Nvidia's stock dips despite $1T chip orders & 73% revenue growth. AI bubble fears outweigh massive market potential.
VIG lags S&P 500 returns but shines in downturns, offering higher dividend yields.
PLTR surges 70% on AI growth, but trades at 51x P/S. SNDK cheap at 8x P/E, speculative upside.
Blackstone's credit fund sees its first monthly loss (-0.4%) since 2022, signaling potential shifts in private credit returns.
TSLA's AI bets may be priced in; LCID faces dilution risk; RIVN balances risk/reward at $20B cap.
SMCI plunges 27% on smuggling charges; Dell surges 5% as AI server rival gains.
Munger's picks: SPGI (P/E 29), FICO (P/E 44) & HD near lows. High margins, but valuations & debt are concerns.
Sponsored
Must Read