Key PointsWestern Digital crushed on Q4 earnings, and promised even more good news in the new fiscal year.Management's guidance is strong, but investors didn't seem to notice.10 st

Key PointsThis hasn't happened to Tesla stock since December 2022.Tesla's business fundamentals have been dropping. The investing thesis for Tesla still relies on robotaxis and rob

Key PointsAxon Enterprise maintains a dominant position in the public safety technology market with its integrated ecosystem of TASER devices, body cameras, and cloud software.Book

Key PointsThe Fed chose to keep interest rates steady at its latest meeting, but may raise them if high inflation persists.Higher interest rates mean less economic activity, which

Key PointsAmazon owns more than a fifth of Anthropic.Anthropic’s upcoming IPO could be a major catalyst for Amazon’s stock.10 stocks we like better than Amazon ›(function(){var m=d

Key PointsThe top 10 stocks in the S&P 500 are all involved in artificial intelligence in some way. If these kinds of companies post financial results below expectations, notable s

Key PointsHubSpot reported second-quarter 2026 financial results after the market closed yesterday.In addition to beating analysts' top-line estimates, HubSpot posted a larger prof

Key PointsThe mining stock is down more than 24% so far this year.Idaho Strategic Resources is primarily a gold producer.It also has substantial rare-earth deposits in the U.S.

Key PointsThe proliferation of AI is resulting in a massive amount of digital data being accessed via mobile devices.Current mobile infrastructure, however, doesn’t have the capaci

TradingKey - Datadog (DDOG) announced second-quarter results before the market opened on August 6. Wall Street analysts expected Datadog to report quarterly earnings of about $0.58 per share and quart

TradingKey - On August 6, Eastern Time, SpaceX ( SPCX) saw its largest post-IPO insider cash-out window open today. However, SPCX shares, after falling over 2% at the open, at one point reversed to ri

Key PointsDemand for nuclear is rising, but utilities may benefit even more.Large data centers are fueling long-term infrastructure investment.10 stocks we like better than NextEra

Key PointsHoneywell Aerospace "missed" on its first earnings report as a standalone company.Management also rolled back revenue growth guidance.10 stocks we like better than Honeyw

Key PointsCash burn and potential dilution are key investor concerns.The company's phase 3 trials remain on track, and investors are awaiting results from a maintenance trial this

Key PointsJohnson & Johnson is one of the longest-running dividend growth stocks in America.UnitedHealth is on the rebound and is a beneficiary of more healthcare spending.McKesson

Key PointsCathie Wood added to her positions in Nvidia, SpaceX, and Circle Internet Group on Wednesday.Nvidia is rallying, but still short of its springtime high.SpaceX and Circle

Key PointsIn Q1, new CEO Greg Abel exited 15 Buffett stock positions.Several of those positions paid robust dividends.Abel has continued to increase Berkshire's cash position.10 st

Key PointsDespite strong performances in recent quarters, Nvidia's shares have moved lower post-earnings. The same thing could happen when it releases its next quarterly update on

Key PointsThe company has secured large customers, but needs to bring substantial new computing capacity online to serve them.To reach the midpoint of 2026 guidance, it will need t

TradingKey - Cloudflare (NET) releases its second quarter results on Thursday, August 6. The market considers a beat a near certainty for a good reason. There are a lot of expected beat for Cloudflare

Key PointsAmazon is leveraging its global cloud leadership and ecosystem to power AI adoption worldwide, while Alibaba is embedding AI across China's vast digital economy.Amazon of

Key PointsBerkshire's potential $11 billion buyback signals management sees shares trading below intrinsic value.Greg Abel is applying Buffett's disciplined capital allocation stra

Key PointsThe director acquired 1,600 shares at $63.14 per share, representing a total capital commitment of ~$101,000 on July 31, 2026.This transaction established a new direct eq

Key PointsThe transaction involved 5,812 shares with an estimated value of $1.5 million as of June 15, 2026.The disposal represented 1% of the insider's total direct equity holding

Key PointsIf you save well, retiring at 55 may be feasible.Your savings may or may not be available to you penalty-free.Be sure to plan for high healthcare costs and potentially sm

Key PointsAccenture generates a substantially larger revenue base, though Lam Research is closing the gap with faster relative growth.Over the last eight quarters, Accenture has sh

Key PointsR. Preston Feight disposed of 50,975 shares for a total value of ~$6.8 million on July 31, 2026.The transaction represented 15% of the insider's total equity holdings, in

Key PointsHigh interest rates and a stubborn housing market are negative signals for Opendoor's business.The company is making progress on its goals of increasing velocity, improvi

Key PointsSandisk is a key provider of long-term computer storage solutions that are seeing huge demand.AI hyperscalers are starting to boost their capital expenditure guidance due

Key PointsThe disposition of ~207,000 shares on August 4, 2026 realized a total transaction value of ~$19.2 million.This transaction represented a 13% reduction in the executive's