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

Amazon (NASDAQ:AMZN) is a stock worth owning for decades because the cash engines underneath the retail storefront, AWS, advertising, and Prime, throw off compounding profits no single recession or product cycle can break. For a retirement-focused investor who has been burned chasing trends, the case… Read More »History Says This Unstoppable Dow Juggernaut Is A No-Brainer Buy Right Now

Software M&A is heating up again as private equity dry powder collides with depressed SaaS (software as a service) multiples and AI-driven stack consolidation among hyperscalers. Public market valuations have compressed enough that strategic buyers and private equity (PE) rollup specialists are circling profitable, sticky… Read More »As Software M&A Heats Up, These 3 Acquisition Targets Are In The Spotlight

Buried deep in SpaceX’s freshly filed IPO paperwork sits one of the strangest risk disclosures I’ve read in years. It describes a threat that could limit launches, ground satellites, and force expensive course corrections in orbit. SpaceX itself is the single biggest contributor to this… Read More »SpaceX Quietly Admits To A Threat It Helped Create, And Can’t Stop

So far into 2026, this tech stock has left most other AI companies looking like corporate afterthoughts. The AI infrastructure cycle has been incredibly rewarding for this company and the rewards keep coming. Those who bought even just one year ago are laughing their way… Read More »This Tech Stock Minted A New Wave Of Millionaires In Just 1 Year

On Friday, Kevin Warsh was sworn in as Federal Reserve Chairman, and the most striking thing about his arrival is how little Wall Street seems to care. Historically, a Fed chair transition is a market-defining event. On CNBC’s Halftime Report Friday, one host captured the moment… Read More »Kevin Warsh Inherits A Fed That Wall Street Has Almost Stopped Talking About