Buy This, Not That: The Retail Stock With 34% Cloud Margins
One retailer’s making new highs daily with 3% margins. The other’s chopping around with 34% cloud margins and a straight line to AI profits. Guess which one wins…
Monday Takeaways: December’s First Week Could Decide Your Year-End Returns
Markets turned the page to December after a spectacular rally that pushed the S&P 500 within 1.5% of all-time highs. But with markets down Monday morning and five crucial data releases this week, the year-end rally is anything but guaranteed.
Buy This, Not That: The Safer Way to Lock in an 11% Yield
Both pay over 11%. But one has far better loan protection if borrowers can’t pay. That difference could save your income stream when markets get rough…
Monday Takeaways: Why Nvidia’s Stellar Earnings Couldn’t Stop the Risk-Off Rout
Nvidia delivered earnings that beat expectations – then dropped 5.9% for the week anyway. What does it mean when the most valuable stock on the planet can’t hold gains on fantastic results?
Buy This, Not That: How 50-Year Mortgages Will Reshape Homebuilders
Without government backing, 50-year mortgages won’t happen. But if they do, this homebuilder’s diversification and $34 billion in revenue puts it miles ahead…
Monday Takeaways: Consumer Spending Cracks Could Trigger Market Breakdown
Consumer discretionary fell 2.7% last week – the worst of all 11 sectors. With Home Depot, Walmart, and Target reporting this week, we’re about to find out if consumers are pulling back heading into the holidays…
Buy This, Not That: Five Reasons One Airline Beats Its Biggest Rival
Higher profit margins. Stronger earnings growth. Better revenue growth. And one more advantage that could deliver bigger gains as flights resume…
Monday Takeaways: Will Investors Get Lucky in This “Throw the Dice” Market?
Friday’s dramatic 100-point S&P rally off the lows wasn’t enough to erase an ugly week dominated by AI spending concerns. Meanwhile, the government shutdown is clouding critical data and Nvidia dropped 9%. What happens next?
Buy This, Not That: Should You Chase Amazon’s Gap or Buy Microsoft’s Dip?
Amazon jumped on cloud earnings. Microsoft’s been moving sideways. One has 40% growth with low-40s margins. The other has 20% growth with mid-30s margins. Which is the better buy?
Monday Takeaways: The Great AI Divide – Winners Surge as Losers Crash
Earnings season is exposing the truth about AI investments. Amazon’s 20%-plus cloud growth sends the stock soaring, but Oracle and Meta learned that promises without revenue lead to brutal sell-offs.