Uh Ed, we now have a market that uh you know is has kind of completed whatever uh we're going to call what happened in the spring, that severe correction. In fact, one of the fastest rebounds from a 15% plus pullback in the S&P 500 we've seen. What does that tell us.And I guess what is the overall market behavior suggest to you. Yeah, Mike, it certainly has been risk on since the the April lows. We went through a retesting period for a couple of weeks, but then once we got into late April, it's been very mu ...

Core Insights - Aeva (AEVA) has achieved a significantly high valuation, indicating strong market interest and potential growth in the lidar technology sector [1] - Comparatively, Ouster (OUST) is viewed as a safer investment option, while Innoviz (NASDAQ: INVZ) is also highlighted for its potential [1] - The current focus is on evaluating lidar companies based on their technology, market adoption, and revenue growth, reflecting a shift in investment analysis from solar manufacturers and renewable yieldcos [1]

In the age of AI startups, traditional valuation measures such as projected revenue growth, customer churn and cash burn are becoming less sacrosanct than they used to be. But at what cost? https://t.co/3lTov87bcd ...

Which MLS team had the highest valuation in 2025? https://t.co/5QvgPYBmSZ https://t.co/5QvgPYBmSZ ...

We've had an incredible run over the past few months, but somehow it doesn't feel complete with Apple lagging far behind the averages. Granted, the stock still bounced off its early April lows, but it's not even back to where it was before President Trump announced his liberation day tariffs. For the past month or so, Apple's been trading sideways, basically hugging the $200 level while the rest of the tech sector's been roaring.And look, as much as I love Apple, the company which makes the world's best pro ...

Valuation & Revenue - The report likely discusses the WNBA's most valuable teams in 2025 [1] - The report likely contains revenue figures for WNBA teams [1] Industry Trends - The report likely analyzes the factors contributing to team valuations [1] - The report likely explores the growth and development of the WNBA [1]

Core Viewpoint - The "Magnificent Seven" companies, including Alphabet, are experiencing a shift in performance, with Alphabet becoming undervalued compared to the S&P 500, raising questions about its growth potential and investment attractiveness [1][3][10]. Group 1: Company Performance - The Magnificent Seven have historically outperformed the S&P 500, but in 2025, companies like Apple and Alphabet are underperforming [2][3]. - Alphabet's forward P/E ratio is 17.4, significantly lower than the S&P 500's 21.8, indicating a discounted valuation despite its industry leadership [8][10]. - The small difference between Alphabet's forward and current P/E suggests lower near-term earnings growth expectations from investors [11]. Group 2: Revenue and Business Model - Alphabet generates most of its revenue from Google Services, particularly Google Search, which accounted for over $50 billion in revenue, representing 65.6% of total services revenue [12][13]. - The company's heavy reliance on Google Search raises concerns about its valuation, especially as competition from platforms like ChatGPT and TikTok increases [14][15]. Group 3: Competitive Landscape and Innovation - Alphabet is facing challenges to its search dominance but has made significant advancements in AI, particularly with the rebranding of its generative AI model to Gemini [15][16]. - The integration of Gemini across Alphabet's ecosystem could enhance growth, although competition has forced the company to innovate more rapidly [17]. Group 4: Investment Outlook - Despite concerns about its market position, Alphabet's earnings are expected to grow steadily, supporting free cash flow generation and potential buybacks [18]. - The current valuation of Alphabet is considered too cheap to ignore, positioning it as a compelling buy for long-term investors [18].

Market Analysis - Bitcoin is trading at a 13% discount relative to its appreciation against the US dollar [1] - The value of Bitcoin is increasing faster than the value of the US dollar [1] Investment Implication - The analysis suggests a potential buying opportunity for Bitcoin [1]

Core Insights - Aris Mining Corporation (ARMN) has a robust balance sheet with a cash balance of approximately $240 million at the end of Q1, enabling it to finance development projects effectively [1][7] - The company generated $40 million in cash flow during Q1 after accounting for sustaining capital and taxes, allowing it to fund key projects internally and reduce financing risk [2][7] - ARMN shares have increased by 96.9% year-to-date, outperforming the Zacks Mining – Gold industry, which rose by 52.9% [5][7] Financial Performance - ARMN's cash flow generation and cash reserves support ongoing projects such as Segovia mill expansion and Marmato Lower Mine construction [2][7] - The company is trading at a forward 12-month earnings multiple of 4.61, which is about 65% lower than the industry average of 13.19 [8] - The Zacks Consensus Estimate indicates a significant year-over-year earnings increase of 226.5% for 2025 and 80.6% for 2026, with EPS estimates trending higher over the past 60 days [10]

Tarek Mansour, Kalshi co-founder and CEO, joins 'Squawk Box' to discuss the company hitting $2 billion in valuation after its latest funding round, where the increased funding will be allocated towards, state of prediction markets, NYC mayoral race, and more. ...