Serve Robotics had an incredible news week.Shares of robotic delivery upstart Serve Robotics (SERV +16.78%) have spiked 33% this week as of 2:00 p.m. ET on Thursday following numerous news items. Intent on leading the robot revolution (at least the AI-powered kind that brings food and groceries to your door), Serve Robotics has been receiving a lot of attention from Wall Street recently.NASDAQ : SERVServe RoboticsToday's Change( 16.78 %) $ 2.26Current Price$ 15.73Key Data PointsMarket Cap$1.0BDay's Range$ 1 ...

Today's decline is reminding investors that Centrus Energy stock can't rise forever.Rising higher on each day of trading since the first market session of 2026, Centrus Energy (LEU 10.20%) stock is off to an auspicious start in the new year. Today, however, shares of the uranium enrichment specialist appear poised to end the impressive streak, partly due to an analyst's uninspiring outlook.As of 1:33 p.m. ET, shares of Centrus Energy are down 10.4%, paring back an earlier slide of 11.6%. One analyst hiked h ...

Taiwan Semiconductor Manufacturing stock seems poised for another year of strong gains.The S&P 500 has been in a bull market for more than three years now, entering this territory in October 2022, and the good news is that the index is expected to sustain its rally in 2026 as well.After recording three consecutive years of double-digit gains, a feat that the index has achieved five times since it came into existence in 1957, Wall Street is looking forward to another year of robust growth in the S&P 500. Deu ...

The beer stock managed to beat estimates in its earnings report.Shares of Constellation Brands (STZ +4.71%) were gaining today after the domestic seller of Corona and Modelo beat estimates in its third-quarter earnings report.As of 1:57 p.m. ET, the stock was up 4.7% on the news. Constellation tops a low barConstellation Brands has faced a number of headwinds recently, including weak discretionary spending, younger generations turning away from alcohol, and a slowdown among Hispanic customers.Revenue fell 1 ...

Core Viewpoint - Tesla's vehicle business is facing significant challenges, with a notable decline in deliveries and production, raising concerns about the sustainability of its growth and the potential impact of its Robotaxi service on overall profitability [1][2][3]. Group 1: Vehicle Deliveries and Production - Tesla's fourth-quarter deliveries fell nearly 16% year-over-year to approximately 418,000 vehicles, leading to a full-year 2025 delivery estimate of 1.64 million, which is an 8.6% decline year-over-year [1]. - The company's vehicle production also decreased sequentially in Q4, with about 434,000 cars produced, down from approximately 447,000 in Q3 [1]. Group 2: Robotaxi Service and Financial Implications - Investor enthusiasm for Tesla's Robotaxi service is driving its high price-to-earnings ratio, which is nearly 300, despite disappointing delivery figures [3]. - There are concerns that the capital expenditures required for the Robotaxi service may exceed expectations, similar to the situation faced by Meta Platforms, which saw a significant increase in capital expenditures due to AI investments [5][6][9]. - Tesla's CFO projected capital expenditures to rise substantially in 2026, indicating a shift towards more capital-intensive operations [9][10]. Group 3: Competitive Landscape - The autonomous ride-sharing market is becoming increasingly competitive, with major players like Alphabet and Amazon already in the space, alongside electric vehicle companies such as Rivian, Lucid, and BYD [11]. - Price sensitivity is expected to dominate the taxi service market, making it challenging for companies to differentiate themselves beyond pricing [12]. Group 4: Potential Outcomes - The combination of high capital intensity and the potential commoditization of ride-sharing services could lead to a scenario where the costs associated with the Robotaxi service exceed its revenue [13]. - Conversely, if Tesla can leverage its existing vehicle hardware for rapid deployment of the Robotaxi service, it may achieve a first-mover advantage and potentially license its technology to other manufacturers, creating a lucrative revenue stream [14][15].

Group 1: MercadoLibre - MercadoLibre has faced challenges recently, with its stock price significantly below its July peak despite a recent uptick [2] - The company reported a third-quarter revenue of $7.4 billion, reflecting a nearly 40% year-over-year growth, but per-share profits only increased from $7.83 to $8.32 [4] - The strategy of offering free shipping has temporarily impacted profitability but is expected to attract long-term customers [5] - Most of MercadoLibre's revenue is generated from Brazil, Mexico, and Argentina, and recent economic changes in Venezuela may present new opportunities [6] Group 2: Chewy - Chewy operates as an online pet supply store, catering to the 94 million U.S. households with pets [8] - The company has a market cap of $13 billion and is currently down over 30% from its June high [9] - In the last quarter, Chewy's revenue reached $3.1 billion, with 84% coming from customers subscribed to recurring deliveries [11] - Chewy's customer base grew by nearly 1 million year-over-year, totaling over 21.1 million, indicating strong customer retention [12] Group 3: DraftKings - DraftKings is a sports-wagering platform that has seen its stock decline over 30% from its February high and is about 50% below its pandemic peak [13] - The company anticipates reporting revenue of approximately $6 billion for fiscal 2025, a 25% increase from the previous year [16] - The global online sports-betting market is projected to grow at an average annual rate of 12.6% through 2034, with the U.S. being a significant contributor [17] - Recent stock weakness is attributed to increased competition and a reduction in revenue guidance, but DraftKings maintains strong brand recognition and partnerships with major sports entities [19]

Core Viewpoint - The article compares Carnival and Viking Holdings as investment options in the cruise industry, highlighting their market positions, financial performance, and growth potential. Carnival - Carnival holds a 42% market share in the cruise industry, making it a generalist brand catering to a broad audience, which includes budget-friendly options [3] - The company faced significant challenges during the pandemic, leading to heavy borrowing and a slow recovery to pre-pandemic revenue levels, but has since seen a resurgence in demand with occupancy rates at 105% [4] - In fiscal 2025, Carnival generated $2.6 billion in free cash flow and reduced its total debt by approximately $800 million, although its total debt remains high at $25.8 billion [5] - The stock has increased by 30% over the past year and is currently valued at a P/E ratio of 16, which is lower than its competitors, suggesting potential for further growth [7] Viking Holdings - Viking has a much smaller market share of 0.8% but claims 4.2% of industry revenue, focusing on luxury experiences and educational offerings [2] - The company has a total debt of around $5.4 billion, which is considered manageable given its book value of the same amount [11] - Viking generated $674 million in free cash flow over the last year, although this has decreased as the company invests in new ships to meet high demand [12] - The stock has appreciated by 70% over the past year, with a higher P/E ratio of 35, reflecting its premium positioning and recession-resistant business model [13] Investment Considerations - Investors seeking safety may prefer Carnival due to its low P/E ratio and significant market share, alongside strong booking trends and effective debt management [14] - Conversely, those willing to take on more risk might find Viking's growth potential appealing, as its business model is less susceptible to economic downturns and its smaller ships allow access to more destinations [15]

Core Insights - The healthcare sector underperformed in 2025, but there are still solid investment opportunities in smaller biotech companies [1] - Axsome Therapeutics and Exelixis are highlighted as promising investment options for 2026 and beyond [2] Axsome Therapeutics - Axsome Therapeutics has made steady clinical and regulatory progress, with approved products including Auvelity for depression, Symbravo for migraines, and Sunosi for narcolepsy [3] - The company is close to earning approval for Auvelity in treating Alzheimer's disease agitation, which could address a significant unmet need, as approximately 5 million patients in the U.S. experience this condition [4] - Axsome's revenue for the first nine months of 2025 reached $442.5 million, marking a 65.8% increase year-over-year [7] - The company has several late-stage pipeline candidates, including AXS-12 for narcolepsy and AXS-14 for fibromyalgia, which could further boost revenue [6][8] Exelixis - Exelixis specializes in oncology, primarily generating revenue from Cabometyx, which is approved for various cancers, including liver and kidney cancer [9] - The company reported $1.7 billion in revenue for the first nine months of 2025, a 7.5% increase compared to the same period in 2024 [10] - Exelixis has successfully defended its patent rights, delaying generic competition until the next decade [10] - The company is developing new products, including Zanzalintinib for metastatic colorectal cancer, which has shown strong phase 3 results and could significantly impact sales [12][14] - Exelixis is expected to submit regulatory applications soon, which will help diversify its portfolio beyond Cabometyx [13]

A small cost advantage for one S&P 500 ETF could make a difference over the long term.You might have noticed that the S&P 500 (^GSPC 0.34%) is on a roll. The widely followed index just wrapped up three consecutive years of gains of 16% or more. Such a streak has occurred only five times in the last 98 years. The S&P 500 is off to a good start in the new year as well.Investors seeking to capitalize on the S&P 500's momentum have several exchange-traded funds (ETFs) to choose from. But what's the best S&P 500 ...

Core Viewpoint - Investors are increasingly turning to precious metals like gold and silver as a hedge against economic and political uncertainties, with significant price increases observed in 2025 [1][2]. Economic Context - The U.S. government faced a trillion-dollar budget deficit in 2025, contributing to a national debt of $38.6 trillion, which has raised concerns about the potential devaluation of the U.S. dollar [2][11]. - Rising inflation and unemployment rates, along with political instability, have created a challenging environment for stock market investors [1]. Precious Metals Performance - Gold prices surged by 64% in 2025, while silver outperformed with a remarkable 144% increase, driven by similar economic conditions and a looming global supply shortage [2][3]. - The price of gold is influenced by the increase in money supply, particularly since the U.S. abandoned the gold standard in 1971, leading to a 90% decline in the dollar's purchasing power [6]. Supply and Demand Dynamics - Silver's abundance and industrial demand, particularly from electronics manufacturers, contribute to its price volatility and potential for significant returns [8][10]. - China's recent export restrictions on silver, effective January 1, 2026, aim to protect its electronics industry and may lead to a global supply shortage, further driving up prices [9][10]. Future Outlook - While the bull case for precious metals remains strong, the situation for silver is more complex due to potential shifts in supply and demand dynamics, particularly if China alters its export policies [12]. - Historical data suggests that while silver has delivered a compound annual return of 5.9% over the last 50 years, expecting another triple-digit percentage gain in 2026 may be unrealistic [14].