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Boston Scientific $BSX - A Life-Saving Medical Devices Champion
BSX is one of the largest medical-device companies in the world, focused mainly on cardiovascular, endoscopy, urology and neuromodulation. Think catheters, ablation systems, stents, implantable devices and other products used during minimally invasive procedures The stock is around $45 as of September 24, 2026, with a market capitalization of roughly …
The Market Is Starting to Hedge a Fed Reversal
The market may be pricing more Fed hikes, but parts of the rates market are starting to hedge the exact opposite. Here, I am referring to SOFR options. If you’re not familiar with SOFR, it stands for the Secured Overnight Financing Rate. Basically, it measures the cost of borrowing cash …
Apollo: AI Adoption Is Spreading. AI Spending Is Concentrating
|AI Adoption Is Spreading. AI Spending Is Concentrating| |:-| Roughly 10% of software-spending businesses on Ramp now pay a GPU vendor, up from under 4% two years ago, see chart below. Nearly all of that came from model serving and inference, which went from 2.4% to 8.7% of firms, while …
Apple and Nvidia are taking up more of the S&P 500
The S&P 500 has 500 companies, but a relatively small group is driving an increasing share of the index. Apple and Nvidia now account for more than 15% of the S&P 500, while the 10 largest holdings are approaching 40%. A decade ago, the top 10 were around 17%. Apple …
30-Year Yield Hits 5.44% as Fed Hike Odds Surge Past 70%.
The 30-year Treasury yield hitting 5.44% means the bond market sell-off is officially getting ugly. For those holding high-multiple tech or growth stocks, watch closely because higher yields directly crush equity valuations. As big funds can get a guaranteed 5.4% yield from the government, they stop paying crazy premiums for …
r/Stocks Daily Discussion & Options Trading Thursday - Sep 24, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on stock options, but if options aren't your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks …
Renewables in times of energy crisis
Hello, How would you value FSLR or SEDG as investments, taken that electricity prices keep rising, tariffs restrict Chinese solar panel/inverter competition and future policy potentially restores stronger solar tax credits. However, interest rates remain higher for longer? Which is a big headwind. Does this thesis sound compelling, and what …
How is my starter setup
SPY, TSM, CAT, GOOGL, NVDA, JNJ, LMT, LLY, RTH, O, GDX, MSFT, BND, AIRR, VEA, and VSS. I think these stocks here could be my foundation I build off of starting my investing journey. Im pretty new to this but im doing my research and starting off with steady reliable …
Since 1950, S&P500 always had positive returns following the midterms. Thoughts?
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U.S. Oil Imports From Venezuela Just Exploded to a 9-Year High and Chevron Could Be the Biggest Winner
Quick Read \\- CVX plans to invest $7 billion in Venezuela over five years, targeting production above 600,000 barrels per day at costs below $20 per barrel. \\- U.S. Venezuelan crude imports surged 237% over six months to 782,000 barrels per day, the highest weekly level since 2017. \\- President …