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
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