When Will Walmart Join The Trillion Dollar Club?
At today’s $673 billion valuation, Walmart’s metrics track remarkably close to Microsoft’s pre-trillion phase, though through a distinctly retail-centric lens.
Where Microsoft achieved its milestone through software margins expanding from 28% to 35% over five years, Walmart charts its course through scale economics and business mix evolution, as evidenced by its operating margin expansion from 4.6% to 4.7% year-over-year.
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Read MoreMarket Commentary: Why Did Nvidia Go Up So Much?
A powerful investing lesson lies hidden in the movement of Nvidia this year. As the calendar turned to 2023, the stock was trading at $143 per share. Within fewer than two quarters, it had catapulted well above $300 per share. What could justify a 169% year-to-date return?
Read MoreMarket Commentary: Is This The Safest Bank In America?
In 2022, Forbes released a “Best Banks In America” list and placed one little-known bank at the top of the list. Impressively, it was the third time five years that the bank had topped the prestigious list. Yet few investors are aware of this under-the-radar bank: Home Bancshares.
At time when interest rates are rising and banks are dropping like flies,
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Read MoreMarket Commentary: Stock You Know Well Has 38.6% Upside
Billionaires like Buffett claim the headlines but Jeffrey C Smith has grown in prominence to build over $5 billion in assets under management. Remarkably, his largest position commands a 14.7% stake in his portfolio, and he’s allocated it to a well-known stock that appears significantly undervalued: GoDaddy. What’s the bull case for his purchase?
Read MoreIs Jessica Alba’s Stock Set For 50% Pop?
The Honest Company (NASDAQ:HNST) is a lifestyle brand most famously associated with founder Jessica Alba that sells a variety of personal care and beauty products, as well as diapers and other baby care products.
It primarily sells online through its own website and other eCommerce channels, though its brand also has a presence in brick-and-mortar retailers.
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Read MoreThe Burst
Cyber Woes Crushed This Stock But Growth Story Still Intact
HealthEquity (NASDAQ:HQY) is a fintech company that acts as an administrator of health savings accounts. It’s the largest HSA custodian in the United States and has seen its stock price move rapidly upward over the last five years as these plans became more popular.
That run, however, has abruptly reversed in recent weeks.
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Read MoreThe Ivy
Billionaire Loves These Stocks Most of All
Stanley Druckenmiller doesn’t toss around stock picks like confetti. When he makes a move, it matters not just because of his track record (which is ridiculous by the way) but because his strategy blends macro trends with razor-sharp stock selection.
In 2025, he’s not chasing headlines. He’s making some bold, high-conviction bets, and a few of them are pretty surprising.
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Read MoreThe Daily
UBS Keeps a Buy Rating on Chord Energy (CHRD), Lifts PT to $122
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!
AI is eating the world—and the machines behind it are ravenous.
Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy.
» Read more about: UBS Keeps a Buy Rating on Chord Energy (CHRD), Lifts PT to $122 »