While artificial intelligence (AI) is all the rage in the tech investing realm right now, quantum computing is the next emerging technology. Quantum computing could change what technologies are feasible, including some aspects of AI. If it can successfully be developed to commercial viability, this technology will take the world by storm, and investors will want to be positioned to take advantage ...
While artificial intelligence (AI) is all the rage in the tech investing realm right now, quantum computing is the next emerging technology. Quantum computing could change what technologies are feasible, including some aspects of AI. If it can successfully be developed to commercial viability, this technology will take the world by storm, and investors will want to be positioned to take advantage of its growth years in advance of when it actually occurs, as the market will price huge anticipated growth into shares as that hoped-for success gets closer. Indeed, many quantum computing stocks have already experienced huge run-ups, including D-Wave Quantum (NYSE: QBTS) . Since the start of 2024, D-Wave's stock is up an incredible 1,460%. While that sounds like an impressive gain (and it is), at its peak last fall, D-Wave was up nearly 5,000%. This makes me wonder if the stock could return to that peak in the near future. Is it too late to buy D-Wave Quantum's stock? Or is now a perfect time? Continue reading
Better Home & Finance Holding (NASDAQ: BETR) continues to accumulate financial resources for its core activity, and investors were there for it on Tuesday. They collectively lifted the stock's price by over 11% that trading session, which easily beat the essentially flat trajectory of the bellwether S&P 500 index. For the second time in barely over one week, Better announced a major expansion of i...
Better Home & Finance Holding (NASDAQ: BETR) continues to accumulate financial resources for its core activity, and investors were there for it on Tuesday. They collectively lifted the stock's price by over 11% that trading session, which easily beat the essentially flat trajectory of the bellwether S&P 500 index. For the second time in barely over one week, Better announced a major expansion of its warehouse credit facility. This was increased to $350 million from $250 million, bringing its total mortgage capacity to $850 million (up from $750 million previously). Image source: Getty Images. Continue reading
President Trump has set a deadline for Tuesday at 8:00 p.m ET, pledging to destroy Iran's bridges and power plants if it does not reopen the Strait of Hormuz. As of 6:00 p.m. ET, there was still no such attack, and Pakistan's Prime Minister, Shehbaz Sharif, has asked for Trump to extend his deadline by two weeks. Markets have been on edge since the president made that promise over the weekend, ris...
President Trump has set a deadline for Tuesday at 8:00 p.m ET, pledging to destroy Iran's bridges and power plants if it does not reopen the Strait of Hormuz. As of 6:00 p.m. ET, there was still no such attack, and Pakistan's Prime Minister, Shehbaz Sharif, has asked for Trump to extend his deadline by two weeks. Markets have been on edge since the president made that promise over the weekend, rising on Monday in hopes that there would be a resolution to the war, and inched up on Tuesday with two of the three major indexes finishing in the green despite trading lower for nearly the whole session. Continue reading
On March 31, 2026, NVIDIA Corporation and Marvell Technology announced that NVIDIA would invest US$2.00 billion via convertible preferred stock and enter a broad partnership linking Marvell’s custom XPUs, networking and optical solutions into NVIDIA’s NVLink Fusion AI infrastructure and AI‑RAN ecosystem. Just days later, Marvell added nearly US$1.00 billion of new 5.300% senior unsecured notes due...
On March 31, 2026, NVIDIA Corporation and Marvell Technology announced that NVIDIA would invest US$2.00 billion via convertible preferred stock and enter a broad partnership linking Marvell’s custom XPUs, networking and optical solutions into NVIDIA’s NVLink Fusion AI infrastructure and AI‑RAN ecosystem. Just days later, Marvell added nearly US$1.00 billion of new 5.300% senior unsecured notes due 2036, underscoring how the NVIDIA partnership is being paired with substantial balance sheet...
imaginima/iStock via Getty Images It's that time in the evolution of mankind again where the governmental leaders are flaunting their guns and ships and trying to gamble their way to more and more market share on the global stage. For normal people, like you and I, we don't want to be involved, and we also want to maintain somewhat of a decent quality of life. Given you're reading this, you probab...
imaginima/iStock via Getty Images It's that time in the evolution of mankind again where the governmental leaders are flaunting their guns and ships and trying to gamble their way to more and more market share on the global stage. For normal people, like you and I, we don't want to be involved, and we also want to maintain somewhat of a decent quality of life. Given you're reading this, you probably also have a portfolio. So, it only makes sense to begin thinking laterally. That doesn't mean being fearful, but it does mean being shrewd. It's time to risk-adjust, and the main company in focus on the world stage is in Taiwan. You guessed it: Taiwan Semiconductor Manufacturing Company Limited, aka TSMC ( TSM ). Since my last analysis , the stock is up by 23% in price. I don't really think Taiwan is going to be invaded or blockaded by China, but then again, I also haven't expected many things to happen in my life, and they still have. The purpose of this analysis isn't to impress you. I'm a portfolio trigger-puller, and so my research explains my thoughts, risk process, and methodology for stock selection and sizing. I want to make cash and live well. Therefore, the purpose of this analysis is to help you make simple but powerful portfolio moves that will protect you when other "geniuses" are getting burned. Keep it simple. If you can fry an egg, you can beat the Nasdaq-100 ( QQQ ). You're Looking at Iran, While I'm Looking at Taiwan Firstly, I want to look into some of the positives, because analyzing tail risk as a full analysis is a bit like being paranoid... I don't want to live in fear like that. I prefer to analyze the heavy probabilities and then spend a small amount of time on the "worst case," but have the countermeasures in place to quickly win in the case of any number of tail risks emerging. Plausibly, we could see Arizona, Japan, and Germany scale TSMC fabs fast and furiously if Taiwan appeared to come under hard pressure. In fact, one has to wonder: if it ...
Joe Hendrickson/iStock Editorial via Getty Images The last time I wrote an article about The Charles Schwab Corporation ( SCHW ) was back in October of last year. In that article, I pointed out that the company had achieved great performance leading up to that point. Despite intense competition and disruption in the financial technology space, not to mention certain other challenges that the busin...
Joe Hendrickson/iStock Editorial via Getty Images The last time I wrote an article about The Charles Schwab Corporation ( SCHW ) was back in October of last year. In that article, I pointed out that the company had achieved great performance leading up to that point. Despite intense competition and disruption in the financial technology space, not to mention certain other challenges that the business was facing, such as those with declining bank deposits and the rise of higher-cost money market funds, the firm was still experiencing growing revenue and profits thanks to asset expansion and a rise in client balances. At the end of the day, however, I argued that the firm justified more of a "N eutral" rating than it did a bullish one because of the aforementioned issues. And sure enough, the company has performed similarly to what I would have anticipated during that time. You see, whenever I rate a company a "Hold," I am making the claim that the stock should perform similarly to the broader market for the foreseeable future. Shares have outperformed slightly, rising 1% while the S&P 500 was down 0.6%. But honestly, even a single day can make up that spread, so I wouldn't call it material. We have seen performance that has been similar to the market over a longer period. Since I originally downgraded the stock to a "Hold" in January 2024, shares have jumped 44.1%. Although impressive, that's barely higher than the 39.9% increase that the market enjoyed. Looking at the data today, I see a picture that is very similar to what it was back then. And when you consider how the stock is priced compared to how it has been in the past, I would say that it's not trading at some big discount to justify a bullish outlook. Until something changes, then, I will maintain my "Hold" rating on it. Not ready for an upgrade yet Despite challenges in the financial technology space that have created doubt about the ability for incumbent financial technology companies to thrive in this mo...
Billionaire Bill Ackman has long described himself as a student of Warren Buffett, and has envisioned fashioning his hedge fund -- Pershing Square -- as a "modern-day Berkshire Hathaway ." That dream was one step closer to reality today when Pershing Square made a bid to buy Universal Music Group (OTC: UMGNF) in a deal valued at $64.3 billion. The company has not yet officially responded to the of...
Billionaire Bill Ackman has long described himself as a student of Warren Buffett, and has envisioned fashioning his hedge fund -- Pershing Square -- as a "modern-day Berkshire Hathaway ." That dream was one step closer to reality today when Pershing Square made a bid to buy Universal Music Group (OTC: UMGNF) in a deal valued at $64.3 billion. The company has not yet officially responded to the offer. Image source: Getty Images. Pershing already owns a 4.7% stake in Universal, the music giant whose artists include Taylor Swift, Sabrina Carpenter, Kendrick Lamar, Drake, Lady Gaga, Bad Bunny, Coldplay, and Billie Eilish. Its roster also includes Bob Dylan, Elton John, and the Beatles. Universal has about 30% market share and is one of the "Big Three" record labels, along with Warner Music Group and Sony Music, a subsidiary of Sony Group . Continue reading