Latest Articles
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Aluminum Supply Shocks Are Changing The Game For Alcoa
Aluminum usually doesn’t get the spotlight like gold or copper, but right now the market is unusually tight. A mix of Middle East supply disruptions, shipping issues, and U.S. tariffs has pushed prices higher and given Alcoa (NYSE:AA) a massive b...
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What’s Happening With IBM Stock?
IBM (NYSE: IBM) surged 12.4% to close at $252.97 on May 21, 2026, after the Commerce Department announced $2.0 billion in quantum computing grants to nine companies. The headline? IBM secures $1 billion in government funding for a new quantum chi...
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Amazon.com Stock On A Winning Streak: Time To Get In Or Book Profits?
Amazon.com (AMZN) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with a strong margin, good cash flow, low-debt capital structure, and good tailwinds. But is that enough? Wh...
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PLTR Stock: What Does Its Valuation Imply?
Palantir Technologies (PLTR) stock trades at $137.42 per share, a market cap of $328.9B, and 144.2x trailing PE. That is a meaningful premium. The question is not whether the stock is “cheap” or “expensive” in the abstract...
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Where Will Apple Stock Be In 3 Years?
Apple (AAPL) stock trades at $304.99 per share, a market cap of $4.5T, and 36.5 times trailing earnings. Is that a fair price, or is there more going on here? Apple’s iPhone business has regained momentum, with the iconic device seeing re...
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NVDA Stock: The Setup Hiding In Plain Sight
NVIDIA (NVDA) updated guidance on May 20, 2026 – 2 days ago. The stock is at $219.51, up 16% in 3 months and 21% in 6 months heading into the update. The raise is the news; what the market does in the coming weeks is the setup worth watchin...
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What QCOM Options Know That The Stock Price Won’t Tell You
Markets don’t lie. Qualcomm (QCOM) trades around $213.41 today, but options on QCOM tell a deeper story about where it could go. The options market is pricing a 68% chance QCOM closes between $115 and $394 over roughly the next year, a ra...
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Intel Foundry: After A 3x Rally, Time For A Reality Check?
Intel (INTC) stock has rallied 3x year-to-date on improving CPU demand and growing optimism around its foundry business. Investors increasingly see Intel Corporation as more than a cyclical PC company. The market is beginning to price in the poss...
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SpaceX To Drop 70% Post IPO?
What’s better: paying $2 trillion for SpaceX, with under $20 billion in revenue, or $5 trillion for Google (GOOG), generating $400 billion in revenue and $100 billion in profits? Yes, there are no missing zeroes or typos. Less than $20 bil...
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How to Get Paid to Buy ROST at a Steep Discount
At about $217.19 a share, Ross Stores (ROST) is trading about 5.1% below its 52W high. Do you think ROST stock is a good long-term bet at current levels? What about at a 30% discount at about $150 per share? If you think that is a steal, and hav...
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How QBTS Stock Rises 10x To $250
Yesterday, the U.S. Department of Commerce injected massive momentum into the quantum computing sector, announcing over $2.0 billion in federal incentives under the CHIPS and Science Act across nine quantum computing companies. D-Wave (QBTS) secu...
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Could Intuit Stock’s Cash Flow Spark the Next Rally?
We think Intuit (INTU) stock is worth a look: It is growing, producing cash, and available at a significant valuation discount . Companies like this can use cash to fuel additional revenue growth, or simply pay their shareholders through dividend...
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Mastercard Stock Capital Return Hits $60 Bil
In the last five years, Mastercard (MA) stock has returned a notable $60 Bil back to its shareholders through cold, hard cash via dividends and buybacks. Let’s look at some numbers and compare how this payout power stacks up against the mar...
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Lowe’s Companies Stock Hands $50 Bil Back – Worth a Look?
In the last five years, Lowe’s Companies (LOW) stock has returned $50 Bil back to its shareholders through cold, hard cash via dividends and buybacks. Let’s look at some numbers and compare how this payout power stacks up against the ...
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EPAM Systems Stock at Support Zone – Bargain or Trap?
EPAM Systems (EPAM) stock should be on your watchlist. Here is why – it is currently trading in the support zone ($98.03 – $108.35), levels from which it has bounced meaningfully before. Since it first started trading, EPAM Systems st...