In today's e-mail, let's discuss some recent developments with three topics I've written about many times... I'm talking about artificial intelligence ("AI"), China, and Tesla (TSLA) and its CEO Elon Musk. 1) Up first is AI... Last week, in an interview with Axios, Dario Amodei shared a scary warning about AI. He's the CEO of […]

Today, let's follow up on a request I put out to readers yesterday... In yesterday's e-mail, I highlighted 10 stocks that have done exceptionally well over time because the underlying companies have consistently generated greater than 20% returns on capital. I also invited my readers to weigh in on which I should take a closer […]

1) Regular readers know how much I love charts from Creative Planning's Charlie Bilello... I often share them in my daily e-mails. And one that I recently came across is an interesting bit of trivia – and also underscores what I've long preached is the key to successful investing... Buy great companies and hold their […]

1) My friend and former colleague Enrique Abeyta found an interesting chart that helps visualize why the market dipped in April and then recovered... He posted it yesterday on social platform X – take a look: As is almost always the case, the markets, like individual stocks, are driven by earnings expectations. When President Donald […]

1) In two recent e-mails, I highlighted Google's innovation in the areas of real-time speech translation (May 22) and AI video generation (May 30), both of which make me bullish on its parent company stock, Alphabet (GOOGL). Here's another – and perhaps more important – example of an Alphabet subsidiary that's on the path to […]

1) After reporting strong earnings, chipmaker Nvidia's (NVDA) stock jumped 3.3% yesterday. The company has surpassed Apple (AAPL) to essentially tie with Microsoft (MSFT) as the most valuable company in the world, with a $3.4 trillion market cap. The chart below, posted on social platform X, compares Nvidia and Apple's quarterly net income. You can […]

1) Stocks are on the move today on two pieces of good news... The first is a court ruling blocking much of President Donald Trump's tariff agenda. A the second is another blowout earnings report from tech bellwether Nvidia (NVDA). Regarding the former, three judges of the Court of International Trade – including one appointed […]

1) The trade headlines are still firmly driving the day-to-day market moves... Yesterday, the news of easing trade tensions with the European Union sent stocks soaring. The S&P 500 Index and the Nasdaq Composite Index both surged more than 2%. And Wall Street seems to think that the worst of the trade war is over. […]

1) Regular readers will recall that I've had my eye on auto-parts retailer Advance Auto Parts (AAP). And last Thursday, the stock skyrocketed an incredible 57% after the company reported first-quarter earnings... Revenue came in at $2.6 billion, down from $2.8 billion in first-quarter 2024... But it still exceeded estimates of $2.5 billion. And the […]

1) The markets are down today on President Donald Trump's latest tariff threats... Earlier this morning, he threatened to enact a 50% tariff on the European Union. Meanwhile, he also floated the possibility of at least a 25% tariff on tech giant Apple (AAPL) for iPhones made overseas. The Wall Street Journal has more details […]