Buffett and the author keep buying GOOGL as Search grew 19%, Cloud surged 63%, and the stock still trades at just P/E 26.
MSFT grows overall revenue at 18% versus Alphabet’s 63% cloud rate, and META has no cloud franchise,
» Read more about: Warren Buffett’s Primary Reason for Buying Alphabet is Mine and Should Be Yours »
London looks set to open in the red on Friday, with tech selling and oil topping $100 a barrel combining to darken the mood heading into the weekend.
Futures traders have the FTSE 100 called 40 points lower, building on Thursday’s 77-point decline to 10,639.
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Siemens Energy stock is coming off a very large three year gain, yet its valuation signals are split, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while market based multiples suggest the shares are not cheap.
» Read more about: Is Siemens Energy (XTRA:ENR) Trading At A Discount Or A Premium? »
Learn how diagonal spreads offer strategic flexibility in options trading by combining varied strike prices and expiration dates. Master this tactic for bullish or bearish positions.
» Read more about: Unlocking Diagonal Spreads: A Strategy Guide for Options Trading »
Peter Boockvar, chief investment officer at OnePoint BFG Wealth Partners,
» Read more about: Can the stock market sustain rising U.S. Treasury yields? »
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Sandisk (NasdaqGS:SNDK) attracted attention as memory chip stocks rose during a sharp tech sell off.
The move came on a trading day when leading tech stocks saw their weakest single day performance since April 2025.
The S&P 500 (^GSPC -1.21%) has soared higher over the past few months, putting the famous stock market index up 18% over the past year. At approximately 20.4 times expected earnings, the S&P 500 has become notably more expensive than its 30-year average of 17.2.
SpaceX stock (SPCX) closed just above $115 on Wednesday, nearly 20% below its June IPO price, while its 2056 bonds sank to a record low below 89.
The dual decline pushed the bonds’ yield to worst to 7.6% and reignited talk of an AI-driven valuation reset across stocks and crypto.
» Read more about: SpaceX is a Warning For Crypto and Tech Stocks, Peter Schiff Says »
Space Exploration Technologies (NASDAQ: SPCX) has grand ambitions, including sending humans to Mars. This may require breakthroughs in space travel even more impressive than those the company has already achieved. It’s not surprising, then, that Ark Investment Management — a firm led by the famous investor Cathie Wood, a staunch believer in the power of innovation —
Big tech and artificial intelligence (AI) stocks have been the driving force behind the magnificent ongoing bull market that’s been charging for the past three-plus years.
But in recent months, big tech stocks have sputtered as investors have grown wary of historically high large-cap valuations and concerns about whether the massive investment in AI infrastructure will actually pay off.
» Read more about: 2 Vanguard ETFs Built to Thrive as Big Tech Loses Its Market Grip »
