(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — One of the unsung cheat codes for investing in stocks is to find the most powerful, generational tailwinds and put them at your back. This means thinking about the types of things people and companies will be spending their capital on almost regardless of what happens to the cyclical economic story. We have discussed some of these secular tailwinds before when writing up stocks like CrowdStrike (CRWD) and many other cybersecurity plays. Cybersecurity is a must…
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Wall Street analysts remained unimpressed after Paramount Skydance delivered a weak third-quarter earnings report, its first as a merged company. In its last quarter, Paramount reported a loss of 12 cents per share, combining both pre- and post-merger results. Analysts polled by LSEG had expected a profit of 38 cents per share. The company’s $6.70 billion revenue also fell short of the forecast $6.97 billion. But shares of the company were last trading 10% higher on Tuesday. Traders appeared to be reacting to Paramount’s plans to cut more costs and lay off additional employees. Simultaneously, it announced that it would…
Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Tuesday’s key moments. 1. The S & P 500 and Nasdaq were down Tuesday as Big Tech was pressured following CoreWeave’s quarterly results Monday evening. The AI infrastructure provider disappointed investors after lowering its revenue outlook. Shares of CoreWeave plunged around 14%. Regarding the broader AI trade, Jim said, “I’m getting antsy about the fact that there’s too much borrowed money now starting to go into the data center.” However, Jim is not currently advocating changes to the…
Viasat could see its shares skyrocket following a potential spin-off of its defense technology business, which seems increasingly likely, according to JPMorgan. The investment bank upgraded the stock to overweight from neutral. It also hiked its price target for Viasat to $50 from $23, implying 35% upside. “We see a higher likelihood of a separation of the Defense and Advanced Technologies (DAT) segment…including a potential separation of the government and commercial businesses as well as collapsing existing debt silos,” analyst Sebastiano Petti said Tuesday in a note to clients. VSAT YTD mountain Viasat year to date The company’s DAT segment…
META dropped 9% despite an earnings beat, due to a $15.93 billion one-time tax charge mentioned in their earnings call on Oct. 29. This happened even after they beat revenue and EPS estimates. Since then, META has dropped an eye-popping 20% and is finally showing signs of finding a bottom. Moments like these, where a great company with robust earnings loses so much market cap from an extreme knee-jerk reaction, generate amazing trading opportunities. This is the bread and butter for traders like me who bet on Mean Reversion setups. When I analyze a setup like this, I rely on…
A sign displaying “Will Vector for Food” is displayed on the control tower as a Southwest airlines flight takes off at Ronald Reagan Washington National Airport in Arlington, Virginia on November 10, 2025. Andrew Caballero-reynolds | Afp | Getty ImagesFlight disruptions that have marred air travel for millions of people in recent weeks could continue even after the government shutdown ends, airlines warned late Monday.The Senate on Monday night passed a bill that could end the longest federal government shutdown in history, sending it to the House for a vote.That vote came as staffing shortages of air traffic controllers, who…
Ofer Shacham is CEO of Majestic Labs.Tal GivonyThree former Meta and Google silicon executives on Monday announced they’ve raised a total of $100 million to build technology they say will reduce cloud companies’ spend on data center buildouts.Called Majestic Labs, the startup’s co-founders are Ofer Shacham, Sha Rabii and Masumi Reynders, all of whom spent years working together leading silicon products at Meta and Google. Majestic’s patent-pending silicon design architecture includes 1,000 times the memory of a typical enterprise-grade server, the co-founders told CNBC.Majestic develops its entire chip system, much like Nvidia, but each of the startup’s servers may replace…
A global wealth boom is fueling the creation of a record number of family offices. And that has come with a peculiar problem: imposters. Fundraisers and fraudsters are presenting themselves as family office representatives, seeking to dupe gullible investors — and then there are also imposters who are in it just for an “ego boost,” several industry veterans told CNBC. “Fake family offices have been growing exponentially,” said Ronald Diamond, who runs Diamond Wealth and a co-investment syndicate of more than 100 families. “Right now, the family office space is where all the money is. So everyone, every bank, every…
Michael Burry attends the New York premiere of “The Big Short” at the Ziegfeld Theater in New York City on Nov. 23, 2015.Jim Spellman | WireImage | Getty ImagesMichael Burry, the investor made famous by “The Big Short” who recently roiled the market with a tech short bet, is accusing some of America’s largest technology companies of using aggressive accounting to pad their profits from the artificial intelligence boom.In a post on X Monday, the Scion Asset Management founder alleged that “hyperscalers” — the major cloud and AI infrastructure providers — are understating depreciation expenses by estimating that chips will…
Flashpop | Digitalvision | Getty ImagesDespite ongoing investor demand for exchange-traded funds, baby boomers appear to be bucking that trend, new research shows. Experts say there may be a good reason for it.Only 6% of surveyed baby boomers — those born 1948-1964 — say they plan to “significantly increase” their ETF investments in the next year, according to a new study from Charles Schwab. That compares with 32% of millennials — those born 1981-1996 — and 20% of Generation X, born 1965-1980.Boomers are also the generation least likely to say they are open to putting their entire portfolio in ETFs…
