Archive

Dive into a collection of past posts and rediscover timeless content.

This Dividend ETF Choice Could Shape Your Income Strategy Through 2026

Jul 13, 2026

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3 min read

This Dividend ETF Choice Could Shape Your Income Strategy Through 2026

With cash yields fading and rates likely on hold, dividend ETFs are back in focus. Here’s how VYM and SCHD stack up for investors balancing today’s income with tomorrow’s growth.

Why WD-40 Is Proving Great Businesses Never Go Out of Style

Jul 12, 2026

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3 min read

Why WD-40 Is Proving Great Businesses Never Go Out of Style

WD-40’s latest quarter shows how a simple, trusted brand can keep delivering outsized growth, margin strength, and shareholder returns. The results suggest that durable businesses with strong moats still have plenty of room to run.

Broadcom's $30 Billion Apple Deal: This Chip Giant Is About More than Just AI

Jul 11, 2026

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3 min read

Broadcom's $30 Billion Apple Deal: This Chip Giant Is About More than Just AI

Broadcom’s latest Apple deal cements a massive non-AI revenue stream and underscores the chipmaker’s reach beyond the AI boom. With growth accelerating across all three business lines, the stock may have more upside than its recent pullback suggests.

Lockheed Martin Secures the Ultimate Defense Moat

Jul 10, 2026

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3 min read

Lockheed Martin Secures the Ultimate Defense Moat

Record backlog, fresh Pentagon wins, and a strategic acquisition are reinforcing Lockheed’s long-term defense moat. But with margins under pressure, all eyes are on whether the next earnings report confirms a recovery.

Want Anthropic Exposure Before the IPO? These 2 AI Giants Are Already There

Jul 9, 2026

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3 min read

Want Anthropic Exposure Before the IPO? These 2 AI Giants Are Already There

Amazon and Alphabet already hold sizable stakes in Anthropic, giving investors a backdoor into the fast-growing AI startup before its public debut. Here’s how each tech giant could benefit from Anthropic’s IPO—and the cloud demand it could unleash.

Silicon Starvation: Amazon Feasts on Legacy GPUs

Jul 8, 2026

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3 min read

Silicon Starvation: Amazon Feasts on Legacy GPUs

Amazon is quietly forcing the AI stack off legacy GPUs and into its own custom silicon, boosting margins and reshaping the cloud hardware race. The real winners may be foundries like TSMC, which are printing the chips hyperscalers can’t make themselves.

Doug Casey Calls AI a Super Bubble, Bets on Energy, Gold Miners and Grains

Jul 7, 2026

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3 min read

Doug Casey Calls AI a Super Bubble, Bets on Energy, Gold Miners and Grains

He says the AI boom is a historic mania—and is rotating into energy, miners, and grains where he sees real value.

Why Microsoft Looks Like the Best Big Tech Trade for H2 2026

Jul 6, 2026

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3 min read

Why Microsoft Looks Like the Best Big Tech Trade for H2 2026

Despite a bruising first half, Microsoft’s accelerating AI growth, strong cloud results, and a more reasonable valuation could set up a rebound in H2 2026. For patient investors, MSFT may be the most compelling big tech trade right now.

These Stocks Could Win as Wall Street Looks Beyond AI Software

Jul 5, 2026

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3 min read

These Stocks Could Win as Wall Street Looks Beyond AI Software

As AI software trades get crowded, investors are turning to aerospace, space infrastructure, and power plays with real catalysts. Joby, Rocket Lab, AST SpaceMobile, and FuelCell Energy could benefit from the next market rotation.

Klarna’s Google Court Win Could Give Its BNPL Story a Needed Cash Catalyst

Jul 4, 2026

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3 min read

Klarna’s Google Court Win Could Give Its BNPL Story a Needed Cash Catalyst

Klarna’s nearly $2 billion Google antitrust win could provide a much-needed cash boost, but appeals, taxes and fee splits may trim the final payout. Still, the ruling offers a rare non-dilutive catalyst as the BNPL giant works to stabilize its post-IPO story.

Archive

Dive into a collection of past posts and rediscover timeless content.

This Dividend ETF Choice Could Shape Your Income Strategy Through 2026

Why WD-40 Is Proving Great Businesses Never Go Out of Style

Broadcom's $30 Billion Apple Deal: This Chip Giant Is About More than Just AI

Lockheed Martin Secures the Ultimate Defense Moat

Want Anthropic Exposure Before the IPO? These 2 AI Giants Are Already There

Silicon Starvation: Amazon Feasts on Legacy GPUs

Doug Casey Calls AI a Super Bubble, Bets on Energy, Gold Miners and Grains

Why Microsoft Looks Like the Best Big Tech Trade for H2 2026

These Stocks Could Win as Wall Street Looks Beyond AI Software

Klarna’s Google Court Win Could Give Its BNPL Story a Needed Cash Catalyst

The Markets Daily