Key Points Nvidia stock is up 16% so far in 2026, but investors who bought Corning stock at the start of the year would be sitting on a return of 44% instead. Corning has manufactured glass for the electronics industry for 175 years, and it’s now at the center of the artficial intelligence boom thanks…
Key Points SpaceX and Tesla are exploring a merger. Tesla’s earnings are moving in the wrong direction, but SpaceX may want access to its large cash position. Both stocks trade at premium valuations, and a merger might just make things messier for investors to analyze. 10 stocks we like better than Space Exploration Technologies ›…
Key Points A merger between SpaceX and Tesla is being formally considered. The Terrafab computer chip manufacturing project may be the key to the merger. Major uncertainties with product timelines and capital spending should make investors nervous. Motley Fool Issues Rare “Total Conviction” Buy Alert › Space Exploration Technologies (NASDAQ: SPCX) and Tesla (NASDAQ: TSLA)…
Key Points Archer Aviation (NYSE: ACHR) and Joby Aviation (NYSE: JOBY) are the highest-profile players in the U.S. electric vertical take-off and landing (eVTOL) market. Each company’s future in the commercial eVTOL space hinges on scaling production and harnessing efficiencies that lead to margin improvements. While economies-of-scale benefits from much higher vehicle production numbers and…
Key Points Apple (NASDAQ:AAPL) shares are roughly $350 as I write, close to their all-time high and up about 29% so far in 2026. Netflix (NASDAQ:NFLX) shares, meanwhile, reached their one-year low on Oct. 29. Near $62 today, the stock is about 54% below the record close it set in June 2025 (adjusted for the…
Key Points Alphabet and Broadcom are both about to benefit from Anthropic’s adoption of TPUs. Amazon will benefit from Anthropic’s spending through compute commitments and channel partner fees. SpaceX and Nvidia will also benefit from Anthropic’s big spending. 10 stocks we like better than Alphabet › Anthropic filed its highly anticipated S-1 prospectus on Oct….
Key Points As Tesla gears up to fundamentally change its core businesses, R&D costs are rising quickly. Rising R&D costs were largely driven by AI, Optimus, and other technology development. Tesla’s future businesses could prove lucrative, but they’re also currently increasingly expensive. These 10 stocks could mint the next wave of millionaires › Tesla (NASDAQ:…
Key Points American Express cardholders are showing no signs of a spending slowdown. The credit quality of American Express’s card balances is excellent. Relentless stock buybacks and dividends provide an incentive for patient investors to hold American Express stock. 10 stocks we like better than American Express › With just 30 components, the Dow Jones…
Key Points CoreWeave’s debt prices are crashing on the secondary market, suggesting investors increasingly expect it to default on its debt. Elon Musk and his companies are no longer doing business with neocloud companies like CoreWeave. Motley Fool Issues Rare “Total Conviction” Buy Alert › Since October began, it has been a bad time to…
Key Points The trend in the industrial sector is toward breakups, not mega mergers. Conglomerates have tended to trade at a discount rather than a premium in recent years. Tesla has arguably not yet realized the full value of its robotaxi/Cybercab program, and with a fleet ramp-up a real possibility next year, it might make…