs. GE: Do Investors Buy Uncapped Potential or Flawless Turnaround Execution...
SpaceX (NASDAQ: SPCX) and GE Aerospace (NYSE: GE) sit at opposite ends of the investor spectrum. One just completed a historic June IPO with volatile sentiment and no earnings history. The other posted its fourth straight EPS beat, held guidance at the high end, and pushed shares to a new all-time high. One Has a ... SPCX Vs. GE: Do Investors Buy Uncapped Potential or Flawless Turnaround Execution?
The artificial intelligence sector ( AIQ ) now exhibits all the classic signs of a financial bubble, according to Ruchir Sharma, chairman of Rockefeller International. In an interview with CNBC, Sharma explained that his analysis of 300 years of market history shows the current AI boom fits his "four O framework"—overinvestment, overleverage, overownership, and overtrading. Sharma argued that geop...
The artificial intelligence sector ( AIQ ) now exhibits all the classic signs of a financial bubble, according to Ruchir Sharma, chairman of Rockefeller International. In an interview with CNBC, Sharma explained that his analysis of 300 years of market history shows the current AI boom fits his "four O framework"—overinvestment, overleverage, overownership, and overtrading. Sharma argued that geopolitical conflicts are typically overrated by investors and rarely have a lasting impact on equity markets. “Typically, the market declines for about a month and then recovers everything," he said, noting that recent oil price ( CL1:COM ), ( CO1:COM ) dynamics reflected this same pattern despite initial fears of a major supply shock. The chairman pointed to corporate actions as further confirmation of bubble characteristics. Amazon's ( AMZN ) $25B debt rise and significant gains in semiconductor ( SMH ), ( SOXX ), ( SOXL ), ( FTXL ), ( XSD ) stocks exemplify what Sharma sees as the climactic final stages of a bubble, where "prices go parabolic." However, Sharma cautioned that timing a bubble's end is notoriously difficult. "Bubbles do not fall under their own weight. It is always higher interest rates that end big bubbles," he explained. Until the 10-year Treasury yield ( US10Y ) breaches 5% or the Federal Reserve is forced to address its chronic inflation misses, Sharma believes the AI bubble will continue inflating. While acknowledging there is no single scientific definition of a bubble, Sharma emphasized that historical precedents are clear. "We are in a bubble, but the bubble keeps inflating until the price of money changes," he said. The macro framework, according to Sharma, points to continued elevated valuations in the AI space until monetary conditions tighten meaningfully. For now, investors should expect prices to keep climbing despite the warning signs. Artificial Intelligence/Robotics ETFs: ( AIQ ), ( BOTZ ), ( DTEC ), ( WTAI ), ( XAIX ), ( WISE ), ( GINN ), ( ...
With Saudi spending restricted and a glut of departures and arrivals the stakes are high for Eddie Howe, and his captain, amid uncertain times on Tyneside Is it the end of the road for Bruno Guimarães and Newcastle or are they destined to share at least one more adventure? With Arsenal anxious to add Eddie Howe’s Brazil midfielder to their armoury and Guimarães receptive to such advances , it rema...
With Saudi spending restricted and a glut of departures and arrivals the stakes are high for Eddie Howe, and his captain, amid uncertain times on Tyneside Is it the end of the road for Bruno Guimarães and Newcastle or are they destined to share at least one more adventure? With Arsenal anxious to add Eddie Howe’s Brazil midfielder to their armoury and Guimarães receptive to such advances , it remains hard to predict whether Newcastle’s intransigent resistance will be broken. Continue reading...
So far this year, Nvidia (NASDAQ: NVDA) stock has exhibited an unusually muted performance. As of this writing (July 7), Nvidia stock has gained just 5% in 2026 -- a result that stands in sharp contrast to the parabolic surges that have defined the company's trajectory in recent years. This pause is prompting investors to reassess both the near-term price action of a company that has spent the las...
So far this year, Nvidia (NASDAQ: NVDA) stock has exhibited an unusually muted performance. As of this writing (July 7), Nvidia stock has gained just 5% in 2026 -- a result that stands in sharp contrast to the parabolic surges that have defined the company's trajectory in recent years. This pause is prompting investors to reassess both the near-term price action of a company that has spent the last few years at the center of the artificial intelligence (AI) boom, and their longer-term expectations for it. Image source: Nvidia. Continue reading
As the nicotine industry shifts toward smoke-free alternatives, investors face a choice between legacy giants and nimble mid-cap players. Altria Group (NYSE:MO) and Turning Point Brands (NYSE:TPB) represent two distinct paths. Altria dominates the traditional U.S. cigarette market while aggressively expanding its footprint in vapor and oral nicotine products. Turning Point Brands focuses on specia...
As the nicotine industry shifts toward smoke-free alternatives, investors face a choice between legacy giants and nimble mid-cap players. Altria Group (NYSE:MO) and Turning Point Brands (NYSE:TPB) represent two distinct paths. Altria dominates the traditional U.S. cigarette market while aggressively expanding its footprint in vapor and oral nicotine products. Turning Point Brands focuses on specialty accessories, such as rolling papers and niche tobacco products, that appeal to specific consumer segments. Comparing these two reveals a trade-off between massive cash distributions and high-growth potential. Altria sells cigarettes, cigars, and oral nicotine products primarily to adult consumers in the United States. Its core operations include iconic brands like Marlboro and Copenhagen, while it builds out newer segments like NJOY in the e-vapor market. The company also maintains a joint venture with Japan Tobacco to market heated tobacco products, diversifying its portfolio beyond traditional combustion products. Continue reading
One trillion dollars. That is the scale of institutional capital that spot crypto ETFs, tokenized securities, and corporate treasuries are gradually pulling toward Bitcoin and its adjacent markets. This number also represents the kind of move that would reset Bitcoin from a speculative allocation to a portfolio staple. Now trading around $61,500 per token, Bitcoin ... Bitcoin’s Next $1 Trillion Mo...
One trillion dollars. That is the scale of institutional capital that spot crypto ETFs, tokenized securities, and corporate treasuries are gradually pulling toward Bitcoin and its adjacent markets. This number also represents the kind of move that would reset Bitcoin from a speculative allocation to a portfolio staple. Now trading around $61,500 per token, Bitcoin ... Bitcoin’s Next $1 Trillion Move Could Change Crypto Forever
Having proven how valuable compute can be, the company finds itself at the center of a market everyone wants to be in — while simpler technologies and less interesting companies get rich on the sidelines.
Having proven how valuable compute can be, the company finds itself at the center of a market everyone wants to be in — while simpler technologies and less interesting companies get rich on the sidelines.
Having proven how valuable compute can be, the company finds itself at the center of a market everyone wants to be in — while simpler technologies and less interesting companies get rich on the sidelines.
Having proven how valuable compute can be, the company finds itself at the center of a market everyone wants to be in — while simpler technologies and less interesting companies get rich on the sidelines.
Iran responds by targeting US-allied Kuwait and Qatar and accusing US of striking near its sole nuclear power plant Middle East crisis live – latest updates The US has launched new airstrikes against Iran, hours after Donald Trump threatened to escalate the conflict unless Iran stopped attacking ships in the strait of Hormuz. Iran, which is burying its former supreme leader, Ayatollah Ali Khamenei...
Iran responds by targeting US-allied Kuwait and Qatar and accusing US of striking near its sole nuclear power plant Middle East crisis live – latest updates The US has launched new airstrikes against Iran, hours after Donald Trump threatened to escalate the conflict unless Iran stopped attacking ships in the strait of Hormuz. Iran, which is burying its former supreme leader, Ayatollah Ali Khamenei, on Thursday, responded by targeting US-allied Kuwait and Qatar and accused the US of striking near its sole nuclear power plant. Continue reading...
Getty Images The recent pullback in broader memory industry multiples has created a compelling opportunity to revisit Sandisk Corporation ( SNDK ) as a high-conviction beneficiary of the emerging AI NAND supercycle discussed in my previous coverage . With the broadening adoption of agentic AI accelerating the need for high-capacity and performance-sensitive storage, Sandisk’s data center NAND flas...
Getty Images The recent pullback in broader memory industry multiples has created a compelling opportunity to revisit Sandisk Corporation ( SNDK ) as a high-conviction beneficiary of the emerging AI NAND supercycle discussed in my previous coverage . With the broadening adoption of agentic AI accelerating the need for high-capacity and performance-sensitive storage, Sandisk’s data center NAND flash roadmap has become increasingly mission-critical across the AI memory hierarchy. Specifically, its latest BiCS8-based Quad-Level Cell (“QLC”) SSD is competitively positioned to address the rising warm and cold storage demands required for capacity-intensive agentic AI workloads. Meanwhile, the introduction of its newest BiCS10 TLC 3D NAND is also unlocking substantial energy efficiencies without compromising on bit density and performance gains, which is critical amid intensifying power constraints. This effectively catapults Sandisk’s relevance into higher-performance use cases in the AI memory hierarchy, where latency, endurance, and power efficiency are critical. The new developments are additive to Sandisk’s existing data center NAND portfolio, as they effectively broaden the company’s share beyond cold storage and into more valuable memory tiers closer to the compute stack. This has become an increasingly relevant inflection for Sandisk, as larger agentic context windows and KV cache create incremental storage needs that can’t be met by DRAM alone. Sandisk’s recent QLC SSD ramp, alongside the sampling of BiCS10 TLC NAND flash, also coincides with the competing launch of Samsung’s ( SSNLF ) next-generation PM1763 enterprise data center storage drive, underscoring a broader AI-focused NAND product cycle. Taken together, Sandisk’s expanding QLC, TLC, and future high-bandwidth flash (“HBF”) roadmap remains competitively positioned to catalyze an incremental uplift to its growth and earnings profile, as NAND becomes an increasingly strategic layer of next-generation AI in...
Following a quiet period for IPO underwriters, Wall Street firms were out with a bevy of largely bullish stock initiations on Space Exploration Technologies (NASDAQ: SPCX) , or SpaceX. But one certainly stood out from the rest. Raymond James , which was an underwriter on the IPO, started coverage of the stock with a "strong buy" rating and a whopping $800 price target. Now it's worth noting that e...
Following a quiet period for IPO underwriters, Wall Street firms were out with a bevy of largely bullish stock initiations on Space Exploration Technologies (NASDAQ: SPCX) , or SpaceX. But one certainly stood out from the rest. Raymond James , which was an underwriter on the IPO, started coverage of the stock with a "strong buy" rating and a whopping $800 price target. Now it's worth noting that early analyst ratings of recent IPOs tend to be bullish. After all, the firms that are underwriters on an IPO make a lot of money, and they aren't going to get a lot of new business if they start coming out bearish on a recent IPO with which they were associated. The industry can try to set up the biggest "ethical walls" it wants, but you can guarantee that big new IPOs are getting an initial bullish rating from underwriting firms. However, Raymond James certainly took this to another level with a price target on SpaceX light-years above any other Wall Street firm. Analyst Brian Gesuale centered his bullish thesis on SpaceX becoming "the foundational platform for the next generation of industrial capacity" across various industries. Continue reading
The S&P 500 Index ($SPX ) (SPY ) today is up +0.48%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.27%. September E-mini S&P futures (ESU26 ) are up +0.49%, and September E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.48%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.27%. September E-mini S&P futures (ESU26 ) are up +0.49%, and September E-mini Nasdaq futures...
The stock market struggled on Tuesday and Wednesday this week, but Wall Street is making a comeback today. Traders seem ready to trust that diplomacy could actually resolve the Iranian conflict and its implications on global oil prices. Speaking to reporters aboard Air Force One, President Trump suggested that Iran called to make a deal. Investors responded by buying stocks and selling oil. Whethe...
The stock market struggled on Tuesday and Wednesday this week, but Wall Street is making a comeback today. Traders seem ready to trust that diplomacy could actually resolve the Iranian conflict and its implications on global oil prices. Speaking to reporters aboard Air Force One, President Trump suggested that Iran called to make a deal. Investors responded by buying stocks and selling oil. Whether that optimism survives the next news cycle is anyone's guess. Either way, the major indexes are up today. The Nasdaq Composite (NASDAQINDEX: ^IXIC) rose 0.9% by 12:19 p.m. ET, while the S&P 500 (SNPINDEX: ^GSPC) gained 0.6%. The Dow Jones Industrial Average (DJINDICES: ^DJI) added 0.3%, lagging its peers as industrial giant Honeywell International (NASDAQ: HON) continued its post-spinoff collapse . Continue reading