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Markets

Celestica: You Haven't Seen Anything Yet

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Prediction market traders say an Anthropic IPO is near-certain this year after company filed with SEC

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Nebius Stock: Caught In The Storm - Why I'm Doubling Down

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Stocks making the biggest moves midday: Lockheed Martin, JetBlue, CoreWeave, Surgery Partners & more

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NBA enters prediction markets with Kalshi, Polymarket partnerships

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Apollo to buy nearly 10% stake in Abu Dhabi-backed alternative asset manager Mubadala Capital

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I Was Wrong: This Is Not The Bottom For AI Stocks

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2 Retirement Income Anchors Worth Buying On The Dip

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The AI Selloff Is Close To A Bottom: I'm Buying It

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Micron: I Was Bearish Before, But This Call May Be Even More Controversial (Upgrade)

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Stocks making the biggest moves premarket: Verizon, Tesla, Moderna & more

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Identifying Fortress Picks To Survive Any Storm

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Micron: The New SCA Contracts Are Not As Great As You Think

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2 AI Infrastructure Stocks So Cheap, I Almost Can't Believe It

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Wall Street Breakfast Podcast: Musk Flags Neocloud 'Guppy-Level Deaths'

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Hyperscaler Earnings Previews: Alphabet, Microsoft And Amazon - Maybe The Bearish Sentiment Will Help

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Weekly Market Pulse: Where The Puck Will Be

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Best Dividend Kings: October 2026

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Tesla: Fairly Valued With Little Upside

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Fixed Income Outlook Q4 2026

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RingCentral: Even After The Surge, This AI-Driven Stock Remains Cheap

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Planet Labs: A Speculative Buy Now That Space Sector Hype Has Worn Off

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Politics And The Markets 10/26/26

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The Best CEF For You

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The Stock Market May Be About To Break As The Earnings Trade Unwinds

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2 Investment Grade Dividend Stocks On Sale: 1 Buy, 1 Sell

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This Week I Am Going Shopping With History On My Side

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Blue Owl Is No SWAN (Not A Sucker Yield Either)

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My Favorite Way To Cash In On A $740 Billion Defense Boom

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Western Digital: Cracks In Its AI Supercycle Are Worsening (Rating Downgrade)

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Sell Micron: Don't Wait For Memory Boom To End

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QXO: A Complicated Capital Structure With Growth Priced In (Rating Downgrade)

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Vicor: Don't Get Off This Ride

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AAR Corp.: Some Turbulence Amidst A Big M&A Move

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Spotify Earnings: A Miss, But Long-Term Potential Remains

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TRX Gold: Buckreef Continues Well, As Both Engine And Growth Path

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Politics And The Markets 10/25/26

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IVES: Dan Ives' Top Picks Are Strong, And Surprisingly Cheap

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The AI Bubble Has A $3.6 Trillion Problem, And It's Getting Worse

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Cooking Up An Average Of 10% Yield From These Two CEFs

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SCHD: You Have To Know What You Own

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Why I'm Capping My BDC Exposure At 15%

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Buying Main Street's Pain Won't Work This Time

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The Great Semiconductor Pullback Looks Like A Generational Buying Opportunity

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Oil Prices Are Soaring: How To Profit No Matter What Happens Next

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NNN REIT: The New Realty Income

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AT&T Q3 Earnings Create An Absurdity: 5% Dividend Yield Meets 4x P/Cash Ratio

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Palantir: My Pre-Earnings Checklist For Q3

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Fed Over-Tightening: How Much Runway Is Left Before It Bites?

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Applied Materials: Buy The Engineering Powerhouse Behind AI

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