Oct 26, 2026 by Patrick SandersTesla Isn’t a Hyperscaler. Why the AI Bears Are Misreading Its $5 Billion Capex Cut.Management says spending will rise in the coming years, which suggests this year’s cut is about timing rather than ambition.
Oct 26, 2026 by Johnny RiceElon Musk Warns of “Death and Consolidation” Across the AI Cloud Industry. Is SpaceX Really Different?Musk says SpaceX has protection from the financing crunch facing AI cloud companies. That may help it keep building, but shareholders still need those investments to pay off.
Oct 26, 2026 by Bram Berkowitz5 Key Numbers From Anthropic's S-1 FilingInvestors can finally get a look under the hood of one of the main frontier large language models.
Oct 26, 2026 by Lawrence NgaElon Musk Says Merging SpaceX and Tesla Would Be a Good Idea. Here's What Investors Should Know.The logic is compelling, but would combining the two businesses create more value for shareholders -- or simply a bigger company with bigger ambitions?
Oct 26, 2026 by Selena MaranjianShould You Buy Markel Stock (MKL) on the Dip?Markel is thought of as a "mini Berkshire Hathaway," but it hasn't performed quite as well.
Oct 26, 2026 by Patrick SandersNot Palantir. Not Snowflake. This AI Software Stock Could Be the Next Multibagger.CrowdStrike's business is growing fast, but at a $264 billion valuation, the price investors pay matters as much as the growth.
Oct 26, 2026 by Reuben Gregg BrewerWhat Is Book Value? 2 Mortgage REIT Stocks That Were Trading Close to It Until They Weren'tA mortgage REIT is basically worth what its portfolio of mortgage securities is worth.
Oct 26, 2026 by Reuben Gregg BrewerLowe's Is Down 30%, and Home Depot Is Down 18%. Here's the Housing Stock I'd Buy Even With 30-Year Mortgage Rates at 7.3%.The housing market has hit a wall, which is a problem for housing-related stocks, but Lowe's may have a valuation edge over Home Depot.
Oct 26, 2026 by Parkev Tatevosian, CFAShould You Buy Pinterest Stock Before the Huge Investor Update?The social media company is growing its monthly active users in its most lucrative region.
Oct 26, 2026 by Parkev Tatevosian, CFAThe 2nd Best Stock to Buy Right NowNvidia and Meta are two of my favorite stocks, but only one can be the better investment in this head-to-head comparison.
Oct 26, 2026 by Jack DelaneyOwn Costco Stock by Oct. 30 to Qualify for Its Nov. 13 Dividend. Here's How Many Shares You'd Need for $1,000 in Yearly Dividends.It's not worth owning Costco just for the dividend, but it's still an investable opportunity with plenty of upside potential.
Oct 26, 2026 by Lawrence Rothman, CFAShould You Forget Nike Stock Near a 52-Week Low?Does Nike represent a value opportunity or value trap?
Oct 26, 2026 by Parkev Tatevosian, CFAIs SpaceX Stock a Buy After Reporting Spectacular Earnings Results?Business is booming for SpaceX.
Oct 26, 2026 by Lyle DalyJPMorgan Predicts Bitcoin Will Outpace Stocks, Bonds, and Gold Over the Next Decade. Is Bitcoin Now a Screaming Buy?The leading cryptocurrency has outperformed all major asset classes over the last 10 years, and JPMorgan Chase expects the same over the next 10.
Oct 26, 2026 by Geoffrey SeilerPrediction: 3 Stocks That Will Be Worth More Than Apple 5 Years From NowSpaceX, Nvidia, and Alphabet are all likely to be worth more than Apple by the end of 2031.
Oct 26, 2026 by Micah ZimmermanAlphabet Must Show This on Oct. 28 or the Stock Could StallGoogle Cloud's profits are real, but Alphabet's Oct. 28 report needs to show those profits turning into cash before investors stop footing the bill for its $200 billion AI build-out.
Oct 26, 2026 by Parkev Tatevosian, CFAInteresting News for eBay Stock InvestorseBay has been one of my better stock picks of 2026.
Oct 26, 2026 by Parkev Tatevosian, CFATesla Is Investing Aggressively in its Next Generation TechnologyInvestments in driverless technology and robotics are causing Tesla's profits to crash.
Oct 26, 2026 by Joe TenebrusoWhy Intel Stock Popped TodayAgentic AI could be a boon for the chipmaker.
Oct 26, 2026 by Parkev Tatevosian, CFADown 98%, Is it Finally Time to Buy ChargePoint Stock?Thankfully, I warned investors dozens of times to avoid this EV charging company.
Oct 26, 2026 by Parkev Tatevosian, CFAMassive Update for Nebius Stock InvestorsNebius is one of the fastest-growing AI companies on the planet.
Oct 26, 2026 by Jeremy BowmanAnthropic's Billions in Microsoft Commitments Add to Its Mounting Compute BillAnthropic faces hundreds of billions in cloud commitments.
Oct 26, 2026 by Parkev Tatevosian, CFAWhy Is DigitalOcean Stock Falling and is it a Buying Opportunity?Revenue growth is accelerating, but at the expense of operating profit margins.