MicroStrategy (NASDAQ:MSTR), now operating as Strategy, is once again the loudest ticker in the room, riding a 55.97% one-month rally and a 12.79% weekly pop on the back of yet another bitcoin treasury announcement. But here is what you should actually be watching. Strip away the bitcoin accounting and there is barely a company underneath. ... Forget MicroStrategy. The Company Taking a Cut Every T...
MicroStrategy (NASDAQ:MSTR), now operating as Strategy, is once again the loudest ticker in the room, riding a 55.97% one-month rally and a 12.79% weekly pop on the back of yet another bitcoin treasury announcement. But here is what you should actually be watching. Strip away the bitcoin accounting and there is barely a company underneath. ... Forget MicroStrategy. The Company Taking a Cut Every Time Bitcoin Traders Panic Is Up 7% This Year and Pays a $5 Dividend
Our 24/7 Wall St. price target for Nu Holdings (NYSE:NU) is $17.97, pointing to 40.2% upside from the current $12.82 share price. We rate the Latin American neobank a buy with a 90% confidence level. NU has pulled back sharply from its February peak, and our proprietary model reads that dislocation as an entry point ... Nu Price Prediction: The Stock Set for 40% Surge
Our 24/7 Wall St. price target for Nu Holdings (NYSE:NU) is $17.97, pointing to 40.2% upside from the current $12.82 share price. We rate the Latin American neobank a buy with a 90% confidence level. NU has pulled back sharply from its February peak, and our proprietary model reads that dislocation as an entry point ... Nu Price Prediction: The Stock Set for 40% Surge
Jeremy Edwards Michael Kantrowitz, chief investment strategist at Piper Sandler, expects interest rates to decline over the next three months despite recent hotter inflation readings. In an interview with CNBC, Kantrowitz pointed to slowing oil and gasoline price changes, declining effective tariff rates, and rent as a drag on inflation as factors that could push rates lower. The strategist explai...
Jeremy Edwards Michael Kantrowitz, chief investment strategist at Piper Sandler, expects interest rates to decline over the next three months despite recent hotter inflation readings. In an interview with CNBC, Kantrowitz pointed to slowing oil and gasoline price changes, declining effective tariff rates, and rent as a drag on inflation as factors that could push rates lower. The strategist explained why equity markets continue to power higher even amid inflation concerns. “The earnings have been the strongest and the broadest earnings we’ve seen in five years,” Kantrowitz said, noting that small-cap earnings revisions last month were the strongest in five years. When asked about consumer resilience, Kantrowitz emphasized the importance of the labor market. “The consumer is fine if that’s how we’re defining it,” he said. “The labor market is really the most important thing. And as long as income continues, which it is, the consumer, again, in aggregate, will be fine.” He characterized negative consumer sentiment data as consumers being “ticked off that gasoline prices are higher” rather than a reflection of actual demand. Kantrowitz also highlighted an ongoing manufacturing PMI recovery driven by AI and capital expenditure. He noted that while the economy is consumer-heavy, the industrial cycle is currently driving the market story rather than consumer spending. For investors looking at beaten-down consumer stocks like McDonald’s, Nike, and Lululemon, Kantrowitz sees a contrarian opportunity. “If you look at the XRT, the retail ETF, it looks just like the TLT,” he said. “And so if we stop seeing interest rates rise, I think that’s the best contrarian opportunity over the next three to six months.” The strategist remains confident in his rate outlook. “I don’t think yields are gonna be higher in three months from now. I think they’ll actually be lower,” Kantrowitz concluded. More on United States 10-Year Bond Yield, United States 2-Year Bond Yield, etc. Treasury Prem...
Oil is back in the headlines, and royalty trusts are quietly soaking up the rebound. With WTI crude flirting with and rising above $100 per barrel of late, the income side of the energy trade looks more interesting than it has in years. Royalty structures pass through commodity exposure without the operating cost burden of ... The Iran War Sent Oil Above $100. These 3 Royalty Trusts Are Quietly Pa...
Oil is back in the headlines, and royalty trusts are quietly soaking up the rebound. With WTI crude flirting with and rising above $100 per barrel of late, the income side of the energy trade looks more interesting than it has in years. Royalty structures pass through commodity exposure without the operating cost burden of ... The Iran War Sent Oil Above $100. These 3 Royalty Trusts Are Quietly Paying Double Digit Yields Because of It
For the past two years, the artificial intelligence boom has been shaped as much by politics as technology. Washington tightened export controls, while Beijing pushed for self-reliance. And investors in Nvidia (NASDAQ:NVDA) watched one of the company’s largest growth markets turn into a geopolitical chessboard. Now comes a potentially major shift. According to an exclusive ... Did Nvidia CEO Jense...
For the past two years, the artificial intelligence boom has been shaped as much by politics as technology. Washington tightened export controls, while Beijing pushed for self-reliance. And investors in Nvidia (NASDAQ:NVDA) watched one of the company’s largest growth markets turn into a geopolitical chessboard. Now comes a potentially major shift. According to an exclusive ... Did Nvidia CEO Jensen Huang Just Unlock the $50 Billion China Market?
OlekStock/iStock via Getty Images The market continues to rally, driven by the same dynamic that has been in place over the past several weeks now. The Strait of Hormuz continues to be effectively closed despite hopes that an agreement that will end this conflict will soon be in the offing. Energy and commodity prices remain elevated, which is continuing to damage the global economy. This week's A...
OlekStock/iStock via Getty Images The market continues to rally, driven by the same dynamic that has been in place over the past several weeks now. The Strait of Hormuz continues to be effectively closed despite hopes that an agreement that will end this conflict will soon be in the offing. Energy and commodity prices remain elevated, which is continuing to damage the global economy. This week's April CPI and PPI both came in higher than expected, with the latter being blistering hot. AMD Stock Chart (Seeking Alpha) These factors matter little for now, as big earnings beats from AI-related technology names remain the straw that stirs the drink in equities. Investors remain fully invested in the AI revolution driving the U.S. economy and markets. Last week, Datadog, Inc. ( DDOG ) and Advanced Micro Devices, Inc. ( AMD ) delivered big Q1 numbers and guidance and soared in trading. Anthropic ( ANTHRO ) signed a major agreement with SpaceXAI ( SPACE ) last week, giving it access to SpaceXAI’s huge Colossus 1 data center. GAO, CRS, NASA, Company Reports, FHWA, Epoch AI Meanwhile, the U.S. economy faces numerous risks even as the surge in AI-related spending continues to be the main driver of economic growth. This accounted for roughly 70% of Q1's 2% GDP growth. Q1 Non-Residential Fixed Investment (ZeroHedge) These economic challenges include a moribund housing market, rising inflation, putrid consumer sentiment levels, tariff impacts, and an anemic jobs market. University of Michigan And then we have the credit markets that feel like they are deteriorating by the week. In today's column, I highlight six key numbers that highlight these concerning trends across the credit ecosystem. #1 - 26% ATTOM - January 2026 The year-over-year rise in national home foreclosures in Q1 was 26%. Here in Florida, where housing is crashing in many markets, especially for condos, that number is 44%. Foreclosure rates hit six-year highs in 2025. Albeit the foreclosure level is a far cry lowe...
CoreWeave (NASDAQ: CRWV) and Nebius (NASDAQ: NBIS) , both providers of AI infrastructure services, have generated impressive returns over the past 12 months. CoreWeave's stock has risen nearly 70%, while Nebius' shares have rallied more than 510%. Both stocks attracted a stampede of bulls as the AI market rapidly expanded. But should you buy either of these high-flying AI datacenter stocks right n...
CoreWeave (NASDAQ: CRWV) and Nebius (NASDAQ: NBIS) , both providers of AI infrastructure services, have generated impressive returns over the past 12 months. CoreWeave's stock has risen nearly 70%, while Nebius' shares have rallied more than 510%. Both stocks attracted a stampede of bulls as the AI market rapidly expanded. But should you buy either of these high-flying AI datacenter stocks right now? Image source: Getty Images. Continue reading
halbergman A decision by the U.S. Supreme Court exposing third-party trucking brokers to liability in accident-related lawsuits is weighing on the transportation logistics sector. Shares of C.H. Robinson Worldwide ( CHRW ), Landstar ( LSTR ), and RXO Inc. ( RXO ) are all in negative territory as the SCOTUS decision now opens up numerous lawsuits in which third-party logistics providers had previou...
halbergman A decision by the U.S. Supreme Court exposing third-party trucking brokers to liability in accident-related lawsuits is weighing on the transportation logistics sector. Shares of C.H. Robinson Worldwide ( CHRW ), Landstar ( LSTR ), and RXO Inc. ( RXO ) are all in negative territory as the SCOTUS decision now opens up numerous lawsuits in which third-party logistics providers had previously been insulated. The unanimous decision determined that the Federal Aviation Administration Authorization Act, also known as F4A, includes the freight brokerage industry. At issue was the wording in F4A that included “with respect to motor vehicles,” which had previously excluded brokers. However, the SCOTUS decision now allows this wording to include brokers who hired the vehicle. The decision was based on the case of Montgomery vs. Caribe Transport II, where an individual was struck and injured by a Caribe truck, which was hired by C.H. Robinson. Following the SCOTUS decision, the case can now be retried with C.H. Robinson as a defendant. While third-party trucking brokers are pinned down by the ruling, the broader trucking sector is getting a boost from comments from J.B. Hunt Transport Services ( JBHT ) over the likelihood of spot rates climbing 20% over the next two years as the stricter regulatory environment continues to remove capacity in the trucking industry. At the Bank of America industrials conference this week, Brad Hicks, the president of dedicated contract services for J.B. Hunt ( JBHT ) said recent enforcement issues are reducing the supply of truckers and drivers. “We have the English language proficiency being enforced. It wasn't a new law. They're just now enforcing it to the standard it was expected to. That's causing capacity to exit. And then we've seen cabotage, which is where we have Mexican- and Canadian-based carriers come in and run domestic freight, which is illegal and has been for many years, also being enforced. So really, there's no new l...
Artificial intelligence has already produced plenty of eye-popping numbers. Nvidia (NASDAQ:NVDA) crossed a $5 trillion market cap. Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) alone are spending nearly $400 billion on AI infrastructure this year. Data center electricity demand is climbing so fast that utilities are suddenly growth stocks again. But one figure may be the most ... It Took Salesf...
Artificial intelligence has already produced plenty of eye-popping numbers. Nvidia (NASDAQ:NVDA) crossed a $5 trillion market cap. Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) alone are spending nearly $400 billion on AI infrastructure this year. Data center electricity demand is climbing so fast that utilities are suddenly growth stocks again. But one figure may be the most ... It Took Salesforce 20 Years to Reach $30 Billion in Revenue — Anthropic Did It in 3
HX5 founder Margarita Howard explains why compliance is a defining challenge of the contracting environment. By Exec Edge Editorial Staff By the end of 2025, only about 270 of the roughly 80,000 defense contractors expected to require Level 2 cybersecurity certification in 2026 had obtained it. Margarita Howard, founder and chief executive of contractor HX5, […]
HX5 founder Margarita Howard explains why compliance is a defining challenge of the contracting environment. By Exec Edge Editorial Staff By the end of 2025, only about 270 of the roughly 80,000 defense contractors expected to require Level 2 cybersecurity certification in 2026 had obtained it. Margarita Howard, founder and chief executive of contractor HX5, […]