A Citigroup sentiment indicator hasn’t shown this much market euphoria since the post-Covid rally of 2021. How long can it last?
After shares posted a 134% trailing five-year gain, investors are now focused on what the next half decade will bring.
Alphabet (GOOGL) 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 strong profitability, good cash flow, a low-debt to market cap structure, and good tailwinds. But is that enough.
Companies with strong cash-generating abilities are great targets, as they have plenty of cash to fuel growth, pay out dividends, buy back shares, and easily wipe out debt.
STORY: The world's biggest ever IPO ended with Elon Musk's SpaceX gaining 19% in its debut session Friday, as investors piled into the rocket company, betting on its now-trillionaire CEO [beat] and the prospect of putting AI in space.Friday's debut gave SpaceX a valuation of more than $2 trillion, putting it in elite company with the likes of Nvidia and Apple... and making it more valuable than Musk's Tesla.The landmark listing also made Musk the first trillionaire ever. He loomed large over Times Square from the jumbo TV screen of the Nasdaq stock exchange... while a giant and unflattering inflatable depicting Musk was also on display with messages critical of SpaceX and Grok.Musk's rocket company began trading ahead of forthcoming IPOs for AI heavyweights Anthropic and OpenAI which will further test market appetite for new entrants.Anna Rathbun, founder and CEO of Grenadilla Advisory says the company is benefitting from its connection to AI rather than its fundamentals.“So I think it's not so much about SpaceX, but just the excitement about AI and SpaceX as much the name has space in it, it's an AI company at the end of the day, right? So I think the excitement about AI is going to drive it. Whether or not it would be successful, we have to see.”At $75 billion, the deal's proceeds were more than double those of Saudi Aramco's record-setting 2019 IPO.Although SpaceX may have to wait for entry into the S&P 500, its expected fast-track inclusion in the Nasdaq 100 will soon make it a major holding for passive funds and ETFs that track the index, creating a fresh source of demand for its shares.Retail investors on Friday snapped up shares of SpaceX despite SpaceX posting a loss of nearly $5 billion last year and generating only a fraction of the revenue brought in by similarly valued tech giants.Still, several analysts have issued positive ratings on the stock. But Morningstar analysts this month said it is more fairly valued at around $780 billion, and CFRA on Friday started coverage with a sell rating.
Did SpaceX just boot Tesla from the Magnificent Seven? With its first trading-day valuation of $2.1 trillion, SpaceX is worth more than Tesla ($1.8 trillion based on its fully diluted share count) and Meta Platforms. The top six U.S. companies by market value are now Nvidia, Alphabet, Apple, Microsoft, Amazon.com, and SpaceX.
Waymo, Alphabet's autonomous driving unit, acquired Apple's former self driving test facility in Arizona, expanding its access to a dedicated proving ground. Alphabet (NasdaqGS:GOOGL) is playing a central role in Anthropic's US$35b AI data center financing, supplying chips and acting as a financial guarantor. These moves link Alphabet more closely to both physical mobility networks and large scale AI infrastructure build outs. Alphabet, through Waymo and Google Cloud, now touches two core...
SpaceX just went public in the largest IPO ever. Here's how to get a piece.
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Waymo has acquired Apple's Arizona self-driving proving ground, marking Apple's full exit from its autonomous car efforts. The move closes the chapter on Apple's long-running "Project Titan" and ends its direct participation in the robotaxi space. The sale highlights a shift in focus for NasdaqGS:AAPL away from vehicle manufacturing and dedicated robotaxi platforms. For you as an investor, this is a clear reminder that NasdaqGS:AAPL remains primarily a consumer hardware, software, and...
The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is the default core holding for tens of millions of investors. It tracks the S&P 500, charges 0.0945% in expenses, pays a 1.25% dividend yield, and has returned about 314% over the past decade on a price basis. The pitch is simple: own the 500 largest U.S. companies for almost ... What Stripping the Weakest Stocks From the S&P 500 Actually Does for Your Portfolio
AAPL's Services segment hits record revenues in the fiscal second quarter, fueled by ecosystem growth, AI-driven updates and its vast device base.
Management has gone quiet on the geopolitical cost pressures that once dominated its calls, but the new, unquantified component headwind they're flagging instead could pose a more direct threat to record profits.
Iran's threats against Starlink and SpaceX assets arrive just as the rocket company prepares for the biggest IPO in Wall Street history.
The stock market tumbled to key levels but roared back on Iran deal hopes. The record SpaceX IPO took off. Oracle dived on AI spending.
Apple Inc. (NASDAQ:AAPL) was among the stocks Jim Cramer commented on, saying that tech stocks cannot be trusted to lead anymore. Talking about tech companies that would be able to get out of “out of this morass,” Cramer said: And then the next one is Apple. Still has a balance sheet that’s fantastic. Still has […]
Meta Platforms, Inc. (NASDAQ:META) was among the stocks Jim Cramer commented on, saying that tech stocks cannot be trusted to lead anymore. Cramer mentioned the company while discussing the Magnificent Seven, as he commented: The hallmark of the Magnificent Seven: bulletproof balance sheets. That’s what allowed them to have these robust buybacks. They were tight. […]
Apple's AI Vision is clear now, but investors wanted more.
The satellite radio giant’s stock found something better than luck: a powerful new partner outside the car.