The Chip Rally Has Gone Parabolic. It’s Time to Separate the Pillars From the Pretenders.
A furious rally for chip stocks has raised fears of a new bubble. If and when the party ends, five stocks will be left standing. They all remain undervalued.
Walmart and 5 More Consumer Stocks to Buy After a Solid Retail Earnings Season
Walmart and Target are among the retailers that should be capable of finding their niche in an ever-shifting consumer landscape.
Private Credit Really Is More Than Loans to Leveraged Buyouts
Investors are worried about loans that private-credit funds have made to fund buyouts, but the funds do a lot more than that.
How AI Could Kill Charles Schwab and the Brokerage Industry’s Cash Cow
Shares of Charles Schwab and other firms have swooned on concerns that AI tools could erode the profit they derive from cash that clients hold in so-called sweep accounts.
If It Walks Like a Bubble and Quacks Like a Bubble, Then It’s Probably a Bubble
When looking at the stock market right now, the increasingly obvious question is to paraphrase that catchy 1940s tune: “Is you is, or is you ain’t, in a bubble?”
Indisputably, there are signs—some of which hark back to the dot-com era—that it is. For instance, take a gander at this not-so-little equation: $1.75 trillion divided by $18.674 billion equals 93.71 times.
That’s the expected midrange market capitalization of SpaceX’s initial public offering ($1.75 trillion), divided by the company’s 2025 revenue ($18.674 billion), with the quotient of 93.71 being SpaceX’s price-to-sales ratio. Which is ridiculous. (The S&P 500 index’s ratio is just 3.38—and that’s with stocks at record highs.)
Boomers Daily 