Stocks To Buy

For years, private credit was the golden child of Wall Street — a $2 trillion market offering juicy yields with supposedly lower risk than junk bonds. Pension funds, endowments, and increasingly retail investors piled in. But this week, the cracks became impossible to ignore. Marathon Asset Management Chairman Bruce Richards dropped a bombshell: private credit has "way too much" exposure to the software sector, and he fears default rates on direct software loans could hit 15%. That's not a typo. Fifteen ...
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While the rest of the software sector gets its teeth kicked in, Intuit quietly dropped a Q2 earnings report that made Wall Street's AI skeptics look foolish. The TurboTax and QuickBooks parent posted $4.62 billion in revenue for fiscal Q2 2026 — a 15.5% jump year-over-year that beat analyst estimates by over $180 million. Non-GAAP earnings came in at $3.84 per share, demolishing the $3.58 consensus. Gross margins? Still hovering around 80%. Operating margins expanded to 27%. And management sweetened the ...
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Okay, hear me out before you think I've lost it completely. There's this weird corner of the internet where people bet real money on everything from elections to whether Elon will tweet about Dogecoin before lunch. And somehow, these digital degenerates are crushing traditional Wall Street when it comes to predicting what stocks will do next. I'm talking about prediction markets like Polymarket and Kalshi. Think of them as the lovechild of a casino and a crystal ball, except the crystal ...
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If you missed the drone stock rally that sent the REX Drone Economy ETF (DRNZ) soaring 57% between November and January, the market is giving you a second chance. The ETF has pulled back nearly 15% from its peak, and the underlying thesis hasn't changed one bit. In fact, it's only gotten stronger — Congress just passed an $839 billion defense spending bill for fiscal 2026, with a staggering $9.8 billion specifically earmarked for autonomous and unmanned systems. That includes ...
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Something remarkable is happening in the software sector: stocks that Wall Street loved for a decade are getting absolutely demolished, and the culprit is the very technology that was supposed to supercharge their businesses. Artificial intelligence — once the golden child of SaaS investor presentations — has turned into the boogeyman. Salesforce is down 28% year-to-date. IBM cratered 13% in a single day after Anthropic said its Claude AI could help modernize legacy Cobol code. The entire SaaS playbook of ...
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Nvidia just dropped a quarter that would make most CEOs weep with joy — $68.1 billion in revenue, earnings of $1.62 per share (beating the $1.53 estimate), and guidance of $78 billion for next quarter that left analysts scrambling to update their models. The data center business alone raked in $62.3 billion, up 75% year over year. Net income nearly doubled to $43 billion. By every conceivable metric, Jensen Huang and company absolutely crushed it. And the stock? It barely flinched ...
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There are bad earnings reports, and then there's whatever The Trade Desk just did to its shareholders. The ad-tech darling that once traded like a growth stock unicorn reported Q4 numbers that technically beat estimates — and the stock cratered 16% in premarket trading anyway. When beating expectations still gets you punished, you know the narrative has completely turned against you. Let's start with the numbers that should have been good news. Q4 revenue came in at $847 million, up 14% ...
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Salesforce just delivered one of the most impressive demonstrations of AI monetization any enterprise software company has ever produced — 22,000 Agentforce deals in a single quarter, $1.8 billion in combined ARR from its AI platform, and Q4 revenue of $11.18 billion — and the stock dropped 5% in premarket trading. If that doesn't tell you everything about where we are in the AI cycle, nothing will. The company's fiscal Q4 2026 results, reported Tuesday evening, painted a picture of a ...
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