Has The AI Bubble Officially Burst?
You’ll never guess who has turned bearish on AI? It seems one of the most prestigious names on Wall Street, Goldman Sachs, has done a U-turn and is betting against a continuation of the momentum previously seen in artificial intelligence stocks.
While Goldman has a long history of staying bullish, often for too long, and to their peril, » Read more about: Has The AI Bubble Officially Burst? »
Read MoreInvestment Alert: 26.1% Upside In Wide Moat Buffett Style Stock
Ivy Investment Alert: Buy Equifax Under $200/share
Disclaimer: Ivy Investment Alerts have a medium to long-term time horizon. These do not constitute financial advice and you should contact a financial advisor before deciding whether it is appropriate for your individual circumstances.
Key Points
- Equifax has a sustainable competitive advantage with a “wide moat”
» Read more about: Investment Alert: 26.1% Upside In Wide Moat Buffett Style Stock »
Read MoreApple’s Next Billion Dollar Opportunity
When you think of Apple (AAPL), key people and products come to mind. Steve Jobs, iPhones, and MacBooks. And while these certainly represent Apple, they only scratch the surface of what the company is today and what it plans to become.
From iCloud to Apple Podcasts and Apple TV+,
» Read more about: Apple’s Next Billion Dollar Opportunity »
Read MoreIvy Investment Alert: Energy Stock 32% Upside
In this Ivy Investment Alert, I cover why Cenovus Energy (CVE) is a good buy under $19 per share.
A summary of compelling tailwinds to justify the buy include:
- Aggressive management share buyback, suggesting leadership believes shares are undervalued
- Strong cash flows and earnings to cover dividend payments to shareholders and interest on balance sheet respectively
- Valuation: 32% upside
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» Read more about: Ivy Investment Alert: Energy Stock 32% Upside »
Read MoreIs This Buffett Stock Doomed?
With over 33 million subscribers as of 2024, Sirius XM seems like a company that has scaled and locked in a wide moat, but is there more to this Buffett stock than meets the eye.
After all, Buffett may be famous for making billions but he’s not immune to picking poor stocks from time to time.
» Read more about: Is This Buffett Stock Doomed? »
Read MoreThe Burst
Is Tesla a Buy at $127 Per Share?
Tesla has been widely criticized in recent days with one hedge fund manager even predicting it will go bankrupt. Others have slammed Musk and his leadership for overseeing a larger than expected drop in deliveries. Still others see BYD as serious competition for Tesla with price rivalry threatening margins and the future of the automaker as a whole.
» Read more about: Is Tesla a Buy at $127 Per Share? »
Read MoreThe Spotlight
Former Richest Man In World Bets $9.4 Billion On 1 Stock
Bill Gates is a household name in the software and technology industry. He co-founded Microsoft (MSFT) with Paul Allen in 1975, and the company now boasts a market cap of almost $2 trillion. While Microsoft offers hardware and services, it is best known for its software products, including the ubiquitous Microsoft Windows operating system (OS).
» Read more about: Former Richest Man In World Bets $9.4 Billion On 1 Stock »
Read MoreThe Daily
Stock market today: Dow, S&P 500, Nasdaq waver as focus turns to China talks, Trump floats cut to tariffs on Chinese imports
Stocks rose at the open on Wall Street on Friday after President Trump suggested cutting US tariffs on Chinese imports. His comment fueled further optimism that the trade war is easing ahead of talks between Treasury Secretary Scott Bessent’s team and Chinese officials in Switzerland this weekend.
The Dow Jones Industrial Average (^DJI) edged up 0.2%.