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Howard Marks: Investing in AI Stocks Is ‘Closer to Speculating’ Than Analysis
24/7 Wall St.69d agoneutral
Howard Marks: Investing in AI Stocks Is ‘Closer to Speculating’ Than Analysis

Although the AI buildout has minted trillions in fresh market value across Wall Street, Howard Marks thinks buyers of these stocks are kidding themselves about what they actually own. On a recent Prof G Markets appearance, Oaktree Capital co-founder Marks laid out a spectrum running from “analytical investing in prosaic, understandable companies” to “speculative investing ... Howard Marks: Investing in AI Stocks Is ‘Closer to Speculating’ Than Analysis

NVDX vs. NVDL: Which 2x Nvidia ETF Is the Better Way to Press the Bet?
24/7 Wall St.69d agoneutral
NVDX vs. NVDL: Which 2x Nvidia ETF Is the Better Way to Press the Bet?

The T-Rex 2X Long NVIDIA Daily Target ETF (NASDAQ:NVDX) and the GraniteShares 2x Long NVDA Daily ETF (NASDAQ:NVDL) sell the same product on the label: 2x the daily move in NVIDIA. The choice between them looks cosmetic until the holding period stretches past a day, at which point fees, liquidity, and tracking precision pull the ... NVDX vs. NVDL: Which 2x Nvidia ETF Is the Better Way to Press the Bet?

SCHD Now Concentrates 42 Percent of Your Money in Just 10 Stocks. Here Is Who Should Still Own It
24/7 Wall St.69d agoneutral
SCHD Now Concentrates 42 Percent of Your Money in Just 10 Stocks. Here Is Who Should Still Own It

Most Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) owners assume they are buying broad market diversification. The latest Schwab fact sheet tells a different story. SCHD’s top 10 holdings now account for 41% of the fund’s $71.6 billion in net assets, well above the roughly 30% top-10 weight typical of large-cap dividend peers. SCHD still earns ... SCHD Now Concentrates 42 Percent of Your Money in Just 10 Stocks. Here Is Who Should Still Own It

URA vs. URNM: Which Uranium ETF Best Plays the Nuclear Boom?
24/7 Wall St.69d agoneutral
URA vs. URNM: Which Uranium ETF Best Plays the Nuclear Boom?

The choice between the Global X Uranium ETF (NYSEARCA:URA) and the Sprott Uranium Miners ETF (NYSEARCA:URNM) looks academic until the uranium spot price moves. Both funds promise exposure to the nuclear revival driving 2026’s energy story, from AI data center power deals to small modular reactor commitments. For its part, URA blends miners with utilities ... URA vs. URNM: Which Uranium ETF Best Plays the Nuclear Boom?

SpaceX set to surpass Amazon's market cap as post-IPO rally continues
Reuters69d agobullish
SpaceX set to surpass Amazon's market cap as post-IPO rally continues

Shares of Elon Musk's SpaceX rose ‌more than 10% ‌in premarket trading on Tuesday, putting ​the company on course to overtake Amazon.com in market value to become the ‌world's fifth‑largest ⁠company, as it extended a post-IPO rally. The ⁠stock, which surged more than 19% on Monday, ​was last ​up ​10.1% at $211.8, giving ‌the company a market capitalization of nearly $2.8 trillion if gains hold. Amazon was last valued at $2.66 trillion.

Nebius Group N.V. (NBIS) a Moderate Buy, Per Wall Street
Insider Monkey69d agobullish
Nebius Group N.V. (NBIS) a Moderate Buy, Per Wall Street

Nebius Group N.V. (NASDAQ:NBIS) is among the 10 Stocks ChatGPT Predicts Could Make You Wealthy in 3 Years. On June 8, BofA analyst Tal Liani lifted the firm’s price target on the stock to $280 from $240 and maintained a Buy rating. The adjustment came after the company announced it would spend £1.7 billion on […]

SMCZ vs. SMCX: Betting Against or All-In on Super Micro?
24/7 Wall St.69d agoneutral
SMCZ vs. SMCX: Betting Against or All-In on Super Micro?

The choice between Defiance Daily Target 2X Short SMCI ETF (NASDAQ:SMCZ) and Defiance Daily Target 2X Long SMCI ETF (NASDAQ:SMCX) is the cleanest bull-versus-bear mirror trade available in the AI server complex. Both products from Defiance ETFs track the same underlying, Super Micro Computer (NASDAQ:SMCI), with opposing 2x daily leverage. They look like polar opposites ... SMCZ vs. SMCX: Betting Against or All-In on Super Micro?