The cruise industry has shown significant signs of recovery post-pandemic, with high demand leading to optimism among investors. Analysts like Robin Farley from UBS are positive about the industry’s future prospects. Farley notes that there is still a substantial gap between cruise prices and land-based hotel prices, indicating room for further growth. This, coupled with
earnings
Nvidia, despite reaching a new record high, continues to be considered inexpensive due to the rapid pace of its earnings growth. Eric Jackson from EMJ Capital believes that there is no artificial intelligence bubble in sight and that Nvidia’s massive quarters are likely to continue. With earnings per share increasing nearly 600% in the latest
Lululemon, a leading athletic apparel retailer, recently reported flat comparable sales in its largest market, the Americas, raising concerns about its growth trajectory. While the company exceeded earnings expectations, it only narrowly beat revenue projections, signaling a potential slowdown in its key region. The company’s full fiscal year guidance suggests optimism for improved conditions in
Wolfe Research has identified a group of stocks that are prime targets for short sellers in the current market. By analyzing 16 different screens for short-sale candidates, the firm has compiled a list of companies that exhibit characteristics such as valuation, earnings quality, capital allocation, and sentiment that make them vulnerable to a price drop.
In a recent analysis, we delved into the potential breakout in Southern Copper (SCCO) stock and the factors driving the copper market. However, upon closer examination, it becomes evident that there are both opportunities and risks associated with investing in this sector. The demand for copper is expected to increase significantly in the coming years
The recent struggles in Brazilian stocks present a potential opportunity for investors to enter Latin America’s largest economy at a discounted price. The Bovespa, Brazil’s stock index, has seen a year-to-date decline of approximately 9% and a monthly drop of around 3%. These figures mark the worst May performance for the benchmark index since 2018.
In recent months, utility stocks have experienced a significant rally, outperforming other sectors in the S & P 500. This upward trend has caught the attention of investment experts, such as Goldman Sachs, who see utility stocks as a favorable option for investors looking to capitalize on the artificial intelligence trend and protect their portfolios
Bank of America recently highlighted Nvidia as one of the top stocks with potential for further gains. The artificial intelligence darling has already seen its shares more than double in 2024, but analysts believe there is still room for growth. With a turnkey system design and a strong foothold in the AI accelerator market, Nvidia
The Russian government recently made changes to the mandatory sales of foreign currency for exporters if more than half of the value of their contracts is paid in roubles. This decision was made in an effort to prop up the rouble, which was under pressure from capital outflows and limited foreign currency supply. President Vladimir
Oregon economists recently released their June forecast, predicting a 50-50 chance that residents of the state will receive a kicker tax credit in 2026. This credit is triggered when personal income taxes come in at least 2% higher than initial forecasts. The quarterly Oregon Economic and Revenue Forecast reported that collections on April personal income