British American Tobacco remains a resilient, recession-resistant business, currently trading at a 20% discount to intrinsic value. See why BTI stock is a buy. Analyst’s Disclosure: I/we have a benefi...
MARA Holdings’ legacy BTC mining business faces revenue declines and sensitivity to BTC prices. Find out why MARA stock is a buy. Analyst’s Disclosure: I/we have no stock, option or similar deri...
Netflix stock is rated Hold: earnings boosted by $2.8B termination fee, but ad-tier push cuts engagement and raises costs. Click for this NFLX earnings update. Analyst’s Disclosure: I/we have a benefi...
Taiwan Semiconductor reported their Q1 2026 financials today, which beat on both lines, underscoring strong momentum. See why TSM stock is a hold. Analyst’s Disclosure: I/we have a beneficial long pos...
Amazon.com, Inc.’s chip business tops a $20B run rate, targeting $50B with Trainium/Graviton. Click for this AMZN stock update and look ahead. Analyst’s Disclosure: I/we have a beneficial long p...
AI-powered Alphabet’s Google Finance is now live worldwide. Click for this GOOG stock update and learn how rapid AI rollout could differentiate its business. Analyst’s Disclosure: I/we have a be...
Palantir faces heightened risk from AI agent disruption, the Anthropic fallout impacting its government business. Check out why PLTR stock is a sell. Analyst’s Disclosure: I/we have no stock, option o...
That’s according to Reuters sources, but I wonder what it might reveal about Elon Musk’s combination of companies now that papers for a public offering have apparently been filed. [Link: Exclusive: Sp...
Microsoft’s recent valuation compression overstates risks tied to elevated AI-driven CapEx and margin pressure. Read why I rate MSFT stock a Buy. Analyst’s Disclosure: I/we have a beneficial lon...
Alphabet faces intensifying AI competition and surging CapEx, threatening its core search business and free cash flow profile. Learn more about GOOG stock here. Analyst’s Disclosure: I/we have no stoc...
