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Constellation Energy (CEG) closed as a big winner in the S&P 500 (SPX) this week thanks to its new deal with Alphabet (GOOGL). SpaceX (SPCX) ticked higher on a new low-band spectrum deal. AI chip stocks like Intel (INTC) and Micron (MU) sold off despite TSMC (TSM) revenue showing lasting AI dem…
LikeFolio's Landon Swan believes SpaceX (SPCX) is building "the best moat" in the world across the tech sphere. His firm's data shows a 156% uptick in Starlink Mini Google searches with a 60% rise in Starlink as more consumers focus on satellite internet developments. Landon discusses oth…
iSeeCars.com's Karl Brauer discusses how higher gas prices are fueling demand for hybrids and EVs, with used hybrid sales up 33% as buyers seek better fuel economy without EV range and charging concerns. He highlights strong hybrid demand for Toyota’s RAV4 and says Tesla (TSLA) continues to drive m…
TripleLift COO Rob Deichert discusses how deal days are pulling holiday shopping earlier and driving strong advertising demand. He says AI tools including ChatGPT, Gemini and Claude are changing product research and forcing marketers to reach consumers beyond retailer websites, across social media …
Hatem Dhiab believes Amazon (AMZN) has the strongest positioning in cloud compared to other mega cap peers like Microsoft (MSFT) and Alphabet's (GOOGL) Google Cloud. He says the company's five consecutive quarters of strong growth and "excellent" margins gives the Mag 7 giant an expanding…
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