Nvidia (NVDA) has shed an astounding $800 billion in market cap since it hit its all-time high in mid-May. The company, while still worth close to $5 trillion, is back down to valuation levels relative to trailing earnings that it hasn’t seen since 2019. Investors should take advantage… Read More »Nvidia Is The Cheapest It’s Been Since 2019. Why Investors Should Load Up Now
Artificial intelligence has created no shortage of investment opportunities, but it has also exposed one bottleneck after another. First it was GPUs. Then networking. Then power generation. Today, memory has become one of the industry’s biggest constraints. Every advanced AI model requires enormous amounts of… Read More »Forget Micron? This New AI Memory Stock Could Be The Best Buy Of The Decade
The reshoring trade has moved from political talking point to capital expenditure line item, and the funds that own the picks and shovels of industrial automation have started to reflect it. Three robotics ETFs offer different ways into the theme. This post appeared first on… Read More »3 Robotics ETFs Positioned To Capitalize On America’s Reshoring Boom In 2026
PwC pegs global M&A at $4 trillion for 2026, the biggest deal wave in a decade. Wall Street is trying to decide whether that firehose of activity is a tailwind or a warning sign, and the strategists on CNBC this week landed on both. This… Read More »$4 Trillion In Deals Is Coming. Wall Street Hasn’t Seen An M&A Wave This Big In A Decade
The artificial intelligence boom has reshaped the stock market over the past two years. Graphics processors grabbed the headlines first, but AI infrastructure reaches far beyond chips that perform calculations. Every AI model also needs somewhere to store the mountains of data it creates, trains… Read More »Sandisk Is Crushing Every S&P 500 Stock In 2026. Can Anything Stop It?
Tony Bancroft, portfolio manager at Gabelli Funds and head of the firm’s commercial aerospace and defense ETF, argued in a recent CNBC segment that U.S. missile and aircraft production is on the cusp of a multi-year trend. His thesis rests on two pillars: immediate replenishment… Read More »Top National Security Investor: Missile Production Is About To Explode As U.S. Rebuilds Arsenal
Dr. Michael Burry of The Big Short fame might serve as a brilliant guide for an unprecedented AI hype-driven market environment. While the man has been known to be a bit early to some of his trades, I do think that his heavy skepticism of… Read More »Michael Burry Just Backed Up The Truck On These 3 Undervalued Tech Stocks
Procter & Gamble (NYSE:PG) is the household name every retirement portfolio reaches for when markets get choppy, and its $350.4 billion market cap makes it the default consumer defensive trade on every desk. The internals tell a different story. This post appeared first on 24/7… Read More »Forget P&G: This Defensive Cash-Flow Powerhouse Just Beat Earnings And Is A Best Buy Today
Micron Technology (NASDAQ:MU) is the chip stock dominating every feed after its memory business rode the AI cycle to a $1.12 trillion market cap and a 760.37% one-year run. But here’s what you should actually be watching. This post appeared first on 24/7 Wall St.
Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners, told CNBC on June 10 that the technical setup under the AI trade has gotten silly. “Stocks in the AI trade got so far above their moving averages that you just knew that usually… Read More »Wall Street CIO: The AI Trade Is “Technically Unsustainable.” Buy These Two Industries Instead