Wall Street is recalibrating its view across three very different technology names this week. Bank of America reinstated Qualcomm (NASDAQ:QCOM) at Underperform with a $145 price target, while maintaining a cautious stance on the chipmaker’s near-term outlook. Truist kept its Buy rating and $283 price target on Nvidia (NASDAQ:NVDA) ahead of the GPU Technology Conference. ... What Wall Street Is Say...
Wall Street is recalibrating its view across three very different technology names this week. Bank of America reinstated Qualcomm (NASDAQ:QCOM) at Underperform with a $145 price target, while maintaining a cautious stance on the chipmaker’s near-term outlook. Truist kept its Buy rating and $283 price target on Nvidia (NASDAQ:NVDA) ahead of the GPU Technology Conference. ... What Wall Street Is Saying About Semiconductor Names Qualcomm (QCOM), Nvidia (NVDA) and SolarEdge (SEDG) Today
Bank of America's Underperform reinstatement on Qualcomm is a more cautious call. The firm points to a mature smartphone market, rising memory costs, the imminent loss of Apple business, and modest growth rates through 2028 as the core concerns. With the handset segment generating $7.82 billion in Q1 FY2026, up just 3% year over year, there is little in the near-term data to challenge that view. B...
Bank of America's Underperform reinstatement on Qualcomm is a more cautious call. The firm points to a mature smartphone market, rising memory costs, the imminent loss of Apple business, and modest growth rates through 2028 as the core concerns. With the handset segment generating $7.82 billion in Q1 FY2026, up just 3% year over year, there is little in the near-term data to challenge that view. BofA's $145 target sits only modestly above the current price, suggesting limited reward for the risks involved.The SolarEdge upgrade is the most dramatic shift of the three. BofA moved the stock from Underperform to Neutral and more than doubled its price target, citing margin stabilization, improved revenue visibility, stronger liquidity, and regained U.S. inverter market share as factors that have materially reduced downside risk. The Q4 2025 results provided the fundamental support: non-GAAP gross margin reached 23.3%, up from 18.8% in Q3, and the company generated operating cash flow of $52.63 million in the quarter. Truist's reaffirmed Buy on Nvidia centers on the upcoming GPU Technology Conference, where the firm expects positive updates on supply, demand, and emerging technologies. The $283 price target reflects confidence that the AI infrastructure build-out still has significant runway. With CEO Jensen Huang publicly bullish on an agentic AI inflection, the conference represents a near-term catalyst for investor sentiment that Truist appears to be positioning around. Wall Street is recalibrating its view across three very different technology names this week. Bank of America reinstated Qualcomm ( NASDAQ:QCOM ) at Underperform with a $145 price target, while maintaining a cautious stance on the chipmaker's near-term outlook. Truist kept its Buy rating and $283 price target on Nvidia ( NASDAQ:NVDA ) ahead of the GPU Technology Conference. And BofA upgraded SolarEdge ( NASDAQ:SEDG ) to Neutral from Underperform, dramatically raising its price target to $40 from $17. T...
Hundreds of ships are stacking up near Hormuz as conflict shakes oil markets and disrupts shipping lanes. Group CEO of V.Group René Kofod-Olsen joined Bloomberg Open Interest to discuss what he's seeing int he region as traffic in the Strait comes to a virtual standstill. (Source: Bloomberg)
Hundreds of ships are stacking up near Hormuz as conflict shakes oil markets and disrupts shipping lanes. Group CEO of V.Group René Kofod-Olsen joined Bloomberg Open Interest to discuss what he's seeing int he region as traffic in the Strait comes to a virtual standstill. (Source: Bloomberg)
Tommy DeCarlo, the frontman of US rock band Boston since 2007, has died of brain cancer, his family have confirmed. “It is with heavy hearts that we share the passing of our dad, Tommy DeCarlo, on Monday, 9 March 2026,” they wrote in a statement. “After being diagnosed with brain cancer last September, he fought with incredible strength and courage right up until the very end. During this difficul...
Tommy DeCarlo, the frontman of US rock band Boston since 2007, has died of brain cancer, his family have confirmed. “It is with heavy hearts that we share the passing of our dad, Tommy DeCarlo, on Monday, 9 March 2026,” they wrote in a statement. “After being diagnosed with brain cancer last September, he fought with incredible strength and courage right up until the very end. During this difficult time, we kindly ask that friends and fans respect our family’s privacy as we grieve and support one another.” The family had previously shared a GoFundMe page asking for support for the singer’s medical bills after he suffered a sudden brain bleed and underwent an emergency craniotomy in September. Doctors discovered two melanoma masses on his brain and one on his lungs; following treatment, DeCarlo was hospitalised after another brain bleed. DeCarlo joined Boston in 2007 after original frontman Brad Delp killed himself. DeCarlo, a lifelong fan of Boston, had posted an original tribute song to Delp on MySpace, along with covers of the band’s Don’t Look Back and Smokin’, which he sent to the band’s management with an offer to perform at a tribute concert to Delp. They declined – until founding band member Tom Scholz heard the cover and invited DeCarlo along to perform with the remaining band members. “I haven’t heard anyone else sing like that in 35 years,” Scholz is quoted as saying in a bio on the band’s website. Then working as a credit manager at Home Depot in North Carolina, DeCarlo gave his first gig – other than karaoke slots at the local bowling alley – at the 5,000-capacity Bank of America Pavilion in Boston. The group then invited him to join the band. “The most scary time for me was when I walked into rehearsal and met them all for the first time,” DeCarlo said. “As I walked into the building where rehearsal was taking place, I could hear the sound of a kick drum in the distance. I walked through the doors and could not believe it … there was Boston rehearsing D...
Qantas is hiking international fares about 5% as jet fuel prices spike on Middle East tensions. Savanthi Syth, Airlines Managing Director at Raymond James joined Bloomberg Open Interest to discuss the stress points in the airline industry as the war upends travel. (Source: Bloomberg)
Qantas is hiking international fares about 5% as jet fuel prices spike on Middle East tensions. Savanthi Syth, Airlines Managing Director at Raymond James joined Bloomberg Open Interest to discuss the stress points in the airline industry as the war upends travel. (Source: Bloomberg)
TLDR BofA Securities reinstated Qualcomm with an Underperform rating and a $145 price target Apple is phasing out Qualcomm modems from iPhones, costing an estimated $7–8 billion in revenue Samsung will cut Qualcomm’s Galaxy device content from 100% to ~75% in fall 2026 Xiaomi has committed $7 billion to developing its own internal chips BofA projects just 2% annual revenue growth for Qualcomm thro...
TLDR BofA Securities reinstated Qualcomm with an Underperform rating and a $145 price target Apple is phasing out Qualcomm modems from iPhones, costing an estimated $7–8 billion in revenue Samsung will cut Qualcomm’s Galaxy device content from 100% to ~75% in fall 2026 Xiaomi has committed $7 billion to developing its own internal chips BofA projects just 2% annual revenue growth for Qualcomm through fiscal 2028 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Qualcomm stock dropped 3.1% to $133.81 in premarket trading on Tuesday after Bank of America reinstated coverage with an Underperform rating. The stock is now down 19% year-to-date. QUALCOMM Incorporated, QCOM BofA set a $145 price target — implying only about 5% upside from Monday’s close. Analyst Vivek Arya cited weak growth prospects and mounting competitive pressure across Qualcomm’s core markets. The headline risk is Apple. Qualcomm’s modems are expected to be fully phased out of iPhones by fall 2027 as Apple moves to its own in-house chips. BofA estimates the revenue hit at roughly $7–8 billion. Apple, Samsung, and Xiaomi together made up about 54% of Qualcomm’s revenue in fiscal 2025. That concentration is what makes the current moment so uncomfortable for the company. Samsung is moving in a similar direction. Qualcomm’s content share in Samsung’s fall 2026 Galaxy lineup will fall from 100% to around 75%, according to BofA. That’s another chunk of business at risk. Then there’s Xiaomi. The Chinese smartphone maker has committed $7 billion to internal silicon development — a clear signal that it, too, is looking to reduce its reliance on outside chipmakers. “QCOM’s core equity risk is increasingly defined by their three top customers and their willingness to internalize key silicon over time,” Arya wrote. Can Diversification Fill the Gap? Qualcomm has been pushing into automotive...
mustafaU/iStock via Getty Images Focus of Article: The focus of PART 1 of this article is to analyze Blackstone Secured Lending Fund’s ( BXSL ) recent results and compare a handful of the company’s metrics to 11 business development company (“BDC”) peers. This analysis will show past and current data with supporting documentation. Table 1 will compare BXSL’s recent net asset value (“NAV”) economic...
mustafaU/iStock via Getty Images Focus of Article: The focus of PART 1 of this article is to analyze Blackstone Secured Lending Fund’s ( BXSL ) recent results and compare a handful of the company’s metrics to 11 business development company (“BDC”) peers. This analysis will show past and current data with supporting documentation. Table 1 will compare BXSL’s recent net asset value (“NAV”) economic return (loss), adjusted net investment income (“NII”), stock price to annualized NII ratio, and percentage of total investment income attributable to capitalized payment-in-kind (“PIK”)/deferred interest income to the 11 BDC peers. Table 1 will also provide a premium (discount) to estimated CURRENT NAV analysis using stock prices as of 3/6/2026. Table 2 will compare BXSL’s investment portfolio (including several additional metrics) as of 9/30/2025 and 12/31/2025 to the 11 BDC peers. I am writing this two-part article due to the continued requests that such an analysis be specifically performed on BXSL and some of the company’s BDC peers at periodic intervals. These BDC peers include Ares Capital Corp. ( ARCC ), Capital Southwest Corp. ( CSWC ), FS KKR Capital Corp. ( FSK ), Gladstone Investment Corp. ( GAIN ), Golub Capital BDC Inc. ( GBDC ), Main Street Capital Corp. ( MAIN ), Oaktree Specialty Lending Corp. ( OCSL ), Blue Owl Capital Corp. ( OBDC ), SLR Investment Corp. ( SLRC ), TriplePoint Venture Growth BDC Corp. ( TPVG ), and Sixth Street Specialty Lending Corp. ( TSLX ). Understanding the characteristics of a company’s investment portfolio and operating performance can shed some light on which companies are overvalued or undervalued strictly per a “numbers” analysis. This is not the only data that should be examined to initiate a position within a particular stock/sector. However, I believe this analysis would be a good “starting-point” to begin a discussion on the topic. My Buy, Sell, or Hold recommendation and current price target for BXSL will be in the “Conclusi...
Image source: The Motley Fool. Tuesday, March 10, 2026 at 9 a.m. ET Call participants Chief Executive Officer — Michael Bender Chief Financial Officer — Jill Timm Vice President, Investor Relations — Trevor Novotny Takeaways Net sales -- Declined 3.9% in the quarter, and four percent for the year, primarily reflecting lower store transactions. -- Declined 3.9% in the quarter, and four percent for ...
Image source: The Motley Fool. Tuesday, March 10, 2026 at 9 a.m. ET Call participants Chief Executive Officer — Michael Bender Chief Financial Officer — Jill Timm Vice President, Investor Relations — Trevor Novotny Takeaways Net sales -- Declined 3.9% in the quarter, and four percent for the year, primarily reflecting lower store transactions. -- Declined 3.9% in the quarter, and four percent for the year, primarily reflecting lower store transactions. Comparable sales -- Down 2.8% in the quarter and down 3.1% for the year, with a seventy basis point weather-related impact in January. -- Down 2.8% in the quarter and down 3.1% for the year, with a seventy basis point weather-related impact in January. Digital sales -- Increased low single digits in the quarter and ended flat for the full year, led by higher web traffic but constrained by lower conversion rates. -- Increased low single digits in the quarter and ended flat for the full year, led by higher web traffic but constrained by lower conversion rates. Gross margin -- Expanded by twenty-five basis points to 33.1% of sales in the quarter, driven by strong inventory management and reduced markdowns, partially offset by higher digital shipping costs as penetration rose 220 basis points to 35%. -- Expanded by twenty-five basis points to 33.1% of sales in the quarter, driven by strong inventory management and reduced markdowns, partially offset by higher digital shipping costs as penetration rose 220 basis points to 35%. SG&A expenses -- Decreased $76 million, or 4.9%, in the quarter due to lower store, marketing, and fulfillment costs; for the year, decreased 4.1%. -- Decreased $76 million, or 4.9%, in the quarter due to lower store, marketing, and fulfillment costs; for the year, decreased 4.1%. Adjusted net income -- $125 million in the quarter and $186 million for the year; adjusted diluted EPS of $1.07 in the quarter and $1.62 for the year. -- $125 million in the quarter and $186 million for the year; adjusted d...
Workers prepare butter chicken at Daryaganj restaurant in New Delhi, India, on Monday, Feb. 12, 2024. Daryaganj and Moti Mahal Delux restaurants are in a legal battle over the ownership of butter chicken. Photographer: Saumya Khandelwal/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images The Iran war is causing global disruption, and restaurants in India are under threat because of it....
Workers prepare butter chicken at Daryaganj restaurant in New Delhi, India, on Monday, Feb. 12, 2024. Daryaganj and Moti Mahal Delux restaurants are in a legal battle over the ownership of butter chicken. Photographer: Saumya Khandelwal/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images The Iran war is causing global disruption, and restaurants in India are under threat because of it. The conflict is threatening India's supply of liquefied petroleum gas (LPG), most of which is imported and the global supply of which is threatened by disruptions in the Strait of Hormuz. On Tuesday, India's Ministry of Petroleum and Natural Gas said that it was directing oil refineries to prioritize supplying LPG to the 330 million households that use it as a primary cooking fuel, over 3 million businesses that use commercial LPG cylinders. This is causing a "crisis situation" that will lead to the closure of many restaurants over the next few days, Sagar Daryani, president of the National Restaurant Association of India, told CNBC. He added that 90% of restaurants in India rely on LPG cylinders to run their kitchens. The industry was already facing low demand and high costs, but if the LPG supply issues persist, it would lead to "closure of business and job losses," Daryani said. The NRAI represents over 500,000 restaurants across India. India's industry generates an annual turnover of over 5.7 trillion rupees ($78.9 billion) and employs over 8 million people, per the NRAI. On Tuesday, India's Ministry of Petroleum and Natural Gas said in an X post that it was directing oil refineries to prioritize LPG supply to households and use imported liquefied natural gas (LNG) for essential commercial sectors such as hospitals and educational institutions. Announcing the shifts in LPG supply, India's Ministry of Petroleum and Natural Gas said it would form a committee to review representations for LPG supply to restaurants, hotels and other commercial industries. The NRAI is urgin...
JHVEPhoto/iStock Editorial via Getty Images Investment Thesis PayPal Holdings, Inc. ( PYPL ) is down another 27% since my last coverage, but it does not fit the profile of a classic value trap even though it is priced as one in the market. It still produces $5-6 billion in free cash flow, has ~22% ROIC, and transacts $1.8 trillion in payment volume annually. While the growth in branded checkout an...
JHVEPhoto/iStock Editorial via Getty Images Investment Thesis PayPal Holdings, Inc. ( PYPL ) is down another 27% since my last coverage, but it does not fit the profile of a classic value trap even though it is priced as one in the market. It still produces $5-6 billion in free cash flow, has ~22% ROIC, and transacts $1.8 trillion in payment volume annually. While the growth in branded checkout and leadership changes are legitimate concerns for the company’s execution, its underlying profitability and growth in newer businesses like Venmo, BNPL, and enterprise payments are legitimate paths to recovery. It’s trading for less than 10x earnings, implying a long-term decline in business for investors. For investors, the current thesis is moderately bullish as it represents a deep value investment where even a marginal improvement in business can create a significant re-rating in its valuation. Data by YCharts 2026 Growth Backed by $6.4 Billion FCF In my view, PayPal has a high level of financial durability through reliable cash flows and the monetization of diversified assets beyond its core branded checkout business. Despite challenges in specific segments, PayPal maintains highly profitable financials capable of funding operations, capital returns, and new product initiatives without dependency on external financing. I see the indicator of this strength is in the cash flow, as PayPal derived $6.42 billion in cash from operations. This contrasts with the sector median of $188.41 million. I mean, this volume of cash puts PayPal in a distinct category and enables it to direct capital toward stockholder returns. In Q4, PayPal completed $1.5 billion in stock repurchases, bringing the full-year total to $6 billion. Further, PayPal paid its first quarterly dividend of $0.14/share. These moves point to a balance sheet that supports direct capital return programs, with adjusted FCF for the full year totaling $6.4 billion. As I see it, this cash is coming from high margins and ...
Saudi Arabia’s state oil company has warned of “catastrophic consequences” for the world’s oil markets if the US-Israeli war with Iran continues to block shipping in the strait of Hormuz. The world’s biggest oil company expects to be able to export about 70% of its usual crude output despite the stranglehold on the vital trade artery, but its chief executive warned that there would still be “drast...
Saudi Arabia’s state oil company has warned of “catastrophic consequences” for the world’s oil markets if the US-Israeli war with Iran continues to block shipping in the strait of Hormuz. The world’s biggest oil company expects to be able to export about 70% of its usual crude output despite the stranglehold on the vital trade artery, but its chief executive warned that there would still be “drastic” consequences for the world economy if the disruption continues. Oil shipments from the Middle East have been blocked from passing through the narrow waterway since the US strikes on Iran 11 days ago, erasing about 20m barrels of oil from the global market every day. 2:21 How the Iran conflict could affect prices around the world – video explainer Amin Nasser, the chief executive of Aramco, said: “While we have faced disruptions in the past, this one by far is the biggest crisis the region’s oil and gas industry has faced.” Aramco has been unable to ship crude cargoes out of the Gulf due to the disruption, but it hopes to meet customer demands by flowing crude through the east-west pipeline to the Red Sea port of Yanbu where it could be shipped to buyers. The company plans to ramp up shipments through the pipeline to reach its full capacity of 7m barrels a day in the next couple of days, it said. About 2m barrels a day will be sent to Saudi Arabia’s refineries in the west of the country, leaving 5m barrels a day for the global crude market. This represents about 70% of the kingdom’s usual exports. Typically about 100 tankers a day pass through the narrow waterway lying south of Iran, but the number has dwindled to single digits after the Islamic Revolutionary Guard Corps threatened to “set ablaze” any vessel using the trade route, which carries a fifth of the world’s oil and liquefied natural gas. Aramco said that it is now meeting most of its customers’ needs partly by tapping crude held in storage outside the Gulf region. He said these stores could not be used for “an ...
TkKurikawa/iStock Editorial via Getty Images Chunghwa Telecom ( CHT ) has reported February 2026 revenue of approximately NT$18.79B, up 2.7% from the prior year. Operating income for February was about NT$4.44B, while net income attributable to shareholders was around NT$3.42B. EBITDA for the month was approximately NT$7.85B, and EPS was NT$0.45. For the first two months of 2026 (Jan-Feb), the com...
TkKurikawa/iStock Editorial via Getty Images Chunghwa Telecom ( CHT ) has reported February 2026 revenue of approximately NT$18.79B, up 2.7% from the prior year. Operating income for February was about NT$4.44B, while net income attributable to shareholders was around NT$3.42B. EBITDA for the month was approximately NT$7.85B, and EPS was NT$0.45. For the first two months of 2026 (Jan-Feb), the company reported revenue of NT$39.20B, operating income of NT$8.85B, and net income of NT$6.79B. EBITDA during the period reached approximately NT$15.65B, with EPS of NT$0.88. More on Chunghwa Telecom Chunghwa Telecom Co., Ltd. 2025 Q4 - Results - Earnings Call Presentation Chunghwa Telecom Co., Ltd. (CHT) Q4 2025 Earnings Call Transcript Chunghwa Telecom reports 2026 guidance Seeking Alpha’s Quant Rating on Chunghwa Telecom Historical earnings data for Chunghwa Telecom
Image source: The Motley Fool. March 10, 2026, 9 a.m. ET Call participants Chief Executive Officer — Ryan McMonagle Chief Financial Officer — Christopher Eperjesy Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Record quarterly revenue -- $528 million in Q4 2025, driven by continued strength in the core rental business according to management. -- $528 million in Q4 2025,...
Image source: The Motley Fool. March 10, 2026, 9 a.m. ET Call participants Chief Executive Officer — Ryan McMonagle Chief Financial Officer — Christopher Eperjesy Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Record quarterly revenue -- $528 million in Q4 2025, driven by continued strength in the core rental business according to management. -- $528 million in Q4 2025, driven by continued strength in the core rental business according to management. Adjusted EBITDA -- $121 million in Q4, up more than 18% year over year. -- $121 million in Q4, up more than 18% year over year. Full-year revenue -- $1.944 billion, up 8% from 2024 and a company record. -- $1.944 billion, up 8% from 2024 and a company record. Full-year adjusted EBITDA -- $384 million, up 13% compared to 2024 and above the midpoint of prior guidance. -- $384 million, up 13% compared to 2024 and above the midpoint of prior guidance. Rental fleet utilization -- Averaged just under 84% in Q4, the highest level in almost three years. -- Averaged just under 84% in Q4, the highest level in almost three years. OEC on rent -- Averaged just under $1.4 billion in Q4, up 14% year over year. -- Averaged just under $1.4 billion in Q4, up 14% year over year. Total OEC -- Ended the year at $1.64 billion, the highest quarter-end level in the company’s history. -- Ended the year at $1.64 billion, the highest quarter-end level in the company’s history. ERS segment revenue -- $207 million in Q4, up 20% year over year. -- $207 million in Q4, up 20% year over year. ERS utilization -- Averaged 83.6% in Q4, up approximately 470 basis points versus Q4 2024. -- Averaged 83.6% in Q4, up approximately 470 basis points versus Q4 2024. ERS on-rent yield -- 38.7% in Q4, showing both sequential and year-over-year increases. -- 38.7% in Q4, showing both sequential and year-over-year increases. ERS rental adjusted gross margin -- Highest quarterly level of 2025 and ended the year higher despite a less favorab...
Qualcomm faces mounting pressure as Apple moves away from its modems and BofA warns that losses at major smartphone customers could outweigh growth in new businesses.
Qualcomm faces mounting pressure as Apple moves away from its modems and BofA warns that losses at major smartphone customers could outweigh growth in new businesses.
Kevin Dietsch/Getty Images News Software stocks have cratered. Even the highest-quality names like ServiceNow, Inc. ( NOW ) are now trading at compelling valuations. Amidst all the noise, NOW delivered its typical strong results, with revenue growth pacing the sector and expanding profit margins. The stock has continued to struggle due to poor sentiment as investors weigh potential generative AI r...
Kevin Dietsch/Getty Images News Software stocks have cratered. Even the highest-quality names like ServiceNow, Inc. ( NOW ) are now trading at compelling valuations. Amidst all the noise, NOW delivered its typical strong results, with revenue growth pacing the sector and expanding profit margins. The stock has continued to struggle due to poor sentiment as investors weigh potential generative AI risks in the software sector. I expect NOW’s business to be particularly resilient due to its mission-critical entrenchment in its customer base. I am upgrading the stock to a "S trong Buy" rating. NOW Stock Price I last covered NOW in November , where I upgraded the stock to a "B uy" rating, saying that if one were ever to buy the stock, then that was the time, as the rich premium had finally dissipated. The stock has fallen nearly 30% since. Data by YCharts It is time for another upgrade. NOW Stock Key Metrics NOW is an enterprise software company. It is often touted as one of the highest-quality names in the software sector. This is because its primary product is to enable digital workflows, which often involve wide and deep integrations in its customer base. This is the kind of company that customers cannot just get rid of without having serious ramifications for the day-to-day operations of the business. 2025 Q4 Presentation The market is very fearful of potential generative AI disruption to software stocks, with NOW and most software stocks seeing their valuations plummet to multi-year lows. That fear has not yet shown itself in the numbers, however. In the most recent quarter, NOW delivered 21% YoY subscription revenue growth to $3.466 billion, surpassing guidance of $3.425 billion. 2025 Q4 Presentation The company also delivered strength in current remaining performance obligations, which grew 25% YoY. As I have stated in prior reports, I view cRPOs as being a rather imperfect predictor of future revenue growth. Investors often use RPOs to further their narrative - s...
Date: March 10, 2026 Introduction As of early 2026, Tesla Inc. (NASDAQ: TSLA) stands at a defining crossroads that will determine the trajectory of the automotive and tech industries for the next decade. No longer viewed strictly as a car company by its most ardent supporters—nor dismissed as a mere "meme stock" by its harshest critics—Tesla has transitioned into a conglomerate of energy, robotics...
Date: March 10, 2026 Introduction As of early 2026, Tesla Inc. (NASDAQ: TSLA) stands at a defining crossroads that will determine the trajectory of the automotive and tech industries for the next decade. No longer viewed strictly as a car company by its most ardent supporters—nor dismissed as a mere "meme stock" by its harshest critics—Tesla has transitioned into a conglomerate of energy, robotics, and artificial intelligence. The company is currently in the middle of what CEO Elon Musk has described as a "bridge period." With global electric vehicle (EV) adoption reaching a plateau of maturity and competition from Chinese rivals like BYD (OTC: BYDDY) intensifying, Tesla is betting its $800+ billion market capitalization on a future where silicon and software matter more than steel and rubber. With the highly anticipated "Cybercab" production launch slated for next month, the stakes have never been higher for the Austin-based titan. Historical Background Founded in 2003 by Martin Eberhard and Marc Tarpenning, and quickly joined and led by Elon Musk, Tesla’s journey began with the "Master Plan" of 2006: build an expensive sports car, use that money to build an affordable car, and use that money to build an even more affordable car, while providing zero-emission electric power. Over the last two decades, Tesla transformed from a niche startup on the brink of bankruptcy in 2008 and 2018 into the world’s most valuable automaker. Key milestones—the launch of the Model S in 2012, the mass-market success of the Model 3 in 2017, and the opening of Gigafactories in Shanghai, Berlin, and Texas—disrupted the century-old internal combustion engine (ICE) hegemony. However, the 2024-2025 period marked a "great reset" for the company, as it faced its first annual delivery decline and shifted its R&D focus toward the "unboxed" manufacturing process and humanoid robotics. Business Model Tesla’s revenue model has evolved into three distinct but synergistic pillars: Automotive (The Fo...
Key Points Last week, Bitcoin was rallying and reached highs of more than $74,000. Its track record in times of uncertainty, however, calls into question how much of a safe-haven asset it really is. During the last market crash, Bitcoin's value plummeted. 10 stocks we like better than Bitcoin › In times of market uncertainty, investors typically flock to stable investments that offer minimal risk....
Key Points Last week, Bitcoin was rallying and reached highs of more than $74,000. Its track record in times of uncertainty, however, calls into question how much of a safe-haven asset it really is. During the last market crash, Bitcoin's value plummeted. 10 stocks we like better than Bitcoin › In times of market uncertainty, investors typically flock to stable investments that offer minimal risk. Whether it's gold, silver, or dividend stocks, these are considered safe-haven investments. While they may not deliver huge gains, the stability they offer makes them compelling options. For years, crypto investors have been touting Bitcoin (CRYPTO: BTC) as a type of "digital gold" that can be a safe investment, just like gold. Recently, with the war in Iran unfolding, the leading cryptocurrency began rallying. It was a sharp turn for the digital currency, after it had looked like it might be in a prolonged free fall. Does this turnaround indicate that Bitcoin may indeed be a safe-haven investment after all, and is it an asset you can turn to amid market uncertainty? Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Bitcoin still hasn't proven it can be relied on for stability When the U.S. attacked Iran on Feb. 28, the price of Bitcoin was around $67,000. And within a week, the cryptocurrency would climb to $74,000. It appeared that investors were turning to crypto amid the global tensions. However, in the following days, it would again dip back below $70,000. Bitcoin's volatility remains the biggest impediment to this being a safe-haven asset to rely on. For instance, in 2022, when the S&P 500 crashed by 19% and stocks were in a tailspin due to inflation and economic uncertainty, Bitcoin's value plummeted a staggering 65%. Not only was it not a safe investment at the time, but it also added risk and vola...
Key Points IonQ is both selling systems and engaging in research partnerships. Quantum computing could be a $72 billion annual market by 2035. 10 stocks we like better than IonQ › Quantum computing may seem like a far-off technology, but it's becoming more real by the day. This could be the next great tech investment race, which could lead to massive returns for investors who are early to the part...
Key Points IonQ is both selling systems and engaging in research partnerships. Quantum computing could be a $72 billion annual market by 2035. 10 stocks we like better than IonQ › Quantum computing may seem like a far-off technology, but it's becoming more real by the day. This could be the next great tech investment race, which could lead to massive returns for investors who are early to the party. One of the top stocks to buy in this sector is IonQ (NYSE: IONQ), and it just posted an incredible quarter. But is it worth buying now? Or should investors be patient? Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » IonQ is seeing big growth Commercially viable quantum computing isn't available today. The reality is that today's quantum computers still make too many mistakes to make them applicable in many areas. However, they are rapidly improving, and there are several industries looking to do advanced research in quantum so they can maximize the technology once it's available. These early-model quantum computers and research contracts are what give IonQ the funds to continue running the company and push the limits of what's possible with quantum computing. In Q4, its revenue rose 429% year over year to nearly $62 million. During the quarter, it announced the sale of a 100-qubit system as well as an expanded partnership that will span four more years. It also announced an acquisition of SkyWater Technology, which bolsters its manufacturing capabilities for when it's time to mass-produce quantum computing equipment. IonQ is the clear leader in the quantum computing pure-play sector of the market, and its results back it up. For 2026, the company expects to achieve revenue of $235 million. That's pretty high revenue for a company that's still working on improving its technology before it can be widely ...