FinancialEngineering


  • Marvell Is a Real Bet on AI — Bausch Is a Debt Bet in Disguise

    Marvell Is a Real Bet on AI — Bausch Is a Debt Bet in Disguise

    Jim Cramer says buy Marvell and Bausch. The real question isn’t whether he’s excited — it’s whether the numbers and the charts back him up. Let’s start with Marvell (MRVL), because this one actually has receipts. Marvell just posted fiscal 2026 revenue of $8.2B, up 42% year over year. Q4 alone came in at $2.2B,…


  • Buffett Isn’t Chasing Oil Hype — He’s Buying Control

    Buffett Isn’t Chasing Oil Hype — He’s Buying Control

    Warren Buffett now owns nearly a third of Occidental Petroleum. That’s not a toe in the water. That’s a cannonball. As of early 2026, Berkshire Hathaway controls roughly 28% of OXY’s common stock — and closer to 33% if you count the warrants. Add in the 8% preferred shares he picked up during the Anadarko…