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Category: Analyst Insights

Why Big Tech’s tiny production costs make it a long term winner, says this fund manager
SWOT Analysis

Why Big Tech’s tiny production costs make it a long term winner, says this fund manager

[ad_1] AOT Growth and Innovation ETF portfolio manager, John Tinsman says there’s one clear reason to invest in big tech…

by Trade r edarTSeptember 25, 2025
The Fed’s interest-rate cuts are fueling a stock market ‘melt-up’ — and ruin for some investors
SWOT Analysis

The Fed’s interest-rate cuts are fueling a stock market ‘melt-up’ — and ruin for some investors

[ad_1] A buildup in leverage would make the financial system more vulnerable and susceptible to shocks. [ad_2] Source link

by Trade r edarTSeptember 25, 2025
My mother left me $600K in Apple shares. They are 50% of my portfolio. Am I crazy if I don’t diversify?
SWOT Analysis

My mother left me $600K in Apple shares. They are 50% of my portfolio. Am I crazy if I don’t diversify?

[ad_1] “I worry that a downturn in the tech sector, or something Apple-specific, could wipe out half my portfolio.” [ad_2]…

by Trade r edarTSeptember 25, 2025
Quantum-computing stocks have been red hot. HSBC has just claimed a major trading breakthrough using the technology.
SWOT Analysis

Quantum-computing stocks have been red hot. HSBC has just claimed a major trading breakthrough using the technology.

[ad_1] The banking giant says it has shown the technology improves its algorithmic bond dealing. [ad_2] Source link

by Trade r edarTSeptember 25, 2025
Social Security’s new commissioner, rule reversals and cost cuts: Here’s everything that’s happening at the agency
SWOT Analysis

Social Security’s new commissioner, rule reversals and cost cuts: Here’s everything that’s happening at the agency

[ad_1] A Social Security “war room,” threats to shut the agency, worker buyouts and a restraining order — here’s a…

by Trade r edarTSeptember 25, 2025
Will Apple deliver Intel its next lifeline? Here’s why analysts think a deal would make sense.
SWOT Analysis

Will Apple deliver Intel its next lifeline? Here’s why analysts think a deal would make sense.

[ad_1] The chip maker has reportedly asked Apple for an investment as it attempts to save its faltering business with…

by Trade r edarTSeptember 25, 2025
Is Marvell’s stock cheap? This $1 billion move shows the company seems to think so.
SWOT Analysis

Is Marvell’s stock cheap? This $1 billion move shows the company seems to think so.

[ad_1] Marvell is doing an accelerated share repurchase that the CEO says signals “conviction in the business and the intrinsic…

by Trade r edarTSeptember 25, 2025
Costco’s earnings are due. The bar for growth is higher this time around.
SWOT Analysis

Costco’s earnings are due. The bar for growth is higher this time around.

[ad_1] As Costco prepares to report quarterly results Thursday, Wall Street analysts generally have had nice things to say —…

by Trade r edarTSeptember 25, 2025
Trump wanted Jimmy Kimmel cancelled. He gave him his highest ratings in 10 years instead.
SWOT Analysis

Trump wanted Jimmy Kimmel cancelled. He gave him his highest ratings in 10 years instead.

[ad_1] Jimmy Kimmel’s free-speech fight with the Trump administration has turned out to be a ratings bonanza. [ad_2] Source link

by Trade r edarTSeptember 25, 2025
IRS rules now say 401(k) catch-ups for high earners have to be in a Roth. Is it still worth it? 
SWOT Analysis

IRS rules now say 401(k) catch-ups for high earners have to be in a Roth. Is it still worth it? 

[ad_1] Will workers earning more than $145,000 want to put those retirement contributions in a posttax Roth account? Their answer…

by Trade r edarTSeptember 24, 2025

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